SMDV vs XCHG
Comparison between PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF (SMDV, ETF) and AB US EQUITY ETF (XCHG, ETF).
SMDV vs XCHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SMDV
$695M
XCHG
$692M
Expense Ratio
Winner
SMDV
0.40%
XCHG
0.50%
Max Drawdown
SMDV
34.45%
Winner
XCHG
9.84%
Sharpe Ratio
Winner
SMDV
1.03
XCHG
0.79
5Y Beta
Winner
SMDV
0.66
XCHG
0.92
P/E Ratio
SMDV
30.37
Winner
XCHG
27.02
Forward P/E
Winner
SMDV
15.81
XCHG
21.51
PEG Ratio
SMDV
N/A
XCHG
0.50
5Y Dividends CAGR
SMDV
7.93%
XCHG
N/A
5Y EPS CAGR
SMDV
5.62%
Winner
XCHG
26.67%
Debt to Equity
SMDV
74.92%
XCHG
N/A
P/S Ratio
Winner
SMDV
1.55
XCHG
3.69
P/B Ratio
Winner
SMDV
1.76
XCHG
5.46
SMDV vs XCHG - Holdings Comparison
SMDV and XCHG have 1 common holdings. Overlap is 0.00%
SMDV's top 25 holdings weight is 26.52%. XCHG's top 25 holdings weight is 60.36%.
| Rank | SMDV | XCHG |
|---|---|---|
| #1 | HNI CORP (HNI) - 1.18% | NVIDIA CORP (NVDA) - 7.98% |
| #2 | ACUSHNET HOLDINGS CORP (GOLF) - 1.14% | APPLE INC (AAPL) - 5.49% |
| #3 | MATERION CORP (MTRN) - 1.10% | MICROSOFT CORP (MSFT) - 5.30% |
| #4 | STANDEX INTERNATIONAL CORP (SXI) - 1.10% | AMAZON.COM INC (AMZN) - 4.74% |
| #5 | JOHN WILEY & SONS INC CLASS A (WLY) - 1.09% | ALPHABET INC CLASS C (GOOG) - 4.10% |
| #6 | QUAKER HOUGHTON (KWR) - 1.08% | META PLATFORMS INC CLASS A (META) - 3.37% |
| #7 | CARETRUST REIT INC (CTRE) - 1.07% | BROADCOM INC (AVGO) - 3.36% |
| #8 | n/a (AGM) - 1.07% | VISA INC CLASS A (V) - 2.73% |
| #9 | BADGER METER INC (BMI) - 1.07% | ALPHABET INC CLASS A (GOOGL) - 2.41% |
| #10 | WESBANCO INC (WSBC) - 1.06% | n/a (TSM) - 1.64% |
| #11 | EMPLOYERS HOLDINGS INC (EIG) - 1.06% | GE VERNOVA INC (GEV) - 1.63% |
| #12 | ATLANTIC UNION BANKSHARES CORP (AUB) - 1.05% | UNITEDHEALTH GROUP INC (UNH) - 1.62% |
| #13 | APOGEE ENTERPRISES INC (APOG) - 1.05% | CHARLES SCHWAB CORP (SCHW) - 1.52% |
| #14 | AMERISAFE INC (AMSF) - 1.04% | APPLIED MATERIALS INC (AMAT) - 1.40% |
| #15 | CALIFORNIA WATER SERVICE GROUP (CWT) - 1.04% | EATON CORP PLC (ETN) - 1.34% |
| #16 | PEOPLES BANCORP INC (MARIETTA OH) (PEBO) - 1.04% | WELLS FARGO & CO (WFC) - 1.33% |
| #17 | AMERICAN STATES WATER CO (AWR) - 1.04% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.30% |
| #18 | H2O AMERICA (HTO) - 1.03% | BANK OF AMERICA CORP (BAC) - 1.27% |
| #19 | FIRST MERCHANTS CORP (FRME) - 1.03% | THE WALT DISNEY CO (DIS) - 1.22% |
| #20 | ENPRO INC (NPO) - 1.03% | VANGUARD TOTAL STOCK MARKET ETF (VTI) - 1.22% |
| #21 | ALAMO GROUP INC (ALG) - 1.03% | MERCK & CO INC (MRK) - 1.18% |
| #22 | ASSOCIATED BANC-CORP (ASB) - 1.03% | CSX CORP (CSX) - 1.17% |
| #23 | WD-40 CO (WDFC) - 1.03% | EOG RESOURCES INC (EOG) - 1.02% |
| #24 | MIDDLESEX WATER CO (MSEX) - 1.03% | THE GOLDMAN SACHS GROUP INC (GS) - 1.01% |
| #25 | GORMAN-RUPP CO (GRC) - 1.03% | IQVIA HOLDINGS INC (IQV) - 1.01% |
