SMIZ ETF

SMIZ ETF
$42.32
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Returns Overview

1 Month
-0.10%
3 Months
-1.76%
6 Months
+6.78%
YTD
+13.18%
1 Year
+15.14%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This ETF (YTD)
+13.18%
Peer Avg (YTD)
+9.89%
vs Peers
+3.29%

SMIZ ETF Performance

SMIZ performance across multiple time periods: 1-month -0.10%, YTD 13.18%, 1-year 15.14%.

SMIZ returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.10%N/A
3 Months-1.76%N/A
6 Months+6.78%N/A
1 Year+15.14%N/A

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