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SMMD vs VTHR

iShares Russell 2500 ETF vs Vanguard Russell 3000 Index Fund ETF Shares

SMMD

iShares Russell 2500 ETF

Annual cost

0.15%

Fund size

$3.4B

VTHR

Vanguard Russell 3000 Index Fund ETF Shares

Annual cost

0.06%

Fund size

$6.1B

Key differences

Both SMMD and VTHR are equity ETFs. SMMD charges 0.15% a year and VTHR 0.06%. The main difference: VTHR costs 0.09% less per year.

  • VTHR costs 0.09% less per year.
  • Over the last three years, VTHR has delivered higher annualized returns.
  • VTHR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMMDVTHR
Annual cost (TER)0.15%0.06%
Fund size (AUM)$3.4B$6.1B
Since20172010
Dividend yield1.05%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.9%+24.9%
CAGR 3Y+19.1%+22.0%
CAGR 5Y+7.2%+12.3%
Sharpe 3Y0.821.15
Volatility 1Y17.44%12.58%
Max drawdown-41.06%-34.61%

Similar to SMMD and VTHR