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SMIN vs HEFA
iShares MSCI India Small-Cap ETF vs iShares Currency Hedged MSCI EAFE ETF
Key differences
Both SMIN and HEFA are equity ETFs. SMIN charges 0.74% a year and HEFA 0.35%. The main difference: SMIN covers emerging markets; HEFA covers global markets excluding the US.
- SMIN covers emerging markets; HEFA covers global markets excluding the US.
- HEFA costs 0.39% less per year.
- HEFA is much larger than SMIN. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HEFA has delivered higher annualized returns.
Side-by-side comparison
| SMIN | HEFA | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.35% |
| Fund size (AUM) | $639M | $7.1B |
| Since | 2012 | 2014 |
| Dividend yield | 0.00% | 3.05% |
| Asset class | equity | equity |
| Region | emerging markets | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | -9.3% | +24.2% |
| CAGR 3Y | +10.0% | +18.9% |
| CAGR 5Y | +6.9% | +13.5% |
| Sharpe 3Y | 0.41 | 1.10 |
| Volatility 1Y | 18.59% | 12.75% |
| Max drawdown | -60.50% | -32.39% |
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