KKR vs. SMIN
KKR (KKR & Co. Inc.) 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, KKR returned 24.52%/yr vs 9.73%/yr for SMIN. At a 0.32 correlation, their price movements are largely independent.
Performance
KKR vs. SMIN - Performance Comparison
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Returns By Period
In the year-to-date period, KKR achieves a -24.22% return, which is significantly lower than SMIN's -4.03% return. Over the past 10 years, KKR has outperformed SMIN with an annualized return of 24.52%, while SMIN has yielded a comparatively lower 9.73% annualized return.
KKR
- 1D
- 0.99%
- 1M
- -3.15%
- YTD
- -24.22%
- 6M
- -29.28%
- 1Y
- -20.15%
- 3Y*
- 19.99%
- 5Y*
- 12.18%
- 10Y*
- 24.52%
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%
KKR vs. SMIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | -24.22% | -13.32% | 79.65% | 80.48% | -36.98% | 85.76% | 41.13% | 51.57% | -4.28% | 41.78% |
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 KKR and SMIN is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Feb 9, 2012 | 0.32 |
The correlation between KKR and SMIN shifts across timeframes, from 0.19 (1 year) to 0.34 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
KKR vs. SMIN — Risk / Return Rank
KKR
SMIN
KKR vs. SMIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) 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.
| KKR | SMIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 0.93 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | -0.39 | -0.12 |
| Martin ratioReturn relative to average drawdown | -0.92 | -0.87 | -0.06 |
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Drawdowns
KKR vs. SMIN - Drawdown Comparison
The maximum KKR drawdown since its inception was -53.10%, smaller than the maximum SMIN drawdown of -60.50%. Use the drawdown chart below to compare losses from any high point for KKR and SMIN.
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Drawdown Indicators
| KKR | SMIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.10% | -60.50% | +7.40% |
Max Drawdown (1Y)Largest decline over 1 year | -44.62% | -24.54% | -20.08% |
Max Drawdown (3Y)Largest decline over 3 years | -49.42% | -27.58% | -21.84% |
Max Drawdown (5Y)Largest decline over 5 years | -49.42% | -27.58% | -21.84% |
Max Drawdown (10Y)Largest decline over 10 years | -49.42% | -60.50% | +11.08% |
Current DrawdownCurrent decline from peak | -41.85% | -16.07% | -25.78% |
Average DrawdownAverage peak-to-trough decline | -16.22% | -14.62% | -1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.65% | 11.01% | +13.64% |
Volatility
KKR vs. SMIN - Volatility Comparison
KKR & Co. Inc. (KKR) has a higher volatility of 9.89% compared to iShares MSCI India Small-Cap ETF (SMIN) at 4.86%. This indicates that KKR'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
| KKR | SMIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.89% | 4.86% | +5.03% |
Volatility (6M)Calculated over the trailing 6-month period | 29.26% | 15.58% | +13.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.32% | 18.67% | +18.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.23% | 18.88% | +20.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.62% | 22.83% | +13.79% |
Dividends
KKR vs. SMIN - Dividend Comparison
KKR's dividend yield for the trailing twelve months is around 0.78%, less than SMIN's 2.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | 0.78% | 0.57% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% |
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
KKR and SMIN have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KKR has higher volatility (9.89%) compared to SMIN (4.86%). In terms of maximum drawdown, KKR dropped -53.10% vs SMIN's -60.50%.
SMIN currently has the higher Sharpe Ratio (-0.51 vs -0.61), 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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