IBDR vs SMMD

Comparison between ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF) and ISHARES RUSSELL 2500 ETF (SMMD, ETF).

5-Year PerformanceSMMD has outperformed IBDR, delivering a return of +8.7% compared to +1.5%

IBDR vs SMMD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDR(ETF)	SMMD(ETF)
Net Assets	$3.50B	$3.60B
Expense Ratio	0.10%	0.15%
Max Drawdown	16.31%	41.06%
Sharpe Ratio	0.64	1.39
5Y Beta	0.01	1.06
P/E Ratio	N/A	32.40
Forward P/E	N/A	16.56
5Y Dividends CAGR	9.73%	6.57%
Debt to Equity	N/A	25.85%
P/S Ratio	N/A	1.62
P/B Ratio	N/A	2.71

Net Assets

IBDR

$3.50B

Winner

SMMD

$3.60B

Expense Ratio

Winner

IBDR

0.10%

SMMD

0.15%

Max Drawdown

Winner

IBDR

16.31%

SMMD

41.06%

Sharpe Ratio

IBDR

0.64

Winner

SMMD

1.39

5Y Beta

Winner

IBDR

0.01

SMMD

1.06

P/E Ratio

IBDR

N/A

SMMD

32.40

Forward P/E

IBDR

N/A

SMMD

16.56

5Y Dividends CAGR

Winner

IBDR

9.73%

SMMD

6.57%

Debt to Equity

IBDR

N/A

SMMD

25.85%

P/S Ratio

IBDR

N/A

SMMD

1.62

P/B Ratio

IBDR

N/A

SMMD

2.71

IBDR vs SMMD - Historical Returns

Returns include dividend reinvestment.

Period	IBDR	SMMD
1 month	+0.33%	-0.53%
3 months	+1.04%	+9.40%
6 months	+1.86%	+12.24%
1 year	+4.32%	+32.68%
5 years(CAGR)	+1.53%	+8.66%
10 years(CAGR)	+2.98%	+11.18%
Max(CAGR)	+2.98%	+11.18%

Winner

IBDR

+0.33%

SMMD

-0.53%

IBDR

+1.04%

Winner

SMMD

+9.40%

IBDR

+1.86%

Winner

SMMD

+12.24%

IBDR

+4.32%

Winner

SMMD

+32.68%

5Y(CAGR)

IBDR

+1.53%

Winner

SMMD

+8.66%

10Y(CAGR)

IBDR

+2.98%

Winner

SMMD

+11.18%

Max(CAGR)

IBDR

+2.98%

Winner

SMMD

+11.18%

IBDR vs SMMD - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IBDR	SMMD
2026	+1.94%	+18.91%
2025	+5.03%	+11.99%
2024	+5.25%	+12.70%
2023	+5.78%	+18.42%
2022	-7.96%	-18.93%
2021	-1.68%	+19.93%
2020	+9.14%	+20.08%
2019	+14.17%	+28.05%
2018	-2.45%	-8.79%
2017	+5.53%	+10.82%
2016	-3.34%	N/A

IBDR vs SMMD Drawdown Comparison

The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The current SMMD drawdown is -1.94%.

Rank	IBDR	SMMD
#1	-16.06% Mar 4, 2020 - Jun 2, 2020	-41.06% Feb 20, 2020 - Nov 9, 2020
#2	-13.13% Dec 31, 2020 - Dec 6, 2024	-28.24% Nov 8, 2021 - Jul 16, 2024
#3	-6.23% Sep 26, 2016 - Aug 3, 2017	-25.49% Nov 25, 2024 - Sep 5, 2025
#4	-5.01% Sep 7, 2017 - Jan 31, 2019	-25.07% Sep 6, 2018 - Nov 27, 2019
#5	-2.03% Aug 28, 2019 - Oct 3, 2019	-9.66% Feb 26, 2026 - Apr 13, 2026
#6	-1.19% Oct 31, 2019 - Nov 26, 2019	-8.98% Jan 29, 2018 - May 21, 2018
#7	-1.19% Jul 3, 2019 - Aug 1, 2019	-8.60% Jul 16, 2024 - Sep 19, 2024
#8	-0.95% Aug 6, 2020 - Nov 4, 2020	-7.49% Mar 15, 2021 - Apr 23, 2021
#9	-0.86% Oct 3, 2019 - Oct 31, 2019	-7.41% Oct 27, 2025 - Dec 4, 2025
#10	-0.70% Feb 26, 2019 - Mar 7, 2019	-7.11% Jun 25, 2021 - Sep 1, 2021
#11	-0.67% Jun 16, 2020 - Jul 2, 2020	-6.17% Apr 28, 2021 - Jun 8, 2021
#12	-0.64% Jun 10, 2020 - Jun 15, 2020	-5.78% Feb 24, 2021 - Mar 11, 2021
#13	-0.62% Apr 10, 2019 - Apr 24, 2019	-4.76% Sep 2, 2021 - Oct 21, 2021
#14	-0.61% Aug 3, 2017 - Aug 23, 2017	-4.71% Jan 20, 2021 - Feb 4, 2021
#15	-0.57% Apr 26, 2019 - May 7, 2019	-4.29% Jul 26, 2017 - Sep 18, 2017

Correlation

Correlation between IBDR and SMMD is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2016 - 2026)

IBDR vs SMMD dividend yield comparison.

Year	IBDR	SMMD
2026	2.01%	0.45%
2025	4.20%	1.28%
2024	4.13%	1.27%
2023	3.41%	1.44%
2022	2.44%	1.79%
2021	2.11%	1.12%
2020	2.61%	1.31%
2019	3.25%	1.50%
2018	3.56%	2.45%
2017	3.22%	0.68%
2016	0.86%	0.00%