Skip to content
Beacon
Screener

SMMV vs SLYV

iShares MSCI USA Small-Cap Min Vol Factor ETF vs State Street SPDR S&P 600 Small Cap Value ETF

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

SLYV

State Street SPDR S&P 600 Small Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$4.6B

Key differences

  • SLYV costs 0.05% less per year.
  • SLYV is significantly larger than SMMV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SLYV has delivered higher annualized returns.
  • SLYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMMVSLYV
Annual cost (TER)0.20%0.15%
Fund size (AUM)$284M$4.6B
Since20162000
Dividend yield1.71%1.84%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.9%+38.7%
CAGR 3Y+11.6%+14.8%
CAGR 5Y+5.3%+5.8%
Sharpe 3Y0.680.59
Volatility 1Y9.88%18.43%
Max drawdown-38.77%-47.73%

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

Similar to SMMV and SLYV