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SMLF
+5.09 · +6.98%
$78.04 · NYSE ARCA

iShares MSCI USA Small-Cap Multifactor ETF (SMLF) ETF Analysis | Small Blend

iShares · United States
AUM:$3.5B
#– of – in Small Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 20.2% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is SMLF?

The index is composed of small-capitalization equity securities from the STOXX U. Small Cap Index that are selected and weighted using an optimization process designed to maximize exposure to four target factors: momentum, quality, value, and low volatility.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SMLF delivered 20.2% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 8.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$3.5B
Expense Ratio0.15%
Dividend Yield1.10%
Holdings10
Inception DateApr 2015
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.26
CategorySmall Blend
CurrencyUSD
Portfolio Impact

How would SMLF affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.8%
1Y
+21.2%
3Y
+67.3%
5Y
+66.8%
OpenBook InsightIf you had invested £10,000 in SMLF 5 years ago, it would have grown to £16,680 — a gain of £6,680.

Annual Returns

Calendar year performance

SMLF delivered positive returns in 4 of the last 5 calendar years.
YearSMLF
2026 YTD+16.6%
2025+11.9%
2024+17.2%
2023+20.6%
2022-12.7%
CAGR 4yr+8.4%
4/5 positive yearsAvg return: +10.7%Worst year: -12.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
15.0%
Low
Momentum
+2.8%
30-day change
Support Level
87.76
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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