CACG vs. SMIN
Compare and contrast key facts about ClearBridge All Cap Growth ESG ETF (CACG) and iShares MSCI India Small-Cap ETF (SMIN).
CACG and SMIN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CACG is an actively managed fund by Franklin Templeton. It was launched on May 3, 2017. SMIN is a passively managed fund by iShares that tracks the performance of the MSCI India Small Cap Index. It was launched on Feb 8, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CACG or SMIN.
Key characteristics
| CACG | SMIN | |
|---|---|---|
| YTD Return | 4.23% | 7.85% |
| 1Y Return | 30.16% | 43.19% |
| 3Y Return (Ann) | 4.30% | 16.52% |
| 5Y Return (Ann) | 11.68% | 15.33% |
| Sharpe Ratio | 2.02 | 2.97 |
| Daily Std Dev | 15.22% | 14.52% |
| Max Drawdown | -34.36% | -60.50% |
| Current Drawdown | -6.26% | -0.69% |
Correlation
The correlation between CACG and SMIN is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CACG vs. SMIN - Performance Comparison
In the year-to-date period, CACG achieves a 4.23% return, which is significantly lower than SMIN's 7.85% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CACG vs. SMIN - Expense Ratio Comparison
CACG has a 0.53% expense ratio, which is lower than SMIN's 0.76% expense ratio.
Risk-Adjusted Performance
CACG vs. SMIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge All Cap Growth ESG ETF (CACG) and iShares MSCI India Small-Cap ETF (SMIN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CACG vs. SMIN - Dividend Comparison
CACG's dividend yield for the trailing twelve months is around 0.32%, less than SMIN's 0.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CACG ClearBridge All Cap Growth ESG ETF | 0.32% | 0.34% | 7.29% | 2.92% | 0.47% | 0.75% | 0.68% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% |
SMIN iShares MSCI India Small-Cap ETF | 0.38% | 0.41% | 0.01% | 1.27% | 1.06% | 1.75% | 1.68% | 0.89% | 2.30% | 0.93% | 0.34% | 0.75% |
Drawdowns
CACG vs. SMIN - Drawdown Comparison
The maximum CACG drawdown since its inception was -34.36%, smaller than the maximum SMIN drawdown of -60.50%. Use the drawdown chart below to compare losses from any high point for CACG and SMIN. For additional features, visit the drawdowns tool.
Volatility
CACG vs. SMIN - Volatility Comparison
ClearBridge All Cap Growth ESG ETF (CACG) has a higher volatility of 4.94% compared to iShares MSCI India Small-Cap ETF (SMIN) at 3.31%. This indicates that CACG's price experiences larger fluctuations and is considered to be riskier than SMIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.