IXSE vs. INCO
Compare and contrast key facts about WisdomTree India ex-State-Owned Enterprises Fund (IXSE) and Columbia India Consumer ETF (INCO).
IXSE and INCO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IXSE is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree India ex-State-Owned Enterprises Index. It was launched on Apr 4, 2019. INCO is a passively managed fund by Ameriprise Financial that tracks the performance of the Indxx India Consumer Index. It was launched on Aug 10, 2011. Both IXSE and INCO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IXSE or INCO.
Performance
IXSE vs. INCO - Performance Comparison
Returns By Period
IXSE
N/A
N/A
N/A
N/A
N/A
N/A
INCO
13.85%
-6.94%
0.63%
23.68%
14.66%
9.83%
Key characteristics
| IXSE | INCO |
|---|
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IXSE vs. INCO - Expense Ratio Comparison
IXSE has a 0.58% expense ratio, which is lower than INCO's 0.75% expense ratio.
Correlation
The correlation between IXSE and INCO is 0.75, 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. INCO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India ex-State-Owned Enterprises Fund (IXSE) and Columbia India Consumer ETF (INCO). 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.
Dividends
IXSE vs. INCO - Dividend Comparison
IXSE has not paid dividends to shareholders, while INCO's dividend yield for the trailing twelve months is around 3.35%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
IXSE WisdomTree India ex-State-Owned Enterprises Fund | 0.00% | 0.27% | 0.90% | 0.03% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INCO Columbia India Consumer ETF | 3.35% | 3.81% | 10.57% | 6.25% | 0.34% | 0.28% | 0.12% | 0.05% | 0.09% | 0.00% | 0.08% |
Drawdowns
IXSE vs. INCO - Drawdown Comparison
Volatility
IXSE vs. INCO - Volatility Comparison
The current volatility for WisdomTree India ex-State-Owned Enterprises Fund (IXSE) is 0.00%, while Columbia India Consumer ETF (INCO) has a volatility of 3.21%. This indicates that IXSE experiences smaller price fluctuations and is considered to be less risky than INCO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.