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SMLV vs SMMV

State Street SPDR US Small Cap Low Volatility Index ETF vs iShares MSCI USA Small-Cap Min Vol Factor ETF

SMLV

State Street SPDR US Small Cap Low Volatility Index ETF

State Street Investment Management

Annual cost

0.12%

Fund size

$237M

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

Key differences

  • SMLV costs 0.08% less per year.
  • Over the last 3 years, SMLV has delivered higher annualized returns.

Side-by-side comparison

SMLVSMMV
Annual cost (TER)0.12%0.20%
Fund size (AUM)$237M$284M
Since20132016
Dividend yield2.36%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.8%+8.9%
CAGR 3Y+17.1%+11.6%
CAGR 5Y+7.8%+5.3%
Sharpe 3Y0.740.68
Volatility 1Y15.93%9.88%
Max drawdown-42.45%-38.77%

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

Similar to SMLV and SMMV