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SMMDvsBRSMETF Comparison

ETF 1

SMMD

iShares Russell 2500 ETF

This fund is part of

US Multi-Factor

-0.03%

Full SMMD fund page

VS

ETF 2

BRSM

MFS Blended Research Small-Mid Cap ETF

This fund is part of

US Multi-Factor

-0.03%

Full BRSM fund page

iShares Russell 2500 ETF (SMMD) and MFS Blended Research Small-Mid Cap ETF (BRSM) belong to the same industry segment: US Multi-Factor. SMMD's top 3 sector exposures are Finance, Healthcare and Industrials. In contrast, BRSM's top sector exposures are Finance, Technology and Healthcare. SMMD is less expensive with a Total Expense Ratio (TER) of 0.23%, versus 0.38% for BRSM. Run a side-by-side ETF comparison of SMMD and BRSM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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SMMD vs BRSM performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 09/18/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SMMD BRSM	-4.67%-4.19%	-3.03%-1.09%	+17.26%n/a	+18.17%n/a	+62.01%n/a	+46.63%n/a
Flows	SMMD BRSM	+$474M-	+$703M+$5M	+$1.49B-	+$1.95B-	+$2.57B-	+$3.06B-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SMMD BRSM	+12.80%+12.49%	+17.41%n/a	+19.36%n/a	+20.94%n/a
Max drawdown	SMMD BRSM	-6.52%-5.71%	-9.48%n/a	-25.55%n/a	-28.20%n/a
Max drawdown duration	SMMD BRSM	33d33d	43dn/a	283dn/a	980dn/a

Trading data

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	SMMD	BRSM
Last sale 9/21/2026 at 1:30 PM	$87.52	$25.13
Previous close 09/18/2026	$86.97	$25.13
Consolidated volume 09/18/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of August 31, 2026

1-year trailing difference

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BRSM

is actively managed and doesn’t replicate an index

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	SMMD	BRSM
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 9/21/2026 at 1:30 PM

Live

Closed

	SMMD	BRSM
Last price	$87.52	$25.13
1D performance	+0.63%	+0.00%
AuM	$4.09 B	$26.64 M
E/R	0.23%	0.38%

Characteristics

	SMMD	BRSM
Management strategy	Passive	Active
Provider	iShares	MFS
Benchmark	Russell 2500 Index	-
N° of holdings	2449	311
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	July 6, 2017	June 3, 2026
ESG	No	No

More SMMD data on Trackinsight

More BRSM data on Trackinsight

Exposure

Countries

SMMD

USA

95.29%

Other

4.71%

BRSM

USA

91.96%

Other

8.04%

Sectors

SMMD

Finance

25.19%

Healthcare

14.82%

Industrials

14.07%

Technology

12.73%

Non-Energy Materi.

8.03%

Other

25.16%

BRSM

Finance

25.21%

Technology

14.85%

Healthcare

13.87%

Industrials

12.31%

Non-Energy Materi.

8.38%

Other

25.38%

Diversification

SMMD

Total weight of top 15 holdings out of 15

4.49%

BRSM

Total weight of top 15 holdings out of 15

14.45%

Top 15 holdings

Data as of July 31, 2026

SMMD

ATI, Inc.

0.34%

BlackRock Cash Funds - Treasury

0.33%

Carpenter Technology Corp.

0.33%

nVent Electric Plc

0.32%

US Foods Holding Corp.

0.30%

F5, Inc.

0.30%

Packaging Corporation of America

0.29%

NiSource, Inc.

0.29%

Tenet Healthcare Corp.

0.29%

Woodward, Inc.

0.29%

SoFi Technologies, Inc.

0.28%

Snap-On, Inc.

0.28%

Viatris, Inc.

0.28%

Affirm Holdings, Inc.

0.28%

Reliance, Inc.

0.28%

BRSM

Aramark

1.08%

TechnipFMC plc

1.07%

Lincoln National Corp.

1.04%

Popular, Inc.

1.04%

Roku, Inc.

1.03%

Everest Group Ltd.

1.00%

Universal Health Services, Inc.

0.99%

Box, Inc.

0.96%

Cathay General Bancorp

0.92%

UMB Financial Corp.

0.92%

Bill Holdings, Inc.

0.91%

Talen Energy Corp.

0.91%

The Timken Co.

0.87%

Essential Properties Realty Trust, Inc.

0.86%

nVent Electric Plc

0.85%

Frequently asked questions about SMMD and BRSM

Which ETF is bigger: SMMD or BRSM?

As of September 18, 2026, SMMD holds $4.09 B in assets under management (AUM), while BRSM manages $26.64 M.

What sectors do the SMMD and BRSM ETFs invest in?

SMMD leans toward sectors like Finance, Healthcare and Industrials. Meanwhile, BRSM focuses on Finance, Technology and Healthcare.

What are the top holdings of the SMMD ETF and BRSM ETF?

SMMD top holdings include ATI, Inc., BlackRock Cash Funds - Treasury and Carpenter Technology Corp.. BRSM holds in its top three: Aramark, TechnipFMC plc and Lincoln National Corp..

SMMDvsBRSMETF Comparison

iShares Russell 2500 ETF

MFS Blended Research Small-Mid Cap ETF

SMMD vs BRSM performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

Which ETF is bigger: SMMD or BRSM?

As of September 18, 2026, SMMD holds $4.09 B in assets under management (AUM), while BRSM manages $26.64 M.

What sectors do the SMMD and BRSM ETFs invest in?

SMMD leans toward sectors like Finance, Healthcare and Industrials. Meanwhile, BRSM focuses on Finance, Technology and Healthcare.

What are the top holdings of the SMMD ETF and BRSM ETF?

SMMD top holdings include ATI, Inc., BlackRock Cash Funds - Treasury and Carpenter Technology Corp.. BRSM holds in its top three: Aramark, TechnipFMC plc and Lincoln National Corp..

Which ETF is more diversified: SMMD or BRSM?

SMMD holds 2468 securities with 4.49% of its assets in the top 15. BRSM has 311 securities and a top 15 weight of 14.45%.

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