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SMMV vs CFA

iShares MSCI USA Small-Cap Min Vol Factor ETF vs VictoryShares US 500 Volatility Wtd ETF

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

CFA

VictoryShares US 500 Volatility Wtd ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$532M

Key differences

  • SMMV costs 0.15% less per year.
  • Over the last 3 years, CFA has delivered higher annualized returns.

Side-by-side comparison

SMMVCFA
Annual cost (TER)0.20%0.35%
Fund size (AUM)$284M$532M
Since20162014
Dividend yield1.71%1.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.9%+14.2%
CAGR 3Y+11.6%+14.0%
CAGR 5Y+5.3%+7.8%
Sharpe 3Y0.680.79
Volatility 1Y9.88%10.91%
Max drawdown-38.77%-37.74%

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

Similar to SMMV and CFA