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IXSE vs. FLIN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

IXSE vs. FLIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree India ex-State-Owned Enterprises Fund (IXSE) and Franklin FTSE India ETF (FLIN). The values are adjusted to include any dividend payments, if applicable.

40.00%50.00%60.00%70.00%80.00%90.00%JuneJulyAugustSeptemberOctoberNovember
37.59%
72.95%
IXSE
FLIN

Returns By Period


IXSE

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

FLIN

YTD

10.42%

1M

-5.68%

6M

1.59%

1Y

20.27%

5Y (annualized)

12.31%

10Y (annualized)

N/A

Key characteristics


IXSEFLIN

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IXSE vs. FLIN - Expense Ratio Comparison

IXSE has a 0.58% expense ratio, which is higher than FLIN's 0.19% expense ratio.


IXSE
WisdomTree India ex-State-Owned Enterprises Fund
Expense ratio chart for IXSE: current value at 0.58% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.58%
Expense ratio chart for FLIN: current value at 0.19% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.19%

Correlation

-0.50.00.51.00.9

The correlation between IXSE and FLIN is 0.87, 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.

Risk-Adjusted Performance

IXSE vs. FLIN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree India ex-State-Owned Enterprises Fund (IXSE) and Franklin FTSE India ETF (FLIN). 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.


Sharpe ratio
No data
The chart of Calmar ratio for IXSE, currently valued at 0.00, compared to the broader market0.005.0010.0015.000.001.96
IXSE
FLIN

Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
-1.00
1.38
IXSE
FLIN

Dividends

IXSE vs. FLIN - Dividend Comparison

IXSE has not paid dividends to shareholders, while FLIN's dividend yield for the trailing twelve months is around 1.60%.


TTM202320222021202020192018
IXSE
WisdomTree India ex-State-Owned Enterprises Fund
0.00%0.27%0.90%0.03%0.15%0.00%0.00%
FLIN
Franklin FTSE India ETF
1.60%0.73%0.73%2.26%0.69%0.90%0.92%

Drawdowns

IXSE vs. FLIN - Drawdown Comparison


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-8.81%
-10.02%
IXSE
FLIN

Volatility

IXSE vs. FLIN - Volatility Comparison

The current volatility for WisdomTree India ex-State-Owned Enterprises Fund (IXSE) is 0.00%, while Franklin FTSE India ETF (FLIN) has a volatility of 3.35%. This indicates that IXSE experiences smaller price fluctuations and is considered to be less risky than FLIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%JuneJulyAugustSeptemberOctoberNovember0
3.35%
IXSE
FLIN