SHYM vs RSMC

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

SHYM vs RSMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

SHYM

$786M

RSMC

$785M

Expense Ratio

Winner

SHYM

0.40%

RSMC

0.75%

Max Drawdown

SHYM

26.45%

Winner

RSMC

22.33%

Sharpe Ratio

Winner

SHYM

0.64

RSMC

0.30

5Y Beta

Winner

SHYM

-0.05

RSMC

0.96

P/E Ratio

SHYM

N/A

RSMC

30.95

Forward P/E

SHYM

N/A

RSMC

19.13

PEG Ratio

SHYM

N/A

RSMC

0.66

5Y Dividends CAGR

SHYM

50.36%

RSMC

N/A

5Y EPS CAGR

SHYM

N/A

RSMC

16.36%

Debt to Equity

SHYM

N/A

RSMC

64.60%

P/S Ratio

SHYM

N/A

RSMC

0.83

P/B Ratio

SHYM

N/A

RSMC

3.83

SHYM vs RSMC - Historical Returns

Returns include dividend reinvestment.

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

Winner

SHYM

-0.16%

RSMC

-2.91%

SHYM

+1.21%

Winner

RSMC

+2.68%

SHYM

+1.55%

Winner

RSMC

+3.91%

SHYM

+5.44%

Winner

RSMC

+8.38%

5Y(CAGR)

SHYM

+0.49%

RSMC

N/A

Max(CAGR)

SHYM

+1.85%

Winner

RSMC

+5.90%

SHYM vs RSMC - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

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

SHYM vs RSMC Drawdown Comparison

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

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

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

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