SMIN vs. QQQ
Compare and contrast key facts about iShares MSCI India Small-Cap ETF (SMIN) and Invesco QQQ (QQQ).
SMIN and QQQ 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. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. Both SMIN and QQQ 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 QQQ.
Correlation
The correlation between SMIN and QQQ is 0.44, 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
SMIN vs. QQQ - Performance Comparison
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Key characteristics
SMIN:
0.03
QQQ:
0.45
SMIN:
0.11
QQQ:
0.81
SMIN:
1.01
QQQ:
1.11
SMIN:
-0.02
QQQ:
0.51
SMIN:
-0.05
QQQ:
1.65
SMIN:
10.26%
QQQ:
6.96%
SMIN:
21.75%
QQQ:
25.14%
SMIN:
-60.50%
QQQ:
-82.98%
SMIN:
-15.74%
QQQ:
-9.42%
Returns By Period
In the year-to-date period, SMIN achieves a -10.09% return, which is significantly lower than QQQ's -4.41% return. Over the past 10 years, SMIN has underperformed QQQ with an annualized return of 9.44%, while QQQ has yielded a comparatively higher 17.24% annualized return.
SMIN
-10.09%
3.14%
-10.24%
1.30%
24.89%
9.44%
QQQ
-4.41%
9.37%
-4.80%
11.06%
17.35%
17.24%
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SMIN vs. QQQ - Expense Ratio Comparison
SMIN has a 0.76% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
SMIN vs. QQQ — Risk-Adjusted Performance Rank
SMIN
QQQ
SMIN vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI India Small-Cap ETF (SMIN) and Invesco QQQ (QQQ). 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.
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Dividends
SMIN vs. QQQ - Dividend Comparison
SMIN's dividend yield for the trailing twelve months is around 7.61%, more than QQQ's 0.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMIN iShares MSCI India Small-Cap ETF | 7.61% | 6.84% | 0.41% | 0.01% | 1.27% | 1.06% | 1.75% | 1.68% | 0.89% | 2.30% | 0.93% | 0.34% |
QQQ Invesco QQQ | 0.61% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
SMIN vs. QQQ - Drawdown Comparison
The maximum SMIN drawdown since its inception was -60.50%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for SMIN and QQQ. For additional features, visit the drawdowns tool.
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Volatility
SMIN vs. QQQ - Volatility Comparison
The current volatility for iShares MSCI India Small-Cap ETF (SMIN) is 6.99%, while Invesco QQQ (QQQ) has a volatility of 8.24%. This indicates that SMIN experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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