XNIF.L vs. INDY
Compare and contrast key facts about Xtrackers Nifty 50 Swap UCITS ETF 1C (XNIF.L) and iShares India 50 ETF (INDY).
XNIF.L and INDY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XNIF.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI India NR USD. It was launched on Jul 5, 2007. 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. Both XNIF.L and INDY 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: XNIF.L or INDY.
Key characteristics
| XNIF.L | INDY | |
|---|---|---|
| YTD Return | 7.24% | 7.21% |
| 1Y Return | 15.37% | 18.59% |
| 3Y Return (Ann) | 6.78% | 3.60% |
| 5Y Return (Ann) | 10.51% | 9.33% |
| 10Y Return (Ann) | 9.28% | 6.83% |
| Sharpe Ratio | 0.99 | 1.36 |
| Sortino Ratio | 1.40 | 1.83 |
| Omega Ratio | 1.20 | 1.26 |
| Calmar Ratio | 2.23 | 2.23 |
| Martin Ratio | 7.18 | 7.42 |
| Ulcer Index | 1.97% | 2.44% |
| Daily Std Dev | 14.26% | 13.34% |
| Max Drawdown | -59.57% | -44.74% |
| Current Drawdown | -5.53% | -7.84% |
Correlation
The correlation between XNIF.L and INDY is 0.81, 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.
Performance
XNIF.L vs. INDY - Performance Comparison
The year-to-date returns for both stocks are quite close, with XNIF.L having a 7.24% return and INDY slightly lower at 7.21%. Over the past 10 years, XNIF.L has outperformed INDY with an annualized return of 9.28%, while INDY has yielded a comparatively lower 6.83% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XNIF.L vs. INDY - Expense Ratio Comparison
XNIF.L has a 0.85% expense ratio, which is lower than INDY's 0.94% expense ratio.
Risk-Adjusted Performance
XNIF.L vs. INDY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Nifty 50 Swap UCITS ETF 1C (XNIF.L) and iShares India 50 ETF (INDY). 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
XNIF.L vs. INDY - Dividend Comparison
XNIF.L has not paid dividends to shareholders, while INDY's dividend yield for the trailing twelve months is around 0.30%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XNIF.L Xtrackers Nifty 50 Swap UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INDY iShares India 50 ETF | 0.30% | 0.39% | 3.75% | 7.12% | 0.08% | 0.58% | 0.59% | 0.27% | 0.48% | 0.57% | 0.52% | 0.77% |
Drawdowns
XNIF.L vs. INDY - Drawdown Comparison
The maximum XNIF.L drawdown since its inception was -59.57%, which is greater than INDY's maximum drawdown of -44.74%. Use the drawdown chart below to compare losses from any high point for XNIF.L and INDY. For additional features, visit the drawdowns tool.
Volatility
XNIF.L vs. INDY - Volatility Comparison
Xtrackers Nifty 50 Swap UCITS ETF 1C (XNIF.L) and iShares India 50 ETF (INDY) have volatilities of 2.89% and 2.87%, 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.