Correlation
The correlation between INDY and MINDX is 0.44, 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.
INDY vs. MINDX
Compare and contrast key facts about iShares India 50 ETF (INDY) and Matthews India Fund (MINDX).
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. MINDX is managed by Matthews Asia Funds. It was launched on Oct 30, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INDY or MINDX.
Performance
INDY vs. MINDX - Performance Comparison
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Key characteristics
INDY:
0.32
MINDX:
0.16
INDY:
0.46
MINDX:
0.23
INDY:
1.06
MINDX:
1.03
INDY:
0.22
MINDX:
0.07
INDY:
0.46
MINDX:
0.14
INDY:
8.58%
MINDX:
10.48%
INDY:
15.28%
MINDX:
18.49%
INDY:
-44.74%
MINDX:
-72.18%
INDY:
-6.65%
MINDX:
-11.33%
Returns By Period
In the year-to-date period, INDY achieves a 4.96% return, which is significantly higher than MINDX's -1.34% return. Over the past 10 years, INDY has outperformed MINDX with an annualized return of 7.51%, while MINDX has yielded a comparatively lower 6.61% annualized return.
INDY
4.96%
0.83%
0.96%
4.79%
8.94%
15.64%
7.51%
MINDX
-1.34%
1.13%
-4.36%
2.86%
10.33%
17.03%
6.61%
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INDY vs. MINDX - Expense Ratio Comparison
INDY has a 0.94% expense ratio, which is lower than MINDX's 1.15% expense ratio.
Risk-Adjusted Performance
INDY vs. MINDX — Risk-Adjusted Performance Rank
INDY
MINDX
INDY vs. MINDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares India 50 ETF (INDY) and Matthews India Fund (MINDX). 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.
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Dividends
INDY vs. MINDX - Dividend Comparison
INDY's dividend yield for the trailing twelve months is around 0.23%, less than MINDX's 15.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDY iShares India 50 ETF | 0.23% | 0.24% | 0.39% | 3.75% | 7.12% | 0.08% | 0.58% | 0.59% | 0.27% | 0.48% | 0.57% | 0.52% |
MINDX Matthews India Fund | 15.23% | 15.03% | 3.07% | 15.30% | 10.02% | 3.04% | 12.04% | 16.50% | 1.44% | 1.80% | 0.99% | 0.72% |
Drawdowns
INDY vs. MINDX - Drawdown Comparison
The maximum INDY drawdown since its inception was -44.74%, smaller than the maximum MINDX drawdown of -72.18%. Use the drawdown chart below to compare losses from any high point for INDY and MINDX.
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Volatility
INDY vs. MINDX - Volatility Comparison
iShares India 50 ETF (INDY) and Matthews India Fund (MINDX) have volatilities of 5.65% and 5.84%, 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.
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