EPR vs. SMIN
EPR (EPR Properties) is a stock, while SMIN (iShares MSCI India Small-Cap ETF) is Asia Pacific Equities fund tracking the MSCI India Small Cap Index. Over the past 10 years, EPR returned 3.90%/yr vs 9.73%/yr for SMIN. At a 0.22 correlation, their price movements are largely independent.
Performance
EPR vs. SMIN - Performance Comparison
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Returns By Period
In the year-to-date period, EPR achieves a 23.29% return, which is significantly higher than SMIN's -4.03% return. Over the past 10 years, EPR has underperformed SMIN with an annualized return of 3.90%, while SMIN has yielded a comparatively higher 9.73% annualized return.
EPR
- 1D
- 1.17%
- 1M
- 3.94%
- YTD
- 23.29%
- 6M
- 23.59%
- 1Y
- 13.06%
- 3Y*
- 17.65%
- 5Y*
- 9.64%
- 10Y*
- 3.90%
SMIN
- 1D
- 1.44%
- 1M
- 0.72%
- YTD
- -4.03%
- 6M
- -1.54%
- 1Y
- -8.33%
- 3Y*
- 8.94%
- 5Y*
- 6.19%
- 10Y*
- 9.73%
EPR vs. SMIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 23.29% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
SMIN iShares MSCI India Small-Cap ETF | -4.03% | -6.68% | 16.78% | 35.41% | -14.23% | 44.43% | 19.59% | -5.21% | -25.55% | 62.36% |
Correlation
The correlation between EPR and SMIN is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Feb 9, 2012 | 0.22 |
The correlation between EPR and SMIN shifts across timeframes, from 0.08 (1 year) to 0.26 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
EPR vs. SMIN — Risk / Return Rank
EPR
SMIN
EPR vs. SMIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EPR Properties (EPR) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EPR | SMIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.02 | ||
| Sortino ratioReturn per unit of downside risk | +1.48 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.93 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.58 | -0.39 | +0.97 |
| Martin ratioReturn relative to average drawdown | 1.15 | -0.87 | +2.01 |
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Drawdowns
EPR vs. SMIN - Drawdown Comparison
The maximum EPR drawdown since its inception was -82.02%, which is greater than SMIN's maximum drawdown of -60.50%. Use the drawdown chart below to compare losses from any high point for EPR and SMIN.
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Drawdown Indicators
| EPR | SMIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.02% | -60.50% | -21.52% |
Max Drawdown (1Y)Largest decline over 1 year | -19.51% | -24.54% | +5.03% |
Max Drawdown (3Y)Largest decline over 3 years | -19.51% | -27.58% | +8.07% |
Max Drawdown (5Y)Largest decline over 5 years | -35.63% | -27.58% | -8.05% |
Max Drawdown (10Y)Largest decline over 10 years | -82.02% | -60.50% | -21.52% |
Current DrawdownCurrent decline from peak | 0.00% | -16.07% | +16.07% |
Average DrawdownAverage peak-to-trough decline | -16.58% | -14.62% | -1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 11.01% | -1.20% |
Volatility
EPR vs. SMIN - Volatility Comparison
EPR Properties (EPR) has a higher volatility of 5.14% compared to iShares MSCI India Small-Cap ETF (SMIN) at 4.86%. This indicates that EPR'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.
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Volatility by Period
| EPR | SMIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 4.86% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 16.49% | 15.58% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.44% | 18.67% | +3.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.16% | 18.88% | +7.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.44% | 22.83% | +19.61% |
Dividends
EPR vs. SMIN - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 5.99%, more than SMIN's 2.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 5.99% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
SMIN iShares MSCI India Small-Cap ETF | 2.10% | 2.01% | 6.84% | 0.41% | 0.01% | 1.27% | 1.06% | 1.75% | 1.68% | 0.89% | 2.30% | 0.93% |
Frequently Asked Questions
EPR and SMIN have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPR has higher volatility (5.14%) compared to SMIN (4.86%). In terms of maximum drawdown, EPR dropped -82.02% vs SMIN's -60.50%.
EPR currently has the higher Sharpe Ratio (0.50 vs -0.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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