INDA vs. PE500.PA
INDA (iShares MSCI India ETF) and PE500.PA (Amundi ETF PEA S&P 500 UCITS ETF EUR) are both exchange-traded funds - INDA is a Asia Pacific Equities fund tracking the MSCI India Index, while PE500.PA is a S&P 500 fund tracking the S&P 500 ESG+ Index. Both are passively managed. Over the past 5 years, INDA returned 2.79%/yr vs 12.99%/yr for PE500.PA. At a 0.39 correlation, their price movements are largely independent. INDA charges 0.69%/yr vs 0.25%/yr for PE500.PA.
Performance
INDA vs. PE500.PA - Performance Comparison
Loading charts...
Different Trading Currencies
INDA is traded in USD, while PE500.PA is traded in EUR. To make them comparable, the PE500.PA values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, INDA achieves a -10.58% return, which is significantly lower than PE500.PA's 8.56% return.
INDA
- 1D
- 1.13%
- 1M
- -0.06%
- YTD
- -10.58%
- 6M
- -9.05%
- 1Y
- -10.57%
- 3Y*
- 4.51%
- 5Y*
- 2.79%
- 10Y*
- 7.09%
PE500.PA
- 1D
- 1.74%
- 1M
- 0.79%
- YTD
- 8.56%
- 6M
- 9.88%
- 1Y
- 27.32%
- 3Y*
- 20.31%
- 5Y*
- 12.99%
- 10Y*
- —
INDA vs. PE500.PA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
INDA iShares MSCI India ETF | -10.58% | 2.68% | 8.63% | 17.16% | -8.94% | 21.36% | 14.83% | 1.15% |
PE500.PA Amundi ETF PEA S&P 500 UCITS ETF EUR | 8.56% | 17.84% | 24.55% | 25.81% | -19.35% | 30.95% | 17.47% | 11.59% |
Correlation
The correlation between INDA and PE500.PA is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2019 | 0.39 |
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
INDA vs. PE500.PA — Risk / Return Rank
INDA
PE500.PA
INDA vs. PE500.PA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI India ETF (INDA) and Amundi ETF PEA S&P 500 UCITS ETF EUR (PE500.PA). 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.
| INDA | PE500.PA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.10 | ||
| Sortino ratioReturn per unit of downside risk | -4.46 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.41 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | -0.63 | 2.85 | -3.49 |
| Martin ratioReturn relative to average drawdown | -1.46 | 12.23 | -13.69 |
Loading charts...
Drawdowns
INDA vs. PE500.PA - Drawdown Comparison
The maximum INDA drawdown since its inception was -45.07%, which is greater than PE500.PA's maximum drawdown of -34.26%. Use the drawdown chart below to compare losses from any high point for INDA and PE500.PA.
Loading charts...
Drawdown Indicators
| INDA | PE500.PA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.07% | -34.26% | -10.81% |
Max Drawdown (1Y)Largest decline over 1 year | -18.69% | -9.45% | -9.24% |
Max Drawdown (3Y)Largest decline over 3 years | -22.72% | -20.52% | -2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -22.72% | -24.42% | +1.70% |
Max Drawdown (10Y)Largest decline over 10 years | -45.07% | — | — |
Current DrawdownCurrent decline from peak | -17.77% | -1.07% | -16.70% |
Average DrawdownAverage peak-to-trough decline | -9.59% | -5.33% | -4.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.09% | 2.21% | +5.88% |
Volatility
INDA vs. PE500.PA - Volatility Comparison
iShares MSCI India ETF (INDA) has a higher volatility of 4.16% compared to Amundi ETF PEA S&P 500 UCITS ETF EUR (PE500.PA) at 3.40%. This indicates that INDA's price experiences larger fluctuations and is considered to be riskier than PE500.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| INDA | PE500.PA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 3.40% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 12.77% | 8.64% | +4.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.79% | 11.73% | +3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.40% | 15.96% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.11% | 17.61% | +3.50% |
INDA vs. PE500.PA - Expense Ratio Comparison
INDA has a 0.69% expense ratio, which is higher than PE500.PA's 0.25% expense ratio.
Dividends
INDA vs. PE500.PA - Dividend Comparison
Neither INDA nor PE500.PA has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDA iShares MSCI India ETF | 0.00% | 0.00% | 0.76% | 0.16% | 0.00% | 6.44% | 0.27% | 0.99% | 0.94% | 1.09% | 0.90% | 1.19% |
PE500.PA Amundi ETF PEA S&P 500 UCITS ETF EUR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
INDA and PE500.PA have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PE500.PA is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PE500.PA is cheaper with a 0.25% expense ratio, compared with 0.69% for INDA.
INDA is categorized as Asia Pacific Equities, while PE500.PA is S&P 500. INDA tracks MSCI India Index, while PE500.PA tracks S&P 500 ESG+ Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.69% for INDA and 0.25% for PE500.PA.
Find the right allocation for INDA and PE500.PA
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