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.
Key characteristics
| INDE | VOO | |
|---|---|---|
| YTD Return | 20.15% | 18.91% |
| Daily Std Dev | 15.40% | 12.64% |
| Max Drawdown | -6.26% | -33.99% |
| Current Drawdown | -0.59% | -0.60% |
Correlation
The correlation between INDE and VOO 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.
Performance
INDE vs. VOO - Performance Comparison
In the year-to-date period, INDE achieves a 20.15% return, which is significantly higher than VOO's 18.91% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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.
Not enough dataDividends
INDE vs. VOO - Dividend Comparison
INDE has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDE Matthews India Active ETF | 0.00% | 0.00% | 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 | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
INDE vs. VOO - Drawdown Comparison
The maximum INDE drawdown since its inception was -6.26%, 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
The current volatility for Matthews India Active ETF (INDE) is 2.45%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.83%. This indicates that INDE experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.