SMMD vs BSCS
Comparison between ISHARES RUSSELL 2500 ETF (SMMD, ETF) and INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS, ETF).
5-Year PerformanceSMMD has outperformed BSCS, delivering a return of +7.7% compared to +1.3%
SMMD vs BSCS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMMD
$3.40B
Winner
BSCS
$3.50B
Expense Ratio
SMMD
0.15%
Winner
BSCS
0.10%
Max Drawdown
SMMD
41.06%
Winner
BSCS
20.35%
Sharpe Ratio
Winner
SMMD
1.63
BSCS
0.47
5Y Beta
SMMD
1.06
Winner
BSCS
0.03
5Y Dividends CAGR
SMMD
8.51%
Winner
BSCS
12.32%
SMMD vs BSCS - Holdings Comparison
SMMD and BSCS have 1 common holdings. Overlap is 0.00%
SMMD's top 25 holdings weight is 55.43%. BSCS's top 25 holdings weight is 16.25%.
| Rank | SMMD | BSCS |
|---|---|---|
| #1 | ISHARES RUSSELL 2000 ETF (IWM) - 42.09% | n/a (n/a) - 1.64% |
| #2 | SANDISK CORP ORDINARY SHARES (SNDK) - 3.14% | CVS HEALTH CORP 4.3% (n/a) - 1.18% |
| #3 | CIENA CORP (CIEN) - 1.00% | AMGEN INC. 5.15% (n/a) - 0.90% |
| #4 | COHERENT CORP (COHR) - 0.79% | THE CIGNA GROUP 4.375% (n/a) - 0.90% |
| #5 | LUMENTUM HOLDINGS INC (LITE) - 0.79% | SALESFORCE INC. 4.5% (n/a) - 0.83% |
| #6 | COMFORT SYSTEMS USA INC (FIX) - 0.77% | RTX CORP. 4.125% (n/a) - 0.70% |
| #7 | ROCKET LAB CORP (RKLB) - 0.75% | n/a (n/a) - 0.64% |
| #8 | FLEX LTD (FLEX) - 0.68% | SPRINT CAPITAL CORPORATION 6.875% (n/a) - 0.62% |
| #9 | ASTERA LABS INC (ALAB) - 0.52% | n/a (n/a) - 0.61% |
| #10 | JABIL INC (JBL) - 0.47% | CITIBANK, N.A. 5.803% (n/a) - 0.61% |
| #11 | EMCOR GROUP INC (EME) - 0.46% | AMAZON.COM, INC. 3.9% (n/a) - 0.59% |
| #12 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.37% | APPLE INC. 1.2% (n/a) - 0.56% |
| #13 | TAPESTRY INC (TPR) - 0.35% | AMAZON.COM, INC. 3.85% (n/a) - 0.53% |
| #14 | NVENT ELECTRIC PLC (NVT) - 0.34% | n/a (n/a) - 0.52% |
| #15 | CASEY'S GENERAL STORES INC (CASY) - 0.34% | CENTENE CORP. 2.45% (n/a) - 0.52% |
| #16 | TECHNIPFMC PLC (FTI) - 0.34% | AMAZON.COM, INC. 1.65% (n/a) - 0.51% |
| #17 | CURTISS-WRIGHT CORP (CW) - 0.33% | APPLE INC. 1.4% (n/a) - 0.51% |
| #18 | EVERPURE INC CLASS A (P) - 0.33% | AT&T INC 1.65% (n/a) - 0.51% |
| #19 | XPO INC (XPO) - 0.32% | CITIGROUP INC. 4.125% (n/a) - 0.49% |
| #20 | FTAI AVIATION LTD (FTAI) - 0.31% | HCA INC. 5.2% (n/a) - 0.48% |
| #21 | BORGWARNER INC (BWA) - 0.19% | n/a (n/a) - 0.48% |
| #22 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.19% | n/a (n/a) - 0.48% |
| #23 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.19% | BANK OF MONTREAL 5.717% (n/a) - 0.48% |
| #24 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.19% | ARES STRATEGIC INCOME FUND 5.7% (n/a) - 0.48% |
| #25 | ARAMARK (ARMK) - 0.18% | THE CAMPBELLS CO. 4.15% (n/a) - 0.48% |
| Total Holdings | 449 | 411 |
SMMD vs BSCS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMMD
+4.13%
BSCS
+0.37%
3M
Winner
SMMD
+18.37%
BSCS
+0.90%
6M
Winner
SMMD
+17.82%
BSCS
+1.32%
1Y
Winner
SMMD
+36.33%
BSCS
+4.45%
5Y(CAGR)
Winner
SMMD
+7.65%
BSCS
+1.26%
10Y(CAGR)
SMMD
+11.26%
BSCS
N/A
Max(CAGR)
Winner
SMMD
+11.26%
BSCS
+3.72%
SMMD vs BSCS - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SMMD | BSCS |
|---|---|---|
| 2026 | +18.51% | +0.85% |
| 2025 | +11.99% | +6.93% |
| 2024 | +12.70% | +4.31% |
| 2023 | +18.42% | +7.23% |
| 2022 | -18.93% | -10.92% |
| 2021 | +19.93% | -1.72% |
| 2020 | +20.08% | +10.08% |
| 2019 | +28.05% | +15.10% |
| 2018 | -8.79% | -0.39% |
| 2017 | +10.82% | N/A |
SMMD vs BSCS Drawdown Comparison
The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for BSCS was -18.40%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.
