SMMD vs ANGL

Comparison between ISHARES RUSSELL 2500 ETF (SMMD, ETF) and VANECK FALLEN ANGEL HIGH YIELD BOND ETF (ANGL, ETF).

5-Year PerformanceSMMD has outperformed ANGL, delivering a return of +7.9% compared to +3.5%

SMMD vs ANGL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMMD(ETF)	ANGL(ETF)
Net Assets	$3B	$3.10B
Expense Ratio	0.15%	0.25%
Max Drawdown	41.06%	29.58%
Sharpe Ratio	1.76	1.29
5Y Beta	1.05	0.26
5Y Dividends CAGR	8.51%	6.29%

Net Assets

SMMD

$3B

Winner

ANGL

$3.10B

Expense Ratio

Winner

SMMD

0.15%

ANGL

0.25%

Max Drawdown

SMMD

41.06%

Winner

ANGL

29.58%

Sharpe Ratio

Winner

SMMD

1.76

ANGL

1.29

5Y Beta

SMMD

1.05

Winner

ANGL

0.26

5Y Dividends CAGR

Winner

SMMD

8.51%

ANGL

6.29%

SMMD vs ANGL - Historical Returns

Returns include dividend reinvestment.

Period	SMMD	ANGL
1 month	+8.13%	+0.40%
3 months	+7.44%	-0.21%
6 months	+18.05%	+2.11%
1 year	+33.99%	+8.37%
5 years(CAGR)	+7.86%	+3.47%
10 years(CAGR)	+10.98%	+6.41%
Max(CAGR)	+10.98%	+6.82%

Winner

SMMD

+8.13%

ANGL

+0.40%

Winner

SMMD

+7.44%

ANGL

-0.21%

Winner

SMMD

+18.05%

ANGL

+2.11%

Winner

SMMD

+33.99%

ANGL

+8.37%

5Y(CAGR)

Winner

SMMD

+7.86%

ANGL

+3.47%

10Y(CAGR)

Winner

SMMD

+10.98%

ANGL

+6.41%

Max(CAGR)

Winner

SMMD

+10.98%

ANGL

+6.82%

SMMD vs ANGL - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SMMD	ANGL
2026	+14.84%	+1.08%
2025	+11.99%	+9.01%
2024	+12.70%	+6.39%
2023	+18.42%	+12.34%
2022	-18.93%	-14.00%
2021	+19.93%	+7.04%
2020	+20.08%	+12.97%
2019	+28.05%	+17.76%
2018	-8.79%	-5.75%
2017	+10.82%	+9.29%
2016	N/A	+25.20%
2015	N/A	-1.17%
2014	N/A	+2.98%
2013	N/A	+6.64%
2012	N/A	+11.85%

SMMD vs ANGL Drawdown Comparison

The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The maximum drawdown for ANGL was -29.31%, occurring on Mar 19, 2020. Recovery took 108 trading sessions.

The current SMMD drawdown is -0.42%. The current ANGL drawdown is -0.64%.

Rank	SMMD	ANGL
#1	-41.06% Feb 20, 2020 - Nov 9, 2020	-29.31% Feb 14, 2020 - Jul 21, 2020
#2	-28.24% Nov 8, 2021 - Jul 16, 2024	-19.26% Nov 9, 2021 - Aug 16, 2024
#3	-25.49% Nov 25, 2024 - Sep 5, 2025	-13.10% Jun 1, 2015 - Apr 19, 2016
#4	-25.07% Sep 6, 2018 - Nov 27, 2019	-9.92% Apr 19, 2013 - Mar 3, 2014
#5	-9.66% Feb 26, 2026 - Apr 13, 2026	-8.78% Jan 24, 2018 - Feb 25, 2019
#6	-8.98% Jan 29, 2018 - May 21, 2018	-5.48% Mar 10, 2025 - Jun 3, 2025
#7	-8.60% Jul 16, 2024 - Sep 19, 2024	-5.45% Sep 4, 2014 - Feb 12, 2015
#8	-7.49% Mar 15, 2021 - Apr 23, 2021	-4.77% Oct 24, 2016 - Dec 13, 2016
#9	-7.41% Oct 27, 2025 - Dec 4, 2025	-4.05% Feb 19, 2026 - Mar 27, 2026
#10	-7.11% Jun 25, 2021 - Sep 1, 2021	-3.92% Sep 2, 2020 - Nov 4, 2020
#11	-6.17% Apr 28, 2021 - Jun 8, 2021	-3.70% Feb 12, 2021 - Jun 1, 2021
#12	-5.78% Feb 24, 2021 - Mar 11, 2021	-3.01% Apr 19, 2012 - Jun 21, 2012
#13	-4.76% Sep 2, 2021 - Oct 21, 2021	-2.57% Mar 1, 2017 - Apr 4, 2017
#14	-4.71% Jan 20, 2021 - Feb 4, 2021	-2.51% Jul 30, 2019 - Aug 29, 2019
#15	-4.29% Jul 26, 2017 - Sep 18, 2017	-2.44% May 6, 2019 - Jun 18, 2019

Correlation

Correlation between SMMD and ANGL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2012 - 2026)

SMMD vs ANGL dividend yield comparison.

Year	SMMD	ANGL
2026	0.19%	2.17%
2025	1.28%	6.20%
2024	1.27%	6.29%
2023	1.44%	5.27%
2022	1.79%	4.72%
2021	1.12%	3.90%
2020	1.31%	4.67%
2019	1.50%	5.19%
2018	2.45%	5.99%
2017	0.68%	5.25%
2016	0.00%	5.34%
2015	0.00%	5.81%
2014	0.00%	6.80%
2013	0.00%	6.10%
2012	0.00%	4.74%