IBDV vs SMMD

Comparison between ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV, ETF) and ISHARES RUSSELL 2500 ETF (SMMD, ETF).

5-Year PerformanceSMMD has outperformed IBDV, delivering a return of +7.1% compared to +0.9%

IBDV vs SMMD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDV(ETF)	SMMD(ETF)
Net Assets	$3B	$3B
Expense Ratio	0.10%	0.15%
Max Drawdown	24.90%	41.06%
Sharpe Ratio	0.17	1.51
5Y Beta	0.06	1.06
P/E Ratio	N/A	31.83
Forward P/E	N/A	17.54
5Y Dividends CAGR	19.43%	8.51%
Debt to Equity	N/A	39.75%
P/S Ratio	N/A	1.73
P/B Ratio	N/A	2.98

Net Assets

IBDV

$3B

SMMD

$3B

Expense Ratio

Winner

IBDV

0.10%

SMMD

0.15%

Max Drawdown

Winner

IBDV

24.90%

SMMD

41.06%

Sharpe Ratio

IBDV

0.17

Winner

SMMD

1.51

5Y Beta

Winner

IBDV

0.06

SMMD

1.06

P/E Ratio

IBDV

N/A

SMMD

31.83

Forward P/E

IBDV

N/A

SMMD

17.54

5Y Dividends CAGR

Winner

IBDV

19.43%

SMMD

8.51%

Debt to Equity

IBDV

N/A

SMMD

39.75%

P/S Ratio

IBDV

N/A

SMMD

1.73

P/B Ratio

IBDV

N/A

SMMD

2.98

IBDV vs SMMD - Historical Returns

Returns include dividend reinvestment.

Period	IBDV	SMMD
1 month	-0.24%	+0.38%
3 months	-0.74%	+9.66%
6 months	+0.43%	+14.68%
1 year	+4.54%	+33.00%
5 years(CAGR)	+0.88%	+7.11%
10 years(CAGR)	N/A	+10.80%
Max(CAGR)	+1.02%	+10.80%

IBDV

-0.24%

Winner

SMMD

+0.38%

IBDV

-0.74%

Winner

SMMD

+9.66%

IBDV

+0.43%

Winner

SMMD

+14.68%

IBDV

+4.54%

Winner

SMMD

+33.00%

5Y(CAGR)

IBDV

+0.88%

Winner

SMMD

+7.11%

10Y(CAGR)

IBDV

N/A

SMMD

+10.80%

Max(CAGR)

IBDV

+1.02%

Winner

SMMD

+10.80%

IBDV vs SMMD - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	IBDV	SMMD
2026	-0.02%	+13.97%
2025	+8.24%	+11.99%
2024	+3.94%	+12.70%
2023	+7.89%	+18.42%
2022	-14.02%	-18.93%
2021	-2.38%	+19.93%
2020	+5.32%	+20.08%
2019	N/A	+28.05%
2018	N/A	-8.79%
2017	N/A	+10.82%

IBDV vs SMMD Drawdown Comparison

The maximum drawdown for IBDV was -21.85%, occurring on Oct 20, 2022. Recovery took 1180 trading sessions.

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

The current IBDV drawdown is -1.22%. The current SMMD drawdown is -3.06%.

Rank	IBDV	SMMD
#1	-21.85% Dec 31, 2020 - Sep 16, 2025	-41.06% Feb 20, 2020 - Nov 9, 2020
#2	-2.07% Aug 6, 2020 - Nov 19, 2020	-28.24% Nov 8, 2021 - Jul 16, 2024
#3	-2.07% Feb 27, 2026 - Mar 26, 2026	-25.49% Nov 25, 2024 - Sep 5, 2025
#4	-0.82% Nov 30, 2020 - Dec 28, 2020	-25.07% Sep 6, 2018 - Nov 27, 2019
#5	-0.75% Oct 20, 2025 - Nov 25, 2025	-9.66% Feb 26, 2026 - Apr 13, 2026
#6	-0.59% Sep 16, 2025 - Oct 2, 2025	-8.98% Jan 29, 2018 - May 21, 2018
#7	-0.49% Nov 26, 2025 - Dec 18, 2025	-8.60% Jul 16, 2024 - Sep 19, 2024
#8	-0.48% Jul 23, 2020 - Jul 30, 2020	-7.49% Mar 15, 2021 - Apr 23, 2021
#9	-0.41% Jan 14, 2026 - Jan 29, 2026	-7.41% Oct 27, 2025 - Dec 4, 2025
#10	-0.32% Oct 2, 2025 - Oct 13, 2025	-7.11% Jun 25, 2021 - Sep 1, 2021
#11	-0.27% Jul 9, 2020 - Jul 14, 2020	-6.17% Apr 28, 2021 - Jun 8, 2021
#12	-0.23% Dec 29, 2025 - Jan 14, 2026	-5.78% Feb 24, 2021 - Mar 11, 2021
#13	-0.18% Oct 16, 2025 - Oct 20, 2025	-4.76% Sep 2, 2021 - Oct 21, 2021
#14	-0.15% Jan 30, 2026 - Feb 5, 2026	-4.71% Jan 20, 2021 - Feb 4, 2021
#15	-0.14% Feb 17, 2026 - Feb 23, 2026	-4.29% Jul 26, 2017 - Sep 18, 2017