FRDM vs SMMD
Comparison between FREEDOM 100 EMERGING MARKETS ETF (FRDM, ETF) and ISHARES RUSSELL 2500 ETF (SMMD, ETF).
5-Year PerformanceFRDM has outperformed SMMD, delivering a return of +16.9% compared to +7.1%
FRDM vs SMMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FRDM
$3B
SMMD
$3B
Expense Ratio
FRDM
0.49%
Winner
SMMD
0.15%
Max Drawdown
Winner
FRDM
40.49%
SMMD
41.06%
Sharpe Ratio
Winner
FRDM
2.20
SMMD
1.51
5Y Beta
Winner
FRDM
1.00
SMMD
1.06
P/E Ratio
FRDM
N/A
SMMD
31.83
Forward P/E
FRDM
N/A
SMMD
17.54
5Y Dividends CAGR
Winner
FRDM
25.82%
SMMD
8.51%
Debt to Equity
FRDM
N/A
SMMD
39.75%
P/S Ratio
FRDM
N/A
SMMD
1.73
P/B Ratio
FRDM
N/A
SMMD
2.98
FRDM vs SMMD - Holdings Comparison
FRDM and SMMD have 1 common holdings. Overlap is 0.00%
FRDM's top 25 holdings weight is 72.19%. SMMD's top 25 holdings weight is 55.83%.
| Rank | FRDM | SMMD |
|---|---|---|
| #1 | SAMSUNG ELECTRONICS CO LTD (n/a) - 12.28% | ISHARES RUSSELL 2000 ETF (IWM) - 42.16% |
| #2 | SK HYNIX INC (n/a) - 10.02% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.67% |
| #3 | n/a (TSM) - 7.59% | CIENA CORP (CIEN) - 1.04% |
| #4 | MEDIATEK INC (n/a) - 5.74% | ROCKET LAB CORP (RKLB) - 0.84% |
| #5 | DELTA ELECTRONICS INC (n/a) - 3.89% | LUMENTUM HOLDINGS INC (LITE) - 0.84% |
| #6 | LATAM AIRLINES GROUP SA (n/a) - 3.50% | COHERENT CORP (COHR) - 0.83% |
| #7 | BANK POLSKA KASA OPIEKI SA (n/a) - 3.00% | COMFORT SYSTEMS USA INC (FIX) - 0.80% |
| #8 | VALE SA (n/a) - 2.99% | FLEX LTD (FLEX) - 0.62% |
| #9 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.70% | ASTERA LABS INC (ALAB) - 0.50% |
| #10 | BANCO DE CHILE (n/a) - 2.64% | JABIL INC (JBL) - 0.48% |
| #11 | FALABELLA SA (n/a) - 2.35% | EMCOR GROUP INC (EME) - 0.47% |
| #12 | MALAYAN BANKING BHD (n/a) - 1.79% | CASEY'S GENERAL STORES INC (CASY) - 0.39% |
| #13 | LPP SA (n/a) - 1.73% | TECHNIPFMC PLC (FTI) - 0.36% |
| #14 | BANCO DE CREDITO E INVERSIONES SA (n/a) - 1.50% | TAPESTRY INC (TPR) - 0.36% |
| #15 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.42% | EVERPURE INC CLASS A (P) - 0.35% |
| #16 | UNITED MICROELECTRONICS CORP ADR (UMC) - 1.14% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.34% |
| #17 | PLAZA SA SHS (n/a) - 0.96% | CURTISS-WRIGHT CORP (CW) - 0.34% |
| #18 | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.96% | NVENT ELECTRIC PLC (NVT) - 0.33% |
| #19 | SK SQUARE (n/a) - 0.93% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.32% |
| #20 | DINO POLSKA SA (n/a) - 0.90% | FTAI AVIATION LTD (FTAI) - 0.32% |
| #21 | CENCOSUD SA (n/a) - 0.89% | MASTEC INC (MTZ) - 0.30% |
| #22 | PUBLIC BANK BHD (n/a) - 0.85% | UNITED THERAPEUTICS CORP (UTHR) - 0.30% |
| #23 | CD PROJEKT SA (n/a) - 0.83% | NISOURCE INC (NI) - 0.29% |
| #24 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.82% | XPO INC (XPO) - 0.29% |
