SFY vs SMIN
Comparison between SOFI SELECT 500 ETF (SFY, ETF) and ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF).
5-Year PerformanceSFY has outperformed SMIN, delivering a return of +15.0% compared to +6.2%
SFY vs SMIN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SFY vs SMIN - Historical Returns
Returns include dividend reinvestment.
SFY vs SMIN - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SFY | SMIN |
|---|---|---|
| 2026 | +9.92% | -5.47% |
| 2025 | +22.30% | -7.27% |
| 2024 | +30.66% | +16.26% |
| 2023 | +30.52% | +34.13% |
| 2022 | -23.41% | -15.79% |
| 2021 | +29.52% | +42.02% |
| 2020 | +23.52% | +16.25% |
| 2019 | +13.37% | -5.00% |
| 2018 | N/A | -26.02% |
| 2017 | N/A | +59.40% |
| 2016 | N/A | +0.34% |
| 2015 | N/A | -1.49% |
| 2014 | N/A | +57.98% |
| 2013 | N/A | -15.72% |
| 2012 | N/A | +1.32% |
SFY vs SMIN Drawdown Comparison
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for SMIN was -60.49%, occurring on Mar 23, 2020. Recovery took 848 trading sessions.
The current SFY drawdown is -4.59%. The current SMIN drawdown is -17.16%.
| Rank | SFY | SMIN |
|---|---|---|
| #1 | -33.25% Feb 19, 2020 - Aug 3, 2020 | -60.49% Jan 12, 2018 - May 27, 2021 |
| #2 | -27.72% Jan 3, 2022 - Jan 19, 2024 | -44.17% Feb 21, 2012 - May 16, 2014 |
| #3 | -21.04% Feb 19, 2025 - Jun 24, 2025 | -30.86% Apr 10, 2015 - Sep 22, 2016 |
| #4 | -11.20% Jul 10, 2024 - Sep 24, 2024 | -27.54% Sep 23, 2024 - Mar 30, 2026 |
| #5 | -10.79% Jan 28, 2026 - Apr 14, 2026 | -24.80% Jan 12, 2022 - Aug 31, 2023 |
| #6 | -9.18% Sep 2, 2020 - Nov 13, 2020 | -16.80% Oct 24, 2016 - Feb 8, 2017 |
| #7 | -7.34% Apr 29, 2019 - Jun 20, 2019 | -11.50% Dec 3, 2014 - Jan 16, 2015 |
| #8 | -6.50% Oct 29, 2025 - Jan 12, 2026 | -10.57% Feb 7, 2024 - Apr 23, 2024 |
| #9 | -6.31% Jul 26, 2019 - Oct 28, 2019 | -10.37% Oct 18, 2021 - Jan 11, 2022 |
| #10 | -5.99% Sep 3, 2021 - Oct 21, 2021 | -10.06% Jul 8, 2014 - Sep 5, 2014 |
| #11 | -5.37% Mar 28, 2024 - May 14, 2024 | -9.99% Sep 11, 2014 - Nov 6, 2014 |
| #12 | -5.16% Feb 16, 2021 - Apr 1, 2021 | -8.88% May 16, 2017 - Jul 14, 2017 |
| #13 | -4.70% Dec 6, 2024 - Jan 22, 2025 | -8.70% Aug 7, 2017 - Sep 6, 2017 |
| #14 | -4.65% Nov 19, 2021 - Dec 27, 2021 | -8.59% Sep 19, 2017 - Oct 24, 2017 |
| #15 | -4.59% Jun 2, 2026 - Jun 5, 2026 | -7.05% Jun 9, 2014 - Jul 2, 2014 |
Correlation
Correlation between SFY and SMIN is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2012 - 2025)
SFY vs SMIN dividend yield comparison.
| Year | SFY | SMIN |
|---|---|---|
| 2025 | 0.96% | 2.01% |
| 2024 | 0.99% | 6.84% |
| 2023 | 1.40% | 0.41% |
| 2022 | 1.61% | 0.01% |
| 2021 | 0.90% | 1.27% |
| 2020 | 1.18% | 1.06% |
| 2019 | 1.02% | 1.75% |
| 2018 | 0.00% | 1.68% |
| 2017 | 0.00% | 0.89% |
| 2016 | 0.00% | 2.30% |
| 2015 | 0.00% | 0.93% |
| 2014 | 0.00% | 0.34% |
| 2013 | 0.00% | 0.75% |
| 2012 | 0.00% | 1.08% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks