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SMMD vs STXV
iShares Russell 2500 ETF vs Strive 1000 Value ETF
Key differences
- SMMD is significantly larger than STXV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SMMD has delivered higher annualized returns.
- SMMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMMD | STXV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.18% |
| Fund size (AUM) | $3.0B | $78M |
| Since | 2017 | 2022 |
| Dividend yield | 1.10% | 2.28% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +39.3% | +29.5% |
| CAGR 3Y | +19.5% | +18.2% |
| CAGR 5Y | +8.4% | N/A |
| Sharpe 3Y | 0.84 | 1.10 |
| Volatility 1Y | 17.31% | 10.22% |
| Max drawdown | -41.06% | -14.80% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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