SMOT vs MCI
Comparison between VANECK MORNINGSTAR SMID MOAT ETF (SMOT, ETF) and Barings Corporate Investors (MCI, ETF).
SMOT vs MCI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMOT
$334M
Winner
MCI
$335M
Expense Ratio
SMOT
0.49%
MCI
N/A
Max Drawdown
Winner
SMOT
24.25%
MCI
64.05%
Sharpe Ratio
Winner
SMOT
0.55
MCI
-0.83
5Y Beta
SMOT
0.92
Winner
MCI
0.19
P/E Ratio
SMOT
30.78
MCI
N/A
Forward P/E
SMOT
15.41
MCI
N/A
PEG Ratio
SMOT
0.70
MCI
N/A
5Y Dividends CAGR
SMOT
N/A
MCI
15.81%
5Y EPS CAGR
SMOT
5.53%
MCI
N/A
Debt to Equity
SMOT
-28.53%
MCI
N/A
P/S Ratio
SMOT
1.55
MCI
N/A
P/B Ratio
SMOT
2.84
MCI
N/A
SMOT vs MCI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMOT
+1.96%
MCI
-2.53%
3M
Winner
SMOT
+4.95%
MCI
-1.45%
6M
Winner
SMOT
+3.97%
MCI
-16.81%
1Y
Winner
SMOT
+11.46%
MCI
-11.89%
5Y(CAGR)
SMOT
N/A
MCI
+10.52%
10Y(CAGR)
SMOT
N/A
MCI
+7.32%
Max(CAGR)
Winner
SMOT
+12.59%
MCI
+10.69%
SMOT vs MCI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SMOT | MCI |
|---|---|---|
| 2026 | +6.83% | -6.81% |
| 2025 | +6.81% | -2.24% |
| 2024 | +11.52% | +25.47% |
| 2023 | +16.96% | +44.43% |
| 2022 | +5.42% | -5.06% |
| 2021 | N/A | +28.28% |
| 2020 | N/A | -15.03% |
| 2019 | N/A | +20.89% |
| 2018 | N/A | +2.87% |
| 2017 | N/A | +6.96% |
| 2016 | N/A | -3.80% |
| 2015 | N/A | +19.34% |
| 2014 | N/A | +14.78% |
| 2013 | N/A | +2.90% |
| 2012 | N/A | -4.33% |
| 2011 | N/A | +24.49% |
| 2010 | N/A | +31.19% |
| 2009 | N/A | +44.56% |
| 2008 | N/A | -27.72% |
| 2007 | N/A | -6.42% |
| 2006 | N/A | +23.05% |
| 2005 | N/A | +15.14% |
| 2004 | N/A | +35.66% |
| 2003 | N/A | +28.22% |
| 2002 | N/A | -0.10% |
| 2001 | N/A | -0.01% |
| 2000 | N/A | +18.33% |
| 1999 | N/A | +15.71% |
SMOT vs MCI Drawdown Comparison
The maximum drawdown for SMOT was -23.36%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.
The maximum drawdown for MCI was -57.11%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.
The current SMOT drawdown is -1.67%. The current MCI drawdown is -25.25%.
| Rank | SMOT | MCI |
|---|---|---|
| #1 | -23.36% Nov 25, 2024 - Dec 11, 2025 | -57.11% Feb 7, 2007 - Aug 16, 2010 |
| #2 | -17.29% Feb 2, 2023 - Dec 14, 2023 | -44.64% Feb 14, 2020 - Aug 11, 2021 |
| #3 | -8.91% Jan 15, 2026 - May 8, 2026 | -27.61% Feb 20, 2025 - May 11, 2026 |
| #4 | -8.36% Mar 28, 2024 - Aug 30, 2024 | -24.09% Aug 15, 2016 - Feb 22, 2019 |
| #5 | -6.86% Dec 1, 2022 - Jan 10, 2023 | -22.89% Aug 27, 2001 - Aug 21, 2003 |
| #6 | -5.10% Oct 6, 2022 - Oct 25, 2022 | -20.91% Jan 18, 2022 - Jun 13, 2023 |
| #7 | -4.63% Dec 28, 2023 - Feb 12, 2024 | -20.24% May 26, 2011 - Oct 6, 2011 |
| #8 | -4.19% Nov 1, 2022 - Nov 10, 2022 | -20.21% Jan 17, 2012 - Jan 16, 2013 |
| #9 | -4.18% Aug 30, 2024 - Sep 19, 2024 | -19.37% Feb 16, 2000 - May 26, 2000 |
| #10 | -3.43% Jun 4, 2026 - Jul 2, 2026 | -17.12% May 22, 2013 - Nov 17, 2014 |
| #11 | -2.99% Nov 11, 2024 - Nov 22, 2024 | -13.04% Mar 7, 2001 - May 15, 2001 |
| #12 | -2.80% Nov 11, 2022 - Nov 30, 2022 | -12.54% Feb 14, 2005 - Jun 17, 2005 |
| #13 | -2.72% May 8, 2026 - May 22, 2026 | -12.46% Dec 5, 2011 - Jan 17, 2012 |
| #14 | -2.51% Jan 13, 2023 - Jan 23, 2023 | -12.18% Dec 17, 1999 - Feb 16, 2000 |
| #15 | -2.45% Feb 12, 2024 - Feb 15, 2024 | -11.79% Nov 18, 2010 - Feb 15, 2011 |
Correlation
Correlation between SMOT and MCI is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (1999 - 2026)
SMOT vs MCI dividend yield comparison.
| Year | SMOT | MCI |
|---|---|---|
| 2026 | 0.00% | 2.36% |
| 2025 | 1.37% | 8.82% |
| 2024 | 1.18% | 8.29% |
| 2023 | 0.65% | 7.70% |
| 2022 | 0.24% | 7.31% |
| 2021 | 0.00% | 6.01% |
| 2020 | 0.00% | 7.28% |
| 2019 | 0.00% | 7.12% |
| 2018 | 0.00% | 8.16% |
| 2017 | 0.00% | 7.86% |
| 2016 | 0.00% | 7.75% |
| 2015 | 0.00% | 6.96% |
| 2014 | 0.00% | 7.55% |
| 2013 | 0.00% | 8.04% |
| 2012 | 0.00% | 10.47% |
| 2011 | 0.00% | 7.50% |
| 2010 | 0.00% | 7.07% |
| 2009 | 0.00% | 8.61% |
| 2008 | 0.00% | 11.22% |
| 2007 | 0.00% | 8.51% |
| 2006 | 0.00% | 7.11% |
| 2005 | 0.00% | 7.62% |
| 2004 | 0.00% | 7.58% |
| 2003 | 0.00% | 6.46% |
| 2002 | 0.00% | 7.39% |
| 2001 | 0.00% | 9.08% |
| 2000 | 0.00% | 12.55% |
| 1999 | 0.00% | 6.83% |
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