SMMD vs EWU

Comparison between ISHARES RUSSELL 2500 ETF (SMMD, ETF) and ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF).

5-Year PerformanceEWU has outperformed SMMD, delivering a return of +10.8% compared to +7.8%

SMMD vs EWU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMMD(ETF)	EWU(ETF)
Net Assets	$3.40B	$3.40B
Expense Ratio	0.15%	0.50%
Max Drawdown	41.06%	66.94%
Sharpe Ratio	1.68	1.13
5Y Beta	1.06	0.58
P/E Ratio	32.79	N/A
Forward P/E	17.62	N/A
5Y Dividends CAGR	6.57%	12.27%
Debt to Equity	41.96%	N/A
P/S Ratio	1.75	N/A
P/B Ratio	3.08	N/A

Net Assets

SMMD

$3.40B

EWU

$3.40B

Expense Ratio

Winner

SMMD

0.15%

EWU

0.50%

Max Drawdown

Winner

SMMD

41.06%

EWU

66.94%

Sharpe Ratio

Winner

SMMD

1.68

EWU

1.13

5Y Beta

SMMD

1.06

Winner

EWU

0.58

P/E Ratio

SMMD

32.79

EWU

N/A

Forward P/E

SMMD

17.62

EWU

N/A

5Y Dividends CAGR

SMMD

6.57%

Winner

EWU

12.27%

Debt to Equity

SMMD

41.96%

EWU

N/A

P/S Ratio

SMMD

1.75

EWU

N/A

P/B Ratio

SMMD

3.08

EWU

N/A

SMMD vs EWU - Historical Returns

Returns include dividend reinvestment.

Period	SMMD	EWU
1 month	+3.50%	-2.09%
3 months	+17.53%	+3.84%
6 months	+17.74%	+4.59%
1 year	+35.26%	+19.26%
5 years(CAGR)	+7.79%	+10.77%
10 years(CAGR)	+11.25%	+8.62%
Max(CAGR)	+11.25%	+4.14%

Winner

SMMD

+3.50%

EWU

-2.09%

Winner

SMMD

+17.53%

EWU

+3.84%

Winner

SMMD

+17.74%

EWU

+4.59%

Winner

SMMD

+35.26%

EWU

+19.26%

5Y(CAGR)

SMMD

+7.79%

Winner

EWU

+10.77%

10Y(CAGR)

Winner

SMMD

+11.25%

EWU

+8.62%

Max(CAGR)

Winner

SMMD

+11.25%

EWU

+4.14%

SMMD vs EWU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SMMD	EWU
2026	+18.85%	+3.70%
2025	+11.99%	+35.28%
2024	+12.70%	+7.79%
2023	+18.42%	+12.02%
2022	-18.93%	-5.49%
2021	+19.93%	+16.67%
2020	+20.08%	-11.93%
2019	+28.05%	+21.33%
2018	-8.79%	-15.06%
2017	+10.82%	+21.11%
2016	N/A	+0.39%
2015	N/A	-6.15%
2014	N/A	-6.45%
2013	N/A	+17.73%
2012	N/A	+12.01%
2011	N/A	-3.68%
2010	N/A	+8.10%
2009	N/A	+35.62%
2008	N/A	-46.01%
2007	N/A	+5.79%
2006	N/A	+26.45%
2005	N/A	+6.53%
2004	N/A	+18.42%
2003	N/A	+30.76%
2002	N/A	-15.16%
2001	N/A	-14.85%
2000	N/A	-15.37%
1999	N/A	+5.56%

SMMD vs EWU Drawdown Comparison

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

The maximum drawdown for EWU was -64.00%, occurring on Mar 9, 2009. Recovery took 1634 trading sessions.

The current SMMD drawdown is -1.13%. The current EWU drawdown is -5.29%.

Rank	SMMD	EWU
#1	-41.06% Feb 20, 2020 - Nov 9, 2020	-64.00% Oct 31, 2007 - Apr 30, 2014
#2	-28.24% Nov 8, 2021 - Jul 16, 2024	-46.84% Jan 3, 2000 - Mar 4, 2005
#3	-25.49% Nov 25, 2024 - Sep 5, 2025	-43.33% Jan 26, 2018 - May 7, 2021
#4	-25.07% Sep 6, 2018 - Nov 27, 2019	-29.36% Jul 3, 2014 - Jan 17, 2018
#5	-9.66% Feb 26, 2026 - Apr 13, 2026	-24.88% Feb 9, 2022 - Apr 13, 2023
#6	-8.98% Jan 29, 2018 - May 21, 2018	-13.36% Jul 12, 2007 - Oct 11, 2007
#7	-8.60% Jul 16, 2024 - Sep 19, 2024	-12.67% May 9, 2006 - Sep 1, 2006
#8	-7.49% Mar 15, 2021 - Apr 23, 2021	-12.63% Mar 19, 2025 - Apr 28, 2025
#9	-7.41% Oct 27, 2025 - Dec 4, 2025	-10.04% Jul 26, 2023 - Dec 22, 2023
#10	-7.11% Jun 25, 2021 - Sep 1, 2021	-9.92% Feb 27, 2026 - Mar 20, 2026
#11	-6.17% Apr 28, 2021 - Jun 8, 2021	-9.56% Sep 27, 2024 - Feb 28, 2025
#12	-5.78% Feb 24, 2021 - Mar 11, 2021	-8.43% Sep 6, 2005 - Jan 3, 2006
#13	-4.76% Sep 2, 2021 - Oct 21, 2021	-8.09% Feb 26, 2007 - Mar 21, 2007
#14	-4.71% Jan 20, 2021 - Feb 4, 2021	-7.06% Jun 15, 2021 - Oct 20, 2021
#15	-4.29% Jul 26, 2017 - Sep 18, 2017	-6.41% Mar 4, 2005 - Aug 11, 2005

Correlation

Correlation between SMMD and EWU is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (1999 - 2026)

SMMD vs EWU dividend yield comparison.

Year	SMMD	EWU
2026	0.45%	1.47%
2025	1.28%	3.73%
2024	1.27%	4.16%
2023	1.44%	4.14%
2022	1.79%	3.43%
2021	1.12%	4.35%
2020	1.31%	2.48%
2019	1.50%	4.13%
2018	2.45%	4.98%
2017	0.68%	3.91%
2016	0.00%	3.97%
2015	0.00%	4.11%
2014	0.00%	7.59%
2013	0.00%	2.39%
2012	0.00%	3.57%
2011	0.00%	3.30%
2010	0.00%	2.43%
2009	0.00%	2.59%
2008	0.00%	6.61%
2007	0.00%	3.50%
2006	0.00%	3.47%
2005	0.00%	3.11%
2004	0.00%	1.91%
2003	0.00%	3.05%
2002	0.00%	2.33%
2001	0.00%	3.25%
2000	0.00%	5.35%
1999	0.00%	1.85%