IFN vs VOO
Aberdeen India Fund Inc. vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IFN | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.35% | 0.03% | |
| AUM | $703M | $979.0B | |
| Dividend Yield | 20.84% | 1.09% | |
| Holdings | 50 | 509 | |
| YTD Return | -9.15% | +13.72% | |
| 1Y Return | -9.43% | +21.63% | |
| 3Y Return (annualized) | -0.08% | +21.55% | |
| 5Y Return (annualized) | +0.47% | +13.26% | |
| Volatility (annualized) | 31.5% | 14.1% | |
| Max Drawdown | -83.5% | -34.3% | |
| Fund Family | Aberdeen | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 23, 1994 | Sep 7, 2010 |
IFN vs VOO Performance
Aberdeen India Fund Inc. (IFN) is a ETF from Aberdeen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IFN returned -9.43% while VOO returned +21.63%. Year to date, IFN is down 9.15% versus a gain of 13.72% for VOO.
Over three years, IFN compounded at -0.08% per year against +21.55% for VOO; over five years the annualized figures are +0.47% and +13.26% respectively. Across the full 16-year window we track, VOO has the edge at +13.56% annualized vs +3.29%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IFN has been the more volatile fund, with annualized monthly volatility of 31.5% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -83.5% for IFN and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IFN charges 1.35% per year while VOO charges 0.03%. On a $10,000 position that is $135 vs $3 annually, a gap of $132 per year that compounds over a long holding period. On income, IFN currently yields 20.84% against 1.09% for VOO.
Holdings Overlap
IFN and VOO share 0 holdings out of 554 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IFN or VOO?
IFN has an expense ratio of 1.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $132 per year of difference.
Which performed better, IFN or VOO?
Over the past year IFN returned -9.43% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), IFN annualized +3.29% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, IFN or VOO?
IFN has been the more volatile fund at 31.5% annualized versus 14.1% for VOO. Worst drawdown: IFN -83.5% vs VOO -34.3%.
Should I hold both IFN and VOO?
IFN and VOO have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IFN and VOO?
IFN and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 554 unique securities.
Which pays a higher dividend, IFN or VOO?
IFN yields 20.84% while VOO yields 1.09%, so IFN currently pays the higher dividend yield.
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