SMLF vs. FZIPX
Compare and contrast key facts about iShares MSCI USA Small-Cap Multifactor ETF (SMLF) and Fidelity ZERO Extended Market Index Fund (FZIPX).
SMLF is a passively managed fund by iShares that tracks the performance of the MSCI USA Small Cap Diversified Multi-Factor. It was launched on Apr 28, 2015. FZIPX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMLF or FZIPX.
Correlation
The correlation between SMLF and FZIPX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SMLF vs. FZIPX - Performance Comparison
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Key characteristics
SMLF:
17.27%
FZIPX:
18.81%
SMLF:
-0.69%
FZIPX:
-0.79%
SMLF:
-0.38%
FZIPX:
0.00%
Returns By Period
SMLF
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FZIPX
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SMLF vs. FZIPX - Expense Ratio Comparison
SMLF has a 0.30% expense ratio, which is higher than FZIPX's 0.00% expense ratio.
Risk-Adjusted Performance
SMLF vs. FZIPX — Risk-Adjusted Performance Rank
SMLF
FZIPX
SMLF vs. FZIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Small-Cap Multifactor ETF (SMLF) and Fidelity ZERO Extended Market Index Fund (FZIPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
SMLF vs. FZIPX - Dividend Comparison
SMLF's dividend yield for the trailing twelve months is around 1.42%, more than FZIPX's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SMLF iShares MSCI USA Small-Cap Multifactor ETF | 1.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FZIPX Fidelity ZERO Extended Market Index Fund | 1.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SMLF vs. FZIPX - Drawdown Comparison
The maximum SMLF drawdown since its inception was -0.69%, smaller than the maximum FZIPX drawdown of -0.79%. Use the drawdown chart below to compare losses from any high point for SMLF and FZIPX. For additional features, visit the drawdowns tool.
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Volatility
SMLF vs. FZIPX - Volatility Comparison
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