IWX vs SMMD
Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and ISHARES RUSSELL 2500 ETF (SMMD, ETF).
5-Year PerformanceIWX has outperformed SMMD, delivering a return of +12.3% compared to +8.7%
IWX vs SMMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWX
$3.60B
SMMD
$3.60B
Expense Ratio
IWX
0.20%
Winner
SMMD
0.15%
Max Drawdown
Winner
IWX
35.76%
SMMD
41.06%
Sharpe Ratio
Winner
IWX
2.07
SMMD
1.39
5Y Beta
Winner
IWX
0.67
SMMD
1.06
P/E Ratio
Winner
IWX
23.28
SMMD
32.40
Forward P/E
IWX
19.41
Winner
SMMD
16.56
PEG Ratio
IWX
0.64
SMMD
N/A
5Y Dividends CAGR
IWX
5.22%
Winner
SMMD
6.57%
5Y EPS CAGR
IWX
12.58%
SMMD
N/A
Debt to Equity
Winner
IWX
1.46%
SMMD
25.85%
P/S Ratio
IWX
2.94
Winner
SMMD
1.62
P/B Ratio
IWX
3.89
Winner
SMMD
2.71
IWX vs SMMD - Holdings Comparison
IWX and SMMD have 1 common holdings. Overlap is 0.00%
IWX's top 25 holdings weight is 56.45%. SMMD's top 25 holdings weight is 48.13%.
| Rank | IWX | SMMD |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 8.38% | ISHARES RUSSELL 2000 ETF (IWM) - 41.02% |
| #2 | APPLE INC (AAPL) - 7.61% | CARPENTER TECHNOLOGY CORP (CRS) - 0.39% |
| #3 | MICROSOFT CORP (MSFT) - 5.57% | MKS INC (MKSI) - 0.37% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.63% | ATI INC (ATI) - 0.35% |
| #5 | JPMORGAN CHASE & CO (JPM) - 3.48% | NVENT ELECTRIC PLC (NVT) - 0.34% |
| #6 | JOHNSON & JOHNSON (JNJ) - 2.39% | WOODWARD INC (WWD) - 0.33% |
| #7 | EXXON MOBIL CORP (XOM) - 2.21% | F5 INC (FFIV) - 0.32% |
| #8 | INTEL CORP (INTC) - 2.17% | STERLING INFRASTRUCTURE INC (STRL) - 0.31% |
| #9 | CISCO SYSTEMS INC (CSCO) - 1.80% | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.31% |
| #10 | WALMART INC (WMT) - 1.70% | n/a (AFRM) - 0.31% |
| #11 | ABBVIE INC (ABBV) - 1.60% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.31% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.50% | US FOODS HOLDING CORP (USFD) - 0.30% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.40% | NISOURCE INC (NI) - 0.30% |
| #14 | PROCTER & GAMBLE CO (PG) - 1.34% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.30% |
| #15 | MERCK & CO INC (MRK) - 1.21% | GUARDANT HEALTH INC (GH) - 0.29% |
| #16 | CHEVRON CORP (CVX) - 1.20% | PACKAGING CORP OF AMERICA (PKG) - 0.28% |
| #17 | THE GOLDMAN SACHS GROUP INC (GS) - 1.15% | TD SYNNEX CORP (SNX) - 0.27% |
| #18 | COCA-COLA CO (KO) - 1.09% | SNAP-ON INC (SNA) - 0.27% |
| #19 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.08% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.27% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.05% | RBC BEARINGS INC (RBC) - 0.26% |
| #21 | WELLS FARGO & CO (WFC) - 1.03% | IONQ INC CLASS A (IONQ) - 0.25% |
| #22 | RTX CORP (RTX) - 1.01% | RELIANCE INC (RS) - 0.25% |
| #23 | LINDE PLC (LIN) - 0.96% | VIATRIS INC (VTRS) - 0.25% |
| #24 | META PLATFORMS INC CLASS A (META) - 0.96% | TTM TECHNOLOGIES INC (TTMI) - 0.24% |
| #25 | MORGAN STANLEY (MS) - 0.93% | EAST WEST BANCORP INC (EWBC) - 0.24% |
| Total Holdings | 155 | 516 |
IWX vs SMMD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWX
+1.72%
SMMD
-0.53%
3M
Winner
IWX
+11.80%
SMMD
+9.40%
6M
Winner
IWX
+14.31%
SMMD
+12.24%
1Y
IWX
+30.93%
Winner
SMMD
+32.68%
5Y(CAGR)
Winner
IWX
+12.30%
SMMD
+8.66%
10Y(CAGR)
Winner
IWX
+11.74%
SMMD
+11.18%
Max(CAGR)
Winner
IWX
+11.60%
SMMD
+11.18%
IWX vs SMMD - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWX | SMMD |
|---|---|---|
| 2026 | +17.55% | +18.91% |
| 2025 | +18.35% | +11.99% |
| 2024 | +14.15% | +12.70% |
| 2023 | +10.40% | +18.42% |
| 2022 | -5.80% | -18.93% |
| 2021 | +24.62% | +19.93% |
| 2020 | +0.74% | +20.08% |
| 2019 | +25.79% | +28.05% |
| 2018 | -6.69% | -8.79% |
| 2017 | +13.11% | +10.82% |
| 2016 | +17.63% | N/A |
| 2015 | -3.41% | N/A |
| 2014 | +14.05% | N/A |
| 2013 | +28.53% | N/A |
| 2012 | +14.33% | N/A |
| 2011 | +0.04% | N/A |
| 2010 | +10.63% | N/A |
| 2009 | +3.66% | N/A |
IWX vs SMMD Drawdown Comparison
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current IWX drawdown is -0.13%. The current SMMD drawdown is -1.94%.
