SMMD vs IWX
Comparison between ISHARES RUSSELL 2500 ETF (SMMD, ETF) and ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF).
5-Year PerformanceIWX has outperformed SMMD, delivering a return of +12.3% compared to +8.7%
SMMD vs IWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMMD
$3.60B
IWX
$3.60B
Expense Ratio
Winner
SMMD
0.15%
IWX
0.20%
Max Drawdown
SMMD
41.06%
Winner
IWX
35.76%
Sharpe Ratio
SMMD
1.39
Winner
IWX
2.07
5Y Beta
SMMD
1.06
Winner
IWX
0.67
P/E Ratio
SMMD
32.40
Winner
IWX
23.28
Forward P/E
Winner
SMMD
16.56
IWX
19.41
PEG Ratio
SMMD
N/A
IWX
0.64
5Y Dividends CAGR
Winner
SMMD
6.57%
IWX
5.22%
5Y EPS CAGR
SMMD
N/A
IWX
12.58%
Debt to Equity
SMMD
25.85%
Winner
IWX
1.46%
P/S Ratio
Winner
SMMD
1.62
IWX
2.94
P/B Ratio
Winner
SMMD
2.71
IWX
3.89
SMMD vs IWX - Holdings Comparison
SMMD and IWX have 1 common holdings. Overlap is 0.00%
SMMD's top 25 holdings weight is 48.13%. IWX's top 25 holdings weight is 56.45%.
| Rank | SMMD | IWX |
|---|---|---|
| #1 | ISHARES RUSSELL 2000 ETF (IWM) - 41.02% | AMAZON.COM INC (AMZN) - 8.38% |
| #2 | CARPENTER TECHNOLOGY CORP (CRS) - 0.39% | APPLE INC (AAPL) - 7.61% |
| #3 | MKS INC (MKSI) - 0.37% | MICROSOFT CORP (MSFT) - 5.57% |
| #4 | ATI INC (ATI) - 0.35% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.63% |
| #5 | NVENT ELECTRIC PLC (NVT) - 0.34% | JPMORGAN CHASE & CO (JPM) - 3.48% |
| #6 | WOODWARD INC (WWD) - 0.33% | JOHNSON & JOHNSON (JNJ) - 2.39% |
| #7 | F5 INC (FFIV) - 0.32% | EXXON MOBIL CORP (XOM) - 2.21% |
| #8 | STERLING INFRASTRUCTURE INC (STRL) - 0.31% | INTEL CORP (INTC) - 2.17% |
| #9 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.31% | CISCO SYSTEMS INC (CSCO) - 1.80% |
| #10 | n/a (AFRM) - 0.31% | WALMART INC (WMT) - 1.70% |
| #11 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.31% | ABBVIE INC (ABBV) - 1.60% |
| #12 | US FOODS HOLDING CORP (USFD) - 0.30% | UNITEDHEALTH GROUP INC (UNH) - 1.50% |
| #13 | NISOURCE INC (NI) - 0.30% | BANK OF AMERICA CORP (BAC) - 1.40% |
| #14 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.30% | PROCTER & GAMBLE CO (PG) - 1.34% |
| #15 | GUARDANT HEALTH INC (GH) - 0.29% | MERCK & CO INC (MRK) - 1.21% |
| #16 | PACKAGING CORP OF AMERICA (PKG) - 0.28% | CHEVRON CORP (CVX) - 1.20% |
| #17 | TD SYNNEX CORP (SNX) - 0.27% | THE GOLDMAN SACHS GROUP INC (GS) - 1.15% |
| #18 | SNAP-ON INC (SNA) - 0.27% | COCA-COLA CO (KO) - 1.09% |
| #19 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.27% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.08% |
| #20 | RBC BEARINGS INC (RBC) - 0.26% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.05% |
| #21 | IONQ INC CLASS A (IONQ) - 0.25% | WELLS FARGO & CO (WFC) - 1.03% |
| #22 | RELIANCE INC (RS) - 0.25% | RTX CORP (RTX) - 1.01% |
| #23 | VIATRIS INC (VTRS) - 0.25% | LINDE PLC (LIN) - 0.96% |
| #24 | TTM TECHNOLOGIES INC (TTMI) - 0.24% | META PLATFORMS INC CLASS A (META) - 0.96% |
| #25 | EAST WEST BANCORP INC (EWBC) - 0.24% | MORGAN STANLEY (MS) - 0.93% |
| Total Holdings | 516 | 155 |
SMMD vs IWX - Historical Returns
Returns include dividend reinvestment.
