SMMV vs REVS
Comparison between ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF (SMMV, ETF) and COLUMBIA RESEARCH ENHANCED VALUE ETF (REVS, ETF).
5-Year PerformanceREVS has outperformed SMMV, delivering a return of +11.1% compared to +5.0%
SMMV vs REVS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SMMV
$284M
REVS
$284M
Expense Ratio
SMMV
0.20%
Winner
REVS
0.19%
Max Drawdown
SMMV
38.77%
Winner
REVS
37.85%
Sharpe Ratio
SMMV
0.41
Winner
REVS
1.81
5Y Beta
Winner
SMMV
0.53
REVS
0.70
P/E Ratio
SMMV
23.20
Winner
REVS
19.68
Forward P/E
SMMV
16.63
Winner
REVS
14.62
5Y Dividends CAGR
Winner
SMMV
15.67%
REVS
-26.00%
5Y EPS CAGR
SMMV
8.23%
Winner
REVS
15.47%
Debt to Equity
SMMV
N/A
REVS
24.76%
P/S Ratio
Winner
SMMV
1.40
REVS
1.52
P/B Ratio
Winner
SMMV
2.33
REVS
2.65
SMMV vs REVS - Holdings Comparison
SMMV and REVS have 34 common holdings. Overlap is 2.04%
SMMV's top 25 holdings weight is 27.80%. REVS's top 25 holdings weight is 46.80%.
| Rank | SMMV | REVS |
|---|---|---|
| #1 | PINNACLE WEST CAPITAL CORP (PNW) - 1.60% | WELLS FARGO & CO (WFC) - 3.90% |
| #2 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.46% | PROCTER & GAMBLE CO (PG) - 3.66% |
| #3 | AGREE REALTY CORP (ADC) - 1.44% | EXXON MOBIL CORP (XOM) - 3.41% |
| #4 | CARETRUST REIT INC (CTRE) - 1.38% | ALPHABET INC CLASS A (GOOGL) - 3.02% |
| #5 | NEW YORK TIMES CO CLASS A (NYT) - 1.37% | CISCO SYSTEMS INC (CSCO) - 2.87% |
| #6 | FIRSTCASH HOLDINGS INC (FCFS) - 1.31% | ALPHABET INC CLASS C (GOOG) - 2.46% |
| #7 | OGE ENERGY CORP (OGE) - 1.29% | CITIGROUP INC (C) - 2.28% |
| #8 | IDACORP INC (IDA) - 1.27% | PFIZER INC (PFE) - 2.25% |
| #9 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.27% | CHARLES SCHWAB CORP (SCHW) - 2.13% |
| #10 | ROYAL GOLD INC (RGLD) - 1.21% | S&P GLOBAL INC (SPGI) - 1.91% |
| #11 | THE HANOVER INSURANCE GROUP INC (THG) - 1.15% | CHEVRON CORP (CVX) - 1.87% |
| #12 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.12% | UNION PACIFIC CORP (UNP) - 1.65% |
| #13 | SERVICE CORP INTERNATIONAL (SCI) - 1.09% | CVS HEALTH CORP (CVS) - 1.50% |
| #14 | CHEMED CORP (CHE) - 1.03% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.41% |
| #15 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.01% | ADVANCED MICRO DEVICES INC (AMD) - 1.40% |
| #16 | AGNC INVESTMENT CORP (AGNC) - 0.99% | SALESFORCE INC (CRM) - 1.30% |
| #17 | INGREDION INC (INGR) - 0.93% | U.S. BANCORP (USB) - 1.20% |
| #18 | n/a (MSGS) - 0.92% | GENERAL DYNAMICS CORP (GD) - 1.11% |
| #19 | WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 0.91% | META PLATFORMS INC CLASS A (META) - 1.10% |
| #20 | LANDSTAR SYSTEM INC (LSTR) - 0.89% | QUALCOMM INC (QCOM) - 1.07% |
| #21 | ENSIGN GROUP INC (ENSG) - 0.88% | ALTRIA GROUP INC (MO) - 1.07% |
| #22 | NNN REIT INC (NNN) - 0.84% | NEWMONT CORP (NEM) - 1.07% |
| #23 | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.82% | THE CIGNA GROUP (CI) - 1.06% |
| #24 | SABRA HEALTH CARE REIT INC (SBRA) - 0.81% | TEXAS INSTRUMENTS INC (TXN) - 1.05% |
| #25 | MURPHY USA INC (MUSA) - 0.81% | HCA HEALTHCARE INC (HCA) - 1.05% |
| Total Holdings | 328 | 312 |
SMMV vs REVS - Historical Returns
Returns include dividend reinvestment.
