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IFN vs SMRI

Comparison between India Fund Inc (IFN, ETF) and BUSHIDO CAPITAL US EQUITY ETF (SMRI, ETF).

IFN vs SMRI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IFN
$538M
Winner
SMRI
$541M
Expense Ratio
IFN
N/A
SMRI
0.71%
Max Drawdown
IFN
84.81%
Winner
SMRI
19.59%
Sharpe Ratio
IFN
-1.70
Winner
SMRI
1.70
5Y Beta
Winner
IFN
0.49
SMRI
0.80
P/E Ratio
IFN
N/A
SMRI
23.29
Forward P/E
IFN
N/A
SMRI
15.06
PEG Ratio
IFN
N/A
SMRI
0.07
5Y Dividends CAGR
IFN
5.70%
SMRI
N/A
5Y EPS CAGR
IFN
N/A
SMRI
22.52%
Debt to Equity
IFN
N/A
SMRI
11.70%
P/S Ratio
IFN
N/A
SMRI
1.25
P/B Ratio
IFN
N/A
SMRI
3.10

IFN vs SMRI - Historical Returns

Returns include dividend reinvestment.

1M
IFN
-5.29%
Winner
SMRI
+7.54%
3M
IFN
-11.67%
Winner
SMRI
+14.60%
6M
IFN
-17.22%
Winner
SMRI
+15.62%
1Y
IFN
-22.36%
Winner
SMRI
+32.37%
5Y(CAGR)
IFN
+0.10%
SMRI
N/A
10Y(CAGR)
IFN
+5.83%
SMRI
N/A
Max(CAGR)
IFN
+9.80%
Winner
SMRI
+21.51%

IFN vs SMRI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIFNSMRI
2026-18.05%+15.58%
2025-1.32%+17.50%
2024-2.20%+18.08%
2023+32.46%+5.11%
2022-17.34%N/A
2021+22.42%N/A
2020+11.04%N/A
2019+11.21%N/A
2018-5.34%N/A
2017+39.00%N/A
2016+3.59%N/A
2015-6.72%N/A
2014+41.45%N/A
2013-2.50%N/A
2012+18.26%N/A
2011-43.26%N/A
2010+25.52%N/A
2009+59.56%N/A
2008-60.29%N/A
2007+60.19%N/A
2006+23.68%N/A
2005+45.06%N/A
2004+19.71%N/A
2003+136.57%N/A
2002+10.29%N/A
2001-21.06%N/A
2000-32.29%N/A
1999+40.99%N/A

IFN vs SMRI Drawdown Comparison

The maximum drawdown for IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2351 trading sessions.

The maximum drawdown for SMRI was -18.44%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.

The current IFN drawdown is -29.77%. The current SMRI drawdown is -3.66%.

RankIFNSMRI
#1-71.83%
Jan 14, 2008 - May 16, 2017		-18.44%
Dec 6, 2024 - Jul 1, 2025
#2-65.52%
Mar 6, 2000 - Dec 12, 2003		-6.88%
Sep 14, 2023 - Nov 30, 2023
#3-41.96%
May 10, 2006 - Oct 15, 2007		-6.80%
Jan 9, 2026 - Apr 17, 2026
#4-41.41%
Jan 17, 2020 - Dec 1, 2020		-6.18%
Mar 28, 2024 - Jul 16, 2024
#5-32.89%
Apr 5, 2004 - Dec 13, 2004		-5.79%
Jul 30, 2024 - Aug 23, 2024
#6-31.53%
Mar 8, 2024 - Mar 30, 2026		-5.71%
Jul 1, 2025 - Aug 22, 2025
#7-24.71%
Jan 13, 2022 - Sep 11, 2023		-4.21%
Nov 12, 2025 - Nov 26, 2025
#8-23.21%
Jan 23, 2018 - Jan 13, 2020		-4.16%
Aug 30, 2024 - Sep 19, 2024
#9-19.93%
Jan 3, 2005 - Jun 29, 2005		-3.99%
Oct 6, 2025 - Oct 27, 2025
#10-18.00%
Sep 20, 2005 - Dec 22, 2005		-3.66%
Jun 1, 2026 - Jun 5, 2026
#11-17.60%
Jan 14, 2004 - Apr 5, 2004		-3.33%
Oct 14, 2024 - Nov 6, 2024
#12-17.14%
Oct 31, 2007 - Dec 6, 2007		-2.79%
Jan 2, 2024 - Feb 1, 2024
#13-12.67%
Oct 15, 2007 - Oct 29, 2007		-2.68%
Jul 16, 2024 - Jul 30, 2024
#14-10.93%
Sep 25, 2023 - Nov 17, 2023		-2.53%
Nov 11, 2024 - Nov 21, 2024
#15-10.70%
Mar 3, 2006 - Apr 10, 2006		-1.97%
May 8, 2026 - May 22, 2026

Correlation

Correlation between IFN and SMRI is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35
-101

Dividend Comparison (2001 - 2026)

IFN vs SMRI dividend yield comparison.

YearIFNSMRI
20267.80%0.16%
202516.09%1.32%
202414.60%0.98%
20238.97%0.45%
202221.47%0.00%
202115.21%0.00%
20209.77%0.00%
201911.57%0.00%
201822.25%0.00%
201712.11%0.00%
20167.97%0.00%
20158.02%0.00%
20147.22%0.00%
20134.76%0.00%
201211.34%0.00%
20116.09%0.00%
201011.02%0.00%
200838.91%0.00%
200715.44%0.00%
200611.15%0.00%
200511.23%0.00%
20045.13%0.00%
20030.52%0.00%
20020.80%0.00%
20010.74%0.00%

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