SMMD vs SHM
Comparison between ISHARES RUSSELL 2500 ETF (SMMD, ETF) and STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF (SHM, ETF).
5-Year PerformanceSMMD has outperformed SHM, delivering a return of +7.8% compared to +1.0%
SMMD vs SHM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SMMD vs SHM - Historical Returns
Returns include dividend reinvestment.
SMMD vs SHM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SMMD | SHM |
|---|---|---|
| 2026 | +18.85% | +0.97% |
| 2025 | +11.99% | +3.86% |
| 2024 | +12.70% | +1.22% |
| 2023 | +18.42% | +2.81% |
| 2022 | -18.93% | -3.80% |
| 2021 | +19.93% | -0.37% |
| 2020 | +20.08% | +2.53% |
| 2019 | +28.05% | +3.60% |
| 2018 | -8.79% | +1.42% |
| 2017 | +10.82% | +1.01% |
| 2016 | N/A | -0.49% |
| 2015 | N/A | +1.13% |
| 2014 | N/A | +1.01% |
| 2013 | N/A | +1.27% |
| 2012 | N/A | +1.32% |
| 2011 | N/A | +3.76% |
| 2010 | N/A | +1.19% |
| 2009 | N/A | +4.28% |
| 2008 | N/A | +5.83% |
| 2007 | N/A | +1.61% |
SMMD vs SHM Drawdown Comparison
The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for SHM was -11.61%, occurring on Mar 19, 2020. Recovery took 50 trading sessions.
The current SMMD drawdown is -1.13%. The current SHM drawdown is -0.15%.
| Rank | SMMD | SHM |
|---|---|---|
| #1 | -41.06% Feb 20, 2020 - Nov 9, 2020 | -11.61% Mar 9, 2020 - May 19, 2020 |
| #2 | -28.24% Nov 8, 2021 - Jul 16, 2024 | -6.97% Sep 23, 2008 - Dec 5, 2008 |
| #3 | -25.49% Nov 25, 2024 - Sep 5, 2025 | -6.67% Aug 3, 2021 - Sep 5, 2024 |
| #4 | -25.07% Sep 6, 2018 - Nov 27, 2019 | -3.50% Aug 31, 2010 - May 6, 2011 |
| #5 | -9.66% Feb 26, 2026 - Apr 13, 2026 | -3.07% Feb 13, 2008 - Mar 18, 2008 |
| #6 | -8.98% Jan 29, 2018 - May 21, 2018 | -2.70% Aug 22, 2016 - Aug 2, 2017 |
| #7 | -8.60% Jul 16, 2024 - Sep 19, 2024 | -2.63% Apr 23, 2013 - Oct 23, 2013 |
| #8 | -7.49% Mar 15, 2021 - Apr 23, 2021 | -2.07% Sep 5, 2017 - Jan 11, 2019 |
| #9 | -7.41% Oct 27, 2025 - Dec 4, 2025 | -1.87% Feb 13, 2009 - Apr 16, 2009 |
| #10 | -7.11% Jun 25, 2021 - Sep 1, 2021 | -1.75% Mar 18, 2008 - Aug 15, 2008 |
| #11 | -6.17% Apr 28, 2021 - Jun 8, 2021 | -1.67% Sep 6, 2011 - Jan 11, 2012 |
| #12 | -5.78% Feb 24, 2021 - Mar 11, 2021 | -1.67% Apr 4, 2025 - Jun 12, 2025 |
| #13 | -4.76% Sep 2, 2021 - Oct 21, 2021 | -1.31% Oct 3, 2024 - Feb 25, 2025 |
| #14 | -4.71% Jan 20, 2021 - Feb 4, 2021 | -1.24% Sep 17, 2008 - Sep 23, 2008 |
| #15 | -4.29% Jul 26, 2017 - Sep 18, 2017 | -1.13% Feb 26, 2026 - Mar 24, 2026 |
Correlation
Correlation between SMMD and SHM is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
SMMD vs SHM dividend yield comparison.
| Year | SMMD | SHM |
|---|---|---|
| 2026 | 0.45% | 1.11% |
| 2025 | 1.28% | 2.61% |
| 2024 | 1.27% | 2.06% |
| 2023 | 1.44% | 1.15% |
| 2022 | 1.79% | 0.69% |
| 2021 | 1.12% | 0.86% |
| 2020 | 1.31% | 1.24% |
| 2019 | 1.50% | 1.40% |
| 2018 | 2.45% | 1.23% |
| 2017 | 0.68% | 1.06% |
| 2016 | 0.00% | 0.94% |
| 2015 | 0.00% | 0.92% |
| 2014 | 0.00% | 0.93% |
| 2013 | 0.00% | 0.97% |
| 2012 | 0.00% | 1.40% |
| 2011 | 0.00% | 1.60% |
| 2010 | 0.00% | 1.91% |
| 2009 | 0.00% | 2.03% |
| 2008 | 0.00% | 2.59% |
| 2007 | 0.00% | 0.72% |
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