SMIN vs IQDG

Comparison between ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF) and WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF).

5-Year PerformanceSMIN has outperformed IQDG, delivering a return of +6.5% compared to +4.1%

SMIN vs IQDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMIN(ETF)	IQDG(ETF)
Net Assets	$697M	$696M
Expense Ratio	0.74%	0.42%
Max Drawdown	61.74%	38.31%
Sharpe Ratio	-0.54	0.60
5Y Beta	0.54	0.78
5Y Dividends CAGR	50.29%	12.79%

Net Assets

Winner

SMIN

$697M

IQDG

$696M

Expense Ratio

SMIN

0.74%

Winner

IQDG

0.42%

Max Drawdown

SMIN

61.74%

Winner

IQDG

38.31%

Sharpe Ratio

SMIN

-0.54

Winner

IQDG

0.60

5Y Beta

Winner

SMIN

0.54

IQDG

0.78

5Y Dividends CAGR

Winner

SMIN

50.29%

IQDG

12.79%

SMIN vs IQDG - Historical Returns

Returns include dividend reinvestment.

Period	SMIN	IQDG
1 month	-1.88%	-0.64%
3 months	+4.92%	+3.08%
6 months	+6.83%	+2.12%
1 year	-8.20%	+12.48%
5 years(CAGR)	+6.54%	+4.08%
10 years(CAGR)	+9.36%	+8.00%
Max(CAGR)	+8.77%	+8.01%

SMIN

-1.88%

Winner

IQDG

-0.64%

Winner

SMIN

+4.92%

IQDG

+3.08%

Winner

SMIN

+6.83%

IQDG

+2.12%

SMIN

-8.20%

Winner

IQDG

+12.48%

5Y(CAGR)

Winner

SMIN

+6.54%

IQDG

+4.08%

10Y(CAGR)

Winner

SMIN

+9.36%

IQDG

+8.00%

Max(CAGR)

Winner

SMIN

+8.77%

IQDG

+8.01%

SMIN vs IQDG - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SMIN	IQDG
2026	-0.77%	+4.29%
2025	-7.27%	+24.27%
2024	+16.26%	-1.92%
2023	+34.13%	+19.90%
2022	-15.79%	-20.28%
2021	+42.02%	+10.95%
2020	+16.25%	+15.51%
2019	-5.00%	+30.60%
2018	-26.02%	-16.98%
2017	+59.40%	+30.63%
2016	+0.34%	-1.95%
2015	-1.49%	N/A
2014	+57.98%	N/A
2013	-15.72%	N/A
2012	+1.32%	N/A

SMIN vs IQDG Drawdown Comparison

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

The maximum drawdown for IQDG was -35.00%, occurring on Sep 26, 2022. Recovery took 731 trading sessions.

The current SMIN drawdown is -13.05%. The current IQDG drawdown is -2.28%.

Rank	SMIN	IQDG
#1	-60.49% Jan 12, 2018 - May 27, 2021	-35.00% Aug 13, 2021 - Jul 12, 2024
#2	-44.17% Feb 21, 2012 - May 16, 2014	-31.35% Jan 17, 2020 - Aug 17, 2020
#3	-30.86% Apr 10, 2015 - Sep 22, 2016	-24.70% Jan 26, 2018 - Dec 13, 2019
#4	-27.54% Sep 23, 2024 - Mar 30, 2026	-18.12% Sep 26, 2024 - Jun 2, 2025
#5	-24.80% Jan 12, 2022 - Aug 31, 2023	-12.35% Feb 25, 2026 - Jul 6, 2026
#6	-16.80% Oct 24, 2016 - Feb 8, 2017	-10.79% Apr 20, 2016 - Mar 15, 2017
#7	-11.50% Dec 3, 2014 - Jan 16, 2015	-7.70% Jul 12, 2024 - Aug 21, 2024
#8	-10.57% Feb 7, 2024 - Apr 23, 2024	-7.57% Oct 12, 2020 - Nov 9, 2020
#9	-10.37% Oct 18, 2021 - Jan 11, 2022	-6.62% Jul 23, 2025 - Sep 18, 2025
#10	-10.06% Jul 8, 2014 - Sep 5, 2014	-5.56% Oct 6, 2025 - Dec 10, 2025
#11	-9.99% Sep 11, 2014 - Nov 6, 2014	-5.52% Feb 16, 2021 - Apr 9, 2021
#12	-8.88% May 16, 2017 - Jul 14, 2017	-5.31% Aug 23, 2024 - Sep 26, 2024
#13	-8.70% Aug 7, 2017 - Sep 6, 2017	-4.50% Jan 26, 2021 - Feb 16, 2021
#14	-8.59% Sep 19, 2017 - Oct 24, 2017	-3.64% Sep 2, 2020 - Sep 16, 2020
#15	-7.05% Jun 9, 2014 - Jul 2, 2014	-3.42% Jun 14, 2021 - Jul 12, 2021

Correlation

Correlation between SMIN and IQDG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2012 - 2026)

SMIN vs IQDG dividend yield comparison.

Year	SMIN	IQDG
2026	0.00%	1.51%
2025	2.01%	2.28%
2024	6.84%	2.60%
2023	0.41%	1.76%
2022	0.01%	4.18%
2021	1.27%	2.67%
2020	1.06%	1.65%
2019	1.75%	1.95%
2018	1.68%	1.96%
2017	0.89%	1.71%
2016	2.30%	1.35%
2015	0.93%	0.00%
2014	0.34%	0.00%
2013	0.75%	0.00%
2012	1.08%	0.00%