Correlation
The correlation between WAINX and SMIN is 0.33, 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.
WAINX vs. SMIN
Compare and contrast key facts about Wasatch Emerging India Fund (WAINX) and iShares MSCI India Small-Cap ETF (SMIN).
WAINX is managed by Wasatch. It was launched on Apr 25, 2011. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAINX or SMIN.
Performance
WAINX vs. SMIN - Performance Comparison
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Key characteristics
WAINX:
0.64
SMIN:
0.27
WAINX:
0.89
SMIN:
0.47
WAINX:
1.11
SMIN:
1.06
WAINX:
0.59
SMIN:
0.22
WAINX:
1.26
SMIN:
0.52
WAINX:
7.96%
SMIN:
10.53%
WAINX:
17.88%
SMIN:
22.10%
WAINX:
-41.33%
SMIN:
-60.50%
WAINX:
-6.11%
SMIN:
-8.50%
Returns By Period
In the year-to-date period, WAINX achieves a 2.81% return, which is significantly higher than SMIN's -2.37% return. Over the past 10 years, WAINX has outperformed SMIN with an annualized return of 11.23%, while SMIN has yielded a comparatively lower 10.18% annualized return.
WAINX
2.81%
2.09%
0.94%
11.59%
9.66%
17.69%
11.23%
SMIN
-2.37%
6.77%
-4.15%
5.62%
15.60%
25.54%
10.18%
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WAINX vs. SMIN - Expense Ratio Comparison
WAINX has a 1.51% expense ratio, which is higher than SMIN's 0.76% expense ratio.
Risk-Adjusted Performance
WAINX vs. SMIN — Risk-Adjusted Performance Rank
WAINX
SMIN
WAINX vs. SMIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) 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.
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Dividends
WAINX vs. SMIN - Dividend Comparison
WAINX's dividend yield for the trailing twelve months is around 19.64%, more than SMIN's 7.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAINX Wasatch Emerging India Fund | 19.64% | 20.19% | 4.23% | 1.15% | 4.29% | 0.00% | 0.31% | 6.96% | 2.91% | 1.07% | 1.42% | 0.07% |
SMIN iShares MSCI India Small-Cap ETF | 7.01% | 6.84% | 0.41% | 0.01% | 1.27% | 1.07% | 1.74% | 1.68% | 0.89% | 2.30% | 0.93% | 0.34% |
Drawdowns
WAINX vs. SMIN - Drawdown Comparison
The maximum WAINX drawdown since its inception was -41.33%, smaller than the maximum SMIN drawdown of -60.50%. Use the drawdown chart below to compare losses from any high point for WAINX and SMIN.
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Volatility
WAINX vs. SMIN - Volatility Comparison
The current volatility for Wasatch Emerging India Fund (WAINX) is 5.93%, while iShares MSCI India Small-Cap ETF (SMIN) has a volatility of 6.94%. This indicates that WAINX experiences smaller price fluctuations and is considered to be less risky than SMIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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