ECH vs. SMIN
Compare and contrast key facts about iShares MSCI Chile ETF (ECH) and iShares MSCI India Small-Cap ETF (SMIN).
ECH and SMIN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ECH is a passively managed fund by iShares that tracks the performance of the MSCI Chile Investable Market Index. It was launched on Nov 12, 2007. 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. Both ECH and SMIN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ECH or SMIN.
Key characteristics
| ECH | SMIN | |
|---|---|---|
| YTD Return | -6.90% | 18.93% |
| 1Y Return | 2.56% | 31.29% |
| 3Y Return (Ann) | 4.13% | 11.03% |
| 5Y Return (Ann) | -1.43% | 19.30% |
| 10Y Return (Ann) | -1.83% | 10.54% |
| Sharpe Ratio | 0.38 | 1.93 |
| Sortino Ratio | 0.69 | 2.32 |
| Omega Ratio | 1.08 | 1.36 |
| Calmar Ratio | 0.14 | 3.25 |
| Martin Ratio | 1.06 | 12.15 |
| Ulcer Index | 7.71% | 2.82% |
| Daily Std Dev | 21.44% | 17.76% |
| Max Drawdown | -74.09% | -60.50% |
| Current Drawdown | -54.21% | -4.56% |
Correlation
The correlation between ECH and SMIN is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ECH vs. SMIN - Performance Comparison
In the year-to-date period, ECH achieves a -6.90% return, which is significantly lower than SMIN's 18.93% return. Over the past 10 years, ECH has underperformed SMIN with an annualized return of -1.83%, while SMIN has yielded a comparatively higher 10.54% annualized 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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ECH vs. SMIN - Expense Ratio Comparison
ECH has a 0.59% expense ratio, which is lower than SMIN's 0.76% expense ratio.
Risk-Adjusted Performance
ECH vs. SMIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Chile ETF (ECH) 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
ECH vs. SMIN - Dividend Comparison
ECH's dividend yield for the trailing twelve months is around 3.41%, more than SMIN's 0.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ECH iShares MSCI Chile ETF | 3.41% | 4.77% | 6.73% | 5.49% | 2.16% | 2.47% | 2.37% | 1.42% | 1.85% | 2.13% | 1.74% | 1.42% |
SMIN iShares MSCI India Small-Cap ETF | 0.29% | 0.41% | 0.01% | 1.27% | 1.06% | 1.75% | 1.68% | 0.89% | 2.30% | 0.93% | 0.34% | 0.75% |
Drawdowns
ECH vs. SMIN - Drawdown Comparison
The maximum ECH drawdown since its inception was -74.09%, which is greater than SMIN's maximum drawdown of -60.50%. Use the drawdown chart below to compare losses from any high point for ECH and SMIN. For additional features, visit the drawdowns tool.
Volatility
ECH vs. SMIN - Volatility Comparison
The current volatility for iShares MSCI Chile ETF (ECH) is 4.29%, while iShares MSCI India Small-Cap ETF (SMIN) has a volatility of 6.25%. This indicates that ECH experiences smaller price fluctuations and is considered to be less risky than SMIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.