SMMD vs. AMECX
Compare and contrast key facts about iShares Russell 2500 ETF (SMMD) and American Funds The Income Fund of America Class A (AMECX).
SMMD is a passively managed fund by iShares that tracks the performance of the Russell 2500 Index. It was launched on Jul 6, 2017. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
SMMD vs. AMECX - Performance Comparison
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SMMD vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMMD iShares Russell 2500 ETF | 2.10% | 11.72% | 11.87% | 17.71% | -18.53% | 18.30% | 19.98% | 28.01% | -10.58% | 10.82% |
AMECX American Funds The Income Fund of America Class A | 1.48% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 6.85% |
Returns By Period
In the year-to-date period, SMMD achieves a 2.10% return, which is significantly higher than AMECX's 1.48% return.
SMMD
- 1D
- 3.53%
- 1M
- -5.15%
- YTD
- 2.10%
- 6M
- 4.19%
- 1Y
- 23.65%
- 3Y*
- 13.21%
- 5Y*
- 5.12%
- 10Y*
- —
AMECX
- 1D
- 0.23%
- 1M
- -5.74%
- YTD
- 1.48%
- 6M
- 4.22%
- 1Y
- 14.19%
- 3Y*
- 11.95%
- 5Y*
- 7.95%
- 10Y*
- 8.21%
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SMMD vs. AMECX - Expense Ratio Comparison
SMMD has a 0.15% expense ratio, which is lower than AMECX's 0.56% expense ratio.
Return for Risk
SMMD vs. AMECX — Risk / Return Rank
SMMD
AMECX
SMMD vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2500 ETF (SMMD) and American Funds The Income Fund of America Class A (AMECX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SMMD | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 1.55 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.62 | 2.13 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.32 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.71 | -0.04 |
Martin ratioReturn relative to average drawdown | 7.05 | 8.01 | -0.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SMMD | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.55 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.85 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.72 | -0.29 |
Correlation
The correlation between SMMD and AMECX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SMMD vs. AMECX - Dividend Comparison
SMMD's dividend yield for the trailing twelve months is around 1.22%, less than AMECX's 9.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMMD iShares Russell 2500 ETF | 1.22% | 1.28% | 1.27% | 1.44% | 1.79% | 1.12% | 1.31% | 1.50% | 2.45% | 0.68% | 0.00% | 0.00% |
AMECX American Funds The Income Fund of America Class A | 9.86% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
SMMD vs. AMECX - Drawdown Comparison
The maximum SMMD drawdown since its inception was -41.06%, roughly equal to the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for SMMD and AMECX.
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Drawdown Indicators
| SMMD | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.06% | -41.92% | +0.86% |
Max Drawdown (1Y)Largest decline over 1 year | -14.02% | -8.19% | -5.83% |
Max Drawdown (5Y)Largest decline over 5 years | -28.26% | -15.78% | -12.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.13% | — |
Current DrawdownCurrent decline from peak | -6.47% | -5.74% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -8.52% | -4.46% | -4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 1.74% | +1.58% |
Volatility
SMMD vs. AMECX - Volatility Comparison
iShares Russell 2500 ETF (SMMD) has a higher volatility of 7.30% compared to American Funds The Income Fund of America Class A (AMECX) at 2.94%. This indicates that SMMD's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMMD | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.30% | 2.94% | +4.36% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 5.49% | +7.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.05% | 9.48% | +12.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.80% | 9.44% | +11.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.46% | 10.66% | +11.80% |