Screener
SMMD vs STRV
iShares Russell 2500 ETF vs Strive 500 ETF
Key differences
- STRV costs 0.10% less per year.
- Over the last 3 years, STRV has delivered higher annualized returns.
- SMMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMMD | STRV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.05% |
| Fund size (AUM) | $3.0B | $1.1B |
| Since | 2017 | 2022 |
| Dividend yield | 1.10% | 1.08% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +39.3% | +30.9% |
| CAGR 3Y | +19.5% | +23.3% |
| CAGR 5Y | +8.4% | N/A |
| Sharpe 3Y | 0.84 | 1.23 |
| Volatility 1Y | 17.31% | 12.58% |
| Max drawdown | -41.06% | -18.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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