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SMMV vs SVAL

iShares MSCI USA Small-Cap Min Vol Factor ETF vs iShares US Small Cap Value Factor ETF

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

SVAL

iShares US Small Cap Value Factor ETF

iShares

Annual cost

0.20%

Fund size

$188M

Key differences

  • Over the last 3 years, SVAL has delivered higher annualized returns.

Side-by-side comparison

SMMVSVAL
Annual cost (TER)0.20%0.20%
Fund size (AUM)$284M$188M
Since20162020
Dividend yield1.71%2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.9%+36.9%
CAGR 3Y+11.6%+18.9%
CAGR 5Y+5.3%+6.5%
Sharpe 3Y0.680.74
Volatility 1Y9.88%18.05%
Max drawdown-38.77%-27.44%

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

Similar to SMMV and SVAL