| Rank | IWX | SMMD |
|---|---|---|
| #1 | -35.76% Feb 12, 2020 - Dec 31, 2020 | -41.06% Feb 20, 2020 - Nov 9, 2020 |
| #2 | -20.53% May 2, 2011 - Mar 1, 2012 | -28.24% Nov 8, 2021 - Jul 16, 2024 |
| #3 | -18.12% Jan 12, 2022 - Jul 24, 2023 | -25.49% Nov 25, 2024 - Sep 5, 2025 |
| #4 | -17.34% Jan 26, 2018 - Apr 29, 2019 | -25.07% Sep 6, 2018 - Nov 27, 2019 |
| #5 | -16.79% Apr 23, 2010 - Dec 21, 2010 | -9.66% Feb 26, 2026 - Apr 13, 2026 |
| #6 | -14.98% May 21, 2015 - Jul 8, 2016 | -8.98% Jan 29, 2018 - May 21, 2018 |
| #7 | -13.37% Feb 19, 2025 - Jun 30, 2025 | -8.60% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -10.01% Jul 26, 2023 - Dec 13, 2023 | -7.49% Mar 15, 2021 - Apr 23, 2021 |
| #9 | -9.92% Apr 2, 2012 - Aug 6, 2012 | -7.41% Oct 27, 2025 - Dec 4, 2025 |
| #10 | -8.53% Jan 11, 2010 - Mar 18, 2010 | -7.11% Jun 25, 2021 - Sep 1, 2021 |
| #11 | -8.13% Sep 19, 2014 - Nov 6, 2014 | -6.17% Apr 28, 2021 - Jun 8, 2021 |
| #12 | -7.93% Oct 18, 2012 - Jan 2, 2013 | -5.78% Feb 24, 2021 - Mar 11, 2021 |
| #13 | -7.53% Nov 29, 2024 - Feb 19, 2025 | -4.76% Sep 2, 2021 - Oct 21, 2021 |
| #14 | -6.83% Jul 26, 2019 - Sep 13, 2019 | -4.71% Jan 20, 2021 - Feb 4, 2021 |
| #15 | -6.59% Apr 30, 2019 - Jun 20, 2019 | -4.29% Jul 26, 2017 - Sep 18, 2017 |
Correlation
Correlation between IWX and SMMD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2009 - 2026)
IWX vs SMMD dividend yield comparison.
| Year | IWX | SMMD |
|---|---|---|
| 2026 | 0.69% | 0.45% |
| 2025 | 1.59% | 1.28% |
| 2024 | 1.97% | 1.27% |
| 2023 | 2.13% | 1.44% |
| 2022 | 2.07% | 1.79% |
| 2021 | 1.79% | 1.12% |
| 2020 | 2.12% | 1.31% |
| 2019 | 2.60% | 1.50% |
| 2018 | 2.66% | 2.45% |
| 2017 | 2.12% | 0.68% |
| 2016 | 2.22% | 0.00% |
| 2015 | 2.77% | 0.00% |
| 2014 | 2.19% | 0.00% |
| 2013 | 1.89% | 0.00% |
| 2012 | 2.71% | 0.00% |
| 2011 | 2.58% | 0.00% |
| 2010 | 1.83% | 0.00% |
| 2009 | 0.56% | 0.00% |
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