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SMMV vs SMLV

iShares MSCI USA Small-Cap Min Vol Factor ETF vs State Street SPDR US Small Cap Low Volatility Index ETF

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

SMLV

State Street SPDR US Small Cap Low Volatility Index ETF

State Street Investment Management

Annual cost

0.12%

Fund size

$237M

Key differences

  • SMLV costs 0.08% less per year.
  • Over the last 3 years, SMLV has delivered higher annualized returns.

Side-by-side comparison

SMMVSMLV
Annual cost (TER)0.20%0.12%
Fund size (AUM)$284M$237M
Since20162013
Dividend yield1.71%2.36%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.9%+23.8%
CAGR 3Y+11.6%+17.1%
CAGR 5Y+5.3%+7.8%
Sharpe 3Y0.680.74
Volatility 1Y9.88%15.93%
Max drawdown-38.77%-42.45%

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

Similar to SMMV and SMLV