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SMIN vs RSPG

Comparison between ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF) and INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF (RSPG, ETF).

5-Year PerformanceRSPG has outperformed SMIN, delivering a return of +20.5% compared to +6.2%

SMIN vs RSPG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SMIN
$624M
Winner
RSPG
$624M
Expense Ratio
SMIN
0.74%
Winner
RSPG
0.40%
Max Drawdown
Winner
SMIN
61.74%
RSPG
82.12%
Sharpe Ratio
SMIN
-0.63
Winner
RSPG
1.73
5Y Beta
Winner
SMIN
0.54
RSPG
0.68
P/E Ratio
SMIN
N/A
RSPG
18.91
Forward P/E
SMIN
N/A
RSPG
12.01
PEG Ratio
SMIN
N/A
RSPG
0.93
5Y Dividends CAGR
Winner
SMIN
50.29%
RSPG
16.47%
5Y EPS CAGR
SMIN
N/A
RSPG
15.84%
Debt to Equity
SMIN
N/A
RSPG
63.96%
P/S Ratio
SMIN
N/A
RSPG
1.60
P/B Ratio
SMIN
N/A
RSPG
2.42

SMIN vs RSPG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SMIN
-0.84%
RSPG
-4.48%
3M
Winner
SMIN
+3.89%
RSPG
+3.30%
6M
SMIN
-4.27%
Winner
RSPG
+25.37%
1Y
SMIN
-9.84%
Winner
RSPG
+47.29%
5Y(CAGR)
SMIN
+6.20%
Winner
RSPG
+20.53%
10Y(CAGR)
Winner
SMIN
+9.49%
RSPG
+9.14%
Max(CAGR)
Winner
SMIN
+8.48%
RSPG
+6.02%

SMIN vs RSPG - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearSMINRSPG
2026-5.47%+28.63%
2025-7.27%+5.20%
2024+16.26%+5.19%
2023+34.13%+8.79%
2022-15.79%+52.54%
2021+42.02%+57.30%
2020+16.25%-32.54%
2019-5.00%+10.92%
2018-26.02%-26.16%
2017+59.40%-7.51%
2016+0.34%+35.67%
2015-1.49%-28.92%
2014+57.98%-13.65%
2013-15.72%+25.55%
2012+1.32%+1.58%
2011N/A-2.04%
2010N/A+21.80%
2009N/A+38.47%
2008N/A-49.06%
2007N/A+47.07%
2006N/A+2.54%

SMIN vs RSPG Drawdown Comparison

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

The maximum drawdown for RSPG was -79.98%, occurring on Mar 18, 2020. Recovery took 1998 trading sessions.

The current SMIN drawdown is -17.16%. The current RSPG drawdown is -7.73%.

RankSMINRSPG
#1-60.49%
Jan 12, 2018 - May 27, 2021
-79.98%
Jun 23, 2014 - May 27, 2022
#2-44.17%
Feb 21, 2012 - May 16, 2014
-65.50%
Jun 23, 2008 - Sep 18, 2013
#3-30.86%
Apr 10, 2015 - Sep 22, 2016
-28.47%
Jun 7, 2022 - Aug 11, 2023
#4-27.54%
Sep 23, 2024 - Mar 30, 2026
-23.07%
Nov 22, 2024 - Dec 5, 2025
#5-24.80%
Jan 12, 2022 - Aug 31, 2023
-18.93%
Jan 3, 2008 - Apr 9, 2008
#6-16.80%
Oct 24, 2016 - Feb 8, 2017
-13.67%
Jul 23, 2007 - Sep 19, 2007
#7-11.50%
Dec 3, 2014 - Jan 16, 2015
-13.62%
Apr 5, 2024 - Nov 20, 2024
#8-10.57%
Feb 7, 2024 - Apr 23, 2024
-13.14%
Dec 14, 2006 - Apr 2, 2007
#9-10.37%
Oct 18, 2021 - Jan 11, 2022
-12.20%
Oct 18, 2023 - Mar 14, 2024
#10-10.06%
Jul 8, 2014 - Sep 5, 2014
-12.18%
Mar 27, 2026 - Apr 17, 2026
#11-9.99%
Sep 11, 2014 - Nov 6, 2014
-9.70%
Nov 6, 2007 - Dec 21, 2007
#12-8.88%
May 16, 2017 - Jul 14, 2017
-9.21%
Sep 14, 2023 - Oct 18, 2023
#13-8.70%
Aug 7, 2017 - Sep 6, 2017
-6.89%
Apr 21, 2008 - May 15, 2008
#14-8.59%
Sep 19, 2017 - Oct 24, 2017
-6.76%
Dec 5, 2025 - Jan 14, 2026
#15-7.05%
Jun 9, 2014 - Jul 2, 2014
-6.47%
Oct 22, 2013 - Feb 24, 2014

Correlation

Correlation between SMIN and RSPG is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64
-101

Dividend Comparison (2006 - 2026)

SMIN vs RSPG dividend yield comparison.

YearSMINRSPG
20260.00%0.49%
20252.01%2.60%
20246.84%2.43%
20230.41%2.84%
20220.01%3.43%
20211.27%2.37%
20201.06%3.15%
20191.75%2.15%
20181.68%2.18%
20170.89%2.55%
20162.30%1.14%
20150.93%2.80%
20140.34%1.97%
20130.75%0.98%
20121.08%1.00%
20110.00%0.87%
20100.00%0.65%
20090.00%0.87%
20080.00%1.07%
20070.00%3.07%
20060.00%0.12%

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