INDY vs. INDH
Compare and contrast key facts about iShares India 50 ETF (INDY) and WisdomTree India Hedged Equity Fund (INDH).
INDY and INDH 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. INDH is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree India Hedged Equity Index. It was launched on May 7, 2024. Both INDY and INDH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
INDY vs. INDH - Performance Comparison
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INDY vs. INDH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
INDY iShares India 50 ETF | -14.30% | 4.97% | 2.55% |
INDH WisdomTree India Hedged Equity Fund | -10.24% | 6.76% | 5.05% |
Returns By Period
In the year-to-date period, INDY achieves a -14.30% return, which is significantly lower than INDH's -10.24% return.
INDY
- 1D
- 3.10%
- 1M
- -10.49%
- YTD
- -14.30%
- 6M
- -10.15%
- 1Y
- -9.92%
- 3Y*
- 3.84%
- 5Y*
- 2.45%
- 10Y*
- 6.85%
INDH
- 1D
- 2.18%
- 1M
- -7.60%
- YTD
- -10.24%
- 6M
- -5.51%
- 1Y
- -1.98%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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INDY vs. INDH - Expense Ratio Comparison
INDY has a 0.94% expense ratio, which is higher than INDH's 0.64% expense ratio.
Return for Risk
INDY vs. INDH — Risk / Return Rank
INDY
INDH
INDY vs. INDH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares India 50 ETF (INDY) and WisdomTree India Hedged Equity Fund (INDH). 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.
| INDY | INDH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.67 | -0.14 | -0.53 |
Sortino ratioReturn per unit of downside risk | -0.90 | -0.10 | -0.80 |
Omega ratioGain probability vs. loss probability | 0.90 | 0.99 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | -0.51 | -0.18 | -0.33 |
Martin ratioReturn relative to average drawdown | -1.73 | -0.69 | -1.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| INDY | INDH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.67 | -0.14 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.02 | +0.19 |
Correlation
The correlation between INDY and INDH is 0.83, 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.
Dividends
INDY vs. INDH - Dividend Comparison
INDY's dividend yield for the trailing twelve months is around 9.46%, more than INDH's 5.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDY iShares India 50 ETF | 9.46% | 8.11% | 0.24% | 0.38% | 3.75% | 7.12% | 0.08% | 0.58% | 0.55% | 0.27% | 0.48% | 0.57% |
INDH WisdomTree India Hedged Equity Fund | 5.85% | 5.25% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
INDY vs. INDH - Drawdown Comparison
The maximum INDY drawdown since its inception was -44.74%, which is greater than INDH's maximum drawdown of -15.05%. Use the drawdown chart below to compare losses from any high point for INDY and INDH.
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Drawdown Indicators
| INDY | INDH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.74% | -15.05% | -29.69% |
Max Drawdown (1Y)Largest decline over 1 year | -18.95% | -12.94% | -6.01% |
Max Drawdown (5Y)Largest decline over 5 years | -22.40% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -43.50% | — | — |
Current DrawdownCurrent decline from peak | -19.99% | -12.24% | -7.75% |
Average DrawdownAverage peak-to-trough decline | -12.16% | -5.36% | -6.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.62% | 3.40% | +2.22% |
Volatility
INDY vs. INDH - Volatility Comparison
The current volatility for iShares India 50 ETF (INDY) is 7.32%, while WisdomTree India Hedged Equity Fund (INDH) has a volatility of 7.80%. This indicates that INDY experiences smaller price fluctuations and is considered to be less risky than INDH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INDY | INDH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.32% | 7.80% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 10.91% | 10.52% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.85% | 14.13% | +0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.05% | 14.43% | +0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.62% | 14.43% | +5.19% |