SMIN vs OSCV

Comparison between ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF) and OPUS SMALL CAP VALUE ETF (OSCV, ETF).

5-Year PerformanceOSCV has outperformed SMIN, delivering a return of +7.1% compared to +6.5%

SMIN vs OSCV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMIN(ETF)	OSCV(ETF)
Net Assets	$697M	$699M
Expense Ratio	0.74%	0.79%
Max Drawdown	61.74%	42.84%
Sharpe Ratio	-0.54	1.00
5Y Beta	0.54	0.72
P/E Ratio	N/A	18.98
Forward P/E	N/A	16.06
PEG Ratio	N/A	0.16
5Y Dividends CAGR	50.29%	12.76%
5Y EPS CAGR	N/A	14.76%
P/S Ratio	N/A	2.54
P/B Ratio	N/A	2.35

Net Assets

SMIN

$697M

Winner

OSCV

$699M

Expense Ratio

Winner

SMIN

0.74%

OSCV

0.79%

Max Drawdown

SMIN

61.74%

Winner

OSCV

42.84%

Sharpe Ratio

SMIN

-0.54

Winner

OSCV

1.00

5Y Beta

Winner

SMIN

0.54

OSCV

0.72

P/E Ratio

SMIN

N/A

OSCV

18.98

Forward P/E

SMIN

N/A

OSCV

16.06

PEG Ratio

SMIN

N/A

OSCV

0.16

5Y Dividends CAGR

Winner

SMIN

50.29%

OSCV

12.76%

5Y EPS CAGR

SMIN

N/A

OSCV

14.76%

P/S Ratio

SMIN

N/A

OSCV

2.54

P/B Ratio

SMIN

N/A

OSCV

2.35

SMIN vs OSCV - Historical Returns

Returns include dividend reinvestment.

Period	SMIN	OSCV
1 month	-1.88%	+3.10%
3 months	+4.92%	+3.47%
6 months	+6.83%	+7.49%
1 year	-8.20%	+18.25%
5 years(CAGR)	+6.54%	+7.07%
10 years(CAGR)	+9.36%	+8.19%
Max(CAGR)	+8.77%	+8.19%

SMIN

-1.88%

Winner

OSCV

+3.10%

Winner

SMIN

+4.92%

OSCV

+3.47%

SMIN

+6.83%

Winner

OSCV

+7.49%

SMIN

-8.20%

Winner

OSCV

+18.25%

5Y(CAGR)

SMIN

+6.54%

Winner

OSCV

+7.07%

10Y(CAGR)

Winner

SMIN

+9.36%

OSCV

+8.19%

Max(CAGR)

Winner

SMIN

+8.77%

OSCV

+8.19%

SMIN vs OSCV - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SMIN	OSCV
2026	-0.77%	+14.51%
2025	-7.27%	+2.15%
2024	+16.26%	+11.56%
2023	+34.13%	+10.47%
2022	-15.79%	-12.09%
2021	+42.02%	+29.75%
2020	+16.25%	+5.14%
2019	-5.00%	+28.01%
2018	-26.02%	-13.52%
2017	+59.40%	N/A
2016	+0.34%	N/A
2015	-1.49%	N/A
2014	+57.98%	N/A
2013	-15.72%	N/A
2012	+1.32%	N/A

SMIN vs OSCV Drawdown Comparison

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

The maximum drawdown for OSCV was -42.42%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.

The current SMIN drawdown is -13.05%. The current OSCV drawdown is -0.75%.

Rank	SMIN	OSCV
#1	-60.49% Jan 12, 2018 - May 27, 2021	-42.42% Jan 16, 2020 - Dec 8, 2020
#2	-44.17% Feb 21, 2012 - May 16, 2014	-22.92% Nov 25, 2024 - Feb 6, 2026
#3	-30.86% Apr 10, 2015 - Sep 22, 2016	-21.21% Jan 4, 2022 - Mar 4, 2024
#4	-27.54% Sep 23, 2024 - Mar 30, 2026	-20.17% Aug 29, 2018 - Sep 11, 2019
#5	-24.80% Jan 12, 2022 - Aug 31, 2023	-7.87% Nov 9, 2021 - Jan 4, 2022
#6	-16.80% Oct 24, 2016 - Feb 8, 2017	-7.55% Feb 20, 2026 - Apr 17, 2026
#7	-11.50% Dec 3, 2014 - Jan 16, 2015	-7.21% Jun 8, 2021 - Oct 13, 2021
#8	-10.57% Feb 7, 2024 - Apr 23, 2024	-6.74% Jul 31, 2024 - Sep 19, 2024
#9	-10.37% Oct 18, 2021 - Jan 11, 2022	-6.59% Mar 28, 2024 - Jul 15, 2024
#10	-10.06% Jul 8, 2014 - Sep 5, 2014	-6.24% Mar 15, 2021 - Apr 16, 2021
#11	-9.99% Sep 11, 2014 - Nov 6, 2014	-5.41% Jan 20, 2021 - Feb 8, 2021
#12	-8.88% May 16, 2017 - Jul 14, 2017	-5.09% May 7, 2021 - Jun 8, 2021
#13	-8.70% Aug 7, 2017 - Sep 6, 2017	-3.85% Feb 24, 2021 - Mar 9, 2021
#14	-8.59% Sep 19, 2017 - Oct 24, 2017	-3.46% Apr 27, 2026 - Jun 24, 2026
#15	-7.05% Jun 9, 2014 - Jul 2, 2014	-3.22% Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between SMIN and OSCV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2012 - 2026)

SMIN vs OSCV dividend yield comparison.

Year	SMIN	OSCV
2026	0.00%	0.41%
2025	2.01%	1.23%
2024	6.84%	1.29%
2023	0.41%	1.55%
2022	0.01%	1.12%
2021	1.27%	1.06%
2020	1.06%	1.11%
2019	1.75%	1.75%
2018	1.68%	0.25%
2017	0.89%	0.00%
2016	2.30%	0.00%
2015	0.93%	0.00%
2014	0.34%	0.00%
2013	0.75%	0.00%
2012	1.08%	0.00%