SMMD vs FLXR

Comparison between ISHARES RUSSELL 2500 ETF (SMMD, ETF) and TCW Flexible Income ETF (FLXR, ETF).

SMMD vs FLXR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMMD(ETF)	FLXR(ETF)
Net Assets	$3B	$3B
Expense Ratio	0.15%	0.40%
Max Drawdown	41.06%	3.44%
Sharpe Ratio	1.51	0.75
5Y Beta	1.06	0.03
P/E Ratio	31.83	N/A
Forward P/E	17.54	N/A
5Y Dividends CAGR	8.51%	N/A
Debt to Equity	39.75%	N/A
P/S Ratio	1.73	N/A
P/B Ratio	2.98	N/A

Net Assets

SMMD

$3B

FLXR

$3B

Expense Ratio

Winner

SMMD

0.15%

FLXR

0.40%

Max Drawdown

SMMD

41.06%

Winner

FLXR

3.44%

Sharpe Ratio

Winner

SMMD

1.51

FLXR

0.75

5Y Beta

SMMD

1.06

Winner

FLXR

0.03

P/E Ratio

SMMD

31.83

FLXR

N/A

Forward P/E

SMMD

17.54

FLXR

N/A

5Y Dividends CAGR

SMMD

8.51%

FLXR

N/A

Debt to Equity

SMMD

39.75%

FLXR

N/A

P/S Ratio

SMMD

1.73

FLXR

N/A

P/B Ratio

SMMD

2.98

FLXR

N/A

SMMD vs FLXR - Historical Returns

Returns include dividend reinvestment.

Period	SMMD	FLXR
1 month	+0.38%	+0.02%
3 months	+9.66%	+0.36%
6 months	+14.68%	+1.37%
1 year	+33.00%	+5.48%
5 years(CAGR)	+7.11%	N/A
10 years(CAGR)	+10.80%	N/A
Max(CAGR)	+10.80%	+7.24%

Winner

SMMD

+0.38%

FLXR

+0.02%

Winner

SMMD

+9.66%

FLXR

+0.36%

Winner

SMMD

+14.68%

FLXR

+1.37%

Winner

SMMD

+33.00%

FLXR

+5.48%

5Y(CAGR)

SMMD

+7.11%

FLXR

N/A

10Y(CAGR)

SMMD

+10.80%

FLXR

N/A

Max(CAGR)

Winner

SMMD

+10.80%

FLXR

+7.24%

SMMD vs FLXR - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SMMD	FLXR
2026	+13.97%	+0.97%
2025	+11.99%	+8.34%
2024	+12.70%	+4.77%
2023	+18.42%	N/A
2022	-18.93%	N/A
2021	+19.93%	N/A
2020	+20.08%	N/A
2019	+28.05%	N/A
2018	-8.79%	N/A
2017	+10.82%	N/A

SMMD vs FLXR Drawdown Comparison

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

The maximum drawdown for FLXR was -1.94%, occurring on Nov 1, 2024. Recovery took 97 trading sessions.

The current SMMD drawdown is -3.06%. The current FLXR drawdown is -0.41%.

Rank	SMMD	FLXR
#1	-41.06% Feb 20, 2020 - Nov 9, 2020	-1.94% Oct 1, 2024 - Feb 21, 2025
#2	-28.24% Nov 8, 2021 - Jul 16, 2024	-1.47% Apr 3, 2025 - Apr 29, 2025
#3	-25.49% Nov 25, 2024 - Sep 5, 2025	-1.46% Feb 27, 2026 - Apr 17, 2026
#4	-25.07% Sep 6, 2018 - Nov 27, 2019	-0.79% May 8, 2026 - May 28, 2026
#5	-9.66% Feb 26, 2026 - Apr 13, 2026	-0.53% Aug 5, 2024 - Aug 14, 2024
#6	-8.98% Jan 29, 2018 - May 21, 2018	-0.53% Sep 16, 2024 - Oct 1, 2024
#7	-8.60% Jul 16, 2024 - Sep 19, 2024	-0.50% Oct 28, 2025 - Nov 11, 2025
#8	-7.49% Mar 15, 2021 - Apr 23, 2021	-0.46% Apr 30, 2025 - May 19, 2025
#9	-7.41% Oct 27, 2025 - Dec 4, 2025	-0.43% Jun 27, 2024 - Jul 3, 2024
#10	-7.11% Jun 25, 2021 - Sep 1, 2021	-0.41% May 29, 2026 - Jun 5, 2026
#11	-6.17% Apr 28, 2021 - Jun 8, 2021	-0.41% Apr 17, 2026 - May 8, 2026
#12	-5.78% Feb 24, 2021 - Mar 11, 2021	-0.38% Sep 16, 2025 - Oct 8, 2025
#13	-4.76% Sep 2, 2021 - Oct 21, 2021	-0.35% Aug 8, 2025 - Aug 25, 2025
#14	-4.71% Jan 20, 2021 - Feb 4, 2021	-0.35% Dec 3, 2025 - Dec 16, 2025
#15	-4.29% Jul 26, 2017 - Sep 18, 2017	-0.35% Sep 10, 2024 - Sep 16, 2024