INDE vs. VOO
Compare and contrast key facts about Matthews India Active ETF (INDE) and Vanguard S&P 500 ETF (VOO).
INDE and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INDE is an actively managed fund by Matthews Asia. It was launched on Sep 21, 2023. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INDE or VOO.
Correlation
The correlation between INDE and VOO is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
INDE vs. VOO - Performance Comparison
Key characteristics
INDE:
0.29
VOO:
2.21
INDE:
0.47
VOO:
2.92
INDE:
1.07
VOO:
1.41
INDE:
0.30
VOO:
3.34
INDE:
0.95
VOO:
14.07
INDE:
4.77%
VOO:
2.01%
INDE:
15.85%
VOO:
12.80%
INDE:
-15.09%
VOO:
-33.99%
INDE:
-14.35%
VOO:
-1.36%
Returns By Period
In the year-to-date period, INDE achieves a -5.30% return, which is significantly lower than VOO's 1.98% return.
INDE
-5.30%
-6.24%
-7.64%
2.79%
N/A
N/A
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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INDE vs. VOO - Expense Ratio Comparison
INDE has a 0.79% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
INDE vs. VOO — Risk-Adjusted Performance Rank
INDE
VOO
INDE vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews India Active ETF (INDE) and Vanguard S&P 500 ETF (VOO). 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
INDE vs. VOO - Dividend Comparison
INDE's dividend yield for the trailing twelve months is around 0.59%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDE Matthews India Active ETF | 0.59% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
INDE vs. VOO - Drawdown Comparison
The maximum INDE drawdown since its inception was -15.09%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for INDE and VOO. For additional features, visit the drawdowns tool.
Volatility
INDE vs. VOO - Volatility Comparison
Matthews India Active ETF (INDE) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.27% and 5.05%, 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.