SMIZ

Zacks$41.36+0.01 (+0.02%)
AUM $152.9MER 0.56%NAV $37.05Holdings

Price Chart

Key Statistics

Previous Close

$41.35

Day Range

$41.20$41.42

52-Week Range

$30.54$41.45

Avg Volume

45.0K

Dividend Yield

0.60%

Expense Ratio

0.56%

AUM

$152.9M

Shares Outstanding

4.7M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology23.01%
Financial Services21.81%
Industrials20.88%
Healthcare9.23%
Consumer Cyclical6.64%
Consumer Defensive4.80%
Real Estate4.02%
Basic Materials3.79%
Utilities2.81%
Communication Services2.12%
Energy0.88%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States93.01%
Other2.21%
Cayman Islands2.14%
United Kingdom0.86%
Bermuda0.72%
France0.47%
Switzerland0.33%
Finland0.26%

Fund Information

Issuer
Zacks
Category
Technology
Types
Mid Cap
Inception Date
Oct 3, 2023
Exchange
NYSE_ARCA
Description
The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The Zacks Small/Mid Cap ETF (SMIZ) is an exchange-traded fund issued by Zacks that launched on Oct 3, 2023. It currently manages $152.9M in assets under management. The fund charges an expense ratio of 0.56%. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
+0.02%
1W
-0.22%
1M
+15.63%
3M
+5.03%
6M
+10.18%
YTD
+10.38%
1Y
+35.43%
3Y
+68.40%
5Y
+68.40%

Moving Averages

20-Day MA

$39.31

Above 20-Day MA
50-Day MA

$38.71

Above 50-Day MA
200-Day MA

$37.26

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$41.45

Current Price

$41.36

52-Week Low

$30.54

$30.54$41.45

Current Yield

0.60%

Annual Dividend

$0.7685

Frequency

1x/year

Last Ex-Date

Dec 29, 2025

Dividend History

Ex-DateAmountPay Date
Dec 29, 2025$0.2289Jan 2, 2026
Dec 27, 2024$0.5194Jan 3, 2025
Dec 22, 2023$0.0202Dec 29, 2023

Dividend Payments Over Time

Category Comparison

MetricSMIZTechnology(1414 ETFs)Mid Cap(315 ETFs)
Fund Info
Expense Ratio0.56%0.67%0.47%
AUM$152.9M$6.79B$4.60B
Dividend Yield0.60%2.97%1.67%
Avg Volume45.0K575.4K343.9K
Holdings200249
Performance
1-Month Return+9.57%+9.17%+6.08%
6-Month Return+11.85%+7.10%+8.83%
YTD Return+11.79%+7.03%+7.41%
1-Year Return+39.65%+40.63%+29.61%

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