Correlation
The correlation between EMM and SMIN is 0.33, 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.
EMM vs. SMIN
Compare and contrast key facts about Global X Emerging Markets ex-China ETF (EMM) and iShares MSCI India Small-Cap ETF (SMIN).
EMM and SMIN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EMM is an actively managed fund by Global X. It was launched on Sep 24, 2010. 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: EMM or SMIN.
Performance
EMM vs. SMIN - Performance Comparison
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Key characteristics
EMM:
0.19
SMIN:
0.27
EMM:
0.25
SMIN:
0.47
EMM:
1.03
SMIN:
1.06
EMM:
0.08
SMIN:
0.22
EMM:
0.20
SMIN:
0.52
EMM:
8.52%
SMIN:
10.53%
EMM:
19.08%
SMIN:
22.10%
EMM:
-21.99%
SMIN:
-60.50%
EMM:
-5.43%
SMIN:
-8.50%
Returns By Period
In the year-to-date period, EMM achieves a 5.22% return, which is significantly higher than SMIN's -2.37% return.
EMM
5.22%
6.28%
2.78%
4.68%
N/A
N/A
N/A
SMIN
-2.37%
6.77%
-4.15%
5.62%
15.60%
25.54%
10.18%
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EMM vs. SMIN - Expense Ratio Comparison
EMM has a 0.75% expense ratio, which is lower than SMIN's 0.76% expense ratio.
Risk-Adjusted Performance
EMM vs. SMIN — Risk-Adjusted Performance Rank
EMM
SMIN
EMM vs. SMIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Emerging Markets ex-China ETF (EMM) 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
EMM vs. SMIN - Dividend Comparison
EMM's dividend yield for the trailing twelve months is around 0.76%, less than SMIN's 7.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMM Global X Emerging Markets ex-China ETF | 0.76% | 0.80% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMIN iShares MSCI India Small-Cap ETF | 7.01% | 6.84% | 0.41% | 0.01% | 1.27% | 1.07% | 1.74% | 1.68% | 0.89% | 2.30% | 0.93% | 0.34% |
Drawdowns
EMM vs. SMIN - Drawdown Comparison
The maximum EMM drawdown since its inception was -21.99%, smaller than the maximum SMIN drawdown of -60.50%. Use the drawdown chart below to compare losses from any high point for EMM and SMIN.
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Volatility
EMM vs. SMIN - Volatility Comparison
The current volatility for Global X Emerging Markets ex-China ETF (EMM) is 3.72%, while iShares MSCI India Small-Cap ETF (SMIN) has a volatility of 6.94%. This indicates that EMM 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.
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