IFN vs VYM
Aberdeen India Fund Inc. vs Vanguard High Dividend Yield ETF
Which is better, IFN or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IFN | VYM |
|---|---|---|
| Expense Ratio | 1.35% | 0.04%Best |
| AUM | $703M | $81.6B |
| Dividend Yield | 20.53% | 2.24% |
| Holdings | 50 | 613 |
| YTD Return | -9.52% | +15.29%Best |
| 1Y Return | -10.01% | +22.23%Best |
| 3Y Return (annualized) | -1.14% | +18.81%Best |
| 5Y Return (annualized) | -0.63% | +12.14%Best |
| Volatility (annualized) | 27.8% | 14.5%Best |
| Max Drawdown | -83.5% | -58.8%Best |
| $10,000 over 5 years | $9,689 | $17,734Best |
| Fund Family | Aberdeen | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Feb 23, 1994 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 3, 2026 (19.8 years).
IFN vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 19.8 years both funds cover.
IFN vs VYM Performance
Aberdeen India Fund Inc. (IFN) is an ETF from Aberdeen and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year IFN returned -10.01% while VYM returned +22.23%. Year to date, IFN is down 9.52% versus a gain of 15.29% for VYM.
Over three years, IFN compounded at -1.14% per year against +18.81% for VYM; over five years the annualized figures are -0.63% and +12.14% respectively. Across the full 20-year window we track, VYM has the edge at +7.02% annualized vs -3.57%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IFN has been the more volatile fund, with annualized monthly volatility of 27.8% compared with 14.5% for VYM. 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 -58.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IFN charges 1.35% per year while VYM charges 0.04%. On a $10,000 position that is $135 vs $4 annually, a gap of $131 per year that compounds over a long holding period. On income, IFN currently yields 20.53% against 2.24% for VYM.
Holdings Overlap
We hold position weights for 50 holdings in IFN and 603 in VYM, totalling 91.5% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 50 positions we hold weights for in IFN and 603 in VYM, against full books of 50 and 613.
You are not choosing between two funds in isolation.
Whichever of IFN and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IFN or VYM?
IFN has an expense ratio of 1.35% while VYM charges 0.04%. VYM is the cheaper option, by $131 a year on a $10,000 investment.
Which performed better, IFN or VYM?
Over the past year IFN returned -10.01% vs +22.23% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), IFN annualized -3.57% vs +7.02% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IFN or VYM?
IFN has been the more volatile fund at 27.8% annualized versus 14.5% for VYM. Worst drawdown: IFN -83.5% vs VYM -58.8%.
Should I hold both IFN and VYM?
IFN and VYM have a monthly-return correlation of 0.57, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IFN or VYM?
IFN yields 20.53% while VYM yields 2.24%, so IFN currently pays the higher dividend yield.
Is VYM better than IFN?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.