DIV vs RSMC
Comparison between GLOBAL X SUPERDIVIDEND U.S. ETF (DIV, ETF) and ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF).
DIV vs RSMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIV
$750M
Winner
RSMC
$754M
Expense Ratio
Winner
DIV
0.45%
RSMC
0.75%
Max Drawdown
DIV
62.52%
Winner
RSMC
22.33%
Sharpe Ratio
Winner
DIV
1.17
RSMC
0.45
5Y Beta
Winner
DIV
0.42
RSMC
0.97
P/E Ratio
Winner
DIV
19.17
RSMC
32.40
Forward P/E
Winner
DIV
11.51
RSMC
19.43
PEG Ratio
DIV
N/A
RSMC
0.80
5Y Dividends CAGR
DIV
1.79%
RSMC
N/A
5Y EPS CAGR
DIV
7.00%
Winner
RSMC
16.96%
Debt to Equity
DIV
N/A
RSMC
62.55%
P/S Ratio
DIV
0.95
Winner
RSMC
0.79
P/B Ratio
Winner
DIV
1.82
RSMC
3.83
DIV vs RSMC - Holdings Comparison
DIV and RSMC have 1 common holdings. Overlap is 0.00%
DIV's top 25 holdings weight is 54.86%. RSMC's top 25 holdings weight is 66.42%.
| Rank | DIV | RSMC |
|---|---|---|
| #1 | TSAKOS ENERGY NAVIGATION LTD (TEN) - 2.95% | FIRSTCASH HOLDINGS INC (FCFS) - 4.56% |
| #2 | CBL & ASSOCIATES PROPERTIES INC NEW (CBL) - 2.56% | STONEX GROUP INC (SNEX) - 4.24% |
| #3 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 2.52% | HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 3.82% |
| #4 | FLEX LNG LTD (FLNG) - 2.37% | TD SYNNEX CORP (SNX) - 3.40% |
| #5 | SFL CORP LTD (SFL) - 2.33% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.95% |
| #6 | CVR PARTNERS LP (UAN) - 2.33% | RADNET INC (RDNT) - 2.80% |
| #7 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 2.32% | BADGER METER INC (BMI) - 2.68% |
| #8 | USA COMPRESSION PARTNERS LP (USAC) - 2.26% | AAON INC (AAON) - 2.68% |
| #9 | ALEXANDER'S INC (ALX) - 2.22% | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 2.66% |
| #10 | HESS MIDSTREAM LP CLASS A (HESM) - 2.17% | KORN FERRY (KFY) - 2.58% |
| #11 | ALTRIA GROUP INC (MO) - 2.17% | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.51% |
| #12 | WESTLAKE CHEMICAL PARTNERS LP (WLKP) - 2.16% | MUELLER INDUSTRIES INC (MLI) - 2.51% |
| #13 | TFS FINANCIAL CORP (TFSL) - 2.10% | OLLIE'S BARGAIN OUTLET HOLDINGS INC (OLLI) - 2.42% |
| #14 | WESTERN MIDSTREAM PARTNERS LP (WES) - 2.09% | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.38% |
| #15 | NORTHWESTERN ENERGY GROUP INC (NWE) - 2.09% | NORDSON CORP (NDSN) - 2.36% |
| #16 | GLOBAL PARTNERS LP (GLP) - 2.06% | JONES LANG LASALLE INC (JLL) - 2.29% |
| #17 | DOMINION ENERGY INC (D) - 2.05% | INTERDIGITAL INC (IDCC) - 2.27% |
| #18 | UNIVERSAL CORP (UVV) - 2.04% | STRIDE INC (LRN) - 2.25% |
| #19 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.04% | PJT PARTNERS INC CLASS A (PJT) - 2.22% |
| #20 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 2.03% | IMPINJ INC (PI) - 2.17% |
