CORE.AX vs. IIND.AX
CORE.AX (Schroder Global Core Fund - Active ETF) and IIND.AX (BetaShares India Quality ETF) are both Global Equities funds. CORE.AX is actively managed, while IIND.AX is passively managed. Over the past year, CORE.AX returned 14.00% vs -17.95% for IIND.AX. At a 0.20 correlation, their price movements are largely independent.
Performance
CORE.AX vs. IIND.AX - Performance Comparison
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Returns By Period
In the year-to-date period, CORE.AX achieves a 3.61% return, which is significantly higher than IIND.AX's -14.74% return.
CORE.AX
- 1D
- -1.27%
- 1M
- -0.61%
- 6M
- 3.34%
- YTD
- 3.61%
- 1Y
- 14.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IIND.AX
- 1D
- -0.10%
- 1M
- -0.81%
- 6M
- -13.62%
- YTD
- -14.74%
- 1Y
- -17.95%
- 3Y*
- -0.05%
- 5Y*
- 1.70%
- 10Y*
- —
CORE.AX vs. IIND.AX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CORE.AX Schroder Global Core Fund - Active ETF | 3.61% | 12.78% |
IIND.AX BetaShares India Quality ETF | -14.74% | -3.99% |
Correlation
The correlation between CORE.AX and IIND.AX is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2025 | 0.20 |
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Return for Risk
CORE.AX vs. IIND.AX — Risk / Return Rank
CORE.AX
IIND.AX
CORE.AX vs. IIND.AX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schroder Global Core Fund - Active ETF (CORE.AX) and BetaShares India Quality ETF (IIND.AX). 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.
| CORE.AX | IIND.AX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.25 | ||
| Sortino ratioReturn per unit of downside risk | +3.30 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 0.84 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 1.51 | -0.72 | +2.23 |
| Martin ratioReturn relative to average drawdown | 4.09 | -1.32 | +5.41 |
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Drawdowns
CORE.AX vs. IIND.AX - Drawdown Comparison
The maximum CORE.AX drawdown since its inception was -10.20%, smaller than the maximum IIND.AX drawdown of -27.24%. Use the drawdown chart below to compare losses from any high point for CORE.AX and IIND.AX.
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Drawdown Indicators
| CORE.AX | IIND.AX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.20% | -27.24% | +17.04% |
Max Drawdown (1Y)Largest decline over 1 year | -10.20% | -24.42% | +14.22% |
Max Drawdown (3Y)Largest decline over 3 years | — | -26.76% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.76% | — |
Current DrawdownCurrent decline from peak | -2.60% | -21.66% | +19.06% |
Average DrawdownAverage peak-to-trough decline | -2.60% | -6.94% | +4.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 13.46% | — |
Volatility
CORE.AX vs. IIND.AX - Volatility Comparison
The current volatility for Schroder Global Core Fund - Active ETF (CORE.AX) is 2.49%, while BetaShares India Quality ETF (IIND.AX) has a volatility of 3.46%. This indicates that CORE.AX experiences smaller price fluctuations and is considered to be less risky than IIND.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CORE.AX | IIND.AX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.49% | 3.46% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 7.50% | 15.18% | -7.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.51% | 17.27% | -4.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.55% | 15.65% | -3.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.55% | 16.96% | -4.41% |
Dividends
CORE.AX vs. IIND.AX - Dividend Comparison
CORE.AX's dividend yield for the trailing twelve months is around 0.69%, while IIND.AX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
CORE.AX Schroder Global Core Fund - Active ETF | 0.69% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% |
IIND.AX BetaShares India Quality ETF | 0.00% | 0.61% | 3.07% | 3.48% | 0.00% | 2.96% |
Frequently Asked Questions
CORE.AX and IIND.AX have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: Schroder and BetaShares.
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