PFE vs. SMIN
PFE (Pfizer 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, PFE returned 2.11%/yr vs 9.73%/yr for SMIN. At a 0.22 correlation, their price movements are largely independent.
Performance
PFE vs. SMIN - Performance Comparison
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Returns By Period
In the year-to-date period, PFE achieves a 8.79% return, which is significantly higher than SMIN's -4.03% return. Over the past 10 years, PFE has underperformed SMIN with an annualized return of 2.11%, while SMIN has yielded a comparatively higher 9.73% annualized return.
PFE
- 1D
- 0.15%
- 1M
- 1.79%
- YTD
- 8.79%
- 6M
- 4.79%
- 1Y
- 14.27%
- 3Y*
- -7.78%
- 5Y*
- -3.35%
- 10Y*
- 2.11%
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%
PFE vs. SMIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFE Pfizer Inc. | 8.79% | 0.65% | -2.22% | -41.26% | -10.41% | 66.70% | 3.07% | -6.91% | 24.82% | 15.90% |
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 PFE and SMIN is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
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 |
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Return for Risk
PFE vs. SMIN — Risk / Return Rank
PFE
SMIN
PFE vs. SMIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pfizer Inc. (PFE) 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.
| PFE | SMIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.06 | ||
| Sortino ratioReturn per unit of downside risk | +1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.93 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.13 | -0.39 | +1.52 |
| Martin ratioReturn relative to average drawdown | 2.27 | -0.87 | +3.14 |
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Drawdowns
PFE vs. SMIN - Drawdown Comparison
The maximum PFE drawdown since its inception was -69.24%, which is greater than SMIN's maximum drawdown of -60.50%. Use the drawdown chart below to compare losses from any high point for PFE and SMIN.
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Drawdown Indicators
| PFE | SMIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.24% | -60.50% | -8.74% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | -24.54% | +13.07% |
Max Drawdown (3Y)Largest decline over 3 years | -40.43% | -27.58% | -12.85% |
Max Drawdown (5Y)Largest decline over 5 years | -58.96% | -27.58% | -31.38% |
Max Drawdown (10Y)Largest decline over 10 years | -58.96% | -60.50% | +1.54% |
Current DrawdownCurrent decline from peak | -45.68% | -16.07% | -29.61% |
Average DrawdownAverage peak-to-trough decline | -22.90% | -14.62% | -8.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.70% | 11.01% | -5.31% |
Volatility
PFE vs. SMIN - Volatility Comparison
Pfizer Inc. (PFE) and iShares MSCI India Small-Cap ETF (SMIN) have volatilities of 5.07% and 4.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFE | SMIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 4.86% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 14.62% | 15.58% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.84% | 18.67% | +5.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.48% | 18.88% | +6.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 22.83% | +1.06% |
Dividends
PFE vs. SMIN - Dividend Comparison
PFE's dividend yield for the trailing twelve months is around 6.56%, more than SMIN's 2.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFE Pfizer Inc. | 6.56% | 6.91% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% |
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
PFE and SMIN have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PFE has higher volatility (5.07%) compared to SMIN (4.86%). In terms of maximum drawdown, PFE dropped -69.24% vs SMIN's -60.50%.
PFE currently has the higher Sharpe Ratio (0.54 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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