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SMMV vs XSLV

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

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

XSLV

Invesco S&P SmallCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$242M

Key differences

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

Side-by-side comparison

SMMVXSLV
Annual cost (TER)0.20%0.25%
Fund size (AUM)$284M$242M
Since20162013
Dividend yield1.71%2.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.9%+13.4%
CAGR 3Y+11.6%+10.6%
CAGR 5Y+5.3%+3.5%
Sharpe 3Y0.680.49
Volatility 1Y9.88%13.20%
Max drawdown-38.77%-44.34%

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

Similar to SMMV and XSLV