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SMLFiShares U.S. Small-Cap Equity Factor ETF

Grow my money#211 of 2944 for Grow my money

Seeks to track the investment results of an index composed of U.S. small-capitalization stocks with favorable style factors.

iShares · Since 2015 (11 years)

Annual Cost

0.15%

#583 out of 5,332 ETFs

Fund Size

$3.3B

#495 out of 5,332 ETFs

Dividend Yield

1.17%

Track Record

11 years

#1302 out of 5,332 ETFs

Performance

1 Year

+36.9%

3 Years

+20.1%

5 Years

+10.1%

What's inside

Asset class
Strategy
index tracking
Cap
small
Factor
multifactor

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Industrials
19.1%
Technology
15.4%
Financial Services
14.9%
Healthcare
13.9%
Consumer Cyclical
12.0%
Real Estate
5.7%
Energy
5.1%
Basic Materials
4.7%
Other
9.3%

Top holdings

EMCOR Group IncEME1.2%
BlackRock Cash Funds Treasury SL AgencyXTSLA0.9%
nVent Electric PLCNVT0.8%
Jabil IncJBL0.7%
Interactive Brokers Group Inc Class AIBKR0.7%
Tapestry IncTPR0.7%
Mueller Industries IncMLI0.6%
Sterling Infrastructure IncSTRL0.6%
United Therapeutics CorpUTHR0.6%
Williams-Sonoma IncWSM0.5%

Risk profile

Volatility (1Y)

17.7%

Moderate

Max drawdown

-41.9%

Worst peak-to-trough loss

Sharpe (3Y)

0.84

Decent risk-adjusted returns

Sortino (3Y)

1.26

Good downside protection

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Data updated on 2026-05-05