SMMD ETF Analysis: Russell 2500 | BATS

Small Blend | BATS, USA | Market Cap: 3.817m USD | 12M Return: 24.5% | US46435G2681 | Charts, Fundamentals & Technical Analysis

Small Cap, Mid Cap, US Equities, Index Tracking
Total Rating 64
Safety 65
Buy Signal 0.02
Small Blend
Category Rotation: -1.6
TER: 0.15%
AUM: 3.82B
Avg Turnover: 21.4M
Risk 3d forecast
Volatility17.0%
VaR 5th Pctl3.02%
VaR vs Median-1.16%
Reward TTM
Sharpe Ratio1.13
Rel. Str. IBD60.3
Rel. Str. Peer Group59.5
Character TTM
Beta1.066
Beta Downside1.064
Hurst Exponent0.490
Drawdowns 3y
Max DD25.50%
CAGR/Max DD0.73
CAGR/Mean DD4.62

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 9.1 years of data

Jan +0.1% 2
Feb +0.2% 0
Mar -2.5% 29
Apr +0.2% 0
May +0.0% 2
Jun +1.3% 15
Jul +1.3% 12
Aug -0.5% 2
Sep -3.6% 53
Oct -1.1% 15
Nov +2.8% 17
Dec -0.8% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SMMD Russell 2500

The iShares Russell 2500 ETF (SMMD) is a passively managed fund that seeks to track the performance of the FTSE Russell 2500 Index, which measures the small- to mid-capitalization segment of the U.S. equity market. To maintain this exposure, the fund invests at least 80% of its assets in the indexs component securities, with the remaining up to 20% allocated to futures, options, swap contracts, and cash or cash equivalents. As an index-tracking product issued by iShares, BlackRocks ETF brand, it offers investors broad exposure to the mid-cap segment of the U.S. market, sitting between large-cap-focused funds and small-cap offerings in the market capitalization spectrum.

Headlines to Watch Out For
  • Small and mid-cap stocks rally on Fed rate cut expectations
  • Russell 2500 reconstitution drives quarterly index turnover and flows
  • Competition intensifies from low-cost small-cap ETF rivals
What is the price of SMMD shares?

As of September 08, 2026, the stock is trading at USD 90.67 with a total of 196,253 shares traded. Over the past week, the price has changed by -0.04%, over one month by -2.03%, over three months by +4.68% and over the past year by +24.45%.

Current recommended Stop Loss: 89.40 (which is 1.4% or 1.3 ATR below the current price).

Is SMMD a buy, sell or hold?

Russell 2500 has no consensus analysts rating.