INDAX vs. FLIN
Compare and contrast key facts about ALPS/Kotak India ESG Fund (INDAX) and Franklin FTSE India ETF (FLIN).
INDAX is managed by ALPS. It was launched on Feb 13, 2011. FLIN is a passively managed fund by Franklin Templeton that tracks the performance of the FTSE India RIC Capped Index. It was launched on Feb 6, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INDAX or FLIN.
Correlation
The correlation between INDAX and FLIN is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
INDAX vs. FLIN - Performance Comparison
Key characteristics
INDAX:
-0.54
FLIN:
0.04
INDAX:
-0.54
FLIN:
0.15
INDAX:
0.90
FLIN:
1.02
INDAX:
-0.42
FLIN:
0.04
INDAX:
-1.09
FLIN:
0.10
INDAX:
10.00%
FLIN:
5.98%
INDAX:
20.20%
FLIN:
14.59%
INDAX:
-48.22%
FLIN:
-41.90%
INDAX:
-26.20%
FLIN:
-16.07%
Returns By Period
The year-to-date returns for both investments are quite close, with INDAX having a -6.79% return and FLIN slightly higher at -6.65%.
INDAX
-6.79%
-3.64%
-20.94%
-11.95%
3.55%
1.43%
FLIN
-6.65%
-3.96%
-12.18%
-1.66%
10.39%
N/A
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INDAX vs. FLIN - Expense Ratio Comparison
INDAX has a 1.33% expense ratio, which is higher than FLIN's 0.19% expense ratio.
Risk-Adjusted Performance
INDAX vs. FLIN — Risk-Adjusted Performance Rank
INDAX
FLIN
INDAX vs. FLIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS/Kotak India ESG Fund (INDAX) and Franklin FTSE India ETF (FLIN). 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.
Dividends
INDAX vs. FLIN - Dividend Comparison
INDAX's dividend yield for the trailing twelve months is around 0.40%, less than FLIN's 1.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDAX ALPS/Kotak India ESG Fund | 0.40% | 0.37% | 0.00% | 0.00% | 2.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.37% |
FLIN Franklin FTSE India ETF | 1.69% | 1.58% | 0.73% | 0.73% | 2.26% | 0.69% | 0.90% | 0.92% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
INDAX vs. FLIN - Drawdown Comparison
The maximum INDAX drawdown since its inception was -48.22%, which is greater than FLIN's maximum drawdown of -41.90%. Use the drawdown chart below to compare losses from any high point for INDAX and FLIN. For additional features, visit the drawdowns tool.
Volatility
INDAX vs. FLIN - Volatility Comparison
ALPS/Kotak India ESG Fund (INDAX) and Franklin FTSE India ETF (FLIN) have volatilities of 3.97% and 3.80%, 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.