INDY vs. ASHR
Compare and contrast key facts about iShares India 50 ETF (INDY) and Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR).
INDY and ASHR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INDY is a passively managed fund by iShares that tracks the performance of the S&P CNX Nifty Index. It was launched on Nov 18, 2009. ASHR is a passively managed fund by DWS that tracks the performance of the CSI 300 Index. It was launched on Nov 6, 2013. Both INDY and ASHR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INDY or ASHR.
Key characteristics
INDY | ASHR | |
---|---|---|
YTD Return | 3.25% | 4.27% |
1Y Return | 19.54% | -12.44% |
3Y Return (Ann) | 9.29% | -13.04% |
5Y Return (Ann) | 8.46% | -1.66% |
10Y Return (Ann) | 8.58% | 4.92% |
Sharpe Ratio | 1.91 | -0.64 |
Daily Std Dev | 10.58% | 18.05% |
Max Drawdown | -44.74% | -51.30% |
Current Drawdown | -0.97% | -43.82% |
Correlation
The correlation between INDY and ASHR is 0.37, 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
INDY vs. ASHR - Performance Comparison
In the year-to-date period, INDY achieves a 3.25% return, which is significantly lower than ASHR's 4.27% return. Over the past 10 years, INDY has outperformed ASHR with an annualized return of 8.58%, while ASHR has yielded a comparatively lower 4.92% annualized 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.
INDY vs. ASHR - Expense Ratio Comparison
INDY has a 0.94% expense ratio, which is higher than ASHR's 0.65% expense ratio.
Risk-Adjusted Performance
INDY vs. ASHR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares India 50 ETF (INDY) and Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR). 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
INDY vs. ASHR - Dividend Comparison
INDY's dividend yield for the trailing twelve months is around 0.37%, less than ASHR's 2.38% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
iShares India 50 ETF | 0.37% | 0.38% | 3.75% | 7.12% | 0.08% | 0.58% | 0.59% | 0.27% | 0.48% | 0.57% | 0.52% | 0.76% |
Xtrackers Harvest CSI 300 China A-Shares Fund | 2.38% | 2.48% | 1.13% | 0.88% | 0.81% | 0.98% | 1.32% | 0.84% | 0.73% | 30.13% | 0.27% | 0.00% |
Drawdowns
INDY vs. ASHR - Drawdown Comparison
The maximum INDY drawdown since its inception was -44.74%, smaller than the maximum ASHR drawdown of -51.30%. Use the drawdown chart below to compare losses from any high point for INDY and ASHR. For additional features, visit the drawdowns tool.
Volatility
INDY vs. ASHR - Volatility Comparison
The current volatility for iShares India 50 ETF (INDY) is 2.75%, while Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR) has a volatility of 5.09%. This indicates that INDY experiences smaller price fluctuations and is considered to be less risky than ASHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.