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SMIZvsSMMDETF Comparison
Zacks Small/Mid Cap ETF (SMIZ) and iShares Russell 2500 ETF (SMMD) belong to the same industry segment: US Multi-Factor. SMIZ's top 3 sector exposures are Information Technology, Financials and Industrials. In contrast, SMMD's top sector exposures are Industrials, Financials and Information Technology. SMIZ is more expensive with a Total Expense Ratio (TER) of 0.87%, versus 0.23% for SMMD. SMIZ is up 2.08% year-to-date (YTD) with +$27M in YTD flows. SMMD performs better with 3.54% YTD performance, and +$58M in YTD flows. Run a side-by-side ETF comparison of SMIZ and SMMD 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 SMMD performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SMIZ SMMD | -5.26%-4.30% | -0.05%+0.28% | +2.08%+3.54% | +27.41%+25.79% | n/a+53.36% | n/a+28.68% |
| Flows | SMIZ SMMD | +$9M+$109M | +$33M+$146M | +$27M+$58M | +$58M+$674M | -+$1.36B | -+$1.70B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMIZ SMMD | +17.34%+16.77% | +20.36%+21.93% | n/a+19.21% | n/a+20.89% |
| Max drawdown | SMIZ SMMD | -6.18%-5.60% | -14.05%-15.86% | n/a-25.55% | n/a-28.20% |
| Max drawdown duration | SMIZ SMMD | 29d13d | 45d46d | n/a283d | n/a980d |
SMIZ | SMMD | |
Last sale 3/11/2026 at 7:59 PM | $37.75 | $76.64 |
| Previous close 03/11/2026 | $37.78 | $77.64 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SMIZ | SMMD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SMIZ | SMMD | |
|---|---|---|
| Last price | $37.75 | $76.64 |
| 1D performance | -0.09% | -1.29% |
| AuM | $196.51 M | $2.33 B |
| E/R | 0.87% | 0.23% |
SMIZ | SMMD | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Zacks ETFs | iShares |
| Benchmark | - | Russell 2500 Index |
| N° of holdings | 186 | 2075 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 3, 2023 | July 6, 2017 |
| 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 SMMD ETFs performed in 2026?
As of March 10, 2026, SMIZ is up 2.08% year-to-date (YTD), while SMMD has returned 3.54%. That puts SMMD better performer ahead so far this year.
Which ETF is attracting more investor money: SMIZ or SMMD?
Year-to-date, the SMIZ ETF saw +$27M in flows, compared to +$58M for SMMD.
Which ETF is more volatile: SMIZ or SMMD?
Over the past year, SMIZ had a volatility of 20.36%, while SMMD experienced 21.93%.
Which ETF is bigger: SMIZ or SMMD?
As of March 10, 2026, SMIZ holds $196.51 M in assets under management (AUM), while SMMD manages $2.33 B.
What sectors do the SMIZ and SMMD ETFs invest in?
SMIZ leans toward sectors like Information Technology, Financials and Industrials. Meanwhile, SMMD focuses on Industrials, Financials and Information Technology.
What are the top holdings of the SMIZ ETF and SMMD ETF?
SMIZ top holdings include EMCOR GROUP, ARISTA NETWORKS and NORTHERN TRUST. SMMD holds in its top three: US80004C2008, COMFORT SYSTEMS USA and BLOOM ENERGY CORP.
Which ETF is more diversified: SMIZ or SMMD?
SMIZ holds 188 securities with 15.94% of its assets in the top 15. SMMD has 2438 securities and a top 15 weight of 6.56%.
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