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.
Correlation
The correlation between OUSM and SMIN is 0.45, 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
OUSM vs. SMIN - Performance Comparison
Loading data...
Key characteristics
OUSM:
0.10
SMIN:
0.03
OUSM:
0.38
SMIN:
0.11
OUSM:
1.05
SMIN:
1.01
OUSM:
0.16
SMIN:
-0.02
OUSM:
0.48
SMIN:
-0.05
OUSM:
6.30%
SMIN:
10.26%
OUSM:
17.91%
SMIN:
21.75%
OUSM:
-39.84%
SMIN:
-60.50%
OUSM:
-10.20%
SMIN:
-15.74%
Returns By Period
In the year-to-date period, OUSM achieves a -3.38% return, which is significantly higher than SMIN's -10.09% return.
OUSM
-3.38%
4.25%
-8.98%
1.84%
14.03%
N/A
SMIN
-10.09%
1.64%
-10.24%
0.59%
24.44%
9.50%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 Rank
OUSM
SMIN
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.
Loading data...
Dividends
OUSM vs. SMIN - Dividend Comparison
OUSM's dividend yield for the trailing twelve months is around 1.85%, less than SMIN's 7.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OUSM OShares U.S. Small-Cap Quality Dividend ETF | 1.85% | 1.62% | 1.64% | 1.98% | 1.55% | 2.02% | 1.99% | 2.63% | 2.17% | 0.00% | 0.00% | 0.00% |
SMIN iShares MSCI India Small-Cap ETF | 7.61% | 6.84% | 0.41% | 0.01% | 1.27% | 1.07% | 1.74% | 1.68% | 0.89% | 2.30% | 0.93% | 0.34% |
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.
Loading data...
Volatility
OUSM vs. SMIN - Volatility Comparison
Loading data...