EAD vs. IFN
EAD (Emerging Markets Dividend Fund) and IFN (Aberdeen India Fund) are both Emerging Markets Equities funds. Over the past 10 years, EAD returned 6.61%/yr vs 6.36%/yr for IFN. Their 0.28 correlation means their historical movements had little consistent relationship. EAD charges 0.04%/yr vs 0.01%/yr for IFN.
Performance
EAD vs. IFN - Performance Comparison
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Returns By Period
In the year-to-date period, EAD achieves a -1.68% return, which is significantly higher than IFN's -8.68% return. Both investments have delivered pretty close results over the past 10 years, with EAD having a 6.61% annualized return and IFN not far behind at 6.36%.
EAD
- 1D
- 0.00%
- 1M
- -2.42%
- 6M
- -3.45%
- YTD
- -1.68%
- 1Y
- -1.32%
- 3Y*
- 9.25%
- 5Y*
- 2.58%
- 10Y*
- 6.61%
- ALL TIME*
- 6.70%
IFN
- 1D
- -0.26%
- 1M
- 0.09%
- 6M
- -7.67%
- YTD
- -8.68%
- 1Y
- -11.96%
- 3Y*
- 0.40%
- 5Y*
- 1.54%
- 10Y*
- 6.36%
- ALL TIME*
- 7.57%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.20M | $1.82M | $1.50M | |
| $1.78M | $1.59M | $1.78M |
EAD vs. IFN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EAD Emerging Markets Dividend Fund | -1.68% | 8.05% | 15.86% | 11.94% | -23.08% | 21.62% | 6.35% | 27.22% | -6.52% | 7.80% |
IFN Aberdeen India Fund | -8.68% | 0.42% | -2.26% | 36.48% | -15.85% | 22.31% | 12.25% | 11.27% | -5.33% | 37.15% |
Correlation
The correlation between EAD and IFN is 0.36, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.36 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.33 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.33 |
Correlation (All Time) Calculated using the full available price history since Feb 26, 2003 | 0.28 |
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Return for Risk
EAD vs. IFN — Risk / Return Rank
EAD
IFN
EAD vs. IFN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerging Markets Dividend Fund (EAD) and Aberdeen India Fund (IFN). 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.
| EAD | IFN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.72 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.90 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | -0.21 | -0.50 | +0.29 |
| Martin ratioReturn relative to average drawdown | -0.72 | -1.04 | +0.31 |
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Drawdowns
EAD vs. IFN - Drawdown Comparison
The maximum EAD drawdown since its inception was -67.37%, smaller than the maximum IFN drawdown of -71.52%. Use the drawdown chart below to compare losses from any high point for EAD and IFN.
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Drawdown Indicators
| EAD | IFN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.37% | -71.52% | +4.15% |
Max Drawdown (1Y)Largest decline over 1 year | -8.16% | -22.99% | +14.83% |
Max Drawdown (3Y)Largest decline over 3 years | -12.65% | -31.53% | +18.88% |
Max Drawdown (5Y)Largest decline over 5 years | -29.44% | -31.53% | +2.09% |
Max Drawdown (10Y)Largest decline over 10 years | -41.54% | -41.48% | -0.06% |
Current DrawdownCurrent decline from peak | -4.34% | -23.64% | +19.30% |
Average DrawdownAverage peak-to-trough decline | -7.12% | -25.88% | +18.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 11.11% | -8.71% |
Volatility
EAD vs. IFN - Volatility Comparison
The current volatility for Emerging Markets Dividend Fund (EAD) is 1.77%, while Aberdeen India Fund (IFN) has a volatility of 3.30%. This indicates that EAD experiences smaller price fluctuations and is considered to be less risky than IFN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EAD | IFN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.77% | 3.30% | -1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 7.55% | 14.15% | -6.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.95% | 16.70% | -7.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.57% | 17.77% | -4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 18.88% | -2.78% |
EAD vs. IFN - Expense Ratio Comparison
EAD has a 0.04% expense ratio, which is higher than IFN's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
EAD vs. IFN - Dividend Comparison
EAD's dividend yield for the trailing twelve months is around 10.19%, less than IFN's 18.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAD Emerging Markets Dividend Fund | 10.19% | 9.47% | 9.08% | 9.07% | 10.97% | 7.59% | 8.51% | 8.44% | 9.11% | 8.58% | 9.62% | 10.95% |
IFN Aberdeen India Fund | 18.58% | 16.09% | 14.60% | 8.97% | 21.47% | 15.21% | 9.77% | 11.57% | 22.25% | 12.11% | 7.97% | 8.02% |
Frequently Asked Questions
EAD and IFN have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IFN has higher volatility (3.30%) compared to EAD (1.77%). In terms of maximum drawdown, EAD dropped -67.37% vs IFN's -71.52%.
EAD currently has the higher Sharpe Ratio (-0.19 vs -0.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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