MMTM vs BSMC
Comparison between STATE STREET(R) SPDR(R) S&P(R) 1500 MOMENTUM TILT ETF (MMTM, ETF) and BRANDES U.S. SMALL-MID CAP VALUE ETF (BSMC, ETF).
MMTM vs BSMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MMTM
$166M
Winner
BSMC
$166M
Expense Ratio
Winner
MMTM
0.12%
BSMC
0.71%
Max Drawdown
MMTM
34.21%
Winner
BSMC
19.72%
Sharpe Ratio
MMTM
0.74
Winner
BSMC
1.43
5Y Beta
MMTM
1.11
Winner
BSMC
0.78
P/E Ratio
Winner
MMTM
25.96
BSMC
36.94
Forward P/E
MMTM
20.34
Winner
BSMC
12.73
PEG Ratio
MMTM
N/A
BSMC
0.08
5Y Dividends CAGR
MMTM
10.14%
BSMC
N/A
5Y EPS CAGR
Winner
MMTM
18.89%
BSMC
1.45%
Debt to Equity
Winner
MMTM
50.03%
BSMC
69.58%
P/S Ratio
MMTM
2.65
Winner
BSMC
0.74
P/B Ratio
MMTM
4.47
Winner
BSMC
1.73
MMTM vs BSMC - Holdings Comparison
MMTM and BSMC have 55 common holdings. Overlap is 0.95%
MMTM's top 25 holdings weight is 43.64%. BSMC's top 25 holdings weight is 54.07%.
| Rank | MMTM | BSMC |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 7.26% | JPMORGAN US TREASURY PLUS MMKT CAPITAL (JTCXX) - 3.96% |
| #2 | APPLE INC (AAPL) - 6.94% | INGLES MARKETS INC CLASS A (IMKTA) - 2.84% |
| #3 | AMAZON.COM INC (AMZN) - 4.52% | DENTSPLY SIRONA INC (XRAY) - 2.82% |
| #4 | NVIDIA CORP (NVDA) - 3.41% | ELANCO ANIMAL HEALTH INC (ELAN) - 2.74% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.86% | INNOVEX INTERNATIONAL INC (INVX) - 2.69% |
| #6 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.39% | EDGEWELL PERSONAL CARE CO (EPC) - 2.60% |
| #7 | ELI LILLY AND CO (LLY) - 1.94% | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 2.53% |
| #8 | VISA INC CLASS A (V) - 1.56% | UNIFIRST CORP (UNF) - 2.45% |
| #9 | TESLA INC (TSLA) - 1.28% | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.28% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.27% | AMDOCS LTD (DOX) - 2.23% |
| #11 | UNITEDHEALTH GROUP INC (UNH) - 1.08% | CITIZENS FINANCIAL GROUP INC (CFG) - 2.16% |
| #12 | MASTERCARD INC CLASS A (MA) - 1.07% | THE CAMPBELL'S CO (CPB) - 2.08% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.02% | OMNICOM GROUP INC (OMC) - 1.96% |
| #14 | BROADCOM INC (AVGO) - 0.94% | IPG PHOTONICS CORP (IPGP) - 1.93% |
| #15 | PROCTER & GAMBLE CO (PG) - 0.93% | ORGANON & CO ORDINARY SHARES (OGN) - 1.87% |
| #16 | NETFLIX INC (NFLX) - 0.92% | TEXTRON INC (TXT) - 1.85% |
| #17 | THE HOME DEPOT INC (HD) - 0.83% | FORTREA HOLDINGS INC (FTRE) - 1.79% |
| #18 | ORACLE CORP (ORCL) - 0.70% | NETGEAR INC (NTGR) - 1.73% |
| #19 | WALMART INC (WMT) - 0.68% | BALFOUR BEATTY PLC (n/a) - 1.73% |
| #20 | ABBVIE INC (ABBV) - 0.68% | SCHOLASTIC CORP (SCHL) - 1.71% |
| #21 | STRYKER CORP (SYK) - 0.28% | EPAM SYSTEMS INC (EPAM) - 1.67% |
| #22 | DANAHER CORP (DHR) - 0.27% | TELEFLEX INC (TFX) - 1.66% |
| #23 | UNION PACIFIC CORP (UNP) - 0.27% | THE TIMKEN CO (TKR) - 1.64% |
| #24 | CHARLES SCHWAB CORP (SCHW) - 0.27% | n/a (TAP) - 1.63% |
| #25 | THE GOLDMAN SACHS GROUP INC (GS) - 0.27% | PEDIATRIX MEDICAL GROUP INC (MD) - 1.52% |
| Total Holdings | 1386 | 73 |
MMTM vs BSMC - Historical Returns
Returns include dividend reinvestment.
