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SMMD vs VNQI

Comparison between ISHARES RUSSELL 2500 ETF (SMMD, ETF) and VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES (VNQI, ETF).

5-Year PerformanceSMMD has outperformed VNQI, delivering a return of +8.7% compared to -1.1%

SMMD vs VNQI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SMMD
$3.60B
Winner
VNQI
$3.70B
Expense Ratio
SMMD
0.15%
Winner
VNQI
0.12%
Max Drawdown
Winner
SMMD
41.06%
VNQI
43.72%
Sharpe Ratio
Winner
SMMD
1.39
VNQI
0.08
5Y Beta
SMMD
1.06
Winner
VNQI
0.48
P/E Ratio
SMMD
32.40
VNQI
N/A
Forward P/E
SMMD
16.56
VNQI
N/A
5Y Dividends CAGR
SMMD
6.57%
VNQI
N/A
Debt to Equity
SMMD
25.85%
VNQI
N/A
P/S Ratio
SMMD
1.62
VNQI
N/A
P/B Ratio
SMMD
2.71
VNQI
N/A

SMMD vs VNQI - Historical Returns

Returns include dividend reinvestment.

1M
SMMD
-0.53%
Winner
VNQI
+0.04%
3M
Winner
SMMD
+9.40%
VNQI
-3.89%
6M
Winner
SMMD
+12.24%
VNQI
-3.36%
1Y
Winner
SMMD
+32.68%
VNQI
+5.46%
5Y(CAGR)
Winner
SMMD
+8.66%
VNQI
-1.05%
10Y(CAGR)
Winner
SMMD
+11.18%
VNQI
+2.37%
Max(CAGR)
Winner
SMMD
+11.18%
VNQI
+3.42%

SMMD vs VNQI - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearSMMDVNQI
2026+18.91%-0.65%
2025+11.99%+22.21%
2024+12.70%-0.65%
2023+18.42%+5.60%
2022-18.93%-23.09%
2021+19.93%+7.00%
2020+20.08%-7.77%
2019+28.05%+22.46%
2018-8.79%-10.62%
2017+10.82%+26.19%
2016N/A+3.10%
2015N/A-2.29%
2014N/A+3.80%
2013N/A+0.80%
2012N/A+39.74%
2011N/A-17.41%
2010N/A+1.64%

SMMD vs VNQI Drawdown Comparison

The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The maximum drawdown for VNQI was -38.35%, occurring on Mar 23, 2020. Recovery took 344 trading sessions.

The current SMMD drawdown is -1.94%. The current VNQI drawdown is -9.93%.

RankSMMDVNQI
#1-41.06%
Feb 20, 2020 - Nov 9, 2020
-38.35%
Jan 17, 2020 - Jun 1, 2021
#2-28.24%
Nov 8, 2021 - Jul 16, 2024
-35.77%
Jun 10, 2021 - Feb 9, 2026
#3-25.49%
Nov 25, 2024 - Sep 5, 2025
-24.53%
May 2, 2011 - Sep 12, 2012
#4-25.07%
Sep 6, 2018 - Nov 27, 2019
-21.53%
May 15, 2015 - May 15, 2017
#5-9.66%
Feb 26, 2026 - Apr 13, 2026
-18.53%
May 3, 2013 - Apr 6, 2015
#6-8.98%
Jan 29, 2018 - May 21, 2018
-18.18%
Jan 26, 2018 - Nov 4, 2019
#7-8.60%
Jul 16, 2024 - Sep 19, 2024
-14.78%
Feb 26, 2026 - Mar 27, 2026
#8-7.49%
Mar 15, 2021 - Apr 23, 2021
-10.16%
Nov 4, 2010 - Apr 21, 2011
#9-7.41%
Oct 27, 2025 - Dec 4, 2025
-3.56%
May 4, 2015 - May 15, 2015
#10-7.11%
Jun 25, 2021 - Sep 1, 2021
-3.54%
Nov 4, 2019 - Dec 20, 2019
#11-6.17%
Apr 28, 2021 - Jun 8, 2021
-3.40%
Nov 6, 2012 - Nov 28, 2012
#12-5.78%
Feb 24, 2021 - Mar 11, 2021
-3.18%
Jun 7, 2017 - Jul 19, 2017
#13-4.76%
Sep 2, 2021 - Oct 21, 2021
-3.14%
Feb 1, 2013 - Mar 1, 2013
#14-4.71%
Jan 20, 2021 - Feb 4, 2021
-2.48%
Sep 18, 2017 - Oct 13, 2017
#15-4.29%
Jul 26, 2017 - Sep 18, 2017
-2.22%
Apr 12, 2013 - Apr 19, 2013

Correlation

Correlation between SMMD and VNQI is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26
-101

Dividend Comparison (2010 - 2026)

SMMD vs VNQI dividend yield comparison.

YearSMMDVNQI
20260.45%0.00%
20251.28%4.70%
20241.27%5.16%
20231.44%3.74%
20221.79%0.57%
20211.12%6.48%
20201.31%0.93%
20191.50%7.58%
20182.45%4.62%
20170.68%3.86%
20160.00%5.18%
20150.00%2.86%
20140.00%4.11%
20130.00%3.27%
20120.00%5.58%
20110.00%3.28%
20100.00%0.88%

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