SMIN vs BIT

Comparison between ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF) and BlackRock Multi-Sector Income Trust (BIT, ETF).

5-Year PerformanceSMIN has outperformed BIT, delivering a return of +7.4% compared to +2.0%

SMIN vs BIT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMIN(ETF)	BIT(ETF)
Net Assets	$757M	$749M
Expense Ratio	0.74%	N/A
Max Drawdown	61.74%	53.30%
Sharpe Ratio	-0.22	-0.88
5Y Beta	0.55	0.35
5Y Dividends CAGR	50.29%	2.15%

Net Assets

Winner

SMIN

$757M

BIT

$749M

Expense Ratio

SMIN

0.74%

BIT

N/A

Max Drawdown

SMIN

61.74%

Winner

BIT

53.30%

Sharpe Ratio

Winner

SMIN

-0.22

BIT

-0.88

5Y Beta

SMIN

0.55

Winner

BIT

0.35

5Y Dividends CAGR

Winner

SMIN

50.29%

BIT

2.15%

SMIN vs BIT - Historical Returns

Returns include dividend reinvestment.

Period	SMIN	BIT
1 month	+3.24%	-2.42%
3 months	+8.01%	-0.71%
6 months	+4.75%	-3.94%
1 year	-1.75%	-2.27%
5 years(CAGR)	+7.42%	+2.00%
10 years(CAGR)	+9.28%	+6.55%
Max(CAGR)	+8.95%	+5.84%

Winner

SMIN

+3.24%

BIT

-2.42%

Winner

SMIN

+8.01%

BIT

-0.71%

Winner

SMIN

+4.75%

BIT

-3.94%

Winner

SMIN

-1.75%

BIT

-2.27%

5Y(CAGR)

Winner

SMIN

+7.42%

BIT

+2.00%

10Y(CAGR)

Winner

SMIN

+9.28%

BIT

+6.55%

Max(CAGR)

Winner

SMIN

+8.95%

BIT

+5.84%

SMIN vs BIT - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SMIN	BIT
2026	+2.44%	-1.60%
2025	-7.27%	+2.49%
2024	+16.26%	+7.07%
2023	+34.13%	+16.41%
2022	-15.79%	-14.15%
2021	+42.02%	+15.26%
2020	+16.25%	+19.14%
2019	-5.00%	+12.67%
2018	-26.02%	-7.43%
2017	+59.40%	+18.37%
2016	+0.34%	+17.55%
2015	-1.49%	+2.08%
2014	+57.98%	+5.67%
2013	-15.72%	-8.42%
2012	+1.32%	N/A

SMIN vs BIT Drawdown Comparison

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

The maximum drawdown for BIT was -43.56%, occurring on Mar 18, 2020. Recovery took 175 trading sessions.

The current SMIN drawdown is -10.23%. The current BIT drawdown is -6.69%.

Rank	SMIN	BIT
#1	-60.49% Jan 12, 2018 - May 27, 2021	-43.56% Dec 2, 2019 - Aug 12, 2020
#2	-44.17% Feb 21, 2012 - May 16, 2014	-23.70% Oct 22, 2021 - Jan 25, 2024
#3	-30.86% Apr 10, 2015 - Sep 22, 2016	-20.34% Mar 25, 2013 - May 12, 2014
#4	-27.54% Sep 23, 2024 - Mar 30, 2026	-13.52% Aug 28, 2018 - Apr 1, 2019
#5	-24.80% Jan 12, 2022 - Aug 31, 2023	-10.42% Feb 14, 2025 - Jun 11, 2025
#6	-16.80% Oct 24, 2016 - Feb 8, 2017	-10.24% Apr 28, 2015 - May 9, 2016
#7	-11.50% Dec 3, 2014 - Jan 16, 2015	-8.97% Aug 13, 2025 - Mar 27, 2026
#8	-10.57% Feb 7, 2024 - Apr 23, 2024	-8.06% Sep 7, 2016 - Dec 29, 2016
#9	-10.37% Oct 18, 2021 - Jan 11, 2022	-7.46% Jan 9, 2018 - Aug 14, 2018
#10	-10.06% Jul 8, 2014 - Sep 5, 2014	-7.26% Aug 29, 2014 - Feb 12, 2015
#11	-9.99% Sep 11, 2014 - Nov 6, 2014	-6.62% Mar 27, 2024 - Sep 24, 2024
#12	-8.88% May 16, 2017 - Jul 14, 2017	-4.15% Aug 2, 2019 - Oct 14, 2019
#13	-8.70% Aug 7, 2017 - Sep 6, 2017	-4.02% Jul 9, 2014 - Aug 29, 2014
#14	-8.59% Sep 19, 2017 - Oct 24, 2017	-3.99% Oct 24, 2017 - Dec 28, 2017
#15	-7.05% Jun 9, 2014 - Jul 2, 2014	-3.86% Sep 24, 2024 - Jan 15, 2025

Correlation

Correlation between SMIN and BIT is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2012 - 2026)

SMIN vs BIT dividend yield comparison.

Year	SMIN	BIT
2026	0.00%	8.30%
2025	2.01%	11.15%
2024	6.84%	10.17%
2023	0.41%	9.89%
2022	0.01%	9.57%
2021	1.27%	8.18%
2020	1.06%	8.46%
2019	1.75%	8.84%
2018	1.68%	9.12%
2017	0.89%	8.44%
2016	2.30%	11.65%
2015	0.93%	8.66%
2014	0.34%	8.85%
2013	0.75%	6.82%
2012	1.08%	0.00%