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ISIN
US74347B6983
CUSIP
74347B698
Issuer
ProShares
Inception Date
Feb 5, 2015
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Russell 2000 Dividend Growth Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Micro-Cap
Asset Class Style
Blend
Assets Under Management
$675M

Share Price Chart


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Performance

SMDV Performance Chart

ProShares Russell 2000 Dividend Growers ETF (SMDV) is up 13.6% since the beginning of the year. SMDV is currently trading at $75 per share. Investors who bought $1,000 worth of SMDV shares 5 years ago would now be looking at an investment worth $1,324.


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S&P 500 Index

Returns By Period

ProShares Russell 2000 Dividend Growers ETF (SMDV) has returned 13.61% so far this year and 20.83% over the past 12 months. Over the last ten years, SMDV has returned 7.45% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


ProShares Russell 2000 Dividend Growers ETF

1D
0.04%
1M
3.61%
YTD
13.61%
6M
11.16%
1Y
20.83%
3Y*
11.84%
5Y*
5.77%
10Y*
7.45%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMDV Monthly Returns History

Based on dividend-adjusted daily data since Feb 5, 2015, SMDV's average daily return is +0.04%, while the average monthly return is +0.74%. At this rate, an investment would double in approximately 7.8 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jul 2024 with a return of +14.2%, while the worst month was Mar 2020 at -13.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SMDV closed higher 50% of trading days. The best single day was Mar 17, 2020 with a return of +12.8%, while the worst single day was Mar 16, 2020 at -11.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.66%1.94%-3.75%5.87%-0.34%2.89%13.61%
20251.67%0.01%-4.12%-3.86%1.98%1.75%-0.52%5.63%-1.89%-2.33%2.74%-0.37%0.26%
2024-5.14%0.66%3.64%-4.91%4.42%-1.41%14.17%-1.49%-0.26%-1.69%9.99%-8.93%7.03%
20235.74%-0.29%-5.18%-3.37%-3.78%4.87%5.29%-2.95%-5.68%-4.19%7.78%12.36%8.99%
2022-4.50%1.16%0.44%-5.82%2.48%-5.26%6.52%-2.73%-8.24%12.56%4.80%-5.43%-5.90%
2021-0.02%8.00%5.88%1.16%1.34%-4.65%-1.30%2.10%-3.29%4.01%-1.93%7.10%18.98%

Benchmark Metrics

ProShares Russell 2000 Dividend Growers ETF has an annualized alpha of -0.90%, beta of 0.81, and R2 of 0.52 versus S&P 500 Index. Calculated based on daily prices since February 05, 2015.

  • This ETF participated in 81.13% of S&P 500 Index downside but only 68.91% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-0.90%
Beta
0.81
0.52
Upside Capture
68.91%
Downside Capture
81.13%

Expense Ratio

SMDV has an expense ratio of 0.40%, placing it in the medium range.


Return for Risk

Risk / Return Rank

SMDV ranks 40 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


SMDV Risk / Return Rank: 4040
Overall Rank
SMDV Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
SMDV Sortino Ratio Rank: 4242
Sortino Ratio Rank
SMDV Omega Ratio Rank: 3737
Omega Ratio Rank
SMDV Calmar Ratio Rank: 4444
Calmar Ratio Rank
SMDV Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for ProShares Russell 2000 Dividend Growers ETF (SMDV) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SMDVBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.70

Sortino ratioReturn per unit of downside risk

-0.68

Omega ratioGain probability vs. loss probability

1.24

1.37

-0.13

Calmar ratioReturn relative to maximum drawdown

2.14

2.78

-0.65

Martin ratioReturn relative to average drawdown

6.49

12.44

-5.95

Dividends

Dividend History

ProShares Russell 2000 Dividend Growers ETF provided a 2.32% dividend yield over the last twelve months, with an annual payout of $1.73 per share.


1.40%1.60%1.80%2.00%2.20%2.40%2.60%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.73$1.76$1.81$1.75$1.54$1.35$1.22$1.25$1.06$1.02$0.73$0.73

Dividend yield

2.32%2.67%2.68%2.69%2.51%2.02%2.13%2.03%1.97%1.84%1.35%1.81%

Monthly Dividends

The table displays the monthly dividend distributions for ProShares Russell 2000 Dividend Growers ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.36$0.00$0.00$0.00$0.36
2025$0.00$0.00$0.39$0.00$0.00$0.38$0.00$0.00$0.44$0.00$0.00$0.55$1.76
2024$0.00$0.00$0.31$0.00$0.00$0.53$0.00$0.00$0.43$0.00$0.00$0.54$1.81
2023$0.00$0.00$0.31$0.00$0.00$0.38$0.00$0.00$0.43$0.00$0.00$0.64$1.75
2022$0.00$0.00$0.29$0.00$0.00$0.31$0.00$0.00$0.39$0.00$0.00$0.55$1.54
2021$0.00$0.00$0.23$0.00$0.00$0.29$0.00$0.00$0.37$0.00$0.00$0.47$1.35

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the ProShares Russell 2000 Dividend Growers ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the ProShares Russell 2000 Dividend Growers ETF was 34.12%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The current ProShares Russell 2000 Dividend Growers ETF drawdown is 0.60%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-34.12%Mar 2020
2mo 6d9mo 27d
12mo 3dJan 2020 - Jan 2021
2025 selloff2025
-21.23%Apr 2025
4mo 13d10mo 4d
1y 2moNov 2024 - Feb 2026
2023 correction2023
-18.50%Oct 2023
8mo 23d1mo 23d
10mo 16dFeb 2023 - Dec 2023
Bear market2022
-16.65%Sep 2022
8mo 28d4mo 5d
1y 28dJan 2022 - Feb 2023
Rate-hike selloffLate 2018
-13.52%Dec 2018
3mo 1d1mo 27d
4mo 28dSep 2018 - Feb 2019

Drawdown Indicators


SMDVBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-34.12%

-56.78%

+22.66%

Max Drawdown (1Y)

Largest decline over 1 year

-9.79%

-9.10%

-0.69%

Max Drawdown (3Y)

Largest decline over 3 years

-21.23%

-18.90%

-2.33%

Max Drawdown (5Y)

Largest decline over 5 years

-21.23%

-25.43%

+4.20%

Max Drawdown (10Y)

Largest decline over 10 years

-34.12%

-33.92%

-0.20%

Current Drawdown

Current decline from peak

-0.60%

-1.80%

+1.20%

Average Drawdown

Average peak-to-trough decline

-5.91%

-10.71%

+4.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.22%

2.03%

+1.19%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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