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SMDXvsISCBETF Comparison
Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) belongs to the US Multi-Factor segment. iShares Morningstar Small-Cap ETF (ISCB) is part of the US Small Cap segment. SMDX's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, ISCB's top sector exposures are Industrials, Financials and Health Care. SMDX is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.04% for ISCB. SMDX is up 4.09% year-to-date (YTD) with +$246K in YTD flows. ISCB performs worse with 1.99% YTD performance, and -$7M in YTD flows. Run a side-by-side ETF comparison of SMDX and ISCB below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SMDX vs ISCB performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SMDX ISCB | -5.03%-5.22% | +2.41%-0.13% | +4.09%+1.99% | +26.50%+23.09% | n/a+49.23% | n/a+24.61% |
| Flows | SMDX ISCB | -$17K-$3M | +$4M-$7M | +$246K-$7M | +$50M-$8M | --$29M | --$36M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMDX ISCB | +15.47%+15.85% | +21.21%+21.96% | n/a+19.78% | n/a+21.57% |
| Max drawdown | SMDX ISCB | -5.33%-5.37% | -14.46%-16.10% | n/a-25.75% | n/a-30.04% |
| Max drawdown duration | SMDX ISCB | 29d28d | 46d46d | n/a289d | n/a1067d |
SMDX | ISCB | |
Last sale 3/11/2026 at 1:30 PM | $23.76 | $66.12 |
| Previous close 03/10/2026 | $23.76 | $66.22 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SMDX | ISCB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SMDX | ISCB | |
|---|---|---|
| Last price | $23.76 | $66.12 |
| 1D performance | -0.00% | -0.15% |
| AuM | $116.38 M | $251.86 M |
| E/R | 0.35% | 0.04% |
SMDX | ISCB | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Intech Investment Management | iShares |
| Benchmark | - | Morningstar US Small Cap Extended Index |
| N° of holdings | 507 | 1358 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 27, 2025 | June 28, 2004 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SMDX and ISCB ETFs performed in 2026?
As of March 10, 2026, SMDX is up 4.09% year-to-date (YTD), while ISCB has returned 1.99%. That puts SMDX better performer ahead so far this year.
Which ETF is attracting more investor money: SMDX or ISCB?
Year-to-date, the SMDX ETF saw +$246K in flows, compared to -$7M for ISCB.
Which ETF is more volatile: SMDX or ISCB?
Over the past year, SMDX had a volatility of 21.21%, while ISCB experienced 21.96%.
Which ETF is bigger: SMDX or ISCB?
As of March 10, 2026, SMDX holds $116.38 M in assets under management (AUM), while ISCB manages $251.86 M.
What sectors do the SMDX and ISCB ETFs invest in?
SMDX leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, ISCB focuses on Industrials, Financials and Health Care.
What are the top holdings of the SMDX ETF and ISCB ETF?
SMDX top holdings include CIENA, JONES LANG LASALLE and EAST WEST BANCORP. ISCB holds in its top three: LUMENTUM HOLDINGS, ALBEMARLE and US0669224778.
Which ETF is more diversified: SMDX or ISCB?
SMDX holds 527 securities with 16.15% of its assets in the top 15. ISCB has 1573 securities and a top 15 weight of 4.5%.
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