SMMD vs SNPE
Comparison between ISHARES RUSSELL 2500 ETF (SMMD, ETF) and XTRACKERS S&P 500 ESG ETF (SNPE, ETF).
5-Year PerformanceSNPE has outperformed SMMD, delivering a return of +14.6% compared to +7.9%
SMMD vs SNPE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMMD
$3B
SNPE
$3B
Expense Ratio
SMMD
0.15%
Winner
SNPE
0.10%
Max Drawdown
SMMD
41.06%
Winner
SNPE
33.84%
Sharpe Ratio
SMMD
1.76
Winner
SNPE
2.18
5Y Beta
SMMD
1.05
Winner
SNPE
0.97
P/E Ratio
SMMD
N/A
SNPE
29.38
Forward P/E
SMMD
N/A
SNPE
20.17
5Y Dividends CAGR
Winner
SMMD
8.51%
SNPE
6.72%
5Y EPS CAGR
SMMD
N/A
SNPE
31.48%
Debt to Equity
SMMD
N/A
SNPE
16.70%
P/S Ratio
SMMD
N/A
SNPE
3.22
P/B Ratio
SMMD
N/A
SNPE
5.66
SMMD vs SNPE - Holdings Comparison
SMMD and SNPE have 37 common holdings. Overlap is 1.74%
SMMD's top 25 holdings weight is 54.78%. SNPE's top 25 holdings weight is 51.32%.
| Rank | SMMD | SNPE |
|---|---|---|
| #1 | ISHARES RUSSELL 2000 ETF (IWM) - 42.25% | NVIDIA CORP (NVDA) - 12.45% |
| #2 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.57% | MICROSOFT CORP (MSFT) - 7.97% |
| #3 | CIENA CORP (CIEN) - 0.98% | ALPHABET INC CLASS A (GOOGL) - 5.89% |
| #4 | LUMENTUM HOLDINGS INC (LITE) - 0.90% | ALPHABET INC CLASS C (GOOG) - 4.69% |
| #5 | COMFORT SYSTEMS USA INC (FIX) - 0.87% | ELI LILLY AND CO (LLY) - 2.04% |
| #6 | COHERENT CORP (COHR) - 0.75% | MICRON TECHNOLOGY INC (MU) - 1.88% |
| #7 | EMCOR GROUP INC (EME) - 0.53% | WALMART INC (WMT) - 1.50% |
| #8 | ROCKET LAB CORP (RKLB) - 0.49% | VISA INC CLASS A (V) - 1.41% |
| #9 | JABIL INC (JBL) - 0.45% | INTEL CORP (INTC) - 1.32% |
| #10 | FLEX LTD (FLEX) - 0.45% | COSTCO WHOLESALE CORP (COST) - 1.18% |
| #11 | CASEY'S GENERAL STORES INC (CASY) - 0.41% | CATERPILLAR INC (CAT) - 1.10% |
| #12 | TECHNIPFMC PLC (FTI) - 0.38% | MASTERCARD INC CLASS A (MA) - 1.06% |
| #13 | TAPESTRY INC (TPR) - 0.37% | CISCO SYSTEMS INC (CSCO) - 0.97% |
| #14 | INSMED INC (INSM) - 0.37% | NETFLIX INC (NFLX) - 0.97% |
| #15 | ASTERA LABS INC (ALAB) - 0.36% | ABBVIE INC (ABBV) - 0.95% |
| #16 | NVENT ELECTRIC PLC (NVT) - 0.35% | BANK OF AMERICA CORP (BAC) - 0.92% |
| #17 | MASTEC INC (MTZ) - 0.35% | LAM RESEARCH CORP (LRCX) - 0.90% |
| #18 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.34% | UNITEDHEALTH GROUP INC (UNH) - 0.86% |
| #19 | CURTISS-WRIGHT CORP (CW) - 0.34% | APPLIED MATERIALS INC (AMAT) - 0.85% |
| #20 | FTAI AVIATION LTD (FTAI) - 0.32% | THE HOME DEPOT INC (HD) - 0.82% |
| #21 | EVEREST GROUP LTD (EG) - 0.19% | CORNING INC (GLW) - 0.33% |
| #22 | MUELLER INDUSTRIES INC (MLI) - 0.19% | LOWE'S COMPANIES INC (LOW) - 0.33% |
| #23 | ONTO INNOVATION INC (ONTO) - 0.19% | NEWMONT CORP (NEM) - 0.31% |
| #24 | NORDSON CORP (NDSN) - 0.19% | CAPITAL ONE FINANCIAL CORP (COF) - 0.31% |
| #25 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.19% | STARBUCKS CORP (SBUX) - 0.31% |
| Total Holdings | 451 | 295 |
SMMD vs SNPE - Historical Returns
Returns include dividend reinvestment.
