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SMMV vs XMLV

iShares MSCI USA Small-Cap Min Vol Factor ETF vs Invesco S&P MidCap Low Volatility ETF

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

Side-by-side comparison

SMMVXMLV
Annual cost (TER)0.20%0.25%
Fund size (AUM)$284M$750M
Since20162013
Dividend yield1.71%2.80%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.9%+10.0%
CAGR 3Y+11.6%+11.5%
CAGR 5Y+5.3%+6.1%
Sharpe 3Y0.680.63
Volatility 1Y9.88%10.30%
Max drawdown-38.77%-39.86%

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

Similar to SMMV and XMLV