ISHG vs RSMC
Comparison between ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF (ISHG, ETF) and ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF).
ISHG vs RSMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ISHG
$755M
RSMC
$754M
Expense Ratio
Winner
ISHG
0.35%
RSMC
0.75%
Max Drawdown
ISHG
42.96%
Winner
RSMC
22.33%
Sharpe Ratio
ISHG
-0.31
Winner
RSMC
0.45
5Y Beta
Winner
ISHG
0.02
RSMC
0.97
P/E Ratio
ISHG
N/A
RSMC
32.40
Forward P/E
ISHG
N/A
RSMC
19.43
PEG Ratio
ISHG
N/A
RSMC
0.80
5Y EPS CAGR
ISHG
N/A
RSMC
16.96%
Debt to Equity
ISHG
N/A
RSMC
62.55%
P/S Ratio
ISHG
N/A
RSMC
0.79
P/B Ratio
ISHG
N/A
RSMC
3.83
ISHG vs RSMC - Historical Returns
Returns include dividend reinvestment.
1M
ISHG
-1.50%
Winner
RSMC
-1.42%
3M
ISHG
-0.69%
Winner
RSMC
+7.95%
6M
ISHG
+0.16%
Winner
RSMC
+7.88%
1Y
ISHG
+1.34%
Winner
RSMC
+9.84%
5Y(CAGR)
ISHG
-1.32%
RSMC
N/A
10Y(CAGR)
ISHG
-0.25%
RSMC
N/A
Max(CAGR)
ISHG
-0.63%
Winner
RSMC
+5.79%
ISHG vs RSMC - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | ISHG | RSMC |
|---|---|---|
| 2026 | -0.56% | +9.12% |
| 2025 | +14.14% | -0.75% |
| 2024 | -3.11% | +0.68% |
| 2023 | +4.98% | N/A |
| 2022 | -10.41% | N/A |
| 2021 | -7.29% | N/A |
| 2020 | +7.71% | N/A |
| 2019 | -0.18% | N/A |
| 2018 | -3.81% | N/A |
| 2017 | +11.12% | N/A |
| 2016 | -1.77% | N/A |
| 2015 | -6.94% | N/A |
| 2014 | -9.81% | N/A |
| 2013 | -2.37% | N/A |
| 2012 | +1.41% | N/A |
| 2011 | -2.94% | N/A |
| 2010 | +0.59% | N/A |
| 2009 | +7.31% | N/A |
ISHG vs RSMC Drawdown Comparison
The maximum drawdown for ISHG was -37.24%, occurring on Sep 27, 2022. This drawdown has not yet recovered.
The maximum drawdown for RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 347 trading sessions.
The current ISHG drawdown is -22.79%. The current RSMC drawdown is -2.70%.
| Rank | ISHG | RSMC |
|---|---|---|
| #1 | -37.24% May 4, 2011 - Sep 27, 2022 | -22.33% Nov 25, 2024 - Apr 17, 2026 |
| #2 | -15.06% Dec 1, 2009 - Mar 21, 2011 | -4.34% Nov 11, 2024 - Nov 25, 2024 |
| #3 | -5.65% Jan 28, 2009 - Mar 19, 2009 | -4.29% May 8, 2026 - May 19, 2026 |
| #4 | -4.09% Mar 19, 2009 - May 8, 2009 | -3.31% Oct 16, 2024 - Nov 6, 2024 |
| #5 | -3.93% Jun 2, 2009 - Jul 22, 2009 | -2.65% Apr 24, 2026 - May 5, 2026 |
| #6 | -2.10% Aug 3, 2009 - Sep 8, 2009 | -0.09% May 6, 2026 - May 8, 2026 |
| #7 | -1.78% Oct 21, 2009 - Nov 16, 2009 | -0.05% Oct 14, 2024 - Oct 16, 2024 |
| #8 | -1.61% Mar 21, 2011 - Apr 12, 2011 | N/A |
| #9 | -1.30% Jul 22, 2009 - Jul 31, 2009 | N/A |
| #10 | -1.01% Nov 16, 2009 - Nov 25, 2009 | N/A |
| #11 | -0.91% Sep 17, 2009 - Oct 6, 2009 | N/A |
| #12 | -0.90% May 22, 2009 - May 29, 2009 | N/A |
| #13 | -0.90% Oct 8, 2009 - Oct 14, 2009 | N/A |
| #14 | -0.87% Apr 14, 2011 - Apr 20, 2011 | N/A |
| #15 | -0.69% May 14, 2009 - May 19, 2009 | N/A |
Correlation
Correlation between ISHG and RSMC is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.35
-101
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