Screener
SMMV vs SIZE
iShares MSCI USA Small-Cap Min Vol Factor ETF vs iShares MSCI USA Size Factor ETF
Key differences
- SIZE costs 0.05% less per year.
- Over the last 3 years, SIZE has delivered higher annualized returns.
Side-by-side comparison
| SMMV | SIZE | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.15% |
| Fund size (AUM) | $284M | $409M |
| Since | 2016 | 2013 |
| Dividend yield | 1.71% | 1.46% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +8.9% | +18.9% |
| CAGR 3Y | +11.6% | +16.4% |
| CAGR 5Y | +5.3% | +8.3% |
| Sharpe 3Y | 0.68 | 0.84 |
| Volatility 1Y | 9.88% | 12.83% |
| Max drawdown | -38.77% | -39.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SMMV and SIZE
Explore further