| #21 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 2.02% | STEPSTONE GROUP INC ORDINARY SHARES CLASS A (STEP) - 2.16% |
| #22 | THE KRAFT HEINZ CO (KHC) - 2.02% | WESCO INTERNATIONAL INC (WCC) - 2.15% |
| #23 | NORTHWEST NATURAL HOLDING CO (NWN) - 2.00% | RBC BEARINGS INC (RBC) - 2.15% |
| #24 | MPLX LP PARTNERSHIP UNITS (MPLX) - 1.98% | ESCO TECHNOLOGIES INC (ESE) - 2.14% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 1.98% | UL SOLUTIONS INC CLASS A COMMON STOCK (ULS) - 2.07% |
| Total Holdings | 51 | 48 |
DIV vs RSMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DIV
-1.21%
RSMC
-1.42%
3M
DIV
-0.26%
Winner
RSMC
+7.95%
6M
Winner
DIV
+11.89%
RSMC
+7.88%
1Y
Winner
DIV
+16.52%
RSMC
+9.84%
5Y(CAGR)
DIV
+5.22%
RSMC
N/A
10Y(CAGR)
DIV
+4.00%
RSMC
N/A
Max(CAGR)
DIV
+4.64%
Winner
RSMC
+5.79%
DIV vs RSMC - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | DIV | RSMC |
|---|---|---|
| 2026 | +11.80% | +9.12% |
| 2025 | +2.71% | -0.75% |
| 2024 | +10.65% | +0.68% |
| 2023 | -1.55% | N/A |
| 2022 | -4.37% | N/A |
| 2021 | +30.61% | N/A |
| 2020 | -22.58% | N/A |
| 2019 | +14.20% | N/A |
| 2018 | -6.54% | N/A |
| 2017 | +8.79% | N/A |
| 2016 | +11.03% | N/A |
| 2015 | -11.29% | N/A |
| 2014 | +18.61% | N/A |
| 2013 | +8.50% | N/A |
DIV vs RSMC Drawdown Comparison
The maximum drawdown for DIV was -52.76%, occurring on Mar 23, 2020. Recovery took 495 trading sessions.
The maximum drawdown for RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 347 trading sessions.
The current DIV drawdown is -2.32%. The current RSMC drawdown is -2.70%.
| Rank | DIV | RSMC |
|---|---|---|
| #1 | -52.76% Jan 16, 2020 - Jan 3, 2022 | -22.33% Nov 25, 2024 - Apr 17, 2026 |
| #2 | -21.26% Nov 26, 2014 - Jan 25, 2017 | -4.34% Nov 11, 2024 - Nov 25, 2024 |
| #3 | -21.12% Apr 20, 2022 - Sep 13, 2024 | -4.29% May 8, 2026 - May 19, 2026 |
| #4 | -13.53% Sep 21, 2018 - Sep 11, 2019 | -3.31% Oct 16, 2024 - Nov 6, 2024 |
| #5 | -12.32% Feb 25, 2025 - Jan 14, 2026 | -2.65% Apr 24, 2026 - May 5, 2026 |
| #6 | -7.77% May 17, 2013 - Oct 23, 2013 | -0.09% May 6, 2026 - May 8, 2026 |
| #7 | -7.52% Dec 18, 2017 - Jun 20, 2018 | -0.05% Oct 14, 2024 - Oct 16, 2024 |
| #8 | -7.42% Nov 29, 2024 - Feb 20, 2025 | N/A |
| #9 | -6.43% Jan 14, 2022 - Mar 29, 2022 | N/A |
| #10 | -5.23% Sep 5, 2014 - Oct 28, 2014 | N/A |
| #11 | -4.97% Mar 2, 2026 - Apr 30, 2026 | N/A |
| #12 | -3.40% Sep 11, 2019 - Oct 21, 2019 | N/A |
| #13 | -3.22% Jan 25, 2017 - Apr 11, 2017 | N/A |
| #14 | -3.20% Nov 22, 2013 - Dec 23, 2013 | N/A |
| #15 | -3.19% May 22, 2026 - Jun 3, 2026 | N/A |
Correlation
Correlation between DIV and RSMC is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.54
-101
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