RSMC vs SHYM

Comparison between ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF) and iShares High Yield Muni Income Active ETF (SHYM, ETF).

RSMC vs SHYM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSMC(ETF)	SHYM(ETF)
Net Assets	$785M	$786M
Expense Ratio	0.75%	0.40%
Max Drawdown	22.33%	26.45%
Sharpe Ratio	0.30	0.64
5Y Beta	0.96	-0.05
P/E Ratio	30.95	N/A
Forward P/E	19.13	N/A
PEG Ratio	0.66	N/A
5Y Dividends CAGR	N/A	50.36%
5Y EPS CAGR	16.36%	N/A
Debt to Equity	64.60%	N/A
P/S Ratio	0.83	N/A
P/B Ratio	3.83	N/A

Net Assets

RSMC

$785M

Winner

SHYM

$786M

Expense Ratio

RSMC

0.75%

Winner

SHYM

0.40%

Max Drawdown

Winner

RSMC

22.33%

SHYM

26.45%

Sharpe Ratio

RSMC

0.30

Winner

SHYM

0.64

5Y Beta

RSMC

0.96

Winner

SHYM

-0.05

P/E Ratio

RSMC

30.95

SHYM

N/A

Forward P/E

RSMC

19.13

SHYM

N/A

PEG Ratio

RSMC

0.66

SHYM

N/A

5Y Dividends CAGR

RSMC

N/A

SHYM

50.36%

5Y EPS CAGR

RSMC

16.36%

SHYM

N/A

Debt to Equity

RSMC

64.60%

SHYM

N/A

P/S Ratio

RSMC

0.83

SHYM

N/A

P/B Ratio

RSMC

3.83

SHYM

N/A

RSMC vs SHYM - Historical Returns

Returns include dividend reinvestment.

Period	RSMC	SHYM
1 month	-2.91%	-0.16%
3 months	+2.68%	+1.21%
6 months	+3.91%	+1.55%
1 year	+8.38%	+5.44%
5 years(CAGR)	N/A	+0.49%
Max(CAGR)	+5.90%	+1.85%

RSMC

-2.91%

Winner

SHYM

-0.16%

Winner

RSMC

+2.68%

SHYM

+1.21%

Winner

RSMC

+3.91%

SHYM

+1.55%

Winner

RSMC

+8.38%

SHYM

+5.44%

5Y(CAGR)

RSMC

N/A

SHYM

+0.49%

Max(CAGR)

Winner

RSMC

+5.90%

SHYM

+1.85%

RSMC vs SHYM - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	RSMC	SHYM
2026	+10.10%	+2.08%
2025	-0.75%	+2.36%
2024	+0.68%	+7.19%
2023	N/A	+8.51%
2022	N/A	-15.84%
2021	N/A	+6.71%

RSMC vs SHYM Drawdown Comparison

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

The maximum drawdown for SHYM was -22.55%, occurring on Oct 24, 2022. Recovery took 908 trading sessions.

The current RSMC drawdown is -3.01%. The current SHYM drawdown is -0.71%.

Rank	RSMC	SHYM
#1	-22.33% Nov 25, 2024 - Apr 17, 2026	-22.55% Jul 19, 2021 - Feb 28, 2025
#2	-4.34% Nov 11, 2024 - Nov 25, 2024	-8.06% Feb 28, 2025 - Jan 2, 2026
#3	-4.29% May 8, 2026 - Jun 12, 2026	-2.23% Feb 27, 2026 - May 29, 2026
#4	-4.11% Jun 30, 2026 - Jul 20, 2026	-0.72% Jun 10, 2021 - Jul 2, 2021
#5	-3.31% Oct 16, 2024 - Nov 6, 2024	-0.71% Jul 6, 2026 - Jul 21, 2026
#6	-2.65% Apr 24, 2026 - May 5, 2026	-0.27% Apr 15, 2021 - Apr 22, 2021
#7	-1.38% Jun 22, 2026 - Jun 30, 2026	-0.27% Jan 14, 2026 - Jan 27, 2026
#8	-1.18% Jun 15, 2026 - Jun 18, 2026	-0.18% Feb 4, 2026 - Feb 12, 2026
#9	-0.09% May 6, 2026 - May 8, 2026	-0.16% Jun 9, 2026 - Jun 15, 2026
#10	-0.05% Oct 14, 2024 - Oct 16, 2024	-0.13% Jun 4, 2026 - Jun 9, 2026
#11	N/A	-0.13% Apr 28, 2021 - May 5, 2021
#12	N/A	-0.12% May 6, 2021 - May 13, 2021
#13	N/A	-0.10% Mar 26, 2021 - Mar 30, 2021
#14	N/A	-0.09% Jun 16, 2026 - Jun 18, 2026
#15	N/A	-0.06% Jul 12, 2021 - Jul 14, 2021