INDA vs VOO

INDA vs VOO

Which is better, INDA or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. INDA is less concentrated, with 35.6% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: INDA

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

MetricINDAVOO
Expense Ratio0.61%0.03%Best
AUM$6.7B$997.4B
Dividend Yield0.00%1.04%
Holdings171509
YTD Return-10.98%+12.50%Best
1Y Return-8.77%+17.58%Best
3Y Return (annualized)+2.78%+21.27%Best
5Y Return (annualized)+1.10%+12.95%Best
Volatility (annualized)20.0%14.0%Best
Max Drawdown-45.1%-34.3%Best
$10,000 over 5 years$10,562$18,384Best
Top 10 Weight35.6%Best36.4%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionFeb 2, 2012Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Feb 3, 2012 to Sep 11, 2026 (14.6 years).

INDA vs VOO 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 14.6 years both funds cover.

INDA vs VOO Performance

iShares MSCI India ETF (INDA) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year INDA returned -8.77% while VOO returned +17.58%. Year to date, INDA is down 10.98% versus a gain of 12.50% for VOO.

Over three years, INDA compounded at +2.78% per year against +21.27% for VOO; over five years the annualized figures are +1.10% and +12.95% respectively. Across the full 15-year window we track, VOO has the edge at +13.27% annualized vs +5.21%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

INDA has been the more volatile fund, with annualized monthly volatility of 20.0% compared with 14.0% 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 -45.1% for INDA and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.50. They move together some of the time, and apart the rest.

Fees and Cost Over Time

INDA charges 0.61% per year while VOO charges 0.03%. On a $10,000 position that is $61 vs $3 annually, a gap of $58 per year that compounds over a long holding period. On income, INDA currently yields 0.00% against 1.04% for VOO.

Holdings Overlap

INDA already in VOO0.6%

0.6% of INDA's money is in holdings VOO also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 166 positions we hold weights for in INDA and 505 in VOO, against full books of 171 and 509.

What only one of them owns

Our book lists 496 positions for VOO that do not appear in our book for INDA (99.4% of the fund), and 3 for INDA that do not appear in VOO (5.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in INDAWeight in VOODifference
HAL:MBHindustan Aeronautics Ltd0.58%0.04%0.54%

You are not choosing between two funds in isolation.

Whichever of INDA and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

INDAVOO

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Frequently Asked Questions

Which is cheaper, INDA or VOO?

INDA has an expense ratio of 0.61% while VOO charges 0.03%. VOO is the cheaper option, by $58 a year on a $10,000 investment.

Which performed better, INDA or VOO?

Over the past year INDA returned -8.77% vs +17.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (15 years), INDA annualized +5.21% vs +13.27% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, INDA or VOO?

INDA has been the more volatile fund at 20.0% annualized versus 14.0% for VOO. Worst drawdown: INDA -45.1% vs VOO -34.3%.

Should I hold both INDA and VOO?

INDA and VOO have a monthly-return correlation of 0.50, 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, INDA or VOO?

INDA yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than INDA?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. INDA is less concentrated, with 35.6% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.