SMMD vs EEMV
Comparison between ISHARES RUSSELL 2500 ETF (SMMD, ETF) and ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF (EEMV, ETF).
5-Year PerformanceSMMD has outperformed EEMV, delivering a return of +8.7% compared to +6.2%
SMMD vs EEMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMMD
$3.60B
Winner
EEMV
$3.70B
Expense Ratio
Winner
SMMD
0.15%
EEMV
0.25%
Max Drawdown
SMMD
41.06%
Winner
EEMV
34.95%
Sharpe Ratio
Winner
SMMD
1.61
EEMV
0.97
5Y Beta
SMMD
1.05
Winner
EEMV
0.53
P/E Ratio
SMMD
32.22
EEMV
N/A
Forward P/E
SMMD
16.68
EEMV
N/A
5Y Dividends CAGR
Winner
SMMD
6.57%
EEMV
3.03%
Debt to Equity
SMMD
171.87%
EEMV
N/A
P/S Ratio
SMMD
1.64
EEMV
N/A
P/B Ratio
SMMD
2.70
EEMV
N/A
SMMD vs EEMV - Holdings Comparison
SMMD and EEMV have 1 common holdings. Overlap is -0.92%
SMMD's top 25 holdings weight is 48.18%. EEMV's top 25 holdings weight is 32.60%.
| Rank | SMMD | EEMV |
|---|---|---|
| #1 | ISHARES RUSSELL 2000 ETF (IWM) - 41.26% | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 3.05% |
| #2 | CARPENTER TECHNOLOGY CORP (CRS) - 0.38% | SK HYNIX INC (n/a) - 2.09% |
| #3 | ATI INC (ATI) - 0.36% | UNITED MICROELECTRONICS CORP (n/a) - 1.96% |
| #4 | NVENT ELECTRIC PLC (NVT) - 0.35% | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.67% |
| #5 | WOODWARD INC (WWD) - 0.33% | n/a (n/a) - 1.61% |
| #6 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.33% | n/a (n/a) - 1.54% |
| #7 | MKS INC (MKSI) - 0.31% | DELTA ELECTRONICS INC (n/a) - 1.44% |
| #8 | F5 INC (FFIV) - 0.31% | BANK OF CHINA LTD CLASS H (n/a) - 1.30% |
| #9 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.30% | KING SLIDE WORKS CO LTD (n/a) - 1.28% |
| #10 | NISOURCE INC (NI) - 0.29% | CHUNGHWA TELECOM CO LTD (n/a) - 1.25% |
| #11 | STERLING INFRASTRUCTURE INC (STRL) - 0.28% | SAUDI TELECOM CO (n/a) - 1.22% |
| #12 | VIATRIS INC (VTRS) - 0.28% | n/a (n/a) - 1.18% |
| #13 | SNAP-ON INC (SNA) - 0.28% | n/a (n/a) - 1.14% |
| #14 | n/a (AFRM) - 0.28% | SAMSUNG SDI CO LTD (n/a) - 1.14% |
| #15 | US FOODS HOLDING CORP (USFD) - 0.28% | ACCTON TECHNOLOGY CORP (n/a) - 1.13% |
| #16 | PACKAGING CORP OF AMERICA (PKG) - 0.27% | CHROMA ATE INC (n/a) - 1.11% |
| #17 | ROKU INC CLASS A (ROKU) - 0.26% | TATA CONSULTANCY SERVICES LTD (n/a) - 1.10% |
| #18 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.26% | BHARTI AIRTEL LTD (n/a) - 1.09% |
| #19 | RELIANCE INC (RS) - 0.26% | TAIWAN MOBILE CO LTD (n/a) - 0.97% |
| #20 | GUARDANT HEALTH INC (GH) - 0.26% | SAUDI ARABIAN OIL CO (n/a) - 0.95% |
| #21 | TD SYNNEX CORP (SNX) - 0.26% | NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 0.91% |
| #22 | RBC BEARINGS INC (RBC) - 0.25% | AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 0.88% |
| #23 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.25% | MALAYAN BANKING BHD (n/a) - 0.87% |
| #24 | EAST WEST BANCORP INC (EWBC) - 0.25% | ASELSAN ELEKTRONIK SANAYI VE TICARET AS (n/a) - 0.86% |
| #25 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.24% | FIRST FINANCIAL HOLDING CO LTD (n/a) - 0.86% |
| Total Holdings | 513 | 345 |
SMMD vs EEMV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMMD
+2.66%
EEMV
+1.10%
3M
Winner
SMMD
+8.26%
EEMV
+3.00%
6M
Winner
SMMD
+14.83%
EEMV
+10.03%
1Y
Winner
SMMD
+36.05%
EEMV
+19.96%
5Y(CAGR)
Winner
SMMD
+8.74%
EEMV
+6.22%
10Y(CAGR)
Winner
SMMD
+11.46%
EEMV
+5.88%
Max(CAGR)
Winner
SMMD
+11.46%
EEMV
+5.50%
SMMD vs EEMV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SMMD | EEMV |
|---|---|---|
| 2026 | +22.48% | +14.86% |
| 2025 | +11.99% | +13.83% |
| 2024 | +12.70% | +8.43% |
| 2023 | +18.42% | +7.15% |
| 2022 | -18.93% | -13.96% |
| 2021 | +19.93% | +4.37% |
| 2020 | +20.08% | +5.84% |
| 2019 | +28.05% | +8.06% |
| 2018 | -8.79% | -7.14% |
| 2017 | +10.82% | +26.80% |
| 2016 | N/A | +5.79% |
| 2015 | N/A | -11.29% |
| 2014 | N/A | +2.46% |
| 2013 | N/A | -2.31% |
| 2012 | N/A | +20.67% |
| 2011 | N/A | +4.49% |
SMMD vs EEMV Drawdown Comparison
The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for EEMV was -31.57%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.