1M
SMMV
-1.27%
Winner
REVS
+2.65%
3M
SMMV
-2.48%
Winner
REVS
+7.52%
6M
SMMV
+3.64%
Winner
REVS
+11.61%
1Y
SMMV
+7.56%
Winner
REVS
+26.89%
5Y(CAGR)
SMMV
+5.00%
Winner
REVS
+11.09%
10Y(CAGR)
SMMV
+8.18%
REVS
N/A
Max(CAGR)
SMMV
+8.18%
Winner
REVS
+12.92%
SMMV vs REVS - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | SMMV | REVS |
|---|---|---|
| 2026 | +2.87% | +10.62% |
| 2025 | +6.75% | +16.91% |
| 2024 | +18.20% | +15.82% |
| 2023 | +5.48% | +13.26% |
| 2022 | -10.13% | -6.33% |
| 2021 | +17.89% | +30.07% |
| 2020 | -2.49% | +1.13% |
| 2019 | +25.22% | +7.21% |
| 2018 | +1.20% | N/A |
| 2017 | +14.31% | N/A |
| 2016 | +7.50% | N/A |
SMMV vs REVS Drawdown Comparison
The maximum drawdown for SMMV was -38.77%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.
The maximum drawdown for REVS was -37.85%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current SMMV drawdown is -3.85%. The current REVS drawdown is -1.03%.
| Rank | SMMV | REVS |
|---|---|---|
| #1 | -38.77% Feb 20, 2020 - Jan 25, 2021 | -37.85% Feb 12, 2020 - Jan 6, 2021 |
| #2 | -17.99% Nov 16, 2021 - May 16, 2024 | -18.04% Apr 20, 2022 - Jul 18, 2023 |
| #3 | -15.19% Sep 11, 2018 - Apr 24, 2019 | -16.33% Nov 29, 2024 - Jul 1, 2025 |
| #4 | -13.67% Nov 29, 2024 - Nov 28, 2025 | -11.26% Jul 26, 2023 - Dec 14, 2023 |
| #5 | -7.54% Jan 26, 2018 - May 9, 2018 | -6.94% Feb 9, 2026 - Apr 17, 2026 |
| #6 | -7.02% Mar 2, 2026 - Mar 20, 2026 | -6.86% Jan 12, 2022 - Mar 29, 2022 |
| #7 | -5.54% Feb 12, 2021 - Mar 11, 2021 | -6.03% Nov 12, 2021 - Dec 27, 2021 |
| #8 | -5.32% Sep 22, 2016 - Nov 15, 2016 | -5.66% Mar 28, 2024 - Jul 15, 2024 |
| #9 | -4.85% Jul 31, 2024 - Aug 23, 2024 | -5.55% Jul 30, 2024 - Aug 23, 2024 |
| #10 | -4.74% Sep 2, 2021 - Nov 3, 2021 | -4.86% Jun 4, 2021 - Aug 10, 2021 |
| #11 | -4.57% Mar 15, 2021 - Apr 15, 2021 | -4.61% Oct 27, 2025 - Nov 28, 2025 |
| #12 | -4.28% Jun 11, 2021 - Aug 30, 2021 | -4.58% Aug 27, 2021 - Oct 20, 2021 |
| #13 | -4.22% Apr 26, 2021 - Jun 8, 2021 | -4.36% Jan 20, 2021 - Feb 5, 2021 |
| #14 | -3.82% May 6, 2019 - Jun 19, 2019 | -3.63% Sep 25, 2019 - Oct 21, 2019 |
| #15 | -3.43% Nov 11, 2024 - Nov 25, 2024 | -3.44% Jan 17, 2020 - Feb 11, 2020 |
Correlation
Correlation between SMMV and REVS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
SMMV vs REVS dividend yield comparison.
| Year | SMMV | REVS |
|---|---|---|
| 2026 | 0.47% | 0.00% |
| 2025 | 1.77% | 2.13% |
| 2024 | 1.76% | 1.89% |
| 2023 | 2.30% | 2.49% |
| 2022 | 1.67% | 2.46% |
| 2021 | 1.08% | 1.18% |
| 2020 | 1.39% | 27.75% |
| 2019 | 1.64% | 0.70% |
| 2018 | 1.72% | 0.00% |
| 2017 | 1.63% | 0.00% |
| 2016 | 0.79% | 0.00% |
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