Screener
SMMD vs IWV
iShares Russell 2500 ETF vs iShares Russell 3000 ETF
Key differences
Both SMMD and IWV are equity ETFs. SMMD charges 0.15% a year and IWV 0.20%. The main difference: SMMD costs 0.05% less per year.
- SMMD costs 0.05% less per year.
- IWV is much larger than SMMD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
- IWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMMD | IWV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.20% |
| Fund size (AUM) | $3.4B | $19.8B |
| Since | 2017 | 2000 |
| Dividend yield | 1.05% | 0.85% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.8% | +22.1% |
| CAGR 3Y | +17.8% | +20.4% |
| CAGR 5Y | +7.2% | +11.9% |
| Sharpe 3Y | 0.76 | 1.07 |
| Volatility 1Y | 17.46% | 12.46% |
| Max drawdown | -41.06% | -35.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.