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SMLF vs USMV

iShares U.S. Small-Cap Equity Factor ETF vs iShares MSCI USA Min Vol Factor ETF

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

USMV

iShares MSCI USA Min Vol Factor ETF

iShares

Annual cost

0.15%

Fund size

$22.9B

Key differences

  • USMV is significantly larger than SMLF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SMLF has delivered higher annualized returns.

Side-by-side comparison

SMLFUSMV
Annual cost (TER)0.15%0.15%
Fund size (AUM)$3.6B$22.9B
Since20152011
Dividend yield1.07%1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.5%+5.8%
CAGR 3Y+20.4%+11.8%
CAGR 5Y+10.7%+7.8%
Sharpe 3Y0.860.80
Volatility 1Y17.32%8.57%
Max drawdown-41.89%-33.10%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SMLF and USMV