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SMMV vs ISCG

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

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

ISCG

iShares Morningstar Small-Cap Growth ETF

iShares

Annual cost

0.06%

Fund size

$947M

Key differences

  • ISCG costs 0.14% less per year.
  • ISCG is significantly larger than SMMV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ISCG has delivered higher annualized returns.
  • ISCG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMMVISCG
Annual cost (TER)0.20%0.06%
Fund size (AUM)$284M$947M
Since20162004
Dividend yield1.71%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.9%+32.4%
CAGR 3Y+11.6%+17.7%
CAGR 5Y+5.3%+5.5%
Sharpe 3Y0.680.73
Volatility 1Y9.88%18.16%
Max drawdown-38.77%-41.48%

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

Similar to SMMV and ISCG