| Total Holdings | 102 | 586 |
SMDV vs XCHG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMDV
+3.04%
XCHG
+1.87%
3M
Winner
SMDV
+6.25%
XCHG
+2.92%
6M
Winner
SMDV
+11.74%
XCHG
+5.46%
1Y
SMDV
+18.03%
XCHG
N/A
5Y(CAGR)
SMDV
+7.34%
XCHG
N/A
10Y(CAGR)
SMDV
+7.29%
XCHG
N/A
Max(CAGR)
SMDV
+8.30%
Winner
XCHG
+11.88%
SMDV vs XCHG - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SMDV | XCHG |
|---|---|---|
| 2026 | +17.65% | +6.59% |
| 2025 | +1.71% | +0.30% |
| 2024 | +7.13% | N/A |
| 2023 | +8.64% | N/A |
| 2022 | -6.23% | N/A |
| 2021 | +20.72% | N/A |
| 2020 | -4.26% | N/A |
| 2019 | +18.00% | N/A |
| 2018 | -0.91% | N/A |
| 2017 | +5.11% | N/A |
| 2016 | +38.82% | N/A |
| 2015 | +2.43% | N/A |
SMDV vs XCHG Drawdown Comparison
The maximum drawdown for SMDV was -34.12%, occurring on Mar 23, 2020. Recovery took 251 trading sessions.
The maximum drawdown for XCHG was -9.66%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The current SMDV drawdown is -2.52%. The current XCHG drawdown is -2.00%.
| Rank | SMDV | XCHG |
|---|---|---|
| #1 | -34.12% Jan 16, 2020 - Jan 14, 2021 | -9.66% Jan 12, 2026 - Apr 15, 2026 |
| #2 | -21.23% Nov 25, 2024 - Feb 6, 2026 | -3.69% Jun 4, 2026 - Jul 10, 2026 |
| #3 | -18.49% Feb 3, 2023 - Dec 19, 2023 | -2.00% Jul 15, 2026 - Jul 23, 2026 |
| #4 | -16.64% Jan 4, 2022 - Feb 2, 2023 | -1.75% May 14, 2026 - May 28, 2026 |
| #5 | -13.52% Sep 21, 2018 - Feb 19, 2019 | -1.30% Dec 15, 2025 - Dec 22, 2025 |
| #6 | -11.18% Mar 12, 2021 - Nov 5, 2021 | -1.14% Dec 24, 2025 - Jan 6, 2026 |
| #7 | -10.59% Nov 29, 2017 - Jun 15, 2018 | -0.77% Apr 17, 2026 - Apr 22, 2026 |
| #8 | -9.96% Dec 26, 2023 - Jul 15, 2024 | -0.73% Jun 1, 2026 - Jun 4, 2026 |
| #9 | -9.79% Feb 13, 2026 - Jun 9, 2026 | -0.65% May 6, 2026 - May 14, 2026 |
| #10 | -8.76% Nov 27, 2015 - Mar 3, 2016 | -0.62% Jul 10, 2026 - Jul 15, 2026 |
| #11 | -8.60% Jun 23, 2015 - Oct 28, 2015 | -0.51% Apr 27, 2026 - Apr 30, 2026 |
| #12 | -8.59% Jul 26, 2024 - Nov 6, 2024 | -0.48% May 1, 2026 - May 5, 2026 |
| #13 | -7.65% Nov 11, 2021 - Jan 4, 2022 | -0.44% Jan 6, 2026 - Jan 9, 2026 |
| #14 | -6.58% Jul 30, 2019 - Sep 11, 2019 | -0.40% Apr 22, 2026 - Apr 24, 2026 |
| #15 | -5.84% Apr 26, 2017 - Jun 13, 2017 | -0.07% Apr 15, 2026 - Apr 17, 2026 |
Correlation
Correlation between SMDV and XCHG is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2015 - 2026)
SMDV vs XCHG dividend yield comparison.
| Year | SMDV | XCHG |
|---|---|---|
| 2026 | 1.00% | 0.32% |
| 2025 | 2.67% | 0.05% |
| 2024 | 2.68% | 0.00% |
| 2023 | 2.69% | 0.00% |
| 2022 | 2.51% | 0.00% |
| 2021 | 2.02% | 0.00% |
| 2020 | 2.13% | 0.00% |
| 2019 | 2.03% | 0.00% |
| 2018 | 1.97% | 0.00% |
| 2017 | 1.84% | 0.00% |
| 2016 | 1.35% | 0.00% |
| 2015 | 1.81% | 0.00% |
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