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INDH vs. USO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

INDH vs. USO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree India Hedged Equity Fund (INDH) and United States Oil Fund LP (USO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INDH achieves a -8.93% return, which is significantly lower than USO's 103.67% return.


INDH

1D
-0.91%
1M
-2.65%
YTD
-8.93%
6M
-8.40%
1Y
-4.33%
3Y*
5Y*
10Y*

USO

1D
2.62%
1M
-4.57%
YTD
103.67%
6M
99.35%
1Y
101.55%
3Y*
29.98%
5Y*
24.41%
10Y*
4.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INDH vs. USO - Yearly Performance Comparison


2026 (YTD)20252024
INDH
WisdomTree India Hedged Equity Fund
-8.93%6.76%5.05%
USO
United States Oil Fund LP
103.67%-8.46%-1.27%

Correlation

The correlation between INDH and USO is -0.31, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.31

Correlation (All Time)
Calculated using the full available price history since May 10, 2024

-0.11

Over the past year, the inverse relationship between INDH and USO has strengthened: their correlation has moved from -0.11 to -0.31, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

INDH vs. USO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

INDH
INDH Risk / Return Rank: 55
Overall Rank
INDH Sharpe Ratio Rank: 66
Sharpe Ratio Rank
INDH Sortino Ratio Rank: 55
Sortino Ratio Rank
INDH Omega Ratio Rank: 55
Omega Ratio Rank
INDH Calmar Ratio Rank: 66
Calmar Ratio Rank
INDH Martin Ratio Rank: 55
Martin Ratio Rank

USO
USO Risk / Return Rank: 6666
Overall Rank
USO Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
USO Sortino Ratio Rank: 6060
Sortino Ratio Rank
USO Omega Ratio Rank: 6161
Omega Ratio Rank
USO Calmar Ratio Rank: 8787
Calmar Ratio Rank
USO Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

INDH vs. USO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Hedged Equity Fund (INDH) and United States Oil Fund LP (USO). 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.


INDHUSODifference
Sharpe ratioReturn per unit of total volatility

-2.65

Sortino ratioReturn per unit of downside risk

-3.28

Omega ratioGain probability vs. loss probability

0.95

1.38

-0.43

Calmar ratioReturn relative to maximum drawdown

-0.34

5.01

-5.34

Martin ratioReturn relative to average drawdown

-0.93

9.42

-10.35

INDH vs. USO - Sharpe Ratio Comparison

The current INDH Sharpe Ratio is -0.34, which is lower than the USO Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of INDH and USO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


INDHUSODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.34

2.31

-2.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.07

-0.18

+0.25

Drawdowns

INDH vs. USO - Drawdown Comparison

The maximum INDH drawdown since its inception was -15.05%, smaller than the maximum USO drawdown of -98.19%. Use the drawdown chart below to compare losses from any high point for INDH and USO.


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Drawdown Indicators


INDHUSODifference

Max Drawdown

Largest peak-to-trough decline

-15.05%

-98.19%

+83.14%

Max Drawdown (1Y)

Largest decline over 1 year

-12.94%

-20.39%

+7.45%

Max Drawdown (3Y)

Largest decline over 3 years

-26.05%

Max Drawdown (5Y)

Largest decline over 5 years

-36.23%

Max Drawdown (10Y)

Largest decline over 10 years

-86.75%

Current Drawdown

Current decline from peak

-10.96%

-85.01%

+74.05%

Average Drawdown

Average peak-to-trough decline

-5.67%

-75.30%

+69.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.68%

10.82%

-6.14%

Volatility

INDH vs. USO - Volatility Comparison

The current volatility for WisdomTree India Hedged Equity Fund (INDH) is 4.02%, while United States Oil Fund LP (USO) has a volatility of 14.87%. This indicates that INDH experiences smaller price fluctuations and is considered to be less risky than USO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INDHUSODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.02%

14.87%

-10.85%

Volatility (6M)

Calculated over the trailing 6-month period

11.50%

38.23%

-26.73%

Volatility (1Y)

Calculated over the trailing 1-year period

12.93%

44.20%

-31.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.43%

36.06%

-21.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.43%

39.00%

-24.57%

INDH vs. USO - Expense Ratio Comparison

INDH has a 0.64% expense ratio, which is lower than USO's 0.86% expense ratio.


Dividends

INDH vs. USO - Dividend Comparison

INDH's dividend yield for the trailing twelve months is around 5.77%, while USO has not paid dividends to shareholders.


PositionTTM20252024
INDH
WisdomTree India Hedged Equity Fund
5.77%5.25%0.31%
USO
United States Oil Fund LP
0.00%0.00%0.00%

Frequently Asked Questions


INDH and USO have a correlation of -0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

USO has higher volatility (14.87%) compared to INDH (4.02%). In terms of maximum drawdown, INDH dropped -15.05% vs USO's -98.19%.

On 1-year performance, USO leads with 101.55% vs -4.33% for INDH. On fees, INDH is cheaper at 0.64% per year. On volatility, INDH has been the lower-risk option at 4.02%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, USO has performed better with a 101.55% return vs -4.33%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

INDH is cheaper with a 0.64% expense ratio, compared with 0.86% for USO.

INDH has the higher dividend yield at 5.77%, compared with 0.00% for USO.

INDH is categorized as Asia Pacific Equities, while USO is Oil & Gas. INDH tracks WisdomTree India Hedged Equity Index, while USO tracks Front Month Light Sweet Crude Oil. They also come from different issuers: WisdomTree and USCF. Their fees differ too: 0.64% for INDH and 0.86% for USO.

USO currently has the higher Sharpe Ratio (2.31 vs -0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for INDH and USO

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