SMMD vs FRDM
Comparison between ISHARES RUSSELL 2500 ETF (SMMD, ETF) and FREEDOM 100 EMERGING MARKETS ETF (FRDM, ETF).
5-Year PerformanceFRDM has outperformed SMMD, delivering a return of +17.8% compared to +8.7%
SMMD vs FRDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMMD
$3.60B
FRDM
$3.60B
Expense Ratio
Winner
SMMD
0.15%
FRDM
0.49%
Max Drawdown
SMMD
41.06%
Winner
FRDM
40.49%
Sharpe Ratio
SMMD
1.39
Winner
FRDM
1.89
5Y Beta
SMMD
1.06
Winner
FRDM
1.05
P/E Ratio
SMMD
32.40
FRDM
N/A
Forward P/E
SMMD
16.56
FRDM
N/A
5Y Dividends CAGR
SMMD
6.57%
Winner
FRDM
28.76%
Debt to Equity
SMMD
25.85%
FRDM
N/A
P/S Ratio
SMMD
1.62
FRDM
N/A
P/B Ratio
SMMD
2.71
FRDM
N/A
SMMD vs FRDM - Holdings Comparison
SMMD and FRDM have 1 common holdings. Overlap is -0.31%
SMMD's top 25 holdings weight is 48.13%. FRDM's top 25 holdings weight is 73.90%.
| Rank | SMMD | FRDM |
|---|---|---|
| #1 | ISHARES RUSSELL 2000 ETF (IWM) - 41.02% | SAMSUNG ELECTRONICS CO LTD (n/a) - 12.50% |
| #2 | CARPENTER TECHNOLOGY CORP (CRS) - 0.39% | SK HYNIX INC (n/a) - 12.05% |
| #3 | MKS INC (MKSI) - 0.37% | n/a (TSM) - 8.06% |
| #4 | ATI INC (ATI) - 0.35% | MEDIATEK INC (n/a) - 5.69% |
| #5 | NVENT ELECTRIC PLC (NVT) - 0.34% | LATAM AIRLINES GROUP SA (n/a) - 3.78% |
| #6 | WOODWARD INC (WWD) - 0.33% | DELTA ELECTRONICS INC (n/a) - 3.21% |
| #7 | F5 INC (FFIV) - 0.32% | BANK POLSKA KASA OPIEKI SA (n/a) - 2.73% |
| #8 | STERLING INFRASTRUCTURE INC (STRL) - 0.31% | VALE SA (n/a) - 2.68% |
| #9 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.31% | BANCO DE CHILE (n/a) - 2.62% |
| #10 | n/a (AFRM) - 0.31% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.52% |
| #11 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.31% | FALABELLA SA (n/a) - 2.21% |
| #12 | US FOODS HOLDING CORP (USFD) - 0.30% | MALAYAN BANKING BHD (n/a) - 1.67% |
| #13 | NISOURCE INC (NI) - 0.30% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.59% |
| #14 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.30% | BANCO DE CREDITO E INVERSIONES SA (n/a) - 1.47% |
| #15 | GUARDANT HEALTH INC (GH) - 0.29% | LPP SA (n/a) - 1.38% |
| #16 | PACKAGING CORP OF AMERICA (PKG) - 0.28% | UNITED MICROELECTRONICS CORP ADR (UMC) - 1.38% |
| #17 | TD SYNNEX CORP (SNX) - 0.27% | SK SQUARE (n/a) - 1.32% |
| #18 | SNAP-ON INC (SNA) - 0.27% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 1.11% |
| #19 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.27% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.98% |
| #20 | RBC BEARINGS INC (RBC) - 0.26% | PLAZA SA SHS (n/a) - 0.90% |
| #21 | IONQ INC CLASS A (IONQ) - 0.25% | QUANTA COMPUTER INC (n/a) - 0.85% |
| #22 | RELIANCE INC (RS) - 0.25% | CENCOSUD SA (n/a) - 0.84% |
| #23 | VIATRIS INC (VTRS) - 0.25% | PUBLIC BANK BHD (n/a) - 0.81% |
| #24 | TTM TECHNOLOGIES INC (TTMI) - 0.24% | DINO POLSKA SA (n/a) - 0.78% |
