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SMMDvsSMIZETF Comparison

ETF 1

SMMD

iShares Russell 2500 ETF

This fund is part of

US Multi-Factor

+0%

Full SMMD fund page

VS

ETF 2

SMIZ

Zacks Small/Mid Cap ETF

This fund is part of

US Multi-Factor

+0%

Full SMIZ fund page

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, Information Technology and Financials. 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 0.6% for SMIZ. SMMD is up 20.92% year-to-date (YTD) with +$807M in YTD flows. SMIZ performs worse with 18.26% YTD performance, and +$68M 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.

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SMMD vs SMIZ performance and flow charts

Performance

Cumulative Flows

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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 06/18/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SMMD SMIZ	+7.27%+7.51%	+18.89%+18.01%	+20.92%+18.26%	+38.62%+34.41%	+66.19%n/a	+51.32%n/a
Flows	SMMD SMIZ	+$260M+$10M	+$700M+$34M	+$807M+$68M	+$1.39B+$94M	+$1.93B-	+$2.41B-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SMMD SMIZ	+21.00%+20.75%	+17.94%+17.26%	+19.41%n/a	+21.04%n/a
Max drawdown	SMMD SMIZ	-4.79%-5.01%	-9.48%-10.50%	-25.55%n/a	-28.20%n/a
Max drawdown duration	SMMD SMIZ	7d12d	43d60d	283dn/a	980dn/a

Trading data

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	SMMD	SMIZ
Last sale 6/18/2026 at 1:30 PM	$90.12	$43.80
Previous close 06/18/2026	$88.76	$43.02
Consolidated volume 06/18/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of May 29, 2026

1-year trailing difference

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SMIZ

is actively managed and doesn’t replicate an index

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	SMMD	SMIZ
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 6/18/2026 at 1:30 PM

Live

Closed

	SMMD	SMIZ
Last price	$90.12	$43.80
1D performance	+1.53%	+1.80%
AuM	$3.54 B	$272.51 M
E/R	0.23%	0.6%

Characteristics

	SMMD	SMIZ
Management strategy	Passive	Active
Provider	iShares	Zacks ETFs
Benchmark	Russell 2500 Index	-
N° of holdings	2032	182
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	July 6, 2017	October 3, 2023
ESG	No	No

More SMMD data on Trackinsight

More SMIZ data on Trackinsight

Exposure

Countries

SMMD

USA

92.17%

Other

7.83%

SMIZ

USA

85.95%

Other

14.05%

Sectors

SMMD

Industrials

18.57%

Information Techn.

14.85%

Financials

12.6%

Health Care

10.31%

Consumer Discreti.

9.33%

Other

34.35%

SMIZ

Information Techn.

22.16%

Financials

21.03%

Industrials

18.9%

Health Care

7.86%

Other

30.04%

Diversification

SMMD

Total weight of top 15 holdings out of 15

10%

SMIZ

Total weight of top 15 holdings out of 15

16.6%

Top 15 holdings

Data as of April 30, 2026

SMMD

US80004C2008

2.03%

CIENA

0.96%

COMFORT SYSTEMS USA

0.83%

LUMENTUM HOLDINGS

0.82%

BLOOM ENERGY CORP

0.79%

US19247G1076

0.72%

US7731211089

0.52%

EMCOR GROUP

0.51%

JABIL CIRCUIT

0.45%

FLEX LTD

0.44%

CASEYS GENERAL STORES

0.40%

TECHNIPFMC PLC

0.39%

TAPESTRY INC

0.38%

INSMED

0.37%

CREDO TECHNOLOGY GROUP HOLDING

0.36%

SMIZ

EMCOR GROUP

1.79%

COMFORT SYSTEMS USA

1.51%

MICHAEL STORES

1.27%

NORTHERN TRUST

1.23%

COMMVAULT SYSTEMS

1.21%

KULICKE AND SOFFA INDUSTRIES

1.06%

ADVANCED ENERGY INDUSTRIES

1.00%

MCKESSON

0.99%

ALLIED MOTION TECHNOLOGIES

0.98%

FABRINET

0.96%

ARISTA NETWORKS

0.94%

CORNING

0.94%

CREDO TECHNOLOGY GROUP HOLDING

0.91%

WESTERN DIGITAL

0.91%

PRIMORIS SERVICES

0.90%

Frequently asked questions about SMMD and SMIZ

How have the SMMD and SMIZ ETFs performed in 2026?

As of June 18, 2026, SMMD is up 20.92% year-to-date (YTD), while SMIZ has returned 18.26%. That puts SMMD better performer ahead so far this year.

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

Year-to-date, the SMMD ETF saw +$807M in flows, compared to +$68M for SMIZ.

Which ETF is more volatile: SMMD or SMIZ?

Over the past year, SMMD had a volatility of 17.94%, while SMIZ experienced 17.26%.

Which ETF is bigger: SMMD or SMIZ?

As of June 18, 2026, SMMD holds $3.54 B in assets under management (AUM), while SMIZ manages $272.51 M.

What sectors do the SMMD and SMIZ ETFs invest in?

SMMD leans toward sectors like Industrials, Information Technology and Financials. 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, CIENA and COMFORT SYSTEMS USA. SMIZ holds in its top three: EMCOR GROUP, COMFORT SYSTEMS USA and MICHAEL STORES.

SMMDvsSMIZETF Comparison

iShares Russell 2500 ETF

Zacks Small/Mid Cap ETF

SMMD 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 SMMD and SMIZ ETFs performed in 2026?

As of June 18, 2026, SMMD is up 20.92% year-to-date (YTD), while SMIZ has returned 18.26%. That puts SMMD better performer ahead so far this year.

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

Year-to-date, the SMMD ETF saw +$807M in flows, compared to +$68M for SMIZ.

Which ETF is more volatile: SMMD or SMIZ?

Over the past year, SMMD had a volatility of 17.94%, while SMIZ experienced 17.26%.

Which ETF is bigger: SMMD or SMIZ?

As of June 18, 2026, SMMD holds $3.54 B in assets under management (AUM), while SMIZ manages $272.51 M.

What sectors do the SMMD and SMIZ ETFs invest in?

SMMD leans toward sectors like Industrials, Information Technology and Financials. 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, CIENA and COMFORT SYSTEMS USA. SMIZ holds in its top three: EMCOR GROUP, COMFORT SYSTEMS USA and MICHAEL STORES.

Which ETF is more diversified: SMMD or SMIZ?

SMMD holds 2411 securities with 10% of its assets in the top 15. SMIZ has 185 securities and a top 15 weight of 16.6%.

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