IAT vs SMIN

Comparison between ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF) and ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF).

5-Year PerformanceSMIN has outperformed IAT, delivering a return of +6.2% compared to +2.2%

IAT vs SMIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAT(ETF)	SMIN(ETF)
Net Assets	$625M	$624M
Expense Ratio	0.38%	0.74%
Max Drawdown	78.80%	61.74%
Sharpe Ratio	1.11	-0.63
5Y Beta	1.01	0.54
P/E Ratio	12.33	N/A
Forward P/E	11.13	N/A
PEG Ratio	0.39	N/A
5Y Dividends CAGR	7.63%	50.29%
5Y EPS CAGR	6.81%	N/A
Debt to Equity	54.03%	N/A
P/S Ratio	3.61	N/A
P/B Ratio	1.27	N/A

Net Assets

Winner

IAT

$625M

SMIN

$624M

Expense Ratio

Winner

IAT

0.38%

SMIN

0.74%

Max Drawdown

IAT

78.80%

Winner

SMIN

61.74%

Sharpe Ratio

Winner

IAT

1.11

SMIN

-0.63

5Y Beta

IAT

1.01

Winner

SMIN

0.54

P/E Ratio

IAT

12.33

SMIN

N/A

Forward P/E

IAT

11.13

SMIN

N/A

PEG Ratio

IAT

0.39

SMIN

N/A

5Y Dividends CAGR

IAT

7.63%

Winner

SMIN

50.29%

5Y EPS CAGR

IAT

6.81%

SMIN

N/A

Debt to Equity

IAT

54.03%

SMIN

N/A

P/S Ratio

IAT

3.61

SMIN

N/A

P/B Ratio

IAT

1.27

SMIN

N/A

IAT vs SMIN - Historical Returns

Returns include dividend reinvestment.

Period	IAT	SMIN
1 month	+1.03%	-0.84%
3 months	+5.67%	+3.89%
6 months	+10.95%	-4.27%
1 year	+29.39%	-9.84%
5 years(CAGR)	+2.18%	+6.20%
10 years(CAGR)	+8.25%	+9.49%
Max(CAGR)	+3.34%	+8.48%

Winner

IAT

+1.03%

SMIN

-0.84%

Winner

IAT

+5.67%

SMIN

+3.89%

Winner

IAT

+10.95%

SMIN

-4.27%

Winner

IAT

+29.39%

SMIN

-9.84%

5Y(CAGR)

IAT

+2.18%

Winner

SMIN

+6.20%

10Y(CAGR)

IAT

+8.25%

Winner

SMIN

+9.49%

Max(CAGR)

IAT

+3.34%

Winner

SMIN

+8.48%

IAT vs SMIN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IAT	SMIN
2026	+5.65%	-5.47%
2025	+13.83%	-7.27%
2024	+23.07%	+16.26%
2023	-8.57%	+34.13%
2022	-22.25%	-15.79%
2021	+39.74%	+42.02%
2020	-7.86%	+16.25%
2019	+29.03%	-5.00%
2018	-17.78%	-26.02%
2017	+10.25%	+59.40%
2016	+35.82%	+0.34%
2015	+2.41%	-1.49%
2014	+8.94%	+57.98%
2013	+33.18%	-15.72%
2012	+15.22%	+1.32%
2011	-13.91%	N/A
2010	+18.93%	N/A
2009	-11.04%	N/A
2008	-31.81%	N/A
2007	-25.73%	N/A
2006	+6.02%	N/A

IAT vs SMIN Drawdown Comparison

The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.

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

The current IAT drawdown is -6.14%. The current SMIN drawdown is -17.16%.

Rank	IAT	SMIN
#1	-77.21% Feb 20, 2007 - Dec 1, 2016	-60.49% Jan 12, 2018 - May 27, 2021
#2	-55.53% Jan 14, 2022 - Feb 4, 2026	-44.17% Feb 21, 2012 - May 16, 2014
#3	-52.03% Mar 9, 2018 - Jan 12, 2021	-30.86% Apr 10, 2015 - Sep 22, 2016
#4	-17.49% Feb 6, 2026 - Mar 13, 2026	-27.54% Sep 23, 2024 - Mar 30, 2026
#5	-13.86% May 17, 2021 - Oct 5, 2021	-24.80% Jan 12, 2022 - Aug 31, 2023
#6	-13.59% Mar 1, 2017 - Nov 29, 2017	-16.80% Oct 24, 2016 - Feb 8, 2017
#7	-10.68% Oct 22, 2021 - Jan 6, 2022	-11.50% Dec 3, 2014 - Jan 16, 2015
#8	-9.71% Jan 14, 2021 - Feb 9, 2021	-10.57% Feb 7, 2024 - Apr 23, 2024
#9	-7.34% Feb 1, 2018 - Mar 7, 2018	-10.37% Oct 18, 2021 - Jan 11, 2022
#10	-7.19% Mar 12, 2021 - Apr 27, 2021	-10.06% Jul 8, 2014 - Sep 5, 2014
#11	-5.42% Feb 24, 2021 - Mar 8, 2021	-9.99% Sep 11, 2014 - Nov 6, 2014
#12	-5.30% May 8, 2006 - Sep 20, 2006	-8.88% May 16, 2017 - Jul 14, 2017
#13	-4.22% Jan 4, 2017 - Jan 25, 2017	-8.70% Aug 7, 2017 - Sep 6, 2017
#14	-3.93% May 7, 2021 - May 14, 2021	-8.59% Sep 19, 2017 - Oct 24, 2017
#15	-2.99% Dec 27, 2006 - Feb 7, 2007	-7.05% Jun 9, 2014 - Jul 2, 2014

Correlation

Correlation between IAT and SMIN is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2006 - 2026)

IAT vs SMIN dividend yield comparison.

Year	IAT	SMIN
2026	0.44%	0.00%
2025	2.94%	2.01%
2024	2.95%	6.84%
2023	3.56%	0.41%
2022	3.12%	0.01%
2021	1.88%	1.27%
2020	2.87%	1.06%
2019	2.49%	1.75%
2018	2.48%	1.68%
2017	1.55%	0.89%
2016	1.52%	2.30%
2015	1.78%	0.93%
2014	1.68%	0.34%
2013	1.56%	0.75%
2012	1.96%	1.08%
2011	1.95%	0.00%
2010	1.11%	0.00%
2009	2.03%	0.00%
2008	5.21%	0.00%
2007	3.41%	0.00%
2006	2.30%	0.00%