1M
SMMD
+8.13%
Winner
SNPE
+8.72%
3M
Winner
SMMD
+7.44%
SNPE
+6.19%
6M
Winner
SMMD
+18.05%
SNPE
+9.54%
1Y
Winner
SMMD
+33.99%
SNPE
+31.13%
5Y(CAGR)
SMMD
+7.86%
Winner
SNPE
+14.63%
10Y(CAGR)
SMMD
+10.98%
SNPE
N/A
Max(CAGR)
SMMD
+10.98%
Winner
SNPE
+17.22%
SMMD vs SNPE - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SMMD | SNPE |
|---|---|---|
| 2026 | +14.84% | +8.07% |
| 2025 | +11.99% | +18.98% |
| 2024 | +12.70% | +24.53% |
| 2023 | +18.42% | +28.32% |
| 2022 | -18.93% | -18.42% |
| 2021 | +19.93% | +33.36% |
| 2020 | +20.08% | +18.83% |
| 2019 | +28.05% | +12.92% |
| 2018 | -8.79% | N/A |
| 2017 | +10.82% | N/A |
SMMD vs SNPE Drawdown Comparison
The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for SNPE was -33.35%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The current SMMD drawdown is -0.42%.
| Rank | SMMD | SNPE |
|---|---|---|
| #1 | -41.06% Feb 20, 2020 - Nov 9, 2020 | -33.35% Feb 19, 2020 - Aug 5, 2020 |
| #2 | -28.24% Nov 8, 2021 - Jul 16, 2024 | -24.66% Jan 3, 2022 - Dec 1, 2023 |
| #3 | -25.49% Nov 25, 2024 - Sep 5, 2025 | -19.15% Dec 4, 2024 - Jun 30, 2025 |
| #4 | -25.07% Sep 6, 2018 - Nov 27, 2019 | -10.17% Sep 2, 2020 - Nov 16, 2020 |
| #5 | -9.66% Feb 26, 2026 - Apr 13, 2026 | -9.46% Feb 9, 2026 - Apr 15, 2026 |
| #6 | -8.98% Jan 29, 2018 - May 21, 2018 | -9.00% Jul 16, 2024 - Sep 24, 2024 |
| #7 | -8.60% Jul 16, 2024 - Sep 19, 2024 | -5.82% Jul 26, 2019 - Sep 12, 2019 |
| #8 | -7.49% Mar 15, 2021 - Apr 23, 2021 | -5.54% Mar 28, 2024 - May 14, 2024 |
| #9 | -7.41% Oct 27, 2025 - Dec 4, 2025 | -4.99% Sep 2, 2021 - Oct 19, 2021 |
| #10 | -7.11% Jun 25, 2021 - Sep 1, 2021 | -4.43% Oct 28, 2025 - Dec 5, 2025 |
| #11 | -6.17% Apr 28, 2021 - Jun 8, 2021 | -4.16% May 7, 2021 - Jun 10, 2021 |
| #12 | -5.78% Feb 24, 2021 - Mar 11, 2021 | -4.13% Sep 12, 2019 - Oct 21, 2019 |
| #13 | -4.76% Sep 2, 2021 - Oct 21, 2021 | -4.01% Feb 16, 2021 - Mar 11, 2021 |
| #14 | -4.71% Jan 20, 2021 - Feb 4, 2021 | -3.64% Jan 25, 2021 - Feb 4, 2021 |
| #15 | -4.29% Jul 26, 2017 - Sep 18, 2017 | -3.57% Nov 18, 2021 - Dec 8, 2021 |
Correlation
Correlation between SMMD and SNPE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2017 - 2026)
SMMD vs SNPE dividend yield comparison.
| Year | SMMD | SNPE |
|---|---|---|
| 2026 | 0.19% | 0.18% |
| 2025 | 1.28% | 1.01% |
| 2024 | 1.27% | 1.17% |
| 2023 | 1.44% | 1.32% |
| 2022 | 1.79% | 1.65% |
| 2021 | 1.12% | 1.08% |
| 2020 | 1.31% | 1.42% |
| 2019 | 1.50% | 1.20% |
| 2018 | 2.45% | 0.00% |
| 2017 | 0.68% | 0.00% |
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