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USMV vs SMLF

iShares MSCI USA Min Vol Factor ETF vs iShares U.S. Small-Cap Equity Factor ETF

USMV

iShares MSCI USA Min Vol Factor ETF

iShares

Annual cost

0.15%

Fund size

$22.9B

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

Key differences

  • USMV is significantly larger than SMLF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SMLF has delivered higher annualized returns.

Side-by-side comparison

USMVSMLF
Annual cost (TER)0.15%0.15%
Fund size (AUM)$22.9B$3.6B
Since20112015
Dividend yield1.55%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+31.5%
CAGR 3Y+11.8%+20.4%
CAGR 5Y+7.8%+10.7%
Sharpe 3Y0.800.86
Volatility 1Y8.57%17.32%
Max drawdown-33.10%-41.89%

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

Similar to USMV and SMLF