INDAX vs. DFRSX
Compare and contrast key facts about ALPS/Kotak India ESG Fund (INDAX) and DFA Asia Pacific Small Company (DFRSX).
INDAX is managed by ALPS. It was launched on Feb 13, 2011. DFRSX is managed by Dimensional. It was launched on Jan 4, 1993.
Performance
INDAX vs. DFRSX - Performance Comparison
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INDAX vs. DFRSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INDAX ALPS/Kotak India ESG Fund | -16.28% | 2.03% | 10.94% | 16.77% | -12.62% | 26.37% | 14.68% | 8.41% | -12.51% | 39.77% |
DFRSX DFA Asia Pacific Small Company | -2.28% | 34.73% | 0.27% | 3.99% | -16.96% | 12.59% | 14.24% | 13.30% | -15.48% | 25.17% |
Returns By Period
In the year-to-date period, INDAX achieves a -16.28% return, which is significantly lower than DFRSX's -2.28% return. Over the past 10 years, INDAX has outperformed DFRSX with an annualized return of 7.15%, while DFRSX has yielded a comparatively lower 6.28% annualized return.
INDAX
- 1D
- 1.76%
- 1M
- -10.24%
- YTD
- -16.28%
- 6M
- -14.63%
- 1Y
- -10.28%
- 3Y*
- 4.26%
- 5Y*
- 2.20%
- 10Y*
- 7.15%
DFRSX
- 1D
- 2.44%
- 1M
- -9.65%
- YTD
- -2.28%
- 6M
- -0.96%
- 1Y
- 30.26%
- 3Y*
- 10.58%
- 5Y*
- 3.81%
- 10Y*
- 6.28%
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INDAX vs. DFRSX - Expense Ratio Comparison
INDAX has a 1.33% expense ratio, which is higher than DFRSX's 0.42% expense ratio.
Return for Risk
INDAX vs. DFRSX — Risk / Return Rank
INDAX
DFRSX
INDAX vs. DFRSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS/Kotak India ESG Fund (INDAX) and DFA Asia Pacific Small Company (DFRSX). 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.
| INDAX | DFRSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.74 | 1.65 | -2.39 |
Sortino ratioReturn per unit of downside risk | -0.96 | 2.14 | -3.09 |
Omega ratioGain probability vs. loss probability | 0.89 | 1.33 | -0.45 |
Calmar ratioReturn relative to maximum drawdown | -0.51 | 2.00 | -2.51 |
Martin ratioReturn relative to average drawdown | -1.76 | 7.17 | -8.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| INDAX | DFRSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.74 | 1.65 | -2.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.22 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.37 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.32 | +0.03 |
Correlation
The correlation between INDAX and DFRSX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
INDAX vs. DFRSX - Dividend Comparison
INDAX's dividend yield for the trailing twelve months is around 6.72%, more than DFRSX's 5.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDAX ALPS/Kotak India ESG Fund | 6.72% | 5.62% | 16.14% | 4.43% | 1.65% | 5.48% | 0.00% | 1.30% | 6.55% | 2.79% | 1.32% | 15.14% |
DFRSX DFA Asia Pacific Small Company | 5.03% | 4.92% | 4.66% | 4.70% | 9.99% | 12.82% | 2.91% | 4.56% | 3.48% | 4.01% | 3.79% | 3.96% |
Drawdowns
INDAX vs. DFRSX - Drawdown Comparison
The maximum INDAX drawdown since its inception was -43.98%, smaller than the maximum DFRSX drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for INDAX and DFRSX.
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Drawdown Indicators
| INDAX | DFRSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.98% | -69.06% | +25.08% |
Max Drawdown (1Y)Largest decline over 1 year | -20.85% | -14.20% | -6.65% |
Max Drawdown (5Y)Largest decline over 5 years | -23.49% | -30.18% | +6.69% |
Max Drawdown (10Y)Largest decline over 10 years | -43.98% | -46.25% | +2.27% |
Current DrawdownCurrent decline from peak | -22.15% | -12.11% | -10.04% |
Average DrawdownAverage peak-to-trough decline | -10.68% | -17.28% | +6.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.05% | 3.95% | +2.10% |
Volatility
INDAX vs. DFRSX - Volatility Comparison
ALPS/Kotak India ESG Fund (INDAX) and DFA Asia Pacific Small Company (DFRSX) have volatilities of 6.53% and 6.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INDAX | DFRSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 6.80% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 10.43% | 12.26% | -1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.73% | 18.66% | -3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.99% | 17.17% | -2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.75% | 16.99% | -0.24% |