SMMD Fund Comparisons

SMMD is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VB, SCHA, ESML. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
SMMD
Name
iShares Russell 2500 ETF
Type
1940 Act ETF
Originator
BlackRock / iShares
Asset class
mostly_equity
Net expense ratio
0.15%
AUM
$3.6B

Comparable Funds

FundQuant reviewed 1,561 active searchable funds, 351 ETFs, 1,206 mutual funds and returned 3 comparable funds for SMMD.

  1. VB - Vanguard Small-Cap Index Fund (1940 Act ETF; Vanguard; equity; Closest Fit; fit score 93)
  2. SCHA - Schwab U.S. Small-Cap ETF (1940 Act ETF; Schwab; equity; Closest Fit; fit score 91)
  3. ESML - iShares ESG Aware MSCI USA Small-Cap ETF (1940 Act ETF; BlackRock / iShares; equity; Closest Fit; fit score 94)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/SMMD/comps