SMIZ ETF

$43.19

Returns Overview

1 Month
+4.71%
3 Months
+20.70%
6 Months
+20.64%
YTD
+19.41%
1 Year
+32.46%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SMIZ have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This ETF (YTD)
+19.41%
Peer Avg (YTD)
+10.82%
vs Peers
+8.60%

SMIZ ETF Performance

SMIZ performance across multiple time periods: 1-month 4.71%, YTD 19.41%, 1-year 32.46%.

SMIZ returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this ETF.

SMIZ performance comparison shows side-by-side returns with another fund. SMIZ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.71%N/A
3 Months+20.70%N/A
6 Months+20.64%N/A
1 Year+32.46%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized