Zacks Small/Mid Cap ETF (SMIZ) Alternatives
Zacks Small/Mid Cap ETF (SMIZ) belongs to the Mid Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SMIZ. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SMIZ
SMIZ charges 0.56% annually. Among ETFs in the Mid Cap Blend Equities category, these options have the lowest expense ratios among SMIZ alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Mid-Cap ETF | 0.04% | Jun 28, 2004 | SMIZ vs IMCB | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.05% | Nov 8, 2005 | SMIZ vs SPMD | |
| iShares Core S&P Mid-Cap ETF | 0.05% | May 22, 2000 | SMIZ vs IJH | |
| iShares ESG Screened S&P Mid-Cap ETF | 0.12% | Sep 22, 2020 | SMIZ vs XJH | |
| Vanguard U.S. Quality Factor ETF | 0.13% | Feb 13, 2018 | SMIZ vs VFQY |
Best Risk-Adjusted Alternatives to SMIZ
Among ETFs in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares MSCI Peru ETF | 96 | Jun 19, 2009 | SMIZ vs EPU | |
| Tema American Reshoring ETF | 89 | May 10, 2023 | SMIZ vs RSHO | |
| Invesco S&P Spin-Off ETF | 88 | Dec 15, 2006 | SMIZ vs CSD | |
| Gabelli Love Our Planet & People ETF | 85 | Feb 1, 2021 | SMIZ vs LOPP | |
| VanEck Agribusiness ETF | 84 | Aug 31, 2007 | SMIZ vs MOO |
Top Performing SMIZ Alternatives (YTD)
SMIZ alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| VanEck Agribusiness ETF | 16.09% | Aug 31, 2007 | SMIZ vs MOO | |
| Invesco S&P Spin-Off ETF | 12.97% | Dec 15, 2006 | SMIZ vs CSD | |
| Tema American Reshoring ETF | 12.27% | May 10, 2023 | SMIZ vs RSHO | |
| iShares MSCI Peru ETF | 11.55% | Jun 19, 2009 | SMIZ vs EPU | |
| First Trust Dividend Strength ETF | 7.34% | Dec 5, 2006 | SMIZ vs FTDS |
Lowest Volatility Alternatives to SMIZ
SMIZ alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| ETC 6 Meridian Low Beta Equity Strategy ETF | 12.15% | May 11, 2020 | SMIZ vs SIXL | |
| Vanguard U.S. Minimum Volatility ETF | 12.31% | Feb 13, 2018 | SMIZ vs VFMV | |
| Pacer Trendpilot US Mid Cap ETF | 13.84% | Jun 11, 2015 | SMIZ vs PTMC | |
| Invesco Bloomberg MVP Multi-factor ETF | 14.30% | May 1, 2003 | SMIZ vs BMVP | |
| Invesco Dynamic Market ETF | 14.30% | May 1, 2003 | SMIZ vs PWC |
Lowest Drawdown Alternatives to SMIZ
SMIZ alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| ETC 6 Meridian Low Beta Equity Strategy ETF | -8.63% | May 11, 2020 | SMIZ vs SIXL | |
| Pacer Trendpilot US Mid Cap ETF | -8.89% | Jun 11, 2015 | SMIZ vs PTMC | |
| Vanguard U.S. Minimum Volatility ETF | -9.63% | Feb 13, 2018 | SMIZ vs VFMV | |
| Running Oak Efficient Growth ETF | -10.60% | Jun 7, 2023 | SMIZ vs RUNN | |
| Invesco Bloomberg MVP Multi-factor ETF | -11.26% | May 1, 2003 | SMIZ vs BMVP |
Other ETFs from Zacks
Most popular Zacks ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Zacks Earnings Consistent Portfolio ETF | Actively Managed, Large Cap Blend Equities | 54 | -2.68% | Aug 24, 2021 | SMIZ vs ZECP | |
| Zacks Focus Growth ETF | Large Cap Growth Equities | 62 | -7.49% | Dec 4, 2024 | SMIZ vs GROZ |
Often Compared With SMIZ
What investors most often compare with SMIZ, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity High Dividend ETF | Large Cap Blend Equities, Dividend | 60 | -1.78% | Sep 12, 2016 | SMIZ vs FDVV | |
| Invesco S&P 500 Momentum ETF | S&P 500 | 66 | -5.78% | Oct 9, 2015 | SMIZ vs SPMO | |
| Vanguard Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.92% | Sep 20, 2010 | SMIZ vs VTWO | |
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 74 | 8.60% | Sep 24, 2019 | SMIZ vs AVUV | |
| VanEck Social Sentiment ETF | Large Cap Growth Equities | 43 | -11.45% | Mar 2, 2021 | SMIZ vs BUZZ | |
| VictoryShares US Small Mid Cap Value Momentum ETF | Small Cap Value Equities | 68 | 4.07% | Oct 24, 2017 | SMIZ vs USVM | |
| NEOS Russell 2000 High Income ETF | Derivative Income | 78 | 0.93% | Jun 24, 2024 | SMIZ vs IWMI | |
| First Trust Total US Market AlphaDEX ETF | Mid Cap Blend Equities | 66 | 7.34% | Dec 5, 2006 | SMIZ vs TUSA |
Compare SMIZ with Any Fund or Stock
Compare SMIZ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.