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iShares Russell 2500 ETF (SMMD)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US46435G2681

CUSIP

46435G268

Issuer

iShares

Inception Date

Jul 6, 2017

Region

North America (U.S.)

Leveraged

1x

Index Tracked

Russell 2500 Index

Asset Class

Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Expense Ratio

SMMD has an expense ratio of 0.15%, which is considered low.


Expense ratio chart for SMMD: current value is 0.15%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SMMD: 0.15%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
SMMD vs. DODGX SMMD vs. XJR SMMD vs. VOO SMMD vs. IJH SMMD vs. IJR SMMD vs. FNDA SMMD vs. IMCG SMMD vs. IVV SMMD vs. IMCV SMMD vs. AMECX
Popular comparisons:
SMMD vs. DODGX SMMD vs. XJR SMMD vs. VOO SMMD vs. IJH SMMD vs. IJR SMMD vs. FNDA SMMD vs. IMCG SMMD vs. IVV SMMD vs. IMCV SMMD vs. AMECX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iShares Russell 2500 ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


60.00%80.00%100.00%120.00%140.00%160.00%NovemberDecember2025FebruaryMarchApril
69.72%
122.52%
SMMD (iShares Russell 2500 ETF)
Benchmark (^GSPC)

Returns By Period

iShares Russell 2500 ETF had a return of -12.13% year-to-date (YTD) and -6.13% in the last 12 months.


SMMD

YTD

-12.13%

1M

-7.35%

6M

-10.04%

1Y

-6.13%

5Y*

15.73%

10Y*

N/A

^GSPC (Benchmark)

YTD

-8.25%

1M

-6.60%

6M

-5.32%

1Y

3.55%

5Y*

16.80%

10Y*

10.02%

*Annualized

Monthly Returns

The table below presents the monthly returns of SMMD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.40%-4.57%-6.52%-4.75%-12.13%
2024-2.74%5.23%4.39%-6.69%4.00%-1.40%7.57%-0.49%1.44%-0.92%10.18%-7.68%11.87%
20239.99%-2.12%-3.83%-1.29%-1.69%8.35%5.01%-3.81%-5.61%-6.04%9.02%10.71%17.71%
2022-8.48%1.20%1.73%-8.70%0.23%-9.30%10.33%-2.65%-9.54%9.67%4.05%-6.03%-18.53%
20212.51%6.69%1.57%3.77%0.12%1.55%-1.87%2.39%-3.15%4.74%-3.73%2.89%18.30%
2020-2.18%-8.58%-21.51%14.85%7.23%2.97%3.87%4.84%-2.80%1.50%16.81%7.42%19.98%
201911.60%4.57%-0.74%3.56%-7.17%7.09%1.15%-3.95%1.76%1.91%4.23%2.21%28.01%
20184.35%-3.66%-2.54%2.73%3.40%1.59%1.40%3.91%-1.30%-9.94%1.56%-11.08%-10.58%
20171.26%-2.44%5.70%1.89%1.58%2.54%10.82%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SMMD is 9, meaning it’s performing worse than 91% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SMMD is 99
Overall Rank
The Sharpe Ratio Rank of SMMD is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of SMMD is 99
Sortino Ratio Rank
The Omega Ratio Rank of SMMD is 99
Omega Ratio Rank
The Calmar Ratio Rank of SMMD is 88
Calmar Ratio Rank
The Martin Ratio Rank of SMMD is 77
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares Russell 2500 ETF (SMMD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for SMMD, currently valued at -0.29, compared to the broader market0.002.004.00
SMMD: -0.29
^GSPC: 0.25
The chart of Sortino ratio for SMMD, currently valued at -0.28, compared to the broader market-2.000.002.004.006.008.0010.0012.00
SMMD: -0.28
^GSPC: 0.41
The chart of Omega ratio for SMMD, currently valued at 0.97, compared to the broader market0.501.001.502.002.503.00
SMMD: 0.97
^GSPC: 1.06
The chart of Calmar ratio for SMMD, currently valued at -0.29, compared to the broader market0.005.0010.0015.00
SMMD: -0.29
^GSPC: 0.30
The chart of Martin ratio for SMMD, currently valued at -0.96, compared to the broader market0.0020.0040.0060.0080.00100.00
SMMD: -0.96
^GSPC: 1.15

The current iShares Russell 2500 ETF Sharpe ratio is -0.29. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of iShares Russell 2500 ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.29
0.25
SMMD (iShares Russell 2500 ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares Russell 2500 ETF provided a 1.49% dividend yield over the last twelve months, with an annual payout of $0.89 per share.


1.00%1.50%2.00%2.50%$0.00$0.20$0.40$0.60$0.80$1.0020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$0.89$0.86$0.89$0.95$0.74$0.75$0.72$0.94$0.30

Dividend yield

1.49%1.27%1.44%1.79%1.12%1.31%1.50%2.45%0.68%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Russell 2500 ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.19$0.00$0.19
2024$0.00$0.00$0.16$0.00$0.00$0.18$0.00$0.00$0.24$0.00$0.00$0.28$0.86
2023$0.00$0.00$0.19$0.00$0.00$0.17$0.00$0.00$0.28$0.00$0.00$0.25$0.89
2022$0.00$0.00$0.16$0.00$0.00$0.17$0.00$0.00$0.41$0.00$0.00$0.22$0.95
2021$0.00$0.00$0.16$0.00$0.00$0.12$0.00$0.00$0.25$0.00$0.00$0.22$0.74
2020$0.00$0.00$0.17$0.00$0.00$0.13$0.00$0.00$0.20$0.00$0.00$0.25$0.75
2019$0.00$0.00$0.16$0.00$0.00$0.15$0.00$0.00$0.21$0.00$0.00$0.20$0.72
2018$0.00$0.00$0.11$0.00$0.00$0.00$0.17$0.00$0.14$0.00$0.00$0.52$0.94
2017$0.10$0.00$0.00$0.19$0.30

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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-19.03%
-12.17%
SMMD (iShares Russell 2500 ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Russell 2500 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 iShares Russell 2500 ETF was 41.06%, occurring on Mar 23, 2020. Recovery took 156 trading sessions.

The current iShares Russell 2500 ETF drawdown is 19.03%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.06%Feb 21, 202022Mar 23, 2020156Nov 9, 2020178
-28.26%Nov 9, 2021221Sep 26, 2022451Jul 16, 2024672
-25.1%Sep 7, 201875Dec 24, 2018232Nov 27, 2019307
-19.03%Nov 26, 202487Apr 3, 2025
-8.98%Feb 2, 20186Feb 9, 201868May 21, 201874

Volatility

Volatility Chart

The current iShares Russell 2500 ETF volatility is 9.16%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2025FebruaryMarchApril
9.16%
7.38%
SMMD (iShares Russell 2500 ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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