| #25 | PARQUE ARAUCO SA (n/a) - 0.77% | n/a (ASTS) - 0.29% |
| Total Holdings | 133 | 491 |
FRDM vs SMMD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FRDM
+2.87%
SMMD
+0.38%
3M
Winner
FRDM
+19.18%
SMMD
+9.66%
6M
Winner
FRDM
+38.31%
SMMD
+14.68%
1Y
Winner
FRDM
+75.70%
SMMD
+33.00%
5Y(CAGR)
Winner
FRDM
+16.91%
SMMD
+7.11%
10Y(CAGR)
FRDM
N/A
SMMD
+10.80%
Max(CAGR)
Winner
FRDM
+17.65%
SMMD
+10.80%
FRDM vs SMMD - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | FRDM | SMMD |
|---|---|---|
| 2026 | +27.41% | +13.97% |
| 2025 | +60.85% | +11.99% |
| 2024 | +3.76% | +12.70% |
| 2023 | +24.18% | +18.42% |
| 2022 | -15.18% | -18.93% |
| 2021 | +4.26% | +19.93% |
| 2020 | +15.00% | +20.08% |
| 2019 | +12.33% | +28.05% |
| 2018 | N/A | -8.79% |
| 2017 | N/A | +10.82% |
FRDM vs SMMD Drawdown Comparison
The maximum drawdown for FRDM was -40.49%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current FRDM drawdown is -10.78%. The current SMMD drawdown is -3.06%.
| Rank | FRDM | SMMD |
|---|---|---|
| #1 | -40.49% Jan 13, 2020 - Nov 11, 2020 | -41.06% Feb 20, 2020 - Nov 9, 2020 |
| #2 | -29.25% Jan 12, 2022 - Dec 27, 2023 | -28.24% Nov 8, 2021 - Jul 16, 2024 |
| #3 | -16.86% Feb 25, 2026 - Apr 17, 2026 | -25.49% Nov 25, 2024 - Sep 5, 2025 |
| #4 | -15.43% Sep 26, 2024 - May 2, 2025 | -25.07% Sep 6, 2018 - Nov 27, 2019 |
| #5 | -13.73% Jul 12, 2024 - Sep 26, 2024 | -9.66% Feb 26, 2026 - Apr 13, 2026 |
| #6 | -10.78% Jun 2, 2026 - Jun 5, 2026 | -8.98% Jan 29, 2018 - May 21, 2018 |
| #7 | -10.39% Jul 1, 2019 - Nov 4, 2019 | -8.60% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -9.14% Dec 27, 2023 - Mar 7, 2024 | -7.49% Mar 15, 2021 - Apr 23, 2021 |
| #9 | -8.54% Sep 3, 2021 - Jan 12, 2022 | -7.41% Oct 27, 2025 - Dec 4, 2025 |
| #10 | -7.16% Apr 9, 2024 - May 9, 2024 | -7.11% Jun 25, 2021 - Sep 1, 2021 |
| #11 | -6.75% Feb 16, 2021 - Jun 2, 2021 | -6.17% Apr 28, 2021 - Jun 8, 2021 |
| #12 | -6.39% Nov 7, 2019 - Dec 16, 2019 | -5.78% Feb 24, 2021 - Mar 11, 2021 |
| #13 | -6.26% Nov 3, 2025 - Dec 9, 2025 | -4.76% Sep 2, 2021 - Oct 21, 2021 |
| #14 | -6.14% May 11, 2026 - May 26, 2026 | -4.71% Jan 20, 2021 - Feb 4, 2021 |
| #15 | -5.80% Jan 21, 2021 - Feb 11, 2021 | -4.29% Jul 26, 2017 - Sep 18, 2017 |
Correlation
Correlation between FRDM and SMMD is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2017 - 2026)
FRDM vs SMMD dividend yield comparison.
| Year | FRDM | SMMD |
|---|---|---|
| 2026 | 0.34% | 0.19% |
| 2025 | 2.26% | 1.28% |
| 2024 | 2.53% | 1.27% |
| 2023 | 2.66% | 1.44% |
| 2022 | 2.72% | 1.79% |
| 2021 | 2.17% | 1.12% |
| 2020 | 1.11% | 1.31% |
| 2019 | 1.07% | 1.50% |
| 2018 | 0.00% | 2.45% |
| 2017 | 0.00% | 0.68% |
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