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SMMDvsSMIZETF Comparison
iShares Russell 2500 ETF (SMMD) and Zacks Small/Mid Cap ETF (SMIZ) belong to the same industry segment: US Multi-Factor. SMMD's top 3 sector exposures are Industrials, Financials and Information Technology. In contrast, SMIZ's top sector exposures are Information Technology, Financials and Industrials. SMMD is less expensive with a Total Expense Ratio (TER) of 0.23%, versus 0.87% for SMIZ. SMMD is up 1.28% year-to-date (YTD) with +$62M in YTD flows. SMIZ performs better with 1.78% YTD performance, and +$28M in YTD flows. Run a side-by-side ETF comparison of SMMD 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.
SMMD vs SMIZ performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SMMD SMIZ | -4.64%-5.37% | -0.52%-1.61% | +1.28%+1.78% | +22.91%+27.13% | +50.03%n/a | +25.16%n/a |
| Flows | SMMD SMIZ | +$105M+$10M | +$126M+$33M | +$62M+$28M | +$678M+$59M | +$1.36B- | +$1.70B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMMD SMIZ | +17.13%+17.14% | +22.05%+20.37% | +19.24%n/a | +20.92%n/a |
| Max drawdown | SMMD SMIZ | -6.97%-6.18% | -15.86%-14.05% | -25.55%n/a | -28.20%n/a |
| Max drawdown duration | SMMD SMIZ | 14d30d | 46d45d | 283dn/a | 980dn/a |
SMMD | SMIZ | |
Last sale 3/13/2026 at 1:30 PM | $75.81 | $36.94 |
| Previous close 03/12/2026 | $76.02 | $37.06 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SMMD | SMIZ | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SMMD | SMIZ | |
|---|---|---|
| Last price | $75.81 | $36.94 |
| 1D performance | -0.28% | -0.32% |
| AuM | $2.28 B | $196.88 M |
| E/R | 0.23% | 0.87% |
SMMD | SMIZ | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Zacks ETFs |
| Benchmark | Russell 2500 Index | - |
| N° of holdings | 2075 | 186 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 6, 2017 | October 3, 2023 |
| 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 SMMD and SMIZ ETFs performed in 2026?
As of March 12, 2026, SMMD is up 1.28% year-to-date (YTD), while SMIZ has returned 1.78%. That puts SMIZ better performer ahead so far this year.
Which ETF is attracting more investor money: SMMD or SMIZ?
Year-to-date, the SMMD ETF saw +$62M in flows, compared to +$28M for SMIZ.
Which ETF is more volatile: SMMD or SMIZ?
Over the past year, SMMD had a volatility of 22.05%, while SMIZ experienced 20.37%.
Which ETF is bigger: SMMD or SMIZ?
As of March 12, 2026, SMMD holds $2.28 B in assets under management (AUM), while SMIZ manages $196.88 M.
What sectors do the SMMD and SMIZ ETFs invest in?
SMMD leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, SMIZ focuses on Information Technology, Financials and Industrials.
What are the top holdings of the SMMD ETF and SMIZ ETF?
SMMD top holdings include US80004C2008, COMFORT SYSTEMS USA and BLOOM ENERGY CORP. SMIZ holds in its top three: EMCOR GROUP, ARISTA NETWORKS and NORTHERN TRUST.
Which ETF is more diversified: SMMD or SMIZ?
SMMD holds 2438 securities with 6.56% of its assets in the top 15. SMIZ has 188 securities and a top 15 weight of 15.94%.
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