SMIN vs. IOT
SMIN (iShares MSCI India Small-Cap ETF) is Asia Pacific Equities fund tracking the MSCI India Small Cap Index, while IOT (Samsara Inc.) is a stock. Over the past 3 years, SMIN returned 8.94%/yr vs 3.56%/yr for IOT. At a 0.19 correlation, their price movements are largely independent.
Performance
SMIN vs. IOT - Performance Comparison
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Returns By Period
In the year-to-date period, SMIN achieves a -4.03% return, which is significantly higher than IOT's -5.05% return.
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%
IOT
- 1D
- 4.34%
- 1M
- 20.26%
- YTD
- -5.05%
- 6M
- -18.68%
- 1Y
- -14.15%
- 3Y*
- 3.56%
- 5Y*
- —
- 10Y*
- —
SMIN vs. IOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SMIN iShares MSCI India Small-Cap ETF | -4.03% | -6.68% | 16.78% | 35.41% | -14.23% | 1.68% |
IOT Samsara Inc. | -5.05% | -18.86% | 30.89% | 168.54% | -55.78% | 12.89% |
Correlation
The correlation between SMIN and IOT is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2021 | 0.19 |
The correlation between SMIN and IOT shifts across timeframes, from 0.06 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SMIN vs. IOT — Risk / Return Rank
SMIN
IOT
SMIN vs. IOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI India Small-Cap ETF (SMIN) and Samsara Inc. (IOT). 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.
| SMIN | IOT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.57 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 0.99 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.39 | -0.37 | -0.02 |
| Martin ratioReturn relative to average drawdown | -0.87 | -0.75 | -0.12 |
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Drawdowns
SMIN vs. IOT - Drawdown Comparison
The maximum SMIN drawdown since its inception was -60.50%, smaller than the maximum IOT drawdown of -70.38%. Use the drawdown chart below to compare losses from any high point for SMIN and IOT.
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Drawdown Indicators
| SMIN | IOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.50% | -70.38% | +9.88% |
Max Drawdown (1Y)Largest decline over 1 year | -24.54% | -46.37% | +21.83% |
Max Drawdown (3Y)Largest decline over 3 years | -27.58% | -60.22% | +32.64% |
Max Drawdown (5Y)Largest decline over 5 years | -27.58% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -60.50% | — | — |
Current DrawdownCurrent decline from peak | -16.07% | -44.78% | +28.71% |
Average DrawdownAverage peak-to-trough decline | -14.62% | -31.39% | +16.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.01% | 23.26% | -12.25% |
Volatility
SMIN vs. IOT - Volatility Comparison
The current volatility for iShares MSCI India Small-Cap ETF (SMIN) is 4.86%, while Samsara Inc. (IOT) has a volatility of 19.99%. This indicates that SMIN experiences smaller price fluctuations and is considered to be less risky than IOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMIN | IOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 19.99% | -15.13% |
Volatility (6M)Calculated over the trailing 6-month period | 15.58% | 44.50% | -28.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.67% | 57.78% | -39.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.88% | 65.87% | -46.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.83% | 65.87% | -43.04% |
Dividends
SMIN vs. IOT - Dividend Comparison
SMIN's dividend yield for the trailing twelve months is around 2.10%, while IOT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IOT Samsara Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
SMIN and IOT have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IOT has higher volatility (19.99%) compared to SMIN (4.86%). In terms of maximum drawdown, SMIN dropped -60.50% vs IOT's -70.38%.
IOT currently has the higher Sharpe Ratio (-0.30 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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