iShares Russell 2500 ETF (SMMD) belongs to the Small Cap Growth Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SMMD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMMD
SMMD charges 0.15% annually. There are 5 ETFs in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| BNY Mellon US Small Cap Core Equity ETF | 0.04% | 84.47M | Apr 2020 | SMMD vs BKSE | |
| Vanguard Small-Cap Growth ETF | 0.05% | 45.50B | Jan 2004 | SMMD vs VBK | |
| Vanguard Russell 2000 Growth ETF | 0.06% | 1.70B | Sep 2010 | SMMD vs VTWG | |
| iShares Morningstar Small-Cap Growth ETF | 0.06% | 1.03B | Jun 2004 | SMMD vs ISCG | |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0.07% | 2.39B | Apr 2020 | SMMD vs BBMC |
Best Risk-Adjusted Alternatives to SMMD
SMMD has a PortfoliosLab risk / return rank of 72. There are 6 ETFs in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Small Cap Growth AlphaDEX Fund | 87 | 1.22B | Apr 2011 | SMMD vs FYC | |
| Invesco S&P SmallCap 600® Pure Growth ETF | 80 | 128.19M | Mar 2006 | SMMD vs RZG | |
| JPMorgan Diversified Return U.S. Small Cap Equity ... | 76 | 588.28M | Nov 2016 | SMMD vs JPSE | |
| Pacer US Small Cap Cash Cows Growth Leaders ETF | 75 | 24.50M | May 2023 | SMMD vs CAFG | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 73 | 2.85B | Apr 2018 | SMMD vs ESML |
Top Performing SMMD Alternatives (YTD)
SMMD is at 20.43% YTD. There are 12 ETFs in the Small Cap Growth Equities category with higher YTD returns, going as high as 29.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows Growth Leaders ETF | 29.11% | 24.50M | May 2023 | SMMD vs CAFG | |
| Invesco S&P SmallCap 600® Pure Growth ETF | 28.86% | 128.19M | Mar 2006 | SMMD vs RZG | |
| First Trust Small Cap Growth AlphaDEX Fund | 25.87% | 1.22B | Apr 2011 | SMMD vs FYC | |
| Invesco S&P SmallCap Momentum ETF | 25.14% | 3.21B | Mar 2005 | SMMD vs XSMO | |
| Invesco WilderHill Clean Energy ETF | 24.55% | 568.95M | Mar 2005 | SMMD vs PBW |
Lowest Volatility Alternatives to SMMD
SMMD has 17.75% 1-year volatility. There are 14 ETFs in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 9.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Small-Cap Min Vol Factor ETF | 9.83% | 278.38M | Sep 2016 | SMMD vs SMMV | |
| First Trust SMID Growth Strength ETF | 15.21% | 27.85M | Jun 2017 | SMMD vs FSGS | |
| Franklin LibertyQ U.S. Small Cap Equity ETF | 15.31% | 49.68M | Apr 2017 | SMMD vs FLQS | |
| Fidelity Small-Mid Multifactor ETF | 15.73% | 2.43B | Feb 2019 | SMMD vs FSMD | |
| JPMorgan Diversified Return U.S. Small Cap Equity ... | 16.14% | 588.28M | Nov 2016 | SMMD vs JPSE |
Lowest Drawdown Alternatives to SMMD
SMMD has a 1-year max drawdown of -9.66%. There are 14 ETFs in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.02%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Small-Cap Min Vol Factor ETF | -7.02% | 278.38M | Sep 2016 | SMMD vs SMMV | |
| JPMorgan Diversified Return U.S. Small Cap Equity ... | -8.00% | 588.28M | Nov 2016 | SMMD vs JPSE | |
| Pacer US Small Cap Cash Cows Growth Leaders ETF | -8.13% | 24.50M | May 2023 | SMMD vs CAFG | |
| Fidelity Small-Mid Multifactor ETF | -8.44% | 2.43B | Feb 2019 | SMMD vs FSMD | |
| Invesco S&P SmallCap 600® Pure Growth ETF | -8.63% | 128.19M | Mar 2006 | SMMD vs RZG |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, IVV and span 14 categories. AUM among these funds goes as high as $838B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 1.72% | 95.28B | May 2020 | SMMD vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 2 | -31.78% | 48.04B | Jan 2024 | SMMD vs IBIT | |
| iShares Core S&P 500 ETF | S&P 500 | 60 | 8.13% | 837.93B | May 2000 | SMMD vs IVV | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 95 | 99.95% | 46.67B | Jul 2001 | SMMD vs SOXX | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 16 | 2.15% | 41.34B | Jul 2002 | SMMD vs TLT | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 78 | 9.37% | 41.89B | Jun 2014 | SMMD vs DGRO | |
| iShares Silver Trust | Silver, Precious Metals | 28 | -19.62% | 32.53B | Apr 2006 | SMMD vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 21 | -7.61% | 64.29B | Jan 2005 | SMMD vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 70 | 21.03% | 81.35B | May 2000 | SMMD vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 59 | 9.71% | 32.95B | Mar 2008 | SMMD vs ACWI |
Often Compared With SMMD
Investors most often compare SMMD with VOO, IJR, IMCV. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare SMMD with Any Fund or Stock
Compare SMMD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMMD with funds that move differently
iShares Russell 2500 ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMMD.
Explore SMMD Diversifiers