EWS vs. SMIN
Compare and contrast key facts about iShares MSCI Singapore ETF (EWS) and iShares MSCI India Small-Cap ETF (SMIN).
EWS and SMIN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWS is a passively managed fund by iShares that tracks the performance of the MSCI Singapore Index. It was launched on Mar 12, 1996. 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 EWS 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: EWS or SMIN.
Key characteristics
| EWS | SMIN | |
|---|---|---|
| YTD Return | 16.98% | 18.03% |
| 1Y Return | 23.25% | 30.29% |
| 3Y Return (Ann) | 1.09% | 10.42% |
| 5Y Return (Ann) | 1.68% | 19.18% |
| 10Y Return (Ann) | 1.99% | 10.51% |
| Sharpe Ratio | 1.86 | 1.79 |
| Sortino Ratio | 2.59 | 2.17 |
| Omega Ratio | 1.33 | 1.34 |
| Calmar Ratio | 1.38 | 3.01 |
| Martin Ratio | 10.07 | 11.17 |
| Ulcer Index | 2.68% | 2.84% |
| Daily Std Dev | 14.23% | 17.76% |
| Max Drawdown | -75.20% | -60.50% |
| Current Drawdown | -4.24% | -5.29% |
Correlation
The correlation between EWS and SMIN is 0.44, 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
EWS vs. SMIN - Performance Comparison
In the year-to-date period, EWS achieves a 16.98% return, which is significantly lower than SMIN's 18.03% return. Over the past 10 years, EWS has underperformed SMIN with an annualized return of 1.99%, while SMIN has yielded a comparatively higher 10.51% 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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EWS vs. SMIN - Expense Ratio Comparison
EWS has a 0.50% expense ratio, which is lower than SMIN's 0.76% expense ratio.
Risk-Adjusted Performance
EWS vs. SMIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Singapore ETF (EWS) 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
EWS vs. SMIN - Dividend Comparison
EWS's dividend yield for the trailing twelve months is around 4.12%, more than SMIN's 0.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWS iShares MSCI Singapore ETF | 4.12% | 6.50% | 2.56% | 6.00% | 2.68% | 4.70% | 4.21% | 3.46% | 3.96% | 4.20% | 3.35% | 3.77% |
SMIN iShares MSCI India Small-Cap ETF | 0.30% | 0.41% | 0.01% | 1.27% | 1.06% | 1.75% | 1.68% | 0.89% | 2.30% | 0.93% | 0.34% | 0.75% |
Drawdowns
EWS vs. SMIN - Drawdown Comparison
The maximum EWS drawdown since its inception was -75.20%, which is greater than SMIN's maximum drawdown of -60.50%. Use the drawdown chart below to compare losses from any high point for EWS and SMIN. For additional features, visit the drawdowns tool.
Volatility
EWS vs. SMIN - Volatility Comparison
The current volatility for iShares MSCI Singapore ETF (EWS) is 2.62%, while iShares MSCI India Small-Cap ETF (SMIN) has a volatility of 6.29%. This indicates that EWS 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.