Screener
SMLF vs TMFS
iShares U.S. Small-Cap Equity Factor ETF vs Motley Fool Small-Cap Growth ETF
Key differences
Both SMLF and TMFS are equity ETFs. SMLF charges 0.15% a year and TMFS 0.85%. The main difference: SMLF follows a index tracking strategy; TMFS uses active selection.
- SMLF follows a index tracking strategy; TMFS uses active selection.
- SMLF costs 0.70% less per year.
- SMLF is much larger than TMFS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SMLF has delivered higher annualized returns.
Side-by-side comparison
| SMLF | TMFS | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.85% |
| Fund size (AUM) | $3.9B | $59M |
| Since | 2015 | 2018 |
| Dividend yield | 1.03% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +31.6% | -0.9% |
| CAGR 3Y | +19.4% | +7.2% |
| CAGR 5Y | +11.1% | -1.1% |
| Sharpe 3Y | 0.81 | 0.27 |
| Volatility 1Y | 17.65% | 19.89% |
| Max drawdown | -41.89% | -48.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.