SMMDiShares Russell 2500 ETF
Issuer: BlackRock· Type: ETF
Positioning: Growth
Underlying exposure
U.S. small- and mid-cap equities represented by the Russell 2500 Index.
Strategy brief
Passively seeks to track the Russell 2500 Index for broad U.S. small- and mid-cap exposure.
Latest close
$86.63
(+0.87%)
As of 2026-10-02
Latest distribution
$0.2844
Ex-date 2026-09-15
Estimated forward yield
1.29%
Listed date
2017-07-06
Expense ratio
0.15%
Payout frequency
Quarterly
History
Latest signal snapshot·2026-09
Use these as a first-pass read on whether the fund’s income looks attractive, supported, and paired with acceptable price behavior.
TTM yield
1.16% / annualized
TTM yield in the latest monthly snapshot.
Yield signalLow
Price CAGR
16.20% / annualized
Recent annualized share price change, excluding distributions.
Price CAGR signalHigh
Payout Support
+16.5%Return gap
No major payout-support issue detected in the latest window.
Payout support riskLow
Stability
Summarizes recent price stability using volatility, beta, and drawdown.
Stability signalLow
Sufficient history
Latest window: sufficient historyHistory
Each monthly point below is still calculated using the rolling 3-year window; this control only changes how much history you view.
Historical signalsLast 1 year · Monthly
Metrics historyLast 1 year · Monthly
Funds similar to SMMD
Screened alternatives based on fund profile, payout support, stability, and yield/return that is not meaningfully lower.
Screened forTypeETFIncome engineDividendPositioningGrowthCash bufferNoMatches current fund criteria
SMMD is always included. Add up to 2 similar funds to compare.
Compare list0/2 selected
TickerExposureBenchmarkSupport riskStabilityForward yieldTTM yieldTotal return CAGR
IWMExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.04%-0.25ppTTM yield0.98%-0.18ppTotal return CAGR+17.58%-0.12pp
STXKExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.21%-0.08ppTTM yield0.95%-0.21ppTotal return CAGR+14.09%-3.61pp
QVALExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.64%+0.35ppTTM yield1.51%+0.35ppTotal return CAGR+18.20%+0.50pp
FEACExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.01%-0.28ppTTM yield0.82%-0.34ppTotal return CAGR+16.17%-1.53pp
GRNYExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.22%-1.07ppTTM yield0.13%-1.03ppTotal return CAGR+18.57%+0.87pp
XLSRExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.38%-0.91ppTTM yield0.40%-0.76ppTotal return CAGR+17.82%+0.12pp
IYFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.24%-0.05ppTTM yield1.55%+0.39ppTotal return CAGR+20.64%+2.94pp
VIOVExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.58%+0.29ppTTM yield1.71%+0.55ppTotal return CAGR+14.72%-2.98pp
RSPExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.50%+0.21ppTTM yield1.53%+0.37ppTotal return CAGR+15.50%-2.20pp
UTESExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.45%+0.16ppTTM yield1.75%+0.59ppTotal return CAGR+21.04%+3.34pp
VTIExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.01%-0.28ppTTM yield1.05%-0.11ppTotal return CAGR+22.32%+4.62pp
USCLExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.93%-0.36ppTTM yield1.05%-0.11ppTotal return CAGR+20.92%+3.22pp
SCHVExposureBroad EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield1.91%+0.62ppTTM yield1.88%+0.72ppTotal return CAGR+20.12%+2.42pp
TXSExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.87%-0.42ppTTM yield0.81%-0.35ppTotal return CAGR+20.64%+2.94pp
SPYExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.99%-0.30ppTTM yield0.99%-0.17ppTotal return CAGR+22.75%+5.05pp
VOOExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.03%-0.26ppTTM yield1.06%-0.10ppTotal return CAGR+22.84%+5.14pp
USRDExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.43%-0.86ppTTM yield0.37%-0.79ppTotal return CAGR+18.65%+0.95pp
DIAExposureBroad EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield2.76%+1.47ppTTM yield1.42%+0.26ppTotal return CAGR+16.79%-0.91pp
BLCVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityLowForward yield1.29%0.00ppTTM yield1.30%+0.14ppTotal return CAGR+19.31%+1.61pp
GURUExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.17%-1.12ppTTM yield0.08%-1.08ppTotal return CAGR+23.50%+5.80pp
BDYNExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield2.15%+0.86ppTTM yield2.00%+0.84ppTotal return CAGR+12.14%-5.56pp
MARZExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield3.17%+1.88ppTTM yield3.04%+1.88ppTotal return CAGR+15.97%-1.73pp
IXGExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield2.81%+1.52ppTTM yield2.23%+1.07ppTotal return CAGR+24.78%+7.08pp
MAVFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield5.03%+3.74ppTTM yield0.37%-0.79ppTotal return CAGR+23.73%+6.03pp
ASLVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityMediumForward yield0.87%-0.42ppTTM yield0.82%-0.34ppTotal return CAGR+13.66%-4.04pp
EWIExposureBroad EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield3.87%+2.58ppTTM yield3.19%+2.03ppTotal return CAGR+28.72%+11.02pp
MKTNExposureBroad EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield——TTM yield0.23%-0.93ppTotal return CAGR+12.18%-5.52pp
TSNFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.16ppTotal return CAGR+35.39%+17.69pp
PZLVExposureBroad EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield——TTM yield0.00%-1.16ppTotal return CAGR+41.50%+23.80pp