The current BSCS drawdown is -0.02%.
| Rank | SMMD | BSCS |
|---|---|---|
| #1 | -41.06% Feb 20, 2020 - Nov 9, 2020 | -18.40% Mar 4, 2020 - Jun 9, 2020 |
| #2 | -28.24% Nov 8, 2021 - Jul 16, 2024 | -17.63% Aug 2, 2021 - Jun 4, 2025 |
| #3 | -25.49% Nov 25, 2024 - Sep 5, 2025 | -4.47% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -25.07% Sep 6, 2018 - Nov 27, 2019 | -2.88% Aug 22, 2018 - Jan 11, 2019 |
| #5 | -9.66% Feb 26, 2026 - Apr 13, 2026 | -2.52% Aug 28, 2019 - Oct 4, 2019 |
| #6 | -8.98% Jan 29, 2018 - May 21, 2018 | -1.54% Aug 6, 2020 - Nov 18, 2020 |
| #7 | -8.60% Jul 16, 2024 - Sep 19, 2024 | -1.43% Oct 4, 2019 - Dec 3, 2019 |
| #8 | -7.49% Mar 15, 2021 - Apr 23, 2021 | -1.11% Jul 3, 2019 - Aug 1, 2019 |
| #9 | -7.41% Oct 27, 2025 - Dec 4, 2025 | -1.09% Jun 10, 2020 - Jun 15, 2020 |
| #10 | -7.11% Jun 25, 2021 - Sep 1, 2021 | -1.08% Feb 27, 2026 - May 29, 2026 |
| #11 | -6.17% Apr 28, 2021 - Jun 8, 2021 | -0.92% Jun 17, 2020 - Jul 2, 2020 |
| #12 | -5.78% Feb 24, 2021 - Mar 11, 2021 | -0.68% Dec 11, 2019 - Dec 27, 2019 |
| #13 | -4.76% Sep 2, 2021 - Oct 21, 2021 | -0.63% Mar 27, 2019 - Apr 10, 2019 |
| #14 | -4.71% Jan 20, 2021 - Feb 4, 2021 | -0.54% Feb 26, 2019 - Mar 7, 2019 |
| #15 | -4.29% Jul 26, 2017 - Sep 18, 2017 | -0.50% Apr 26, 2019 - May 7, 2019 |
Correlation
Correlation between SMMD and BSCS is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2017 - 2026)
SMMD vs BSCS dividend yield comparison.
| Year | SMMD | BSCS |
|---|---|---|
| 2026 | 0.18% | 1.81% |
| 2025 | 1.28% | 4.46% |
| 2024 | 1.27% | 4.54% |
| 2023 | 1.44% | 3.90% |
| 2022 | 1.79% | 2.72% |
| 2021 | 1.12% | 2.13% |
| 2020 | 1.31% | 2.51% |
| 2019 | 1.50% | 3.04% |
| 2018 | 2.45% | 1.42% |
| 2017 | 0.68% | 0.00% |
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