SMMD vs USO
Comparison between ISHARES RUSSELL 2500 ETF (SMMD, ETF) and United States Oil Fund (USO, ETF).
5-Year PerformanceUSO has outperformed SMMD, delivering a return of +24.6% compared to +7.3%
SMMD vs USO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMMD
$2.60B
USO
$2.60B
Expense Ratio
Winner
SMMD
0.15%
USO
0.86%
Max Drawdown
Winner
SMMD
41.06%
USO
98.19%
Sharpe Ratio
SMMD
1.83
Winner
USO
1.86
5Y Beta
SMMD
1.05
Winner
USO
0.08
P/E Ratio
SMMD
30.30
USO
N/A
Forward P/E
SMMD
17.23
USO
N/A
5Y Dividends CAGR
SMMD
8.51%
USO
N/A
Debt to Equity
SMMD
43.14%
USO
N/A
P/S Ratio
SMMD
1.69
USO
N/A
P/B Ratio
SMMD
2.89
USO
N/A
SMMD vs USO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMMD
+8.11%
USO
+7.23%
3M
SMMD
+6.75%
Winner
USO
+71.23%
6M
SMMD
+19.01%
Winner
USO
+87.47%
1Y
SMMD
+38.40%
Winner
USO
+103.64%
5Y(CAGR)
SMMD
+7.28%
Winner
USO
+24.62%
10Y(CAGR)
Winner
SMMD
+10.95%
USO
+4.57%
Max(CAGR)
Winner
SMMD
+10.95%
USO
-6.76%
SMMD vs USO - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SMMD | USO |
|---|---|---|
| 2026 | +14.48% | +93.72% |
| 2025 | +11.99% | -10.10% |
| 2024 | +12.70% | +14.87% |
| 2023 | +18.42% | -1.46% |
| 2022 | -18.93% | +27.87% |
| 2021 | +19.93% | +67.88% |
| 2020 | +20.08% | -67.79% |
| 2019 | +28.05% | +30.05% |
| 2018 | -8.79% | -19.97% |
| 2017 | +10.82% | +4.98% |
| 2016 | N/A | +6.74% |
| 2015 | N/A | -44.70% |
| 2014 | N/A | -40.52% |
| 2013 | N/A | +4.44% |
| 2012 | N/A | -15.92% |
| 2011 | N/A | -2.41% |
| 2010 | N/A | -3.15% |
| 2009 | N/A | +10.24% |
| 2008 | N/A | -57.82% |
| 2007 | N/A | +53.36% |
| 2006 | N/A | -24.14% |
SMMD vs USO Drawdown Comparison
The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for USO was -98.19%, occurring on Apr 28, 2020. This drawdown has not yet recovered.
The current SMMD drawdown is -0.73%. The current USO drawdown is -85.79%.
| Rank | SMMD | USO |
|---|---|---|
| #1 | -41.06% Feb 20, 2020 - Nov 9, 2020 | -98.19% Jul 14, 2008 - Apr 28, 2020 |
| #2 | -28.24% Nov 8, 2021 - Jul 16, 2024 | -40.98% Jul 13, 2006 - Oct 31, 2007 |
| #3 | -25.49% Nov 25, 2024 - Sep 5, 2025 | -12.04% Jan 2, 2008 - Feb 19, 2008 |
| #4 | -25.07% Sep 6, 2018 - Nov 27, 2019 | -11.18% Nov 20, 2007 - Jan 2, 2008 |
| #5 | -9.66% Feb 26, 2026 - Apr 13, 2026 | -10.48% Apr 21, 2006 - Jul 13, 2006 |
| #6 | -8.98% Jan 29, 2018 - May 21, 2018 | -8.61% May 21, 2008 - Jun 6, 2008 |
| #7 | -8.60% Jul 16, 2024 - Sep 19, 2024 | -7.97% Mar 13, 2008 - Apr 9, 2008 |
| #8 | -7.49% Mar 15, 2021 - Apr 23, 2021 | -6.15% Jul 2, 2008 - Jul 11, 2008 |
| #9 | -7.41% Oct 27, 2025 - Dec 4, 2025 | -5.85% Nov 6, 2007 - Nov 20, 2007 |
| #10 | -7.11% Jun 25, 2021 - Sep 1, 2021 | -5.55% Apr 28, 2008 - May 5, 2008 |
| #11 | -6.17% Apr 28, 2021 - Jun 8, 2021 | -4.69% Jun 6, 2008 - Jun 26, 2008 |
| #12 | -5.78% Feb 24, 2021 - Mar 11, 2021 | -2.55% Feb 28, 2008 - Mar 5, 2008 |
| #13 | -4.76% Sep 2, 2021 - Oct 21, 2021 | -2.51% Feb 20, 2008 - Feb 26, 2008 |
| #14 | -4.71% Jan 20, 2021 - Feb 4, 2021 | -2.08% Apr 23, 2008 - Apr 25, 2008 |
| #15 | -4.29% Jul 26, 2017 - Sep 18, 2017 | -1.97% May 9, 2008 - May 16, 2008 |
Correlation
Correlation between SMMD and USO is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.01
-101
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