RSMC vs ISHG

Comparison between ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF) and ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF (ISHG, ETF).

RSMC vs ISHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSMC(ETF)	ISHG(ETF)
Net Assets	$754M	$755M
Expense Ratio	0.75%	0.35%
Max Drawdown	22.33%	42.96%
Sharpe Ratio	0.45	-0.31
5Y Beta	0.97	0.02
P/E Ratio	32.40	N/A
Forward P/E	19.43	N/A
PEG Ratio	0.80	N/A
5Y EPS CAGR	16.96%	N/A
Debt to Equity	62.55%	N/A
P/S Ratio	0.79	N/A
P/B Ratio	3.83	N/A

Net Assets

RSMC

$754M

Winner

ISHG

$755M

Expense Ratio

RSMC

0.75%

Winner

ISHG

0.35%

Max Drawdown

Winner

RSMC

22.33%

ISHG

42.96%

Sharpe Ratio

Winner

RSMC

0.45

ISHG

-0.31

5Y Beta

RSMC

0.97

Winner

ISHG

0.02

P/E Ratio

RSMC

32.40

ISHG

N/A

Forward P/E

RSMC

19.43

ISHG

N/A

PEG Ratio

RSMC

0.80

ISHG

N/A

5Y EPS CAGR

RSMC

16.96%

ISHG

N/A

Debt to Equity

RSMC

62.55%

ISHG

N/A

P/S Ratio

RSMC

0.79

ISHG

N/A

P/B Ratio

RSMC

3.83

ISHG

N/A

RSMC vs ISHG - Historical Returns

Returns include dividend reinvestment.

Period	RSMC	ISHG
1 month	-1.42%	-1.50%
3 months	+7.95%	-0.69%
6 months	+7.88%	+0.16%
1 year	+9.84%	+1.34%
5 years(CAGR)	N/A	-1.32%
10 years(CAGR)	N/A	-0.25%
Max(CAGR)	+5.79%	-0.63%

Winner

RSMC

-1.42%

ISHG

-1.50%

Winner

RSMC

+7.95%

ISHG

-0.69%

Winner

RSMC

+7.88%

ISHG

+0.16%

Winner

RSMC

+9.84%

ISHG

+1.34%

5Y(CAGR)

RSMC

N/A

ISHG

-1.32%

10Y(CAGR)

RSMC

N/A

ISHG

-0.25%

Max(CAGR)

Winner

RSMC

+5.79%

ISHG

-0.63%

RSMC vs ISHG - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	RSMC	ISHG
2026	+9.12%	-0.56%
2025	-0.75%	+14.14%
2024	+0.68%	-3.11%
2023	N/A	+4.98%
2022	N/A	-10.41%
2021	N/A	-7.29%
2020	N/A	+7.71%
2019	N/A	-0.18%
2018	N/A	-3.81%
2017	N/A	+11.12%
2016	N/A	-1.77%
2015	N/A	-6.94%
2014	N/A	-9.81%
2013	N/A	-2.37%
2012	N/A	+1.41%
2011	N/A	-2.94%
2010	N/A	+0.59%
2009	N/A	+7.31%

RSMC vs ISHG Drawdown Comparison

The maximum drawdown for RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 347 trading sessions.

The maximum drawdown for ISHG was -37.24%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current RSMC drawdown is -2.70%. The current ISHG drawdown is -22.79%.

Rank	RSMC	ISHG
#1	-22.33% Nov 25, 2024 - Apr 17, 2026	-37.24% May 4, 2011 - Sep 27, 2022
#2	-4.34% Nov 11, 2024 - Nov 25, 2024	-15.06% Dec 1, 2009 - Mar 21, 2011
#3	-4.29% May 8, 2026 - May 19, 2026	-5.65% Jan 28, 2009 - Mar 19, 2009
#4	-3.31% Oct 16, 2024 - Nov 6, 2024	-4.09% Mar 19, 2009 - May 8, 2009
#5	-2.65% Apr 24, 2026 - May 5, 2026	-3.93% Jun 2, 2009 - Jul 22, 2009
#6	-0.09% May 6, 2026 - May 8, 2026	-2.10% Aug 3, 2009 - Sep 8, 2009
#7	-0.05% Oct 14, 2024 - Oct 16, 2024	-1.78% Oct 21, 2009 - Nov 16, 2009
#8	N/A	-1.61% Mar 21, 2011 - Apr 12, 2011
#9	N/A	-1.30% Jul 22, 2009 - Jul 31, 2009
#10	N/A	-1.01% Nov 16, 2009 - Nov 25, 2009
#11	N/A	-0.91% Sep 17, 2009 - Oct 6, 2009
#12	N/A	-0.90% May 22, 2009 - May 29, 2009
#13	N/A	-0.90% Oct 8, 2009 - Oct 14, 2009
#14	N/A	-0.87% Apr 14, 2011 - Apr 20, 2011
#15	N/A	-0.69% May 14, 2009 - May 19, 2009