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SMOT vs ISCV
VanEck Morningstar SMID Moat ETF vs iShares Morningstar Small-Cap Value ETF
Key differences
Both SMOT and ISCV are equity ETFs. SMOT charges 0.49% a year and ISCV 0.06%. The main difference: ISCV costs 0.43% less per year.
- ISCV costs 0.43% less per year.
- Over the last three years, ISCV has delivered higher annualized returns.
- ISCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMOT | ISCV | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.06% |
| Fund size (AUM) | $334M | $659M |
| Since | 2022 | 2004 |
| Dividend yield | 1.30% | 1.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +15.7% | +28.2% |
| CAGR 3Y | +13.0% | +17.3% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | 0.58 | 0.73 |
| Volatility 1Y | 14.29% | 16.30% |
| Max drawdown | -23.36% | -51.56% |
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