INDY vs. WAINX
Compare and contrast key facts about iShares India 50 ETF (INDY) and Wasatch Emerging India Fund (WAINX).
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. WAINX is managed by Wasatch. It was launched on Apr 25, 2011.
Performance
INDY vs. WAINX - Performance Comparison
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INDY vs. WAINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INDY iShares India 50 ETF | -14.30% | 4.97% | 3.47% | 16.88% | -7.31% | 19.43% | 10.01% | 9.99% | -4.32% | 36.15% |
WAINX Wasatch Emerging India Fund | -20.19% | -5.33% | 9.23% | 20.90% | -21.77% | 37.56% | 17.63% | 13.78% | -5.45% | 53.39% |
Returns By Period
In the year-to-date period, INDY achieves a -14.30% return, which is significantly higher than WAINX's -20.19% return. Over the past 10 years, INDY has underperformed WAINX with an annualized return of 6.85%, while WAINX has yielded a comparatively higher 8.29% annualized 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%
WAINX
- 1D
- -2.64%
- 1M
- -14.87%
- YTD
- -20.19%
- 6M
- -19.80%
- 1Y
- -23.10%
- 3Y*
- 1.66%
- 5Y*
- 0.35%
- 10Y*
- 8.29%
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INDY vs. WAINX - Expense Ratio Comparison
INDY has a 0.94% expense ratio, which is lower than WAINX's 1.51% expense ratio.
Return for Risk
INDY vs. WAINX — Risk / Return Rank
INDY
WAINX
INDY vs. WAINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares India 50 ETF (INDY) and Wasatch Emerging India Fund (WAINX). 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 | WAINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.67 | -1.37 | +0.70 |
Sortino ratioReturn per unit of downside risk | -0.90 | -1.93 | +1.03 |
Omega ratioGain probability vs. loss probability | 0.90 | 0.79 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | -0.51 | -0.83 | +0.32 |
Martin ratioReturn relative to average drawdown | -1.73 | -2.21 | +0.48 |
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 | WAINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.67 | -1.37 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.02 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.44 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.44 | -0.22 |
Correlation
The correlation between INDY and WAINX is 0.68, 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.
Dividends
INDY vs. WAINX - Dividend Comparison
INDY's dividend yield for the trailing twelve months is around 9.46%, less than WAINX's 36.56% 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% |
WAINX Wasatch Emerging India Fund | 36.56% | 29.17% | 20.19% | 4.23% | 1.15% | 4.29% | 0.00% | 0.32% | 6.95% | 2.91% | 1.06% | 1.40% |
Drawdowns
INDY vs. WAINX - Drawdown Comparison
The maximum INDY drawdown since its inception was -44.74%, which is greater than WAINX's maximum drawdown of -41.34%. Use the drawdown chart below to compare losses from any high point for INDY and WAINX.
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Drawdown Indicators
| INDY | WAINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.74% | -41.34% | -3.40% |
Max Drawdown (1Y)Largest decline over 1 year | -18.95% | -28.83% | +9.88% |
Max Drawdown (5Y)Largest decline over 5 years | -22.40% | -31.01% | +8.61% |
Max Drawdown (10Y)Largest decline over 10 years | -43.50% | -41.34% | -2.16% |
Current DrawdownCurrent decline from peak | -19.99% | -31.01% | +11.02% |
Average DrawdownAverage peak-to-trough decline | -12.16% | -9.15% | -3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.62% | 10.84% | -5.22% |
Volatility
INDY vs. WAINX - Volatility Comparison
iShares India 50 ETF (INDY) has a higher volatility of 7.32% compared to Wasatch Emerging India Fund (WAINX) at 6.71%. This indicates that INDY's price experiences larger fluctuations and is considered to be riskier than WAINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INDY | WAINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.32% | 6.71% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 10.91% | 11.66% | -0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.85% | 16.81% | -1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.05% | 17.04% | -1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.62% | 18.88% | +0.74% |