^BSE500 vs. INDY
Compare and contrast key facts about S&P BSE-500 (^BSE500) and iShares India 50 ETF (INDY).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^BSE500 or INDY.
Correlation
The correlation between ^BSE500 and INDY is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
^BSE500 vs. INDY - Performance Comparison
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Key characteristics
^BSE500:
0.52
INDY:
0.45
^BSE500:
0.97
INDY:
0.79
^BSE500:
1.14
INDY:
1.11
^BSE500:
0.59
INDY:
0.43
^BSE500:
1.27
INDY:
0.89
^BSE500:
8.84%
INDY:
8.49%
^BSE500:
17.07%
INDY:
15.22%
^BSE500:
-38.39%
INDY:
-44.74%
^BSE500:
-6.89%
INDY:
-5.88%
Returns By Period
In the year-to-date period, ^BSE500 achieves a 2.18% return, which is significantly lower than INDY's 5.82% return. Over the past 10 years, ^BSE500 has outperformed INDY with an annualized return of 12.82%, while INDY has yielded a comparatively lower 7.29% annualized return.
^BSE500
2.18%
5.42%
3.92%
8.09%
26.02%
12.82%
INDY
5.82%
4.02%
4.87%
6.28%
17.34%
7.29%
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Risk-Adjusted Performance
^BSE500 vs. INDY — Risk-Adjusted Performance Rank
^BSE500
INDY
^BSE500 vs. INDY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P BSE-500 (^BSE500) 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.
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Drawdowns
^BSE500 vs. INDY - Drawdown Comparison
The maximum ^BSE500 drawdown since its inception was -38.39%, smaller than the maximum INDY drawdown of -44.74%. Use the drawdown chart below to compare losses from any high point for ^BSE500 and INDY. For additional features, visit the drawdowns tool.
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Volatility
^BSE500 vs. INDY - Volatility Comparison
The current volatility for S&P BSE-500 (^BSE500) is 5.31%, while iShares India 50 ETF (INDY) has a volatility of 6.02%. This indicates that ^BSE500 experiences smaller price fluctuations and is considered to be less risky than INDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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