RSMC vs SPY
Comparison between ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
RSMC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RSMC
$754M
Winner
SPY
$735B
Expense Ratio
RSMC
0.75%
Winner
SPY
0.09%
Max Drawdown
Winner
RSMC
22.33%
SPY
56.47%
Sharpe Ratio
RSMC
0.45
Winner
SPY
1.62
5Y Beta
Winner
RSMC
0.97
SPY
1.00
P/E Ratio
RSMC
32.40
Winner
SPY
28.99
Forward P/E
Winner
RSMC
19.43
SPY
22.37
PEG Ratio
RSMC
0.80
SPY
N/A
5Y Dividends CAGR
RSMC
N/A
SPY
5.43%
5Y EPS CAGR
RSMC
16.96%
Winner
SPY
26.05%
Debt to Equity
RSMC
62.55%
Winner
SPY
32.40%
P/S Ratio
Winner
RSMC
0.79
SPY
3.74
P/B Ratio
Winner
RSMC
3.83
SPY
5.61
RSMC vs SPY - Holdings Comparison
RSMC and SPY have 2 common holdings. Overlap is 0.02%
RSMC's top 25 holdings weight is 66.42%. SPY's top 25 holdings weight is 52.37%.
| Rank | RSMC | SPY |
|---|---|---|
| #1 | FIRSTCASH HOLDINGS INC (FCFS) - 4.56% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | STONEX GROUP INC (SNEX) - 4.24% | APPLE INC (AAPL) - 7.02% |
| #3 | HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 3.82% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | TD SYNNEX CORP (SNX) - 3.40% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.95% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | RADNET INC (RDNT) - 2.80% | BROADCOM INC (AVGO) - 3.10% |
| #7 | BADGER METER INC (BMI) - 2.68% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | AAON INC (AAON) - 2.68% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 2.66% | TESLA INC (TSLA) - 1.89% |
| #10 | KORN FERRY (KFY) - 2.58% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.51% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | MUELLER INDUSTRIES INC (MLI) - 2.51% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | OLLIE'S BARGAIN OUTLET HOLDINGS INC (OLLI) - 2.42% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.38% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | NORDSON CORP (NDSN) - 2.36% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | JONES LANG LASALLE INC (JLL) - 2.29% | INTEL CORP (INTC) - 0.90% |
| #17 | INTERDIGITAL INC (IDCC) - 2.27% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | STRIDE INC (LRN) - 2.25% | VISA INC CLASS A (V) - 0.85% |
| #19 | PJT PARTNERS INC CLASS A (PJT) - 2.22% | WALMART INC (WMT) - 0.81% |
| #20 | IMPINJ INC (PI) - 2.17% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | STEPSTONE GROUP INC ORDINARY SHARES CLASS A (STEP) - 2.16% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | WESCO INTERNATIONAL INC (WCC) - 2.15% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | RBC BEARINGS INC (RBC) - 2.15% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | ESCO TECHNOLOGIES INC (ESE) - 2.14% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | UL SOLUTIONS INC CLASS A COMMON STOCK (ULS) - 2.07% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 48 | 505 |
RSMC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
RSMC
-1.42%
Winner
SPY
+1.90%
3M
RSMC
+7.95%
Winner
SPY
+8.55%
6M
RSMC
+7.88%
Winner
SPY
+8.18%
1Y
RSMC
+9.84%
Winner
SPY
+25.79%
5Y(CAGR)
RSMC
N/A
SPY
+13.32%
10Y(CAGR)
RSMC
N/A
SPY
+15.19%
Max(CAGR)
RSMC
+5.79%
Winner
SPY
+8.47%
RSMC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RSMC | SPY |
|---|---|---|
| 2026 | +9.12% | +8.26% |
| 2025 | -0.75% | +18.00% |
| 2024 | +0.68% | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
RSMC vs SPY Drawdown Comparison
The maximum drawdown for RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 347 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current RSMC drawdown is -2.70%. The current SPY drawdown is -2.90%.
| Rank | RSMC | SPY |
|---|---|---|
| #1 | -22.33% Nov 25, 2024 - Apr 17, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -4.34% Nov 11, 2024 - Nov 25, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -4.29% May 8, 2026 - May 19, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -3.31% Oct 16, 2024 - Nov 6, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -2.65% Apr 24, 2026 - May 5, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -0.09% May 6, 2026 - May 8, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -0.05% Oct 14, 2024 - Oct 16, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | N/A | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | N/A | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | N/A | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | N/A | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | N/A | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between RSMC and SPY is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
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