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SMMV vs ISCB

iShares MSCI USA Small-Cap Min Vol Factor ETF vs iShares Morningstar Small-Cap ETF

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

ISCB

iShares Morningstar Small-Cap ETF

iShares

Annual cost

0.04%

Fund size

$269M

Key differences

  • ISCB costs 0.16% less per year.
  • Over the last 3 years, ISCB has delivered higher annualized returns.
  • ISCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMMVISCB
Annual cost (TER)0.20%0.04%
Fund size (AUM)$284M$269M
Since20162004
Dividend yield1.71%1.29%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.9%+30.8%
CAGR 3Y+11.6%+17.1%
CAGR 5Y+5.3%+5.9%
Sharpe 3Y0.680.72
Volatility 1Y9.88%16.63%
Max drawdown-38.77%-44.18%

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

Similar to SMMV and ISCB