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SMMD vs LRGC

iShares Russell 2500 ETF vs AB US Large Cap Strategic Equities ETF

SMMD

iShares Russell 2500 ETF

iShares

Annual cost

0.15%

Fund size

$3.0B

LRGC

AB US Large Cap Strategic Equities ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • SMMD costs 0.24% less per year.
  • SMMD follows a index tracking strategy; LRGC uses active selection.
  • SMMD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMMDLRGC
Annual cost (TER)0.15%0.39%
Fund size (AUM)$3.0B$1.2B
Since20172023
Dividend yield1.10%0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+36.8%+25.3%
CAGR 3Y+18.9%N/A
CAGR 5Y+7.7%N/A
Sharpe 3Y0.81N/A
Volatility 1Y17.24%12.03%
Max drawdown-41.06%-19.38%

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

Similar to SMMD and LRGC