1M
MMTM
-2.11%
Winner
BSMC
+5.23%
3M
MMTM
-1.01%
Winner
BSMC
+4.61%
6M
MMTM
+4.45%
Winner
BSMC
+8.48%
1Y
MMTM
+14.68%
Winner
BSMC
+27.07%
5Y(CAGR)
MMTM
+12.15%
BSMC
N/A
10Y(CAGR)
MMTM
+14.17%
BSMC
N/A
Max(CAGR)
MMTM
+14.30%
Winner
BSMC
+19.21%
MMTM vs BSMC - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | MMTM | BSMC |
|---|---|---|
| 2026 | +5.22% | +14.42% |
| 2025 | +13.57% | +16.18% |
| 2024 | +31.51% | +10.42% |
| 2023 | +23.41% | +11.69% |
| 2022 | -16.80% | N/A |
| 2021 | +28.24% | N/A |
| 2020 | +18.52% | N/A |
| 2019 | +29.95% | N/A |
| 2018 | -4.81% | N/A |
| 2017 | +23.42% | N/A |
| 2016 | +11.02% | N/A |
| 2015 | +5.47% | N/A |
| 2014 | +14.69% | N/A |
| 2013 | +32.28% | N/A |
| 2012 | +1.62% | N/A |
MMTM vs BSMC Drawdown Comparison
The maximum drawdown for MMTM was -33.84%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for BSMC was -19.14%, occurring on Apr 8, 2025. Recovery took 147 trading sessions.
The current MMTM drawdown is -4.79%. The current BSMC drawdown is -1.30%.
| Rank | MMTM | BSMC |
|---|---|---|
| #1 | -33.84% Feb 19, 2020 - Aug 3, 2020 | -19.14% Nov 25, 2024 - Jul 1, 2025 |
| #2 | -23.73% Jan 4, 2022 - Dec 14, 2023 | -9.02% Mar 2, 2026 - May 6, 2026 |
| #3 | -22.08% Feb 19, 2025 - Jul 25, 2025 | -6.64% Jul 31, 2024 - Aug 29, 2024 |
| #4 | -21.38% Oct 1, 2018 - Jun 18, 2019 | -5.98% Mar 28, 2024 - May 16, 2024 |
| #5 | -15.75% Dec 29, 2015 - Jul 12, 2016 | -5.35% Oct 17, 2023 - Nov 14, 2023 |
| #6 | -11.43% Jul 20, 2015 - Dec 29, 2015 | -4.99% Jul 10, 2025 - Aug 13, 2025 |
| #7 | -10.95% Jul 10, 2024 - Sep 24, 2024 | -4.88% May 6, 2026 - Jun 11, 2026 |
| #8 | -10.89% Sep 2, 2020 - Dec 8, 2020 | -4.66% Oct 24, 2025 - Nov 25, 2025 |
| #9 | -9.90% Feb 25, 2026 - Apr 13, 2026 | -4.58% May 17, 2024 - Jul 16, 2024 |
| #10 | -9.63% Jan 23, 2018 - Jun 13, 2018 | -4.16% Oct 3, 2025 - Oct 23, 2025 |
| #11 | -8.26% Sep 18, 2014 - Nov 5, 2014 | -3.79% Nov 11, 2024 - Nov 25, 2024 |
| #12 | -7.31% Feb 12, 2021 - Apr 5, 2021 | -3.68% Aug 30, 2024 - Sep 17, 2024 |
| #13 | -6.71% Mar 22, 2024 - May 15, 2024 | -3.35% Dec 26, 2023 - Feb 15, 2024 |
| #14 | -6.69% Oct 29, 2025 - Jan 9, 2026 | -3.26% Sep 30, 2024 - Nov 6, 2024 |
| #15 | -6.48% Jun 1, 2026 - Jul 20, 2026 | -3.03% Jun 12, 2026 - Jun 26, 2026 |
Correlation
Correlation between MMTM and BSMC is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2012 - 2026)
MMTM vs BSMC dividend yield comparison.
| Year | MMTM | BSMC |
|---|---|---|
| 2026 | 0.48% | 0.43% |
| 2025 | 0.86% | 1.17% |
| 2024 | 0.83% | 1.02% |
| 2023 | 1.16% | 0.15% |
| 2022 | 1.67% | 0.00% |
| 2021 | 0.95% | 0.00% |
| 2020 | 1.14% | 0.00% |
| 2019 | 1.55% | 0.00% |
| 2018 | 1.64% | 0.00% |
| 2017 | 1.52% | 0.00% |
| 2016 | 1.98% | 0.00% |
| 2015 | 1.68% | 0.00% |
| 2014 | 1.54% | 0.00% |
| 2013 | 1.74% | 0.00% |
| 2012 | 0.51% | 0.00% |
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