Screener
SSPY vs SMLF
Stratified LargeCap Index ETF vs iShares U.S. Small-Cap Equity Factor ETF
Key differences
Both SSPY and SMLF are equity ETFs. SSPY charges 0.45% a year and SMLF 0.15%. The main difference: SMLF costs 0.30% less per year.
- SMLF costs 0.30% less per year.
- SMLF is much larger than SSPY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SMLF has delivered higher annualized returns.
Side-by-side comparison
| SSPY | SMLF | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.15% |
| Fund size (AUM) | $125M | $3.9B |
| Since | 2019 | 2015 |
| Dividend yield | 1.26% | 1.03% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.3% | +31.6% |
| CAGR 3Y | +14.9% | +19.4% |
| CAGR 5Y | +9.2% | +11.1% |
| Sharpe 3Y | 0.84 | 0.81 |
| Volatility 1Y | 10.78% | 17.65% |
| Max drawdown | -36.67% | -41.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.