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SMMD vs IWX
iShares Russell 2500 ETF vs iShares Russell Top 200 Value ETF
Key differences
- SMMD costs 0.05% less per year.
- IWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMMD | IWX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.20% |
| Fund size (AUM) | $3.0B | $3.4B |
| Since | 2017 | 2009 |
| Dividend yield | 1.10% | 1.53% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.8% | +29.4% |
| CAGR 3Y | +18.9% | +18.9% |
| CAGR 5Y | +7.7% | +11.1% |
| Sharpe 3Y | 0.81 | 1.20 |
| Volatility 1Y | 17.24% | 10.11% |
| Max drawdown | -41.06% | -35.76% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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