OUSM vs. SMIN
Compare and contrast key facts about OShares U.S. Small-Cap Quality Dividend ETF (OUSM) and iShares MSCI India Small-Cap ETF (SMIN).
OUSM and SMIN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OUSM is a passively managed fund by O'Shares Investments that tracks the performance of the O'Shares US Small-Cap Quality Dividend Index. It was launched on Dec 30, 2016. 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 OUSM 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: OUSM or SMIN.
Key characteristics
| OUSM | SMIN | |
|---|---|---|
| YTD Return | 20.12% | 15.46% |
| 1Y Return | 35.49% | 25.00% |
| 3Y Return (Ann) | 9.31% | 9.25% |
| 5Y Return (Ann) | 12.04% | 19.00% |
| Sharpe Ratio | 2.41 | 1.40 |
| Sortino Ratio | 3.48 | 1.76 |
| Omega Ratio | 1.42 | 1.27 |
| Calmar Ratio | 5.00 | 2.38 |
| Martin Ratio | 14.94 | 8.45 |
| Ulcer Index | 2.37% | 2.97% |
| Daily Std Dev | 14.64% | 17.91% |
| Max Drawdown | -39.84% | -60.50% |
| Current Drawdown | -0.92% | -7.35% |
Correlation
The correlation between OUSM and SMIN is 0.39, 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
OUSM vs. SMIN - Performance Comparison
In the year-to-date period, OUSM achieves a 20.12% return, which is significantly higher than SMIN's 15.46% 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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OUSM vs. SMIN - Expense Ratio Comparison
OUSM has a 0.48% expense ratio, which is lower than SMIN's 0.76% expense ratio.
Risk-Adjusted Performance
OUSM vs. SMIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OShares U.S. Small-Cap Quality Dividend ETF (OUSM) 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
OUSM vs. SMIN - Dividend Comparison
OUSM's dividend yield for the trailing twelve months is around 1.25%, more than SMIN's 0.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OUSM OShares U.S. Small-Cap Quality Dividend ETF | 1.25% | 1.64% | 1.99% | 1.55% | 2.02% | 1.99% | 2.62% | 2.17% | 0.00% | 0.00% | 0.00% | 0.00% |
SMIN iShares MSCI India Small-Cap ETF | 0.30% | 0.41% | 0.01% | 1.27% | 1.07% | 1.74% | 1.68% | 0.89% | 2.30% | 0.93% | 0.34% | 0.75% |
Drawdowns
OUSM vs. SMIN - Drawdown Comparison
The maximum OUSM drawdown since its inception was -39.84%, smaller than the maximum SMIN drawdown of -60.50%. Use the drawdown chart below to compare losses from any high point for OUSM and SMIN. For additional features, visit the drawdowns tool.
Volatility
OUSM vs. SMIN - Volatility Comparison
The current volatility for OShares U.S. Small-Cap Quality Dividend ETF (OUSM) is 5.12%, while iShares MSCI India Small-Cap ETF (SMIN) has a volatility of 5.55%. This indicates that OUSM 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.