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SMMD vs IYY

iShares Russell 2500 ETF vs iShares Dow Jones U.S. ETF

SMMD

iShares Russell 2500 ETF

iShares

Annual cost

0.15%

Fund size

$3.0B

IYY

iShares Dow Jones U.S. ETF

iShares

Annual cost

0.20%

Fund size

$2.9B

Key differences

  • SMMD costs 0.05% less per year.
  • Over the last 3 years, IYY has delivered higher annualized returns.
  • IYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMMDIYY
Annual cost (TER)0.15%0.20%
Fund size (AUM)$3.0B$2.9B
Since20172000
Dividend yield1.10%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+36.8%+28.8%
CAGR 3Y+18.9%+22.8%
CAGR 5Y+7.7%+13.0%
Sharpe 3Y0.811.21
Volatility 1Y17.24%12.15%
Max drawdown-41.06%-34.90%

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

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