PJSM vs SMMD
PGIM Jennison Small-Mid Cap Core Equity ETF vs iShares Russell 2500 ETF
Which is better, PJSM or SMMD?
SMMD costs less.
SMMD has a lower expense ratio. PJSM is less concentrated, with 18.4% of the fund in its ten largest positions against 43.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | PJSM | SMMD |
|---|---|---|
| Expense Ratio | 0.29% | 0.15%Best |
| AUM | $6M | $4.0B |
| Dividend Yield | 0.00% | 1.17% |
| Holdings | 249 | 1,030 |
| YTD Return | -5.15% | +11.49%Best |
| 1Y Return | - | +14.20% |
| 3Y Return (annualized) | - | +17.50% |
| 5Y Return (annualized) | - | +6.33% |
| Top 10 Weight | 18.4%Best | 43.9% |
| Fund Family | PGIM Investments | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Small Cap Blend |
| Inception | Sep 1, 2026 | Jul 6, 2017 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
PJSM vs SMMD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
PJSM vs SMMD Performance
PGIM Jennison Small-Mid Cap Core Equity ETF (PJSM) is an ETF from PGIM Investments and iShares Russell 2500 ETF (SMMD) is an ETF from iShares by BlackRock (US). Year to date, PJSM is down 5.15% versus a gain of 11.49% for SMMD.
Past performance does not guarantee future results.
Fees and Cost Over Time
PJSM charges 0.29% per year while SMMD charges 0.15%. On a $10,000 position that is $29 vs $15 annually, a gap of $14 per year that compounds over a long holding period. On income, PJSM currently yields 0.00% against 1.17% for SMMD.
Holdings Overlap
55.7% of PJSM's money is in holdings SMMD also owns. 16.8% of SMMD's money is in holdings PJSM also owns.
The two portfolios partly overlap.
118 positions in common, counted across the 249 positions we hold weights for in PJSM and 514 in SMMD, against full books of 249 and 1,030.
What only one of them owns
Our book lists 382 positions for SMMD that do not appear in our book for PJSM (81.8% of the fund), and 125 for PJSM that do not appear in SMMD (41.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in PJSM | Weight in SMMD | Difference |
|---|---|---|---|
| EWBCEast West Bancorp, Inc. | 2.21% | 0.24% | 1.97% |
| GLPIGaming And Leisure Properties Inc | 2.07% | 0.15% | 1.92% |
| AXSAxis Capital Holdings Ltd. | 2.07% | 0.08% | 1.99% |
| PRPermian Resource | 1.68% | 0.24% | 1.44% |
| OASChord Energy Corp | 1.79% | 0.11% | 1.68% |
| CCKCrown Holdings Inc. | 1.63% | 0.16% | 1.47% |
| ROIV:BMRoivant Sciences Ltd. Common Shares | 1.35% | 0.26% | 1.09% |
| WTFCWintrust Financial Corp | 1.26% | 0.13% | 1.13% |
| EHCEmcompass Health Corporation | 1.22% | 0.17% | 1.05% |
| ALSNAllison Transmission Holdings Inc. | 1.14% | 0.14% | 1.00% |
55.7% of PJSM is already inside SMMD.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PJSM or SMMD?
PJSM has an expense ratio of 0.29% while SMMD charges 0.15%. SMMD is the cheaper option, by $14 a year on a $10,000 investment.
What is the holdings overlap between PJSM and SMMD?
55.7% of PJSM's money is in holdings SMMD also owns. 16.8% of SMMD's is in holdings PJSM also owns. They hold 118 positions in common, counted across the 249 positions we hold weights for in PJSM and 514 in SMMD.
Which pays a higher dividend, PJSM or SMMD?
PJSM yields 0.00% while SMMD yields 1.17%, so SMMD currently pays the higher dividend yield.
Is SMMD better than PJSM?
SMMD has a lower expense ratio. PJSM is less concentrated, with 18.4% of the fund in its ten largest positions against 43.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.