| #25 | EAST WEST BANCORP INC (EWBC) - 0.24% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.77% |
| Total Holdings | 516 | 133 |
SMMD vs FRDM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMMD
-0.53%
FRDM
-8.64%
3M
SMMD
+9.40%
Winner
FRDM
+9.72%
6M
SMMD
+12.24%
Winner
FRDM
+22.56%
1Y
SMMD
+32.68%
Winner
FRDM
+71.50%
5Y(CAGR)
SMMD
+8.66%
Winner
FRDM
+17.78%
10Y(CAGR)
SMMD
+11.18%
FRDM
N/A
Max(CAGR)
SMMD
+11.18%
Winner
FRDM
+17.58%
SMMD vs FRDM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SMMD | FRDM |
|---|---|---|
| 2026 | +18.91% | +29.11% |
| 2025 | +11.99% | +60.85% |
| 2024 | +12.70% | +3.76% |
| 2023 | +18.42% | +24.18% |
| 2022 | -18.93% | -15.18% |
| 2021 | +19.93% | +4.26% |
| 2020 | +20.08% | +15.00% |
| 2019 | +28.05% | +12.33% |
| 2018 | -8.79% | N/A |
| 2017 | +10.82% | N/A |
SMMD vs FRDM Drawdown Comparison
The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for FRDM was -40.49%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current SMMD drawdown is -1.94%. The current FRDM drawdown is -11.23%.
| Rank | SMMD | FRDM |
|---|---|---|
| #1 | -41.06% Feb 20, 2020 - Nov 9, 2020 | -40.49% Jan 13, 2020 - Nov 11, 2020 |
| #2 | -28.24% Nov 8, 2021 - Jul 16, 2024 | -29.25% Jan 12, 2022 - Dec 27, 2023 |
| #3 | -25.49% Nov 25, 2024 - Sep 5, 2025 | -16.86% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -25.07% Sep 6, 2018 - Nov 27, 2019 | -15.43% Sep 26, 2024 - May 2, 2025 |
| #5 | -9.66% Feb 26, 2026 - Apr 13, 2026 | -13.73% Jul 12, 2024 - Sep 26, 2024 |
| #6 | -8.98% Jan 29, 2018 - May 21, 2018 | -12.71% Jun 22, 2026 - Jul 13, 2026 |
| #7 | -8.60% Jul 16, 2024 - Sep 19, 2024 | -10.78% Jun 2, 2026 - Jun 18, 2026 |
| #8 | -7.49% Mar 15, 2021 - Apr 23, 2021 | -10.39% Jul 1, 2019 - Nov 4, 2019 |
| #9 | -7.41% Oct 27, 2025 - Dec 4, 2025 | -9.14% Dec 27, 2023 - Mar 7, 2024 |
| #10 | -7.11% Jun 25, 2021 - Sep 1, 2021 | -8.54% Sep 3, 2021 - Jan 12, 2022 |
| #11 | -6.17% Apr 28, 2021 - Jun 8, 2021 | -7.16% Apr 9, 2024 - May 9, 2024 |
| #12 | -5.78% Feb 24, 2021 - Mar 11, 2021 | -6.75% Feb 16, 2021 - Jun 2, 2021 |
| #13 | -4.76% Sep 2, 2021 - Oct 21, 2021 | -6.39% Nov 7, 2019 - Dec 16, 2019 |
| #14 | -4.71% Jan 20, 2021 - Feb 4, 2021 | -6.26% Nov 3, 2025 - Dec 9, 2025 |
| #15 | -4.29% Jul 26, 2017 - Sep 18, 2017 | -6.14% May 11, 2026 - May 26, 2026 |
Correlation
Correlation between SMMD and FRDM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2017 - 2026)
SMMD vs FRDM dividend yield comparison.
| Year | SMMD | FRDM |
|---|---|---|
| 2026 | 0.45% | 0.83% |
| 2025 | 1.28% | 2.26% |
| 2024 | 1.27% | 2.53% |
| 2023 | 1.44% | 2.66% |
| 2022 | 1.79% | 2.72% |
| 2021 | 1.12% | 2.17% |
| 2020 | 1.31% | 1.11% |
| 2019 | 1.50% | 1.07% |
| 2018 | 2.45% | 0.00% |
| 2017 | 0.68% | 0.00% |
Select Stocks to Compare
Popular: SMMD vs SPYFRDM vs SPY
More Comparisons
Compare with similar stocks