SMIN vs EPOL

Comparison between ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF) and ISHARES MSCI POLAND ETF (EPOL, ETF).

5-Year PerformanceEPOL has outperformed SMIN, delivering a return of +17.7% compared to +7.0%

SMIN vs EPOL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMIN(ETF)	EPOL(ETF)
Net Assets	$639M	$643M
Expense Ratio	0.74%	0.59%
Max Drawdown	61.74%	72.96%
Sharpe Ratio	-0.50	1.47
5Y Beta	0.54	0.92
5Y Dividends CAGR	50.29%	42.72%

Net Assets

SMIN

$639M

Winner

EPOL

$643M

Expense Ratio

SMIN

0.74%

Winner

EPOL

0.59%

Max Drawdown

Winner

SMIN

61.74%

EPOL

72.96%

Sharpe Ratio

SMIN

-0.50

Winner

EPOL

1.47

5Y Beta

Winner

SMIN

0.54

EPOL

0.92

5Y Dividends CAGR

Winner

SMIN

50.29%

EPOL

42.72%

SMIN vs EPOL - Historical Returns

Returns include dividend reinvestment.

Period	SMIN	EPOL
1 month	+4.98%	+2.20%
3 months	+10.92%	+12.35%
6 months	+0.95%	+18.28%
1 year	-5.85%	+42.61%
5 years(CAGR)	+6.99%	+17.67%
10 years(CAGR)	+9.82%	+12.08%
Max(CAGR)	+8.70%	+6.10%

Winner

SMIN

+4.98%

EPOL

+2.20%

SMIN

+10.92%

Winner

EPOL

+12.35%

SMIN

+0.95%

Winner

EPOL

+18.28%

SMIN

-5.85%

Winner

EPOL

+42.61%

5Y(CAGR)

SMIN

+6.99%

Winner

EPOL

+17.67%

10Y(CAGR)

SMIN

+9.82%

Winner

EPOL

+12.08%

Max(CAGR)

Winner

SMIN

+8.70%

EPOL

+6.10%

SMIN vs EPOL - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SMIN	EPOL
2026	-2.37%	+11.82%
2025	-7.27%	+77.05%
2024	+16.26%	+0.73%
2023	+34.13%	+48.48%
2022	-15.79%	-25.75%
2021	+42.02%	+10.36%
2020	+16.25%	-10.95%
2019	-5.00%	-6.51%
2018	-26.02%	-14.69%
2017	+59.40%	+50.60%
2016	+0.34%	+5.51%
2015	-1.49%	-21.92%
2014	+57.98%	-14.73%
2013	-15.72%	+3.11%
2012	+1.32%	+37.01%
2011	N/A	-32.38%
2010	N/A	+37.32%

SMIN vs EPOL Drawdown Comparison

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

The maximum drawdown for EPOL was -63.79%, occurring on Oct 12, 2022. Recovery took 3473 trading sessions.

The current SMIN drawdown is -14.45%. The current EPOL drawdown is -1.13%.

Rank	SMIN	EPOL
#1	-60.49% Jan 12, 2018 - May 27, 2021	-63.79% Apr 27, 2011 - Feb 18, 2025
#2	-44.17% Feb 21, 2012 - May 16, 2014	-15.87% Nov 4, 2010 - Mar 29, 2011
#3	-30.86% Apr 10, 2015 - Sep 22, 2016	-15.81% Mar 18, 2025 - Apr 22, 2025
#4	-27.54% Sep 23, 2024 - Mar 30, 2026	-11.04% Feb 9, 2026 - Apr 9, 2026
#5	-24.80% Jan 12, 2022 - Aug 31, 2023	-10.69% May 27, 2010 - Jun 15, 2010
#6	-16.80% Oct 24, 2016 - Feb 8, 2017	-10.00% Aug 9, 2010 - Sep 14, 2010
#7	-11.50% Dec 3, 2014 - Jan 16, 2015	-8.95% Jun 15, 2010 - Jul 12, 2010
#8	-10.57% Feb 7, 2024 - Apr 23, 2024	-8.16% Aug 13, 2025 - Oct 23, 2025
#9	-10.37% Oct 18, 2021 - Jan 11, 2022	-6.62% Apr 17, 2026 - Jun 12, 2026
#10	-10.06% Jul 8, 2014 - Sep 5, 2014	-6.57% Oct 28, 2025 - Dec 10, 2025
#11	-9.99% Sep 11, 2014 - Nov 6, 2014	-6.10% Oct 14, 2010 - Nov 2, 2010
#12	-8.88% May 16, 2017 - Jul 14, 2017	-5.73% May 28, 2025 - Jun 26, 2025
#13	-8.70% Aug 7, 2017 - Sep 6, 2017	-5.46% Feb 18, 2025 - Mar 5, 2025
#14	-8.59% Sep 19, 2017 - Oct 24, 2017	-5.23% Jul 23, 2025 - Aug 7, 2025
#15	-7.05% Jun 9, 2014 - Jul 2, 2014	-3.77% Apr 14, 2011 - Apr 20, 2011

Correlation

Correlation between SMIN and EPOL is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2010 - 2026)

SMIN vs EPOL dividend yield comparison.

Year	SMIN	EPOL
2026	0.00%	0.75%
2025	2.01%	4.78%
2024	6.84%	6.04%
2023	0.41%	2.87%
2022	0.01%	2.64%
2021	1.27%	1.33%
2020	1.06%	1.44%
2019	1.75%	2.51%
2018	1.68%	1.44%
2017	0.89%	1.88%
2016	2.30%	2.14%
2015	0.93%	2.53%
2014	0.34%	3.44%
2013	0.75%	3.28%
2012	1.08%	3.11%
2011	0.00%	5.75%
2010	0.00%	1.08%