1M
SMMD
-0.53%
Winner
IWX
+1.72%
3M
SMMD
+9.40%
Winner
IWX
+11.80%
6M
SMMD
+12.24%
Winner
IWX
+14.31%
1Y
Winner
SMMD
+32.68%
IWX
+30.93%
5Y(CAGR)
SMMD
+8.66%
Winner
IWX
+12.30%
10Y(CAGR)
SMMD
+11.18%
Winner
IWX
+11.74%
Max(CAGR)
SMMD
+11.18%
Winner
IWX
+11.60%
SMMD vs IWX - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SMMD | IWX |
|---|---|---|
| 2026 | +18.91% | +17.55% |
| 2025 | +11.99% | +18.35% |
| 2024 | +12.70% | +14.15% |
| 2023 | +18.42% | +10.40% |
| 2022 | -18.93% | -5.80% |
| 2021 | +19.93% | +24.62% |
| 2020 | +20.08% | +0.74% |
| 2019 | +28.05% | +25.79% |
| 2018 | -8.79% | -6.69% |
| 2017 | +10.82% | +13.11% |
| 2016 | N/A | +17.63% |
| 2015 | N/A | -3.41% |
| 2014 | N/A | +14.05% |
| 2013 | N/A | +28.53% |
| 2012 | N/A | +14.33% |
| 2011 | N/A | +0.04% |
| 2010 | N/A | +10.63% |
| 2009 | N/A | +3.66% |
SMMD vs IWX Drawdown Comparison
The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The current SMMD drawdown is -1.94%. The current IWX drawdown is -0.13%.
| Rank | SMMD | IWX |
|---|---|---|
| #1 | -41.06% Feb 20, 2020 - Nov 9, 2020 | -35.76% Feb 12, 2020 - Dec 31, 2020 |
| #2 | -28.24% Nov 8, 2021 - Jul 16, 2024 | -20.53% May 2, 2011 - Mar 1, 2012 |
| #3 | -25.49% Nov 25, 2024 - Sep 5, 2025 | -18.12% Jan 12, 2022 - Jul 24, 2023 |
| #4 | -25.07% Sep 6, 2018 - Nov 27, 2019 | -17.34% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -9.66% Feb 26, 2026 - Apr 13, 2026 | -16.79% Apr 23, 2010 - Dec 21, 2010 |
| #6 | -8.98% Jan 29, 2018 - May 21, 2018 | -14.98% May 21, 2015 - Jul 8, 2016 |
| #7 | -8.60% Jul 16, 2024 - Sep 19, 2024 | -13.37% Feb 19, 2025 - Jun 30, 2025 |
| #8 | -7.49% Mar 15, 2021 - Apr 23, 2021 | -10.01% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -7.41% Oct 27, 2025 - Dec 4, 2025 | -9.92% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -7.11% Jun 25, 2021 - Sep 1, 2021 | -8.53% Jan 11, 2010 - Mar 18, 2010 |
| #11 | -6.17% Apr 28, 2021 - Jun 8, 2021 | -8.13% Sep 19, 2014 - Nov 6, 2014 |
| #12 | -5.78% Feb 24, 2021 - Mar 11, 2021 | -7.93% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -4.76% Sep 2, 2021 - Oct 21, 2021 | -7.53% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -4.71% Jan 20, 2021 - Feb 4, 2021 | -6.83% Jul 26, 2019 - Sep 13, 2019 |
| #15 | -4.29% Jul 26, 2017 - Sep 18, 2017 | -6.59% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between SMMD and IWX is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2009 - 2026)
SMMD vs IWX dividend yield comparison.
| Year | SMMD | IWX |
|---|---|---|
| 2026 | 0.45% | 0.69% |
| 2025 | 1.28% | 1.59% |
| 2024 | 1.27% | 1.97% |
| 2023 | 1.44% | 2.13% |
| 2022 | 1.79% | 2.07% |
| 2021 | 1.12% | 1.79% |
| 2020 | 1.31% | 2.12% |
| 2019 | 1.50% | 2.60% |
| 2018 | 2.45% | 2.66% |
| 2017 | 0.68% | 2.12% |
| 2016 | 0.00% | 2.22% |
| 2015 | 0.00% | 2.77% |
| 2014 | 0.00% | 2.19% |
| 2013 | 0.00% | 1.89% |
| 2012 | 0.00% | 2.71% |
| 2011 | 0.00% | 2.58% |
| 2010 | 0.00% | 1.83% |
| 2009 | 0.00% | 0.56% |
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