IFV vs SMIZ
Comparison between FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF (IFV, ETF) and ZACKS SMALL/MID CAP ETF (SMIZ, ETF).
IFV vs SMIZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IFV
$259M
SMIZ
$258M
Expense Ratio
IFV
1.14%
Winner
SMIZ
0.55%
Max Drawdown
IFV
51.24%
Winner
SMIZ
26.16%
Sharpe Ratio
IFV
1.19
Winner
SMIZ
1.46
5Y Beta
Winner
IFV
0.68
SMIZ
1.05
P/E Ratio
IFV
N/A
SMIZ
34.97
Forward P/E
IFV
N/A
SMIZ
15.82
5Y Dividends CAGR
IFV
7.76%
SMIZ
N/A
5Y EPS CAGR
IFV
N/A
SMIZ
18.25%
Debt to Equity
IFV
N/A
SMIZ
44.26%
P/S Ratio
IFV
N/A
SMIZ
1.31
P/B Ratio
IFV
N/A
SMIZ
2.94
IFV vs SMIZ - Holdings Comparison
IFV and SMIZ have 0 common holdings. Overlap is 0.00%
IFV's top 25 holdings weight is 99.93%. SMIZ's top 25 holdings weight is 27.65%.
| Rank | IFV | SMIZ |
|---|---|---|
| #1 | FIRST TRUST ASIAPAC EX-JPN ALPHADEX® ETF (FPA) - 23.17% | US DOLLARS (n/a) - 2.51% |
| #2 | FIRST TRUST EUROZONE ALPHADEX® ETF (FEUZ) - 19.76% | EMCOR GROUP INC (EME) - 1.75% |
| #3 | FIRST TRUST GERMANY ALPHADEX® ETF (FGM) - 19.56% | COMFORT SYSTEMS USA INC (FIX) - 1.59% |
| #4 | FIRST TRUST EUROPE ALPHADEX® ETF (FEP) - 19.48% | MASTEC INC (MTZ) - 1.29% |
| #5 | FIRST TRUST CHINA ALPHADEX® ETF (FCA) - 17.96% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 1.28% |
| #6 | N/A | NORTHERN TRUST CORP (NTRS) - 1.21% |
| #7 | N/A | STERLING INFRASTRUCTURE INC (STRL) - 1.10% |
| #8 | N/A | CORNING INC (GLW) - 1.09% |
| #9 | N/A | WESTERN DIGITAL CORP (WDC) - 1.05% |
| #10 | N/A | VESTIS CORP (VSTS) - 1.03% |
| #11 | N/A | BLOOM ENERGY CORP CLASS A (BE) - 1.01% |
| #12 | N/A | FABRINET (FN) - 0.99% |
| #13 | N/A | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.99% |
| #14 | N/A | SANDISK CORP ORDINARY SHARES (SNDK) - 0.97% |
| #15 | N/A | COMMVAULT SYSTEMS INC (CVLT) - 0.95% |
| #16 | N/A | NEXTPOWER INC CLASS A (NXT) - 0.92% |
| #17 | N/A | POWELL INDUSTRIES INC (POWL) - 0.92% |
| #18 | N/A | HOWMET AEROSPACE INC (HWM) - 0.91% |
| #19 | N/A | CBOE GLOBAL MARKETS INC (CBOE) - 0.91% |
| #20 | N/A | ARROW ELECTRONICS INC (ARW) - 0.89% |
| #21 | N/A | MCKESSON CORP (MCK) - 0.88% |
| #22 | N/A | CIRRUS LOGIC INC (CRUS) - 0.88% |
| #23 | N/A | AFFILIATED MANAGERS GROUP INC (AMG) - 0.87% |
| #24 | N/A | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.84% |
| #25 | N/A | ALLIENT INC (ALNT) - 0.82% |
| Total Holdings | 5 | 218 |
IFV vs SMIZ - Historical Returns
Returns include dividend reinvestment.
