SMIN vs. CNYA
Compare and contrast key facts about iShares MSCI India Small-Cap ETF (SMIN) and iShares MSCI China A ETF (CNYA).
SMIN and CNYA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. CNYA is a passively managed fund by iShares that tracks the performance of the MSCI China A Inclusion Index. It was launched on Jun 13, 2016. Both SMIN and CNYA 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: SMIN or CNYA.
Performance
SMIN vs. CNYA - Performance Comparison
Returns By Period
In the year-to-date period, SMIN achieves a 14.59% return, which is significantly higher than CNYA's 13.66% return.
SMIN
14.59%
-5.43%
5.31%
21.43%
18.81%
9.99%
CNYA
13.66%
-0.58%
8.29%
9.34%
2.42%
N/A
Key characteristics
| SMIN | CNYA | |
|---|---|---|
| Sharpe Ratio | 1.20 | 0.33 |
| Sortino Ratio | 1.53 | 0.71 |
| Omega Ratio | 1.23 | 1.11 |
| Calmar Ratio | 2.04 | 0.21 |
| Martin Ratio | 6.68 | 1.08 |
| Ulcer Index | 3.22% | 9.74% |
| Daily Std Dev | 18.00% | 31.71% |
| Max Drawdown | -60.50% | -49.49% |
| Current Drawdown | -8.05% | -35.74% |
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SMIN vs. CNYA - Expense Ratio Comparison
SMIN has a 0.76% expense ratio, which is higher than CNYA's 0.60% expense ratio.
Correlation
The correlation between SMIN and CNYA is 0.30, 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.
Risk-Adjusted Performance
SMIN vs. CNYA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI India Small-Cap ETF (SMIN) and iShares MSCI China A ETF (CNYA). 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
SMIN vs. CNYA - Dividend Comparison
SMIN's dividend yield for the trailing twelve months is around 0.31%, less than CNYA's 3.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMIN iShares MSCI India Small-Cap ETF | 0.31% | 0.41% | 0.01% | 1.27% | 1.07% | 1.74% | 1.68% | 0.89% | 2.30% | 0.93% | 0.34% | 0.75% |
CNYA iShares MSCI China A ETF | 3.79% | 4.23% | 2.69% | 1.11% | 1.05% | 1.21% | 3.92% | 0.98% | 1.38% | 0.00% | 0.00% | 0.00% |
Drawdowns
SMIN vs. CNYA - Drawdown Comparison
The maximum SMIN drawdown since its inception was -60.50%, which is greater than CNYA's maximum drawdown of -49.49%. Use the drawdown chart below to compare losses from any high point for SMIN and CNYA. For additional features, visit the drawdowns tool.
Volatility
SMIN vs. CNYA - Volatility Comparison
The current volatility for iShares MSCI India Small-Cap ETF (SMIN) is 5.69%, while iShares MSCI China A ETF (CNYA) has a volatility of 10.20%. This indicates that SMIN experiences smaller price fluctuations and is considered to be less risky than CNYA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.