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SMMV vs VB

iShares MSCI USA Small-Cap Min Vol Factor ETF vs Vanguard Small-Cap Index Fund ETF Shares

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

VB

Vanguard Small-Cap Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$177.4B

Key differences

  • VB costs 0.17% less per year.
  • VB is significantly larger than SMMV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VB has delivered higher annualized returns.
  • VB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMMVVB
Annual cost (TER)0.20%0.03%
Fund size (AUM)$284M$177.4B
Since20162004
Dividend yield1.71%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.9%+29.2%
CAGR 3Y+11.6%+17.5%
CAGR 5Y+5.3%+7.2%
Sharpe 3Y0.680.76
Volatility 1Y9.88%16.41%
Max drawdown-38.77%-42.05%

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

Similar to SMMV and VB