SMIN vs. SOFI
SMIN (iShares MSCI India Small-Cap ETF) is Asia Pacific Equities fund tracking the MSCI India Small Cap Index, while SOFI (SoFi Technologies, Inc.) is a stock. Over the past 5 years, SMIN returned 6.19%/yr vs -5.84%/yr for SOFI. At a 0.30 correlation, their price movements are largely independent.
Performance
SMIN vs. SOFI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SMIN achieves a -4.03% return, which is significantly higher than SOFI's -36.67% 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%
SOFI
- 1D
- -0.54%
- 1M
- 3.50%
- YTD
- -36.67%
- 6M
- -39.22%
- 1Y
- 17.67%
- 3Y*
- 20.23%
- 5Y*
- -5.84%
- 10Y*
- —
SMIN vs. SOFI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SMIN iShares MSCI India Small-Cap ETF | -4.03% | -6.68% | 16.78% | 35.41% | -14.23% | 44.43% | 6.73% |
SOFI SoFi Technologies, Inc. | -36.67% | 70.00% | 54.77% | 115.84% | -70.84% | 27.09% | 13.09% |
Correlation
The correlation between SMIN and SOFI is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 2020 | 0.30 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SMIN vs. SOFI — Risk / Return Rank
SMIN
SOFI
SMIN vs. SOFI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI India Small-Cap ETF (SMIN) and SoFi Technologies, Inc. (SOFI). 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 | SOFI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -1.30 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.08 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.39 | 0.21 | -0.60 |
| Martin ratioReturn relative to average drawdown | -0.87 | 0.39 | -1.26 |
Loading charts...
Drawdowns
SMIN vs. SOFI - Drawdown Comparison
The maximum SMIN drawdown since its inception was -60.50%, smaller than the maximum SOFI drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for SMIN and SOFI.
Loading charts...
Drawdown Indicators
| SMIN | SOFI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.50% | -83.32% | +22.82% |
Max Drawdown (1Y)Largest decline over 1 year | -24.54% | -52.96% | +28.42% |
Max Drawdown (3Y)Largest decline over 3 years | -27.58% | -52.96% | +25.38% |
Max Drawdown (5Y)Largest decline over 5 years | -27.58% | -81.54% | +53.96% |
Max Drawdown (10Y)Largest decline over 10 years | -60.50% | — | — |
Current DrawdownCurrent decline from peak | -16.07% | -48.53% | +32.46% |
Average DrawdownAverage peak-to-trough decline | -14.62% | -51.20% | +36.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.01% | 28.88% | -17.87% |
Volatility
SMIN vs. SOFI - Volatility Comparison
The current volatility for iShares MSCI India Small-Cap ETF (SMIN) is 4.86%, while SoFi Technologies, Inc. (SOFI) has a volatility of 17.35%. This indicates that SMIN experiences smaller price fluctuations and is considered to be less risky than SOFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SMIN | SOFI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 17.35% | -12.49% |
Volatility (6M)Calculated over the trailing 6-month period | 15.58% | 38.57% | -22.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.67% | 56.54% | -37.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.88% | 66.69% | -47.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.83% | 71.92% | -49.09% |
Dividends
SMIN vs. SOFI - Dividend Comparison
SMIN's dividend yield for the trailing twelve months is around 2.10%, while SOFI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SOFI SoFi Technologies, 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% |
Frequently Asked Questions
SMIN and SOFI have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOFI has higher volatility (17.35%) compared to SMIN (4.86%). In terms of maximum drawdown, SMIN dropped -60.50% vs SOFI's -83.32%.
SOFI currently has the higher Sharpe Ratio (0.20 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.
Find the right allocation for SMIN and SOFI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer