SMRI vs IFN
Comparison between BUSHIDO CAPITAL US EQUITY ETF (SMRI, ETF) and India Fund Inc (IFN, ETF).
SMRI vs IFN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SMRI
$541M
IFN
$538M
Expense Ratio
SMRI
0.71%
IFN
N/A
Max Drawdown
Winner
SMRI
19.59%
IFN
84.81%
Sharpe Ratio
Winner
SMRI
1.70
IFN
-1.70
5Y Beta
SMRI
0.80
Winner
IFN
0.49
P/E Ratio
SMRI
23.29
IFN
N/A
Forward P/E
SMRI
15.06
IFN
N/A
PEG Ratio
SMRI
0.07
IFN
N/A
5Y Dividends CAGR
SMRI
N/A
IFN
5.70%
5Y EPS CAGR
SMRI
22.52%
IFN
N/A
Debt to Equity
SMRI
11.70%
IFN
N/A
P/S Ratio
SMRI
1.25
IFN
N/A
P/B Ratio
SMRI
3.10
IFN
N/A
SMRI vs IFN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMRI
+7.54%
IFN
-5.29%
3M
Winner
SMRI
+14.60%
IFN
-11.67%
6M
Winner
SMRI
+15.62%
IFN
-17.22%
1Y
Winner
SMRI
+32.37%
IFN
-22.36%
5Y(CAGR)
SMRI
N/A
IFN
+0.10%
10Y(CAGR)
SMRI
N/A
IFN
+5.83%
Max(CAGR)
Winner
SMRI
+21.51%
IFN
+9.80%
SMRI vs IFN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SMRI | IFN |
|---|---|---|
| 2026 | +15.58% | -18.05% |
| 2025 | +17.50% | -1.32% |
| 2024 | +18.08% | -2.20% |
| 2023 | +5.11% | +32.46% |
| 2022 | N/A | -17.34% |
| 2021 | N/A | +22.42% |
| 2020 | N/A | +11.04% |
| 2019 | N/A | +11.21% |
| 2018 | N/A | -5.34% |
| 2017 | N/A | +39.00% |
| 2016 | N/A | +3.59% |
| 2015 | N/A | -6.72% |
| 2014 | N/A | +41.45% |
| 2013 | N/A | -2.50% |
| 2012 | N/A | +18.26% |
| 2011 | N/A | -43.26% |
| 2010 | N/A | +25.52% |
| 2009 | N/A | +59.56% |
| 2008 | N/A | -60.29% |
| 2007 | N/A | +60.19% |
| 2006 | N/A | +23.68% |
| 2005 | N/A | +45.06% |
| 2004 | N/A | +19.71% |
| 2003 | N/A | +136.57% |
| 2002 | N/A | +10.29% |
| 2001 | N/A | -21.06% |
| 2000 | N/A | -32.29% |
| 1999 | N/A | +40.99% |
SMRI vs IFN Drawdown Comparison
The maximum drawdown for SMRI was -18.44%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The maximum drawdown for IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2351 trading sessions.
The current SMRI drawdown is -3.66%. The current IFN drawdown is -29.77%.
| Rank | SMRI | IFN |
|---|---|---|
| #1 | -18.44% Dec 6, 2024 - Jul 1, 2025 | -71.83% Jan 14, 2008 - May 16, 2017 |
| #2 | -6.88% Sep 14, 2023 - Nov 30, 2023 | -65.52% Mar 6, 2000 - Dec 12, 2003 |
| #3 | -6.80% Jan 9, 2026 - Apr 17, 2026 | -41.96% May 10, 2006 - Oct 15, 2007 |
| #4 | -6.18% Mar 28, 2024 - Jul 16, 2024 | -41.41% Jan 17, 2020 - Dec 1, 2020 |
| #5 | -5.79% Jul 30, 2024 - Aug 23, 2024 | -32.89% Apr 5, 2004 - Dec 13, 2004 |
| #6 | -5.71% Jul 1, 2025 - Aug 22, 2025 | -31.53% Mar 8, 2024 - Mar 30, 2026 |
| #7 | -4.21% Nov 12, 2025 - Nov 26, 2025 | -24.71% Jan 13, 2022 - Sep 11, 2023 |
| #8 | -4.16% Aug 30, 2024 - Sep 19, 2024 | -23.21% Jan 23, 2018 - Jan 13, 2020 |
| #9 | -3.99% Oct 6, 2025 - Oct 27, 2025 | -19.93% Jan 3, 2005 - Jun 29, 2005 |
| #10 | -3.66% Jun 1, 2026 - Jun 5, 2026 | -18.00% Sep 20, 2005 - Dec 22, 2005 |
| #11 | -3.33% Oct 14, 2024 - Nov 6, 2024 | -17.60% Jan 14, 2004 - Apr 5, 2004 |
| #12 | -2.79% Jan 2, 2024 - Feb 1, 2024 | -17.14% Oct 31, 2007 - Dec 6, 2007 |
| #13 | -2.68% Jul 16, 2024 - Jul 30, 2024 | -12.67% Oct 15, 2007 - Oct 29, 2007 |
| #14 | -2.53% Nov 11, 2024 - Nov 21, 2024 | -10.93% Sep 25, 2023 - Nov 17, 2023 |
| #15 | -1.97% May 8, 2026 - May 22, 2026 | -10.70% Mar 3, 2006 - Apr 10, 2006 |
Correlation
Correlation between SMRI and IFN is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.35
-101
Dividend Comparison (2001 - 2026)
SMRI vs IFN dividend yield comparison.
| Year | SMRI | IFN |
|---|---|---|
| 2026 | 0.16% | 7.80% |
| 2025 | 1.32% | 16.09% |
| 2024 | 0.98% | 14.60% |
| 2023 | 0.45% | 8.97% |
| 2022 | 0.00% | 21.47% |
| 2021 | 0.00% | 15.21% |
| 2020 | 0.00% | 9.77% |
| 2019 | 0.00% | 11.57% |
| 2018 | 0.00% | 22.25% |
| 2017 | 0.00% | 12.11% |
| 2016 | 0.00% | 7.97% |
| 2015 | 0.00% | 8.02% |
| 2014 | 0.00% | 7.22% |
| 2013 | 0.00% | 4.76% |
| 2012 | 0.00% | 11.34% |
| 2011 | 0.00% | 6.09% |
| 2010 | 0.00% | 11.02% |
| 2008 | 0.00% | 38.91% |
| 2007 | 0.00% | 15.44% |
| 2006 | 0.00% | 11.15% |
| 2005 | 0.00% | 11.23% |
| 2004 | 0.00% | 5.13% |
| 2003 | 0.00% | 0.52% |
| 2002 | 0.00% | 0.80% |
| 2001 | 0.00% | 0.74% |
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