PortfoliosLab logoPortfoliosLab logo
IND vs. INDY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IND vs. INDY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers Nifty 500 India ETF (IND) and iShares India 50 ETF (INDY). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, IND achieves a -8.05% return, which is significantly higher than INDY's -12.36% return.


IND

1D
-1.22%
1M
2.92%
YTD
-8.05%
6M
-9.01%
1Y
3Y*
5Y*
10Y*

INDY

1D
-1.49%
1M
1.53%
YTD
-12.36%
6M
-12.66%
1Y
-12.06%
3Y*
2.42%
5Y*
2.23%
10Y*
6.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IND vs. INDY - Yearly Performance Comparison


2026 (YTD)2025
IND
Xtrackers Nifty 500 India ETF
-8.05%-0.34%
INDY
iShares India 50 ETF
-12.36%0.07%

Correlation

The correlation between IND and INDY is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 25, 2025

0.84

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IND vs. INDY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IND

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


INDY
INDY Risk / Return Rank: 33
Overall Rank
INDY Sharpe Ratio Rank: 22
Sharpe Ratio Rank
INDY Sortino Ratio Rank: 33
Sortino Ratio Rank
INDY Omega Ratio Rank: 33
Omega Ratio Rank
INDY Calmar Ratio Rank: 44
Calmar Ratio Rank
INDY Martin Ratio Rank: 22
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IND vs. INDY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers Nifty 500 India ETF (IND) and iShares India 50 ETF (INDY). 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.


INDINDYDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.87

Calmar ratioReturn relative to maximum drawdown

-0.64

Martin ratioReturn relative to average drawdown

-1.35

IND vs. INDY - Sharpe Ratio Comparison


Loading charts...

Drawdowns

IND vs. INDY - Drawdown Comparison

The maximum IND drawdown since its inception was -18.75%, smaller than the maximum INDY drawdown of -44.74%. Use the drawdown chart below to compare losses from any high point for IND and INDY.


Loading charts...

Drawdown Indicators


INDINDYDifference

Max Drawdown

Largest peak-to-trough decline

-18.75%

-44.74%

+25.99%

Max Drawdown (1Y)

Largest decline over 1 year

-18.95%

Max Drawdown (3Y)

Largest decline over 3 years

-22.40%

Max Drawdown (5Y)

Largest decline over 5 years

-22.40%

Max Drawdown (10Y)

Largest decline over 10 years

-43.50%

Current Drawdown

Current decline from peak

-9.25%

-18.17%

+8.92%

Average Drawdown

Average peak-to-trough decline

-7.76%

-12.24%

+4.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.98%

Volatility

IND vs. INDY - Volatility Comparison


Loading charts...

Volatility by Period


INDINDYDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.06%

Volatility (6M)

Calculated over the trailing 6-month period

12.55%

Volatility (1Y)

Calculated over the trailing 1-year period

20.00%

14.36%

+5.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.00%

14.98%

+5.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.00%

19.53%

+0.47%

IND vs. INDY - Expense Ratio Comparison

IND has a 0.19% expense ratio, which is lower than INDY's 0.65% expense ratio.


Dividends

IND vs. INDY - Dividend Comparison

IND's dividend yield for the trailing twelve months is around 0.34%, less than INDY's 9.50% yield.


PositionTTM20252024202320222021202020192018201720162015
IND
Xtrackers Nifty 500 India ETF
0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
INDY
iShares India 50 ETF
9.50%8.11%0.24%0.38%3.75%7.12%0.08%0.58%0.55%0.27%0.48%0.57%

Frequently Asked Questions


IND and INDY have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IND is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IND is cheaper with a 0.19% expense ratio, compared with 0.65% for INDY.

INDY has the higher dividend yield at 9.50%, compared with 0.34% for IND.

IND is categorized as Asia Pacific Equities, while INDY is Emerging Markets Equities. IND tracks Nifty 500 Index, while INDY tracks Nifty 50 Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.19% for IND and 0.65% for INDY.

Portfolio Optimizer

Find the right allocation for IND and INDY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer