BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

RSMCvsSMIZETF Comparison

ETF 1

RSMC

Rockefeller U.S. Small-Mid Cap ETF

This fund is part of

US Multi-Factor

-0.38%

Full RSMC fund page

VS

ETF 2

SMIZ

Zacks Small/Mid Cap ETF

This fund is part of

US Multi-Factor

-0.38%

Full SMIZ fund page

Rockefeller U.S. Small-Mid Cap ETF (RSMC) and Zacks Small/Mid Cap ETF (SMIZ) belong to the same industry segment: US Multi-Factor. RSMC's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, SMIZ's top sector exposures are Financials, Information Technology and Industrials. RSMC is less expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.87% for SMIZ. RSMC is up 7.22% year-to-date (YTD) with -$13M in YTD flows. SMIZ performs better with 11.7% YTD performance, and +$51M in YTD flows. Run a side-by-side ETF comparison of RSMC and SMIZ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

RSMC vs SMIZ performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	RSMC SMIZ	+11.95%+13.91%	+3.25%+5.19%	+7.22%+11.70%	+14.77%+36.40%	n/an/a	n/an/a
Flows	RSMC SMIZ	-$315K+$24M	-$2M+$41M	-$13M+$51M	-$45M+$82M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	RSMC SMIZ	+19.04%+21.12%	+17.01%+16.84%	n/an/a	n/an/a
Max drawdown	RSMC SMIZ	-9.30%-10.50%	-10.66%-10.50%	n/an/a	n/an/a
Max drawdown duration	RSMC SMIZ	64d60d	84d60d	n/an/a	n/an/a

Trading data

Create an account to view trading data

Join for free

	RSMC	SMIZ
Last sale 4/29/2026 at 1:30 PM	$26.94	$40.66
Previous close 04/28/2026	$27.12	$40.86
Consolidated volume 04/28/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/29/2026 at 1:30 PM

Live

Closed

	RSMC	SMIZ
Last price	$26.94	$40.66
1D performance	-0.67%	-0.48%
AuM	$744.73 M	$240.86 M
E/R	0.75%	0.87%

Characteristics

	RSMC	SMIZ
Management strategy	Active	Active
Provider	Rockefeller Asset Management	Zacks ETFs
Benchmark	-	-
N° of holdings	43	183
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	October 10, 2024	October 3, 2023
ESG	No	No

More RSMC data on Trackinsight

More SMIZ data on Trackinsight

Exposure

Countries

RSMC

USA

96.8%

Other

3.2%

SMIZ

USA

85.39%

Other

14.61%

Sectors

RSMC

Industrials

27.97%

Information Techn.

19.92%

Financials

16.53%

Consumer Discreti.

8.87%

Other

26.71%

SMIZ

Financials

20.56%

Information Techn.

20.22%

Industrials

19.39%

Health Care

8.74%

Other

31.09%

Diversification

RSMC

Total weight of top 15 holdings out of 15

47.43%

SMIZ

Total weight of top 15 holdings out of 15

16.7%

Top 15 holdings

Data as of March 31, 2026

RSMC

FIRSTCASH HOLDINGS INC

4.90%

STONEX GROUP INC

4.48%

HNN ARMSTRNG S/D

3.92%

BJS WHOLESALE CLUB HOLDINGS INC

3.91%

BADGER METER

3.54%

RADNET

3.28%

ESCO TECHNOLOGIES

2.90%

US9037311076

2.88%

STRIDE INC

2.70%

INTERDIGITAL

2.65%

CASELLA WASTE

2.61%

TD SYNNEX

2.58%

NORDSON

2.38%

OLLIE'S BARGAI/D

2.36%

RBC BEARINGS

2.34%

SMIZ

EMCOR GROUP

1.70%

COMFORT SYSTEMS USA

1.34%

MICHAEL STORES

1.21%

FABRINET

1.17%

KULICKE AND SOFFA INDUSTRIES

1.15%

NORTHERN TRUST

1.14%

MCKESSON

1.13%

HOWMET AEROSPACE INC

1.12%

ALLIED MOTION TECHNOLOGIES

1.10%

ARISTA NETWORKS

1.08%

ADVANCED ENERGY INDUSTRIES

0.97%

KRYSTAL BIOTECH INC

0.92%

CORNING

0.92%

AFFILIATED MANAGERS GROUP

0.90%

PHIBRO ANIMAL /D

0.87%

Frequently asked questions about RSMC and SMIZ

How have the RSMC and SMIZ ETFs performed in 2026?

As of April 28, 2026, RSMC is up 7.22% year-to-date (YTD), while SMIZ has returned 11.7%. That puts SMIZ better performer ahead so far this year.

Which ETF is attracting more investor money: RSMC or SMIZ?

Year-to-date, the RSMC ETF saw -$13M in flows, compared to +$51M for SMIZ.

Which ETF is more volatile: RSMC or SMIZ?

Over the past year, RSMC had a volatility of 17.01%, while SMIZ experienced 16.84%.

Which ETF is bigger: RSMC or SMIZ?

As of April 28, 2026, RSMC holds $744.73 M in assets under management (AUM), while SMIZ manages $240.86 M.

What sectors do the RSMC and SMIZ ETFs invest in?

RSMC leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, SMIZ focuses on Financials, Information Technology and Industrials.

What are the top holdings of the RSMC ETF and SMIZ ETF?

RSMC top holdings include FIRSTCASH HOLDINGS INC, STONEX GROUP INC and HNN ARMSTRNG S/D. SMIZ holds in its top three: EMCOR GROUP, COMFORT SYSTEMS USA and MICHAEL STORES.

RSMCvsSMIZETF Comparison

Rockefeller U.S. Small-Mid Cap ETF

Zacks Small/Mid Cap ETF

RSMC vs SMIZ performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the RSMC and SMIZ ETFs performed in 2026?

As of April 28, 2026, RSMC is up 7.22% year-to-date (YTD), while SMIZ has returned 11.7%. That puts SMIZ better performer ahead so far this year.

Which ETF is attracting more investor money: RSMC or SMIZ?

Year-to-date, the RSMC ETF saw -$13M in flows, compared to +$51M for SMIZ.

Which ETF is more volatile: RSMC or SMIZ?

Over the past year, RSMC had a volatility of 17.01%, while SMIZ experienced 16.84%.

Which ETF is bigger: RSMC or SMIZ?

As of April 28, 2026, RSMC holds $744.73 M in assets under management (AUM), while SMIZ manages $240.86 M.

What sectors do the RSMC and SMIZ ETFs invest in?

RSMC leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, SMIZ focuses on Financials, Information Technology and Industrials.

What are the top holdings of the RSMC ETF and SMIZ ETF?

RSMC top holdings include FIRSTCASH HOLDINGS INC, STONEX GROUP INC and HNN ARMSTRNG S/D. SMIZ holds in its top three: EMCOR GROUP, COMFORT SYSTEMS USA and MICHAEL STORES.

Which ETF is more diversified: RSMC or SMIZ?

RSMC holds 44 securities with 47.43% of its assets in the top 15. SMIZ has 186 securities and a top 15 weight of 16.7%.

Expert-Built ETF Portfolios, All in One Place