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CACG vs. SMIN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CACG and SMIN is 0.46, 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

The chart below illustrates the hypothetical performance of a $10,000 investment in ClearBridge All Cap Growth ESG ETF (CACG) and iShares MSCI India Small-Cap ETF (SMIN). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


CACG

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SMIN

YTD

-10.09%

1M

3.14%

6M

-10.24%

1Y

1.30%

5Y*

24.89%

10Y*

9.44%

*Annualized

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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 Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CACG
The Risk-Adjusted Performance Rank of CACG is 7373
Overall Rank
The Sharpe Ratio Rank of CACG is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of CACG is 7474
Sortino Ratio Rank
The Omega Ratio Rank of CACG is 7373
Omega Ratio Rank
The Calmar Ratio Rank of CACG is 6969
Calmar Ratio Rank
The Martin Ratio Rank of CACG is 7474
Martin Ratio Rank

SMIN
The Risk-Adjusted Performance Rank of SMIN is 1818
Overall Rank
The Sharpe Ratio Rank of SMIN is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of SMIN is 1818
Sortino Ratio Rank
The Omega Ratio Rank of SMIN is 1818
Omega Ratio Rank
The Calmar Ratio Rank of SMIN is 1717
Calmar Ratio Rank
The Martin Ratio Rank of SMIN is 1818
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.



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Dividends

CACG vs. SMIN - Dividend Comparison

CACG has not paid dividends to shareholders, while SMIN's dividend yield for the trailing twelve months is around 7.61%.


TTM20242023202220212020201920182017201620152014
CACG
ClearBridge All Cap Growth ESG ETF
0.05%0.05%0.34%0.34%2.92%0.47%0.64%0.68%0.24%0.00%0.00%0.00%
SMIN
iShares MSCI India Small-Cap ETF
7.61%6.84%0.41%0.01%1.27%1.06%1.75%1.68%0.89%2.30%0.93%0.34%

Drawdowns

CACG vs. SMIN - Drawdown Comparison


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Volatility

CACG vs. SMIN - Volatility Comparison


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