SMIN vs SMDV

Comparison between ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF) and PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF (SMDV, ETF).

5-Year PerformanceSMDV has outperformed SMIN, delivering a return of +7.3% compared to +5.8%

SMIN vs SMDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMIN(ETF)	SMDV(ETF)
Net Assets	$697M	$695M
Expense Ratio	0.74%	0.40%
Max Drawdown	61.74%	34.45%
Sharpe Ratio	-0.63	1.03
5Y Beta	0.55	0.66
P/E Ratio	N/A	30.37
Forward P/E	N/A	15.81
5Y Dividends CAGR	50.29%	7.93%
5Y EPS CAGR	N/A	5.62%
Debt to Equity	N/A	74.92%
P/S Ratio	N/A	1.55
P/B Ratio	N/A	1.76

Net Assets

Winner

SMIN

$697M

SMDV

$695M

Expense Ratio

SMIN

0.74%

Winner

SMDV

0.40%

Max Drawdown

SMIN

61.74%

Winner

SMDV

34.45%

Sharpe Ratio

SMIN

-0.63

Winner

SMDV

1.03

5Y Beta

Winner

SMIN

0.55

SMDV

0.66

P/E Ratio

SMIN

N/A

SMDV

30.37

Forward P/E

SMIN

N/A

SMDV

15.81

5Y Dividends CAGR

Winner

SMIN

50.29%

SMDV

7.93%

5Y EPS CAGR

SMIN

N/A

SMDV

5.62%

Debt to Equity

SMIN

N/A

SMDV

74.92%

P/S Ratio

SMIN

N/A

SMDV

1.55

P/B Ratio

SMIN

N/A

SMDV

1.76

SMIN vs SMDV - Historical Returns

Returns include dividend reinvestment.

Period	SMIN	SMDV
1 month	-3.66%	+3.04%
3 months	+0.86%	+6.25%
6 months	+4.62%	+11.74%
1 year	-10.56%	+18.03%
5 years(CAGR)	+5.77%	+7.34%
10 years(CAGR)	+8.88%	+7.29%
Max(CAGR)	+8.52%	+8.30%

SMIN

-3.66%

Winner

SMDV

+3.04%

SMIN

+0.86%

Winner

SMDV

+6.25%

SMIN

+4.62%

Winner

SMDV

+11.74%

SMIN

-10.56%

Winner

SMDV

+18.03%

5Y(CAGR)

SMIN

+5.77%

Winner

SMDV

+7.34%

10Y(CAGR)

Winner

SMIN

+8.88%

SMDV

+7.29%

Max(CAGR)

Winner

SMIN

+8.52%

SMDV

+8.30%

SMIN vs SMDV - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SMIN	SMDV
2026	-4.01%	+17.65%
2025	-7.27%	+1.71%
2024	+16.26%	+7.13%
2023	+34.13%	+8.64%
2022	-15.79%	-6.23%
2021	+42.02%	+20.72%
2020	+16.25%	-4.26%
2019	-5.00%	+18.00%
2018	-26.02%	-0.91%
2017	+59.40%	+5.11%
2016	+0.34%	+38.82%
2015	-1.49%	+2.43%
2014	+57.98%	N/A
2013	-15.72%	N/A
2012	+1.32%	N/A

SMIN vs SMDV Drawdown Comparison

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

The maximum drawdown for SMDV was -34.12%, occurring on Mar 23, 2020. Recovery took 251 trading sessions.

The current SMIN drawdown is -15.89%. The current SMDV drawdown is -2.52%.

Rank	SMIN	SMDV
#1	-60.49% Jan 12, 2018 - May 27, 2021	-34.12% Jan 16, 2020 - Jan 14, 2021
#2	-44.17% Feb 21, 2012 - May 16, 2014	-21.23% Nov 25, 2024 - Feb 6, 2026
#3	-30.86% Apr 10, 2015 - Sep 22, 2016	-18.49% Feb 3, 2023 - Dec 19, 2023
#4	-27.54% Sep 23, 2024 - Mar 30, 2026	-16.64% Jan 4, 2022 - Feb 2, 2023
#5	-24.80% Jan 12, 2022 - Aug 31, 2023	-13.52% Sep 21, 2018 - Feb 19, 2019
#6	-16.80% Oct 24, 2016 - Feb 8, 2017	-11.18% Mar 12, 2021 - Nov 5, 2021
#7	-11.50% Dec 3, 2014 - Jan 16, 2015	-10.59% Nov 29, 2017 - Jun 15, 2018
#8	-10.57% Feb 7, 2024 - Apr 23, 2024	-9.96% Dec 26, 2023 - Jul 15, 2024
#9	-10.37% Oct 18, 2021 - Jan 11, 2022	-9.79% Feb 13, 2026 - Jun 9, 2026
#10	-10.06% Jul 8, 2014 - Sep 5, 2014	-8.76% Nov 27, 2015 - Mar 3, 2016
#11	-9.99% Sep 11, 2014 - Nov 6, 2014	-8.60% Jun 23, 2015 - Oct 28, 2015
#12	-8.88% May 16, 2017 - Jul 14, 2017	-8.59% Jul 26, 2024 - Nov 6, 2024
#13	-8.70% Aug 7, 2017 - Sep 6, 2017	-7.65% Nov 11, 2021 - Jan 4, 2022
#14	-8.59% Sep 19, 2017 - Oct 24, 2017	-6.58% Jul 30, 2019 - Sep 11, 2019
#15	-7.05% Jun 9, 2014 - Jul 2, 2014	-5.84% Apr 26, 2017 - Jun 13, 2017

Correlation

Correlation between SMIN and SMDV is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2012 - 2026)

SMIN vs SMDV dividend yield comparison.

Year	SMIN	SMDV
2026	0.00%	1.00%
2025	2.01%	2.67%
2024	6.84%	2.68%
2023	0.41%	2.69%
2022	0.01%	2.51%
2021	1.27%	2.02%
2020	1.06%	2.13%
2019	1.75%	2.03%
2018	1.68%	1.97%
2017	0.89%	1.84%
2016	2.30%	1.35%
2015	0.93%	1.81%
2014	0.34%	0.00%
2013	0.75%	0.00%
2012	1.08%	0.00%