SPSM Tops ISCB on Cost, Scale and Recent Returns in Small-Cap ETF Comparison

Overview

• SPSM shows higher recent returns than ISCB, posting 40.6% for the past year and a 33.07% five-year total return versus 37.9% and 30.04%.
• It is cheaper and larger, with a 0.03% expense ratio, a 1.45% dividend yield, and $15.1 billion in assets compared with 0.04%, 1.30%, and $267.5 million for ISCB.
• ISCB delivers wider diversification by holding 1,554 stocks across the small-cap universe versus 607 for SPSM.
• Different indexes drive the mix, as ISCB maps the broad U.S. small-cap universe while SPSM tracks the S&P SmallCap 600.
• SPSM has shown slightly less downside in the past five years with a maximum drawdown of -27.95% versus -29.94% for ISCB.