1M
IFV
-1.27%
Winner
SMIZ
+3.10%
3M
IFV
+8.12%
Winner
SMIZ
+16.74%
6M
IFV
+13.82%
Winner
SMIZ
+15.15%
1Y
IFV
+25.40%
Winner
SMIZ
+31.62%
5Y(CAGR)
IFV
+4.44%
SMIZ
N/A
10Y(CAGR)
IFV
+7.40%
SMIZ
N/A
Max(CAGR)
IFV
+4.66%
Winner
SMIZ
+24.43%
IFV vs SMIZ - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | IFV | SMIZ |
|---|---|---|
| 2026 | +9.98% | +15.46% |
| 2025 | +32.24% | +12.07% |
| 2024 | +1.00% | +19.02% |
| 2023 | +22.61% | +16.39% |
| 2022 | -25.67% | N/A |
| 2021 | +4.37% | N/A |
| 2020 | +4.57% | N/A |
| 2019 | +24.45% | N/A |
| 2018 | -21.77% | N/A |
| 2017 | +30.59% | N/A |
| 2016 | -1.59% | N/A |
| 2015 | +0.43% | N/A |
| 2014 | -9.93% | N/A |
IFV vs SMIZ Drawdown Comparison
The maximum drawdown for IFV was -48.88%, occurring on Mar 18, 2020. Recovery took 740 trading sessions.
The maximum drawdown for SMIZ was -25.02%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.
The current IFV drawdown is -2.49%.
| Rank | IFV | SMIZ |
|---|---|---|
| #1 | -48.88% Jan 26, 2018 - Jan 5, 2021 | -25.02% Dec 4, 2024 - Aug 22, 2025 |
| #2 | -35.32% Jun 8, 2021 - Jun 26, 2025 | -10.51% Feb 9, 2026 - Apr 13, 2026 |
| #3 | -28.10% May 15, 2015 - May 16, 2017 | -9.41% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -14.62% Jul 23, 2014 - Apr 9, 2015 | -7.65% Mar 28, 2024 - Jul 15, 2024 |
| #5 | -12.57% Feb 25, 2026 - May 6, 2026 | -7.56% Oct 27, 2025 - Dec 11, 2025 |
| #6 | -8.11% Feb 16, 2021 - May 28, 2021 | -7.28% Oct 11, 2023 - Nov 14, 2023 |
| #7 | -7.18% May 16, 2017 - Jul 19, 2017 | -4.17% May 6, 2026 - May 26, 2026 |
| #8 | -6.00% May 11, 2026 - Jun 10, 2026 | -4.10% Sep 22, 2025 - Oct 24, 2025 |
| #9 | -5.73% Nov 12, 2025 - Dec 19, 2025 | -3.87% Jun 4, 2026 - Jun 12, 2026 |
| #10 | -4.72% Jul 23, 2025 - Aug 12, 2025 | -3.85% Dec 28, 2023 - Jan 29, 2024 |
| #11 | -4.26% Jan 21, 2021 - Feb 3, 2021 | -3.73% Nov 11, 2024 - Nov 22, 2024 |
| #12 | -3.56% Aug 22, 2025 - Sep 30, 2025 | -3.59% Dec 11, 2025 - Jan 6, 2026 |
| #13 | -3.15% Nov 24, 2017 - Dec 27, 2017 | -2.73% Jan 22, 2026 - Feb 6, 2026 |
| #14 | -3.10% Aug 7, 2017 - Sep 1, 2017 | -2.59% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -2.95% Oct 6, 2025 - Nov 12, 2025 | -2.51% Feb 15, 2024 - Feb 27, 2024 |
Correlation
Correlation between IFV and SMIZ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2014 - 2026)
IFV vs SMIZ dividend yield comparison.
| Year | IFV | SMIZ |
|---|---|---|
| 2026 | 0.03% | 0.00% |
| 2025 | 1.95% | 0.62% |
| 2024 | 2.31% | 1.57% |
| 2023 | 2.88% | 0.07% |
| 2022 | 3.79% | 0.00% |
| 2021 | 1.04% | 0.00% |
| 2020 | 1.53% | 0.00% |
| 2019 | 2.91% | 0.00% |
| 2018 | 1.86% | 0.00% |
| 2017 | 1.43% | 0.00% |
| 2016 | 1.10% | 0.00% |
| 2015 | 1.52% | 0.00% |
| 2014 | 0.21% | 0.00% |
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