PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
IXSE vs. PIN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

IXSE vs. PIN - Performance Comparison

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

40.00%50.00%60.00%70.00%80.00%90.00%100.00%JuneJulyAugustSeptemberOctoberNovember
37.59%
76.57%
IXSE
PIN

Returns By Period


IXSE

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

PIN

YTD

8.91%

1M

-6.13%

6M

0.54%

1Y

19.13%

5Y (annualized)

12.58%

10Y (annualized)

7.49%

Key characteristics


IXSEPIN

Compare stocks, funds, or ETFs

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


IXSE vs. PIN - Expense Ratio Comparison

IXSE has a 0.58% expense ratio, which is lower than PIN's 0.78% expense ratio.


PIN
Invesco India ETF
Expense ratio chart for PIN: current value at 0.78% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.78%
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%

Correlation

-0.50.00.51.00.9

The correlation between IXSE and PIN is 0.86, 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. PIN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree India ex-State-Owned Enterprises Fund (IXSE) and Invesco India ETF (PIN). 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 market0.005.0010.0015.000.001.87
IXSE
PIN

Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
-1.00
1.29
IXSE
PIN

Dividends

IXSE vs. PIN - Dividend Comparison

IXSE has not paid dividends to shareholders, while PIN's dividend yield for the trailing twelve months is around 1.53%.


TTM20232022202120202019201820172016201520142013
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%0.00%
PIN
Invesco India ETF
1.53%2.08%14.07%6.95%0.72%27.85%0.96%1.01%1.18%0.60%0.99%0.48%

Drawdowns

IXSE vs. PIN - Drawdown Comparison


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-8.81%
-10.38%
IXSE
PIN

Volatility

IXSE vs. PIN - Volatility Comparison

The current volatility for WisdomTree India ex-State-Owned Enterprises Fund (IXSE) is 0.00%, while Invesco India ETF (PIN) has a volatility of 3.47%. This indicates that IXSE experiences smaller price fluctuations and is considered to be less risky than PIN 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
3.47%
IXSE
PIN