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MCI vs SMOT

Comparison between Barings Corporate Investors (MCI, ETF) and VANECK MORNINGSTAR SMID MOAT ETF (SMOT, ETF).

MCI vs SMOT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
MCI
$335M
SMOT
$334M
Expense Ratio
MCI
N/A
SMOT
0.49%
Max Drawdown
MCI
64.05%
Winner
SMOT
24.25%
Sharpe Ratio
MCI
-0.83
Winner
SMOT
0.55
5Y Beta
Winner
MCI
0.19
SMOT
0.92
P/E Ratio
MCI
N/A
SMOT
30.78
Forward P/E
MCI
N/A
SMOT
15.41
PEG Ratio
MCI
N/A
SMOT
0.70
5Y Dividends CAGR
MCI
15.81%
SMOT
N/A
5Y EPS CAGR
MCI
N/A
SMOT
5.53%
Debt to Equity
MCI
N/A
SMOT
-28.53%
P/S Ratio
MCI
N/A
SMOT
1.55
P/B Ratio
MCI
N/A
SMOT
2.84

MCI vs SMOT - Historical Returns

Returns include dividend reinvestment.

1M
MCI
-2.53%
Winner
SMOT
+1.96%
3M
MCI
-1.45%
Winner
SMOT
+4.95%
6M
MCI
-16.81%
Winner
SMOT
+3.97%
1Y
MCI
-11.89%
Winner
SMOT
+11.46%
5Y(CAGR)
MCI
+10.52%
SMOT
N/A
10Y(CAGR)
MCI
+7.32%
SMOT
N/A
Max(CAGR)
MCI
+10.69%
Winner
SMOT
+12.59%

MCI vs SMOT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMCISMOT
2026-6.81%+6.83%
2025-2.24%+6.81%
2024+25.47%+11.52%
2023+44.43%+16.96%
2022-5.06%+5.42%
2021+28.28%N/A
2020-15.03%N/A
2019+20.89%N/A
2018+2.87%N/A
2017+6.96%N/A
2016-3.80%N/A
2015+19.34%N/A
2014+14.78%N/A
2013+2.90%N/A
2012-4.33%N/A
2011+24.49%N/A
2010+31.19%N/A
2009+44.56%N/A
2008-27.72%N/A
2007-6.42%N/A
2006+23.05%N/A
2005+15.14%N/A
2004+35.66%N/A
2003+28.22%N/A
2002-0.10%N/A
2001-0.01%N/A
2000+18.33%N/A
1999+15.71%N/A

MCI vs SMOT Drawdown Comparison

The maximum drawdown for MCI was -57.11%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.

The maximum drawdown for SMOT was -23.36%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.

The current MCI drawdown is -25.25%. The current SMOT drawdown is -1.67%.

RankMCISMOT
#1-57.11%
Feb 7, 2007 - Aug 16, 2010		-23.36%
Nov 25, 2024 - Dec 11, 2025
#2-44.64%
Feb 14, 2020 - Aug 11, 2021		-17.29%
Feb 2, 2023 - Dec 14, 2023
#3-27.61%
Feb 20, 2025 - May 11, 2026		-8.91%
Jan 15, 2026 - May 8, 2026
#4-24.09%
Aug 15, 2016 - Feb 22, 2019		-8.36%
Mar 28, 2024 - Aug 30, 2024
#5-22.89%
Aug 27, 2001 - Aug 21, 2003		-6.86%
Dec 1, 2022 - Jan 10, 2023
#6-20.91%
Jan 18, 2022 - Jun 13, 2023		-5.10%
Oct 6, 2022 - Oct 25, 2022
#7-20.24%
May 26, 2011 - Oct 6, 2011		-4.63%
Dec 28, 2023 - Feb 12, 2024
#8-20.21%
Jan 17, 2012 - Jan 16, 2013		-4.19%
Nov 1, 2022 - Nov 10, 2022
#9-19.37%
Feb 16, 2000 - May 26, 2000		-4.18%
Aug 30, 2024 - Sep 19, 2024
#10-17.12%
May 22, 2013 - Nov 17, 2014		-3.43%
Jun 4, 2026 - Jul 2, 2026
#11-13.04%
Mar 7, 2001 - May 15, 2001		-2.99%
Nov 11, 2024 - Nov 22, 2024
#12-12.54%
Feb 14, 2005 - Jun 17, 2005		-2.80%
Nov 11, 2022 - Nov 30, 2022
#13-12.46%
Dec 5, 2011 - Jan 17, 2012		-2.72%
May 8, 2026 - May 22, 2026
#14-12.18%
Dec 17, 1999 - Feb 16, 2000		-2.51%
Jan 13, 2023 - Jan 23, 2023
#15-11.79%
Nov 18, 2010 - Feb 15, 2011		-2.45%
Feb 12, 2024 - Feb 15, 2024

Correlation

Correlation between MCI and SMOT is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (1999 - 2026)

MCI vs SMOT dividend yield comparison.

YearMCISMOT
20262.36%0.00%
20258.82%1.37%
20248.29%1.18%
20237.70%0.65%
20227.31%0.24%
20216.01%0.00%
20207.28%0.00%
20197.12%0.00%
20188.16%0.00%
20177.86%0.00%
20167.75%0.00%
20156.96%0.00%
20147.55%0.00%
20138.04%0.00%
201210.47%0.00%
20117.50%0.00%
20107.07%0.00%
20098.61%0.00%
200811.22%0.00%
20078.51%0.00%
20067.11%0.00%
20057.62%0.00%
20047.58%0.00%
20036.46%0.00%
20027.39%0.00%
20019.08%0.00%
200012.55%0.00%
19996.83%0.00%

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