SMMV vs HYTR

Comparison between ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF (SMMV, ETF) and COUNTERPOINT HIGH YIELD TREND ETF (HYTR, ETF).

5-Year PerformanceSMMV has outperformed HYTR, delivering a return of +6.3% compared to +2.0%

SMMV vs HYTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMMV(ETF)	HYTR(ETF)
Net Assets	$289M	$289M
Expense Ratio	0.20%	0.88%
Max Drawdown	38.77%	19.88%
Sharpe Ratio	0.94	-0.10
5Y Beta	0.49	0.16
P/E Ratio	24.09	N/A
Forward P/E	16.78	N/A
5Y Dividends CAGR	12.11%	5.44%
5Y EPS CAGR	12.87%	N/A
P/S Ratio	1.56	N/A
P/B Ratio	2.53	N/A

Net Assets

Winner

SMMV

$289M

HYTR

$289M

Expense Ratio

Winner

SMMV

0.20%

HYTR

0.88%

Max Drawdown

SMMV

38.77%

Winner

HYTR

19.88%

Sharpe Ratio

Winner

SMMV

0.94

HYTR

-0.10

5Y Beta

SMMV

0.49

Winner

HYTR

0.16

P/E Ratio

SMMV

24.09

HYTR

N/A

Forward P/E

SMMV

16.78

HYTR

N/A

5Y Dividends CAGR

Winner

SMMV

12.11%

HYTR

5.44%

5Y EPS CAGR

SMMV

12.87%

HYTR

N/A

P/S Ratio

SMMV

1.56

HYTR

N/A

P/B Ratio

SMMV

2.53

HYTR

N/A

SMMV vs HYTR - Historical Returns

Returns include dividend reinvestment.

Period	SMMV	HYTR
1 month	+1.42%	+1.15%
3 months	+7.47%	+1.08%
6 months	+4.22%	+0.79%
1 year	+11.97%	+3.27%
5 years(CAGR)	+6.28%	+1.98%
10 years(CAGR)	+8.82%	N/A
Max(CAGR)	+8.82%	+1.81%

Winner

SMMV

+1.42%

HYTR

+1.15%

Winner

SMMV

+7.47%

HYTR

+1.08%

Winner

SMMV

+4.22%

HYTR

+0.79%

Winner

SMMV

+11.97%

HYTR

+3.27%

5Y(CAGR)

Winner

SMMV

+6.28%

HYTR

+1.98%

10Y(CAGR)

SMMV

+8.82%

HYTR

N/A

Max(CAGR)

Winner

SMMV

+8.82%

HYTR

+1.81%

SMMV vs HYTR - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	SMMV	HYTR
2026	+11.07%	+1.22%
2025	+6.75%	+5.76%
2024	+18.20%	+7.68%
2023	+5.48%	+7.99%
2022	-10.13%	-11.22%
2021	+17.89%	+2.98%
2020	-2.49%	-0.95%
2019	+25.22%	N/A
2018	+1.20%	N/A
2017	+14.31%	N/A
2016	+7.50%	N/A

SMMV vs HYTR Drawdown Comparison

The maximum drawdown for SMMV was -38.77%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.

The maximum drawdown for HYTR was -13.25%, occurring on Oct 20, 2022. Recovery took 731 trading sessions.

The current SMMV drawdown is -0.36%. The current HYTR drawdown is -0.08%.

Rank	SMMV	HYTR
#1	-38.77% Feb 20, 2020 - Jan 25, 2021	-13.25% Sep 16, 2021 - Aug 14, 2024
#2	-17.99% Nov 16, 2021 - May 16, 2024	-8.16% Feb 20, 2020 - Jun 2, 2021
#3	-15.19% Sep 11, 2018 - Apr 24, 2019	-4.93% Feb 28, 2025 - Jun 30, 2025
#4	-13.67% Nov 29, 2024 - Nov 28, 2025	-2.60% Sep 3, 2024 - Feb 4, 2025
#5	-7.54% Jan 26, 2018 - May 9, 2018	-2.28% Feb 20, 2026 - Aug 4, 2026
#6	-7.02% Mar 2, 2026 - Jun 26, 2026	-1.41% Jan 22, 2020 - Feb 6, 2020
#7	-5.54% Feb 12, 2021 - Mar 11, 2021	-1.18% Sep 22, 2025 - Oct 24, 2025
#8	-5.32% Sep 22, 2016 - Nov 15, 2016	-1.08% Jul 2, 2021 - Aug 27, 2021
#9	-4.85% Jul 31, 2024 - Aug 23, 2024	-1.08% Oct 27, 2025 - Nov 26, 2025
#10	-4.74% Sep 2, 2021 - Nov 3, 2021	-0.58% Jul 3, 2025 - Jul 21, 2025
#11	-4.57% Mar 15, 2021 - Apr 15, 2021	-0.50% Feb 5, 2025 - Feb 14, 2025
#12	-4.28% Jun 11, 2021 - Aug 30, 2021	-0.46% Aug 13, 2025 - Aug 22, 2025
#13	-4.22% Apr 26, 2021 - Jun 8, 2021	-0.35% Aug 13, 2026 - Aug 25, 2026
#14	-3.82% May 6, 2019 - Jun 19, 2019	-0.35% Jan 27, 2026 - Feb 9, 2026
#15	-3.43% Nov 11, 2024 - Nov 25, 2024	-0.34% Dec 5, 2025 - Dec 18, 2025

Correlation

Correlation between SMMV and HYTR is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2016 - 2026)

SMMV vs HYTR dividend yield comparison.

Year	SMMV	HYTR
2026	0.82%	3.22%
2025	1.77%	5.78%
2024	1.76%	5.55%
2023	2.30%	5.43%
2022	1.67%	1.24%
2021	1.08%	3.70%
2020	1.39%	3.05%
2019	1.64%	0.00%
2018	1.72%	0.00%
2017	1.63%	0.00%
2016	0.79%	0.00%