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SVAL vs SMMV

iShares US Small Cap Value Factor ETF vs iShares MSCI USA Small-Cap Min Vol Factor ETF

SVAL

iShares US Small Cap Value Factor ETF

iShares

Annual cost

0.20%

Fund size

$188M

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

Key differences

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

Side-by-side comparison

SVALSMMV
Annual cost (TER)0.20%0.20%
Fund size (AUM)$188M$284M
Since20202016
Dividend yield2.30%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+36.9%+8.9%
CAGR 3Y+18.9%+11.6%
CAGR 5Y+6.5%+5.3%
Sharpe 3Y0.740.68
Volatility 1Y18.05%9.88%
Max drawdown-27.44%-38.77%

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

Similar to SVAL and SMMV