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INDY vs. O
Performance
Return for Risk
Drawdowns
Volatility
Dividends

INDY vs. O

Last updated Jun 14, 2026

INDY (iShares India 50 ETF) is Emerging Markets Equities fund tracking the Nifty 50 Index, while O (Realty Income Corporation) is a stock. Over the past 10 years, INDY returned 6.65%/yr vs 4.89%/yr for O. At a 0.27 correlation, their price movements are largely independent.

Performance

INDY vs. O - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares India 50 ETF (INDY) and Realty Income Corporation (O). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INDY achieves a -13.37% return, which is significantly lower than O's 13.70% return. Over the past 10 years, INDY has outperformed O with an annualized return of 6.65%, while O has yielded a comparatively lower 4.89% annualized return.

INDY

1D
1.16%
1M
0.02%
YTD
-13.37%
6M
-11.62%
1Y
-12.55%
3Y*
1.97%
5Y*
1.75%
10Y*
6.65%

O

1D
1.31%
1M
3.07%
YTD
13.70%
6M
11.57%
1Y
14.88%
3Y*
6.59%
5Y*
3.49%
10Y*
4.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INDY vs. O - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
INDY
iShares India 50 ETF		-13.37%4.97%3.47%16.88%-7.31%19.43%10.01%9.99%-4.32%36.15%
O
Realty Income Corporation		13.70%12.20%-2.11%-4.55%-7.38%23.95%-11.60%21.27%15.94%3.67%

Correlation

The correlation between INDY and O is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

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

0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.25

Correlation (10Y)
Calculated over the trailing 10-year period

0.21

Correlation (All Time)
Calculated using the full available price history since Nov 20, 2009

0.27

The correlation between INDY and O shifts across timeframes, from 0.09 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares India 50 ETF

Realty Income Corporation

Often compared with INDY:
INDY vs. INDAINDY vs. NFTYINDY vs. EPIINDY vs. FLININDY vs. VOOINDY vs. XNIF.LINDY vs. GLIN
Often compared with O:
O vs. SCHDO vs. AGNCO vs. JEPIO vs. NNNO vs. WPCO vs. ADCO vs. MO

Return for Risk

INDY vs. O — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
INDY
INDY Risk / Return Rank: 22
Overall Rank
INDY Sharpe Ratio Rank: 22
Sharpe Ratio Rank
INDY Sortino Ratio Rank: 22
Sortino Ratio Rank
INDY Omega Ratio Rank: 22
Omega Ratio Rank
INDY Calmar Ratio Rank: 33
Calmar Ratio Rank
INDY Martin Ratio Rank: 11
Martin Ratio Rank
O
O Risk / Return Rank: 6666
Overall Rank
O Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
O Sortino Ratio Rank: 6262
Sortino Ratio Rank
O Omega Ratio Rank: 6161
Omega Ratio Rank
O Calmar Ratio Rank: 6868
Calmar Ratio Rank
O Martin Ratio Rank: 6969
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.

INDY vs. O - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares India 50 ETF (INDY) and Realty Income Corporation (O). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

INDYODifference
Sharpe ratioReturn per unit of total volatility
-0.97
0.88

-1.85

Sortino ratioReturn per unit of downside risk
-1.37
1.26

-2.63

Omega ratioGain probability vs. loss probability

0.85

1.15

-0.31

Calmar ratioReturn relative to maximum drawdown

-0.73

1.29

-2.02

Martin ratioReturn relative to average drawdown

-1.59

3.12

-4.70

INDY vs. O - Sharpe Ratio Comparison

The current INDY Sharpe Ratio is -0.97, which is lower than the O Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of INDY and O, 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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Drawdowns

INDY vs. O - Drawdown Comparison

The maximum INDY drawdown since its inception was -44.74%, smaller than the maximum O drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for INDY and O.

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Drawdown Indicators

INDYODifference

Max Drawdown

Largest peak-to-trough decline

-44.74%

-48.45%

+3.71%

Max Drawdown (1Y)

Largest decline over 1 year

-18.95%

-11.10%

-7.85%

Max Drawdown (3Y)

Largest decline over 3 years

-22.40%

-26.49%

+4.09%

Max Drawdown (5Y)

Largest decline over 5 years

-22.40%

-34.48%

+12.08%

Max Drawdown (10Y)

Largest decline over 10 years

-43.50%

-48.28%

+4.78%

Current Drawdown

Current decline from peak

-19.12%

-5.94%

-13.18%

Average Drawdown

Average peak-to-trough decline

-12.23%

-9.20%

-3.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.72%

4.58%

+4.14%

Volatility

INDY vs. O - Volatility Comparison

The current volatility for iShares India 50 ETF (INDY) is 3.98%, while Realty Income Corporation (O) has a volatility of 5.29%. This indicates that INDY experiences smaller price fluctuations and is considered to be less risky than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

INDYODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.98%

5.29%

-1.31%

Volatility (6M)

Calculated over the trailing 6-month period

12.35%

11.98%

+0.37%

Volatility (1Y)

Calculated over the trailing 1-year period

14.31%

16.21%

-1.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.96%

18.92%

-3.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.58%

25.64%

-6.06%

Dividends

INDY vs. O - Dividend Comparison

INDY's dividend yield for the trailing twelve months is around 9.36%, more than O's 5.16% yield.

PositionTTM20252024202320222021202020192018201720162015
INDY
iShares India 50 ETF		9.36%8.11%0.24%0.38%3.75%7.12%0.08%0.58%0.55%0.27%0.48%0.57%
O
Realty Income Corporation		5.16%6.19%5.37%5.33%4.68%3.87%4.51%3.69%4.19%4.45%4.18%4.41%

Frequently Asked Questions

INDY and O have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

O has higher volatility (5.29%) compared to INDY (3.98%). In terms of maximum drawdown, INDY dropped -44.74% vs O's -48.45%.

O currently has the higher Sharpe Ratio (0.88 vs -0.97), 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 INDY and O

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