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 a closer substitute for your current allocation.
Cheapest Alternatives to SMIZ
SMIZ charges 0.56% annually. There are 47 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap ETF | 0.03% | 213.90B | Jan 2004 | SMIZ vs VO | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.58B | Jun 2004 | SMIZ vs IMCB | |
| iShares Core S&P Mid-Cap ETF | 0.05% | 119.17B | May 2000 | SMIZ vs IJH | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.05% | 17.47B | Nov 2005 | SMIZ vs SPMD | |
| Vanguard Extended Market ETF | 0.05% | 89.90B | Dec 2001 | SMIZ vs VXF |
Best Risk-Adjusted Alternatives to SMIZ
SMIZ has a PortfoliosLab risk / return rank of 58. There are 17 ETFs in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Optimize Strategy Index ETF | 92 | 239.89M | Apr 2024 | SMIZ vs OPTZ | |
| Invesco S&P Spin-Off ETF | 88 | 193.13M | Dec 2006 | SMIZ vs CSD | |
| Pacer US Export Leaders ETF | 87 | 51.69M | Jul 2018 | SMIZ vs PEXL | |
| Counterpoint Quantitative Equity ETF | 77 | 319.02M | Nov 2023 | SMIZ vs CPAI | |
| Tema American Reshoring ETF | 73 | 274.07M | May 2023 | SMIZ vs RSHO |
Top Performing SMIZ Alternatives (YTD)
SMIZ is at 15.79% YTD. There are 19 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 39.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 39.67% | 193.13M | Dec 2006 | SMIZ vs CSD | |
| Tema American Reshoring ETF | 33.69% | 274.07M | May 2023 | SMIZ vs RSHO | |
| Optimize Strategy Index ETF | 31.51% | 239.89M | Apr 2024 | SMIZ vs OPTZ | |
| Castellan Targeted Equity ETF | 29.35% | — | Jun 2025 | SMIZ vs CTEF | |
| Counterpoint Quantitative Equity ETF | 27.41% | 319.02M | Nov 2023 | SMIZ vs CPAI |
Lowest Volatility Alternatives to SMIZ
SMIZ has 16.76% 1-year volatility. There are 60 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 8.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | 8.80% | 421.80M | Feb 2018 | SMIZ vs VFMV | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | 9.50% | 185.97M | May 2020 | SMIZ vs SIXL | |
| Invesco Dynamic Market ETF | 9.75% | 95.10M | May 2003 | SMIZ vs PWC | |
| Invesco Bloomberg MVP Multi-factor ETF | 9.75% | 101.26M | May 2003 | SMIZ vs BMVP | |
| WisdomTree US Multifactor Fund | 10.79% | 352.83M | Jun 2017 | SMIZ vs USMF |
Lowest Drawdown Alternatives to SMIZ
SMIZ has a 1-year max drawdown of -10.51%. There are 56 ETFs in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | -6.00% | 421.80M | Feb 2018 | SMIZ vs VFMV | |
| RiverNorth Patriot ETF | -6.25% | 3.96M | Feb 2022 | SMIZ vs FLDZ | |
| SRH U.S. Quality ETF | -6.31% | 170.62M | Oct 2022 | SMIZ vs SRHQ | |
| Invesco Dynamic Market ETF | -6.45% | 95.10M | May 2003 | SMIZ vs PWC | |
| Invesco Bloomberg MVP Multi-factor ETF | -6.45% | 101.26M | May 2003 | SMIZ vs BMVP |
Other ETFs from Zacks
The 2 most viewed Zacks ETFs shown here include ZECP, GROZ and span 2 categories. AUM among these funds goes as high as $262M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Zacks Earnings Consistent Portfolio ETF | Large Cap Blend Equities | 59 | 6.36% | 262.00M | Aug 2021 | SMIZ vs ZECP | |
| Zacks Focus Growth ETF | Large Cap Growth Equities | 51 | 8.57% | — | Dec 2024 | SMIZ vs GROZ |
Often Compared With SMIZ
Investors most often compare SMIZ with USVM, BUZZ, SPMO. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare SMIZ with Any Fund or Stock
Compare SMIZ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMIZ with funds that move differently
Zacks Small/Mid Cap ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMIZ.
Explore SMIZ Diversifiers