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SMMV vs USMV
iShares MSCI USA Small-Cap Min Vol Factor ETF vs iShares MSCI USA Min Vol Factor ETF
Key differences
- USMV costs 0.05% less per year.
- USMV is significantly larger than SMMV — larger funds tend to be more liquid and less likely to close.
- USMV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMMV | USMV | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.15% |
| Fund size (AUM) | $284M | $22.9B |
| Since | 2016 | 2011 |
| Dividend yield | 1.71% | 1.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +8.9% | +5.8% |
| CAGR 3Y | +11.6% | +11.8% |
| CAGR 5Y | +5.3% | +7.8% |
| Sharpe 3Y | 0.68 | 0.80 |
| Volatility 1Y | 9.88% | 8.57% |
| Max drawdown | -38.77% | -33.10% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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