EPOL vs SMIN

Comparison between ISHARES MSCI POLAND ETF (EPOL, ETF) and ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF).

5-Year PerformanceEPOL has outperformed SMIN, delivering a return of +17.7% compared to +7.0%

EPOL vs SMIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPOL(ETF)	SMIN(ETF)
Net Assets	$643M	$639M
Expense Ratio	0.59%	0.74%
Max Drawdown	72.96%	61.74%
Sharpe Ratio	1.47	-0.50
5Y Beta	0.92	0.54
5Y Dividends CAGR	42.72%	50.29%

Net Assets

Winner

EPOL

$643M

SMIN

$639M

Expense Ratio

Winner

EPOL

0.59%

SMIN

0.74%

Max Drawdown

EPOL

72.96%

Winner

SMIN

61.74%

Sharpe Ratio

Winner

EPOL

1.47

SMIN

-0.50

5Y Beta

EPOL

0.92

Winner

SMIN

0.54

5Y Dividends CAGR

EPOL

42.72%

Winner

SMIN

50.29%

EPOL vs SMIN - Historical Returns

Returns include dividend reinvestment.

Period	EPOL	SMIN
1 month	+2.20%	+4.98%
3 months	+12.35%	+10.92%
6 months	+18.28%	+0.95%
1 year	+42.61%	-5.85%
5 years(CAGR)	+17.67%	+6.99%
10 years(CAGR)	+12.08%	+9.82%
Max(CAGR)	+6.10%	+8.70%

EPOL

+2.20%

Winner

SMIN

+4.98%

Winner

EPOL

+12.35%

SMIN

+10.92%

Winner

EPOL

+18.28%

SMIN

+0.95%

Winner

EPOL

+42.61%

SMIN

-5.85%

5Y(CAGR)

Winner

EPOL

+17.67%

SMIN

+6.99%

10Y(CAGR)

Winner

EPOL

+12.08%

SMIN

+9.82%

Max(CAGR)

EPOL

+6.10%

Winner

SMIN

+8.70%

EPOL vs SMIN - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	EPOL	SMIN
2026	+11.82%	-2.37%
2025	+77.05%	-7.27%
2024	+0.73%	+16.26%
2023	+48.48%	+34.13%
2022	-25.75%	-15.79%
2021	+10.36%	+42.02%
2020	-10.95%	+16.25%
2019	-6.51%	-5.00%
2018	-14.69%	-26.02%
2017	+50.60%	+59.40%
2016	+5.51%	+0.34%
2015	-21.92%	-1.49%
2014	-14.73%	+57.98%
2013	+3.11%	-15.72%
2012	+37.01%	+1.32%
2011	-32.38%	N/A
2010	+37.32%	N/A

EPOL vs SMIN Drawdown Comparison

The maximum drawdown for EPOL was -63.79%, occurring on Oct 12, 2022. Recovery took 3473 trading sessions.

The maximum drawdown for SMIN was -60.49%, occurring on Mar 23, 2020. Recovery took 848 trading sessions.

The current EPOL drawdown is -1.13%. The current SMIN drawdown is -14.45%.

Rank	EPOL	SMIN
#1	-63.79% Apr 27, 2011 - Feb 18, 2025	-60.49% Jan 12, 2018 - May 27, 2021
#2	-15.87% Nov 4, 2010 - Mar 29, 2011	-44.17% Feb 21, 2012 - May 16, 2014
#3	-15.81% Mar 18, 2025 - Apr 22, 2025	-30.86% Apr 10, 2015 - Sep 22, 2016
#4	-11.04% Feb 9, 2026 - Apr 9, 2026	-27.54% Sep 23, 2024 - Mar 30, 2026
#5	-10.69% May 27, 2010 - Jun 15, 2010	-24.80% Jan 12, 2022 - Aug 31, 2023
#6	-10.00% Aug 9, 2010 - Sep 14, 2010	-16.80% Oct 24, 2016 - Feb 8, 2017
#7	-8.95% Jun 15, 2010 - Jul 12, 2010	-11.50% Dec 3, 2014 - Jan 16, 2015
#8	-8.16% Aug 13, 2025 - Oct 23, 2025	-10.57% Feb 7, 2024 - Apr 23, 2024
#9	-6.62% Apr 17, 2026 - Jun 12, 2026	-10.37% Oct 18, 2021 - Jan 11, 2022
#10	-6.57% Oct 28, 2025 - Dec 10, 2025	-10.06% Jul 8, 2014 - Sep 5, 2014
#11	-6.10% Oct 14, 2010 - Nov 2, 2010	-9.99% Sep 11, 2014 - Nov 6, 2014
#12	-5.73% May 28, 2025 - Jun 26, 2025	-8.88% May 16, 2017 - Jul 14, 2017
#13	-5.46% Feb 18, 2025 - Mar 5, 2025	-8.70% Aug 7, 2017 - Sep 6, 2017
#14	-5.23% Jul 23, 2025 - Aug 7, 2025	-8.59% Sep 19, 2017 - Oct 24, 2017
#15	-3.77% Apr 14, 2011 - Apr 20, 2011	-7.05% Jun 9, 2014 - Jul 2, 2014

Correlation

Correlation between EPOL and SMIN is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2010 - 2026)

EPOL vs SMIN dividend yield comparison.

Year	EPOL	SMIN
2026	0.75%	0.00%
2025	4.78%	2.01%
2024	6.04%	6.84%
2023	2.87%	0.41%
2022	2.64%	0.01%
2021	1.33%	1.27%
2020	1.44%	1.06%
2019	2.51%	1.75%
2018	1.44%	1.68%
2017	1.88%	0.89%
2016	2.14%	2.30%
2015	2.53%	0.93%
2014	3.44%	0.34%
2013	3.28%	0.75%
2012	3.11%	1.08%
2011	5.75%	0.00%
2010	1.08%	0.00%