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