REET vs. INDA
REET (iShares Global REIT ETF) and INDA (iShares MSCI India ETF) are both exchange-traded funds - REET is a REIT fund tracking the FTSE EPRA/NAREIT Global REIT Index, while INDA is a Asia Pacific Equities fund tracking the MSCI India Index. Both are passively managed. Over the past 10 years, REET returned 4.50%/yr vs 7.09%/yr for INDA. At a 0.43 correlation, their price movements are largely independent. REET charges 0.14%/yr vs 0.69%/yr for INDA.
Performance
REET vs. INDA - Performance Comparison
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Returns By Period
In the year-to-date period, REET achieves a 12.42% return, which is significantly higher than INDA's -10.58% return. Over the past 10 years, REET has underperformed INDA with an annualized return of 4.50%, while INDA has yielded a comparatively higher 7.09% annualized return.
REET
- 1D
- 0.76%
- 1M
- 2.38%
- YTD
- 12.42%
- 6M
- 13.41%
- 1Y
- 16.15%
- 3Y*
- 10.34%
- 5Y*
- 2.51%
- 10Y*
- 4.50%
INDA
- 1D
- 1.13%
- 1M
- -0.06%
- YTD
- -10.58%
- 6M
- -9.05%
- 1Y
- -10.57%
- 3Y*
- 4.51%
- 5Y*
- 2.79%
- 10Y*
- 7.09%
REET vs. INDA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 12.42% | 7.97% | 2.65% | 10.28% | -24.10% | 32.43% | -10.48% | 24.42% | -5.27% | 7.48% |
INDA iShares MSCI India ETF | -10.58% | 2.68% | 8.63% | 17.16% | -8.94% | 21.36% | 14.83% | 6.49% | -6.67% | 36.08% |
Correlation
The correlation between REET and INDA is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jul 10, 2014 | 0.43 |
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Return for Risk
REET vs. INDA — Risk / Return Rank
REET
INDA
REET vs. INDA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global REIT ETF (REET) and iShares MSCI India ETF (INDA). 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.
| REET | INDA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.03 | ||
| Sortino ratioReturn per unit of downside risk | +2.83 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.88 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | -0.63 | +2.30 |
| Martin ratioReturn relative to average drawdown | 6.00 | -1.46 | +7.46 |
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Drawdowns
REET vs. INDA - Drawdown Comparison
The maximum REET drawdown since its inception was -44.59%, roughly equal to the maximum INDA drawdown of -45.07%. Use the drawdown chart below to compare losses from any high point for REET and INDA.
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Drawdown Indicators
| REET | INDA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.59% | -45.07% | +0.48% |
Max Drawdown (1Y)Largest decline over 1 year | -9.04% | -18.69% | +9.65% |
Max Drawdown (3Y)Largest decline over 3 years | -18.02% | -22.72% | +4.70% |
Max Drawdown (5Y)Largest decline over 5 years | -32.11% | -22.72% | -9.39% |
Max Drawdown (10Y)Largest decline over 10 years | -44.59% | -45.07% | +0.48% |
Current DrawdownCurrent decline from peak | 0.00% | -17.77% | +17.77% |
Average DrawdownAverage peak-to-trough decline | -9.76% | -9.59% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 8.09% | -5.57% |
Volatility
REET vs. INDA - Volatility Comparison
iShares Global REIT ETF (REET) and iShares MSCI India ETF (INDA) have volatilities of 4.16% and 4.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REET | INDA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 4.16% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 12.77% | -3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.31% | 14.79% | -2.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.97% | 15.40% | +1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.85% | 21.11% | -2.26% |
REET vs. INDA - Expense Ratio Comparison
REET has a 0.14% expense ratio, which is lower than INDA's 0.69% expense ratio.
Dividends
REET vs. INDA - Dividend Comparison
REET's dividend yield for the trailing twelve months is around 3.29%, while INDA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDA iShares MSCI India ETF | 0.00% | 0.00% | 0.76% | 0.16% | 0.00% | 6.44% | 0.27% | 0.99% | 0.94% | 1.09% | 0.90% | 1.19% |
REET iShares Global REIT ETF | 3.29% | 3.67% | 3.64% | 3.27% | 2.43% | 3.18% | 2.65% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% |
Frequently Asked Questions
REET and INDA have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
INDA has higher volatility (4.16%) compared to REET (4.16%). In terms of maximum drawdown, REET dropped -44.59% vs INDA's -45.07%.
On 10-year performance, INDA leads with 7.09% vs 4.50% for REET. On fees, REET is cheaper at 0.14% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, INDA has performed better with a 7.09% return vs 4.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
REET is cheaper with a 0.14% expense ratio, compared with 0.69% for INDA.
REET has the higher dividend yield at 3.29%, compared with 0.00% for INDA.
REET is categorized as REIT, while INDA is Asia Pacific Equities. REET tracks FTSE EPRA/NAREIT Global REIT Index, while INDA tracks MSCI India Index. Their fees differ too: 0.14% for REET and 0.69% for INDA.
REET currently has the higher Sharpe Ratio (1.23 vs -0.80), 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.
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