The current EEMV drawdown is -4.08%.
| Rank | SMMD | EEMV |
|---|---|---|
| #1 | -41.06% Feb 20, 2020 - Nov 9, 2020 | -31.57% Jan 26, 2018 - Dec 29, 2020 |
| #2 | -28.24% Nov 8, 2021 - Jul 16, 2024 | -28.94% Apr 27, 2015 - Nov 21, 2017 |
| #3 | -25.49% Nov 25, 2024 - Sep 5, 2025 | -21.96% Jun 1, 2021 - Sep 19, 2024 |
| #4 | -25.07% Sep 6, 2018 - Nov 27, 2019 | -15.93% May 8, 2013 - Jul 22, 2014 |
| #5 | -9.66% Feb 26, 2026 - Apr 13, 2026 | -13.44% Sep 5, 2014 - Apr 23, 2015 |
| #6 | -8.98% Jan 29, 2018 - May 21, 2018 | -12.46% Sep 26, 2024 - Jun 6, 2025 |
| #7 | -8.60% Jul 16, 2024 - Sep 19, 2024 | -10.78% May 1, 2012 - Sep 13, 2012 |
| #8 | -7.49% Mar 15, 2021 - Apr 23, 2021 | -9.50% Jun 22, 2026 - Jul 29, 2026 |
| #9 | -7.41% Oct 27, 2025 - Dec 4, 2025 | -9.22% Feb 25, 2026 - Apr 17, 2026 |
| #10 | -7.11% Jun 25, 2021 - Sep 1, 2021 | -9.10% Oct 28, 2011 - Jan 18, 2012 |
| #11 | -6.17% Apr 28, 2021 - Jun 8, 2021 | -6.11% Jun 1, 2026 - Jun 15, 2026 |
| #12 | -5.78% Feb 24, 2021 - Mar 11, 2021 | -5.23% Feb 17, 2021 - Jun 1, 2021 |
| #13 | -4.76% Sep 2, 2021 - Oct 21, 2021 | -4.12% Apr 2, 2012 - May 1, 2012 |
| #14 | -4.71% Jan 20, 2021 - Feb 4, 2021 | -3.68% Mar 8, 2013 - Apr 29, 2013 |
| #15 | -4.29% Jul 26, 2017 - Sep 18, 2017 | -3.58% May 11, 2026 - May 26, 2026 |
Correlation
Correlation between SMMD and EEMV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2011 - 2026)
SMMD vs EEMV dividend yield comparison.
| Year | SMMD | EEMV |
|---|---|---|
| 2026 | 0.44% | 0.88% |
| 2025 | 1.28% | 2.65% |
| 2024 | 1.27% | 3.50% |
| 2023 | 1.44% | 2.75% |
| 2022 | 1.79% | 1.93% |
| 2021 | 1.12% | 2.14% |
| 2020 | 1.31% | 2.45% |
| 2019 | 1.50% | 2.63% |
| 2018 | 2.45% | 2.46% |
| 2017 | 0.68% | 2.34% |
| 2016 | 0.00% | 2.79% |
| 2015 | 0.00% | 2.55% |
| 2014 | 0.00% | 2.71% |
| 2013 | 0.00% | 2.51% |
| 2012 | 0.00% | 1.64% |
| 2011 | 0.00% | 1.42% |
Select Stocks to Compare
Popular: SMMD vs SPYEEMV vs SPY
More Comparisons
Compare with similar stocks