SMIN vs ROUS

Comparison between ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF) and HARTFORD MULTIFACTOR US EQUITY ETF (ROUS, ETF).

5-Year PerformanceROUS has outperformed SMIN, delivering a return of +12.9% compared to +7.0%

SMIN vs ROUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMIN(ETF)	ROUS(ETF)
Net Assets	$639M	$639M
Expense Ratio	0.74%	0.19%
Max Drawdown	61.74%	35.51%
Sharpe Ratio	-0.50	1.87
5Y Beta	0.54	0.78
P/E Ratio	N/A	22.42
Forward P/E	N/A	17.68
5Y Dividends CAGR	50.29%	4.94%
5Y EPS CAGR	N/A	16.38%
Debt to Equity	N/A	77.59%
P/S Ratio	N/A	1.77
P/B Ratio	N/A	4.14

Net Assets

SMIN

$639M

Winner

ROUS

$639M

Expense Ratio

SMIN

0.74%

Winner

ROUS

0.19%

Max Drawdown

SMIN

61.74%

Winner

ROUS

35.51%

Sharpe Ratio

SMIN

-0.50

Winner

ROUS

1.87

5Y Beta

Winner

SMIN

0.54

ROUS

0.78

P/E Ratio

SMIN

N/A

ROUS

22.42

Forward P/E

SMIN

N/A

ROUS

17.68

5Y Dividends CAGR

Winner

SMIN

50.29%

ROUS

4.94%

5Y EPS CAGR

SMIN

N/A

ROUS

16.38%

Debt to Equity

SMIN

N/A

ROUS

77.59%

P/S Ratio

SMIN

N/A

ROUS

1.77

P/B Ratio

SMIN

N/A

ROUS

4.14

SMIN vs ROUS - Historical Returns

Returns include dividend reinvestment.

Period	SMIN	ROUS
1 month	+4.98%	+3.42%
3 months	+10.92%	+10.88%
6 months	+0.95%	+16.27%
1 year	-5.85%	+28.98%
5 years(CAGR)	+6.99%	+12.86%
10 years(CAGR)	+9.82%	+13.15%
Max(CAGR)	+8.70%	+11.07%

Winner

SMIN

+4.98%

ROUS

+3.42%

Winner

SMIN

+10.92%

ROUS

+10.88%

SMIN

+0.95%

Winner

ROUS

+16.27%

SMIN

-5.85%

Winner

ROUS

+28.98%

5Y(CAGR)

SMIN

+6.99%

Winner

ROUS

+12.86%

10Y(CAGR)

SMIN

+9.82%

Winner

ROUS

+13.15%

Max(CAGR)

SMIN

+8.70%

Winner

ROUS

+11.07%

SMIN vs ROUS - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SMIN	ROUS
2026	-2.37%	+14.57%
2025	-7.27%	+15.43%
2024	+16.26%	+18.00%
2023	+34.13%	+14.99%
2022	-15.79%	-9.33%
2021	+42.02%	+29.26%
2020	+16.25%	+6.33%
2019	-5.00%	+23.32%
2018	-26.02%	-9.89%
2017	+59.40%	+22.59%
2016	+0.34%	+13.65%
2015	-1.49%	-3.15%
2014	+57.98%	N/A
2013	-15.72%	N/A
2012	+1.32%	N/A

SMIN vs ROUS Drawdown Comparison

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

The maximum drawdown for ROUS was -35.51%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.

The current SMIN drawdown is -14.45%. The current ROUS drawdown is -1.76%.

Rank	SMIN	ROUS
#1	-60.49% Jan 12, 2018 - May 27, 2021	-35.51% Feb 14, 2020 - Dec 1, 2020
#2	-44.17% Feb 21, 2012 - May 16, 2014	-21.19% Aug 29, 2018 - Nov 8, 2019
#3	-30.86% Apr 10, 2015 - Sep 22, 2016	-18.91% Dec 29, 2021 - Dec 1, 2023
#4	-27.54% Sep 23, 2024 - Mar 30, 2026	-16.52% Mar 24, 2015 - Nov 14, 2016
#5	-24.80% Jan 12, 2022 - Aug 31, 2023	-15.81% Nov 26, 2024 - Jun 30, 2025
#6	-16.80% Oct 24, 2016 - Feb 8, 2017	-9.82% Jan 29, 2018 - Aug 20, 2018
#7	-11.50% Dec 3, 2014 - Jan 16, 2015	-5.97% Feb 27, 2026 - Apr 9, 2026
#8	-10.57% Feb 7, 2024 - Apr 23, 2024	-5.40% Mar 28, 2024 - Jun 18, 2024
#9	-10.37% Oct 18, 2021 - Jan 11, 2022	-5.29% Jul 16, 2024 - Aug 19, 2024
#10	-10.06% Jul 8, 2014 - Sep 5, 2014	-5.21% Sep 2, 2021 - Oct 21, 2021
#11	-9.99% Sep 11, 2014 - Nov 6, 2014	-4.77% Nov 16, 2021 - Dec 15, 2021
#12	-8.88% May 16, 2017 - Jul 14, 2017	-4.71% Oct 27, 2025 - Nov 28, 2025
#13	-8.70% Aug 7, 2017 - Sep 6, 2017	-4.18% Feb 12, 2021 - Mar 11, 2021
#14	-8.59% Sep 19, 2017 - Oct 24, 2017	-3.83% Aug 30, 2024 - Sep 19, 2024
#15	-7.05% Jun 9, 2014 - Jul 2, 2014	-3.64% May 7, 2021 - Jun 11, 2021

Correlation

Correlation between SMIN and ROUS is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2012 - 2026)

SMIN vs ROUS dividend yield comparison.

Year	SMIN	ROUS
2026	0.00%	0.29%
2025	2.01%	1.52%
2024	6.84%	1.62%
2023	0.41%	1.91%
2022	0.01%	1.88%
2021	1.27%	1.38%
2020	1.06%	2.01%
2019	1.75%	2.12%
2018	1.68%	1.89%
2017	0.89%	1.54%
2016	2.30%	1.97%
2015	0.93%	1.62%
2014	0.34%	0.00%
2013	0.75%	0.00%
2012	1.08%	0.00%