Screener
SMLV vs USMV
State Street SPDR US Small Cap Low Volatility Index ETF vs iShares MSCI USA Min Vol Factor ETF
Key differences
- USMV is significantly larger than SMLV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SMLV has delivered higher annualized returns.
Side-by-side comparison
| SMLV | USMV | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.15% |
| Fund size (AUM) | $237M | $22.9B |
| Since | 2013 | 2011 |
| Dividend yield | 2.36% | 1.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.8% | +5.8% |
| CAGR 3Y | +17.1% | +11.8% |
| CAGR 5Y | +7.8% | +7.8% |
| Sharpe 3Y | 0.74 | 0.80 |
| Volatility 1Y | 15.93% | 8.57% |
| Max drawdown | -42.45% | -33.10% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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