INDA vs VXUS

INDA vs VXUS

Which is better, INDA or VXUS?

Large Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricINDAVXUS
Expense Ratio0.61%0.05%Best
AUM$6.7B$158.1B
Dividend Yield0.00%2.51%
Holdings1718,747
YTD Return-10.98%+14.48%Best
1Y Return-8.77%+22.28%Best
3Y Return (annualized)+2.78%+20.00%Best
5Y Return (annualized)+1.10%+8.91%Best
Volatility (annualized)20.0%14.4%Best
Max Drawdown-45.1%-39.9%Best
$10,000 over 5 years$10,562$15,323Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionFeb 2, 2012Jan 26, 2011

Not shown on this pair: Top 10 Weight.

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

INDA vs VXUS 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 VXUS Performance

iShares MSCI India ETF (INDA) is an ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year INDA returned -8.77% while VXUS returned +22.28%. Year to date, INDA is down 10.98% versus a gain of 14.48% for VXUS.

Over three years, INDA compounded at +2.78% per year against +20.00% for VXUS; over five years the annualized figures are +1.10% and +8.91% respectively. Across the full 15-year window we track, VXUS has the edge at +5.78% 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 14.4% for VXUS. 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 -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

INDA charges 0.61% per year while VXUS charges 0.05%. On a $10,000 position that is $61 vs $5 annually, a gap of $56 per year that compounds over a long holding period. On income, INDA currently yields 0.00% against 2.51% for VXUS.

Holdings Overlap

INDA already in VXUS45.3%

At least 45.3% of INDA's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

51 positions in common, counted across the 166 positions we hold weights for in INDA and 8,091 in VXUS, against full books of 171 and 8,747.

Top Shared Holdings

StockWeight in INDAWeight in VXUSDifference
HDFCBANK:MBHdfc Bank Ltd6.33%0.21%6.12%
RELIANCE:MBReliance Industries Ltd5.87%0.20%5.67%
ICICIBANK:MBIcici Bank Ltd Ord Inr2 (demat)5.77%0.17%5.60%
AXISBANK:MBAxis Bank Ltd2.18%0.07%2.11%
LT:MBLarsen & Toubro Ltd2.01%0.07%1.94%
KOTAKBANK:MBKotak Mahindra Bank Ltd1.62%0.05%1.57%
TCS:MBTata Consultancy Services Ltd1.50%0.05%1.45%
TITC:BRTitan Co Ltd Common Stock Inr1.01.31%0.00%1.31%
MARUTI:MBMaruti Suzuki India Ltd1.25%0.04%1.21%
NTPC:MBNtpc Limited1.12%0.04%1.08%

45.3% of INDA is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

INDAVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, INDA or VXUS?

INDA has an expense ratio of 0.61% while VXUS charges 0.05%. VXUS is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, INDA or VXUS?

Over the past year INDA returned -8.77% vs +22.28% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (15 years), INDA annualized +5.21% vs +5.78% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, INDA or VXUS?

INDA has been the more volatile fund at 20.0% annualized versus 14.4% for VXUS. Worst drawdown: INDA -45.1% vs VXUS -39.9%.

Should I hold both INDA and VXUS?

INDA and VXUS have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between INDA and VXUS?

At least 45.3% of INDA's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 51 positions in common, counted across the 166 positions we hold weights for in INDA and 8,091 in VXUS.

Which pays a higher dividend, INDA or VXUS?

INDA yields 0.00% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than INDA?

VXUS has a lower expense ratio. VXUS 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.