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SMIZvsSMLFETF Comparison
Zacks Small/Mid Cap ETF (SMIZ) and iShares U.S. Small-Cap Equity Factor ETF (SMLF) belong to the same industry segment: US Multi-Factor. SMIZ's top 3 sector exposures are Information Technology, Financials and Industrials. In contrast, SMLF's top sector exposures are Industrials, Financials and Information Technology. SMIZ is more expensive with a Total Expense Ratio (TER) of 0.87%, versus 0.15% for SMLF. SMIZ is up 2.38% year-to-date (YTD) with +$27M in YTD flows. SMLF performs worse with 1.9% YTD performance, and +$430M in YTD flows. Run a side-by-side ETF comparison of SMIZ and SMLF below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SMIZ vs SMLF performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SMIZ SMLF | -5.25%-4.28% | +1.44%-0.29% | +2.38%+1.90% | +27.78%+24.45% | n/a+57.51% | n/a+55.70% |
| Flows | SMIZ SMLF | +$9M+$94M | +$33M+$487M | +$27M+$430M | +$58M+$1.35B | -+$1.84B | -+$1.95B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMIZ SMLF | +17.50%+16.91% | +20.40%+22.59% | n/a+19.94% | n/a+21.24% |
| Max drawdown | SMIZ SMLF | -6.18%-5.65% | -14.05%-16.13% | n/a-26.10% | n/a-26.10% |
| Max drawdown duration | SMIZ SMLF | 28d47d | 45d46d | n/a266d | n/a266d |
SMIZ | SMLF | |
Last sale 3/11/2026 at 1:30 PM | $37.75 | $76.17 |
| Previous close 03/10/2026 | $37.78 | $76.26 |
| 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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SMIZ | SMLF | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SMIZ | SMLF | |
|---|---|---|
| Last price | $37.75 | $76.17 |
| 1D performance | -0.09% | -0.12% |
| AuM | $197.08 M | $3.30 B |
| E/R | 0.87% | 0.15% |
SMIZ | SMLF | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Zacks ETFs | iShares |
| Benchmark | - | STOXX U.S. Small-Cap Equity Factor USD Gross Return |
| N° of holdings | 186 | 762 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 3, 2023 | April 28, 2015 |
| 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 SMIZ and SMLF ETFs performed in 2026?
As of March 9, 2026, SMIZ is up 2.38% year-to-date (YTD), while SMLF has returned 1.9%. That puts SMIZ better performer ahead so far this year.
Which ETF is attracting more investor money: SMIZ or SMLF?
Year-to-date, the SMIZ ETF saw +$27M in flows, compared to +$430M for SMLF.
Which ETF is more volatile: SMIZ or SMLF?
Over the past year, SMIZ had a volatility of 20.4%, while SMLF experienced 22.59%.
Which ETF is bigger: SMIZ or SMLF?
As of March 9, 2026, SMIZ holds $197.08 M in assets under management (AUM), while SMLF manages $3.30 B.
What sectors do the SMIZ and SMLF ETFs invest in?
SMIZ leans toward sectors like Information Technology, Financials and Industrials. Meanwhile, SMLF focuses on Industrials, Financials and Information Technology.
What are the top holdings of the SMIZ ETF and SMLF ETF?
SMIZ top holdings include EMCOR GROUP, ARISTA NETWORKS and NORTHERN TRUST. SMLF holds in its top three: US80004C2008, EMCOR GROUP and COMFORT SYSTEMS USA.
Which ETF is more diversified: SMIZ or SMLF?
SMIZ holds 188 securities with 15.94% of its assets in the top 15. SMLF has 840 securities and a top 15 weight of 10.75%.
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