SMIN vs. PIN - ETF Comparison
SMIN - iShares MSCI India Small-Cap ETF
The iShares MSCI India Small-Cap ETF provides exposure to a diversified portfolio of small-cap Indian stocks, offering a pure play on the Indian economy. With a deep portfolio and competitive expense ratio, this fund can be a valuable addition to a portfolio seeking exposure to India's growing economy.
PIN - Invesco India ETF
The Invesco India ETF provides exposure to the Indian equity market, offering a blend of large-cap companies with a focus on fundamental investment style. The fund tracks the FTSE India Quality and Yield Select Index (Net) and has a market capitalization-weighted approach. With a moderate expense ratio, this ETF is suitable for investors seeking to overweight India in their emerging markets portfolio.
| SMIN | PIN | |
|---|---|---|
| Fund Name | iShares MSCI India Small-Cap ETF | Invesco India ETF |
| Fund Provider | BlackRock | Invesco |
| Index | MSCI India Small Cap Index | FTSE India Quality and Yield Select Index (Net) |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.79% | 0.78% |
| Inception Date | 2012-02-08 | 2008-03-05 |
| Number Of Holdings | 501 | 188 |
| Region | India | India |
| Investment Style | Blend | Blend |
| Market Cap | Small-Cap | Large-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.