Screener
INDE vs SMIN
Matthews India Active ETF vs iShares MSCI India Small-Cap ETF
Key differences
Both INDE and SMIN are equity ETFs. INDE charges 0.79% a year and SMIN 0.74%. The main difference: INDE follows a active selection strategy; SMIN uses index tracking.
- INDE follows a active selection strategy; SMIN uses index tracking.
- SMIN costs 0.05% less per year.
- SMIN is much larger than INDE. Larger funds are usually more liquid and less likely to close.
- SMIN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INDE | SMIN | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.74% |
| Fund size (AUM) | $13M | $639M |
| Since | 2023 | 2012 |
| Dividend yield | 1.91% | 0.00% |
| Asset class | equity | equity |
| Region | emerging markets | emerging markets |
| Strategy | active selection | index tracking |
| CAGR 1Y | -4.8% | -9.3% |
| CAGR 3Y | N/A | +10.0% |
| CAGR 5Y | N/A | +6.9% |
| Sharpe 3Y | N/A | 0.41 |
| Volatility 1Y | 16.92% | 18.59% |
| Max drawdown | -22.89% | -60.50% |
Similar to INDE and SMIN
Explore further