SMDV ETF

SMDV ETF
$72.29
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Returns Overview

1 Month
-5.76%
3 Months
-6.32%
6 Months
+4.70%
YTD
+9.32%
1 Year
+9.67%
3 Years (annualized)
+10.98%
5 Years (annualized)
+6.24%
10 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SMDV have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P SmallCap 600 Index
This ETF (YTD)
+9.32%
Peer Avg (YTD)
+10.34%
vs Peers
-1.02%

SMDV ETF Performance

SMDV performance across multiple time periods: 1-month -5.76%, YTD 9.32%, 1-year 9.67%, 3-year 10.98%, 5-year 6.24%, 10-year 7.28%.

SMDV returns trail the peer average of 10.34% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this ETF.

SMDV vs another fund shows side-by-side returns. SMDV alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.76%N/A
3 Months-6.32%N/A
6 Months+4.70%N/A
1 Year+9.67%N/A
3 Years+10.98%N/A
5 Years+6.24%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized