INDE vs VTI
Matthews India Active ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | INDE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.03% | |
| AUM | $18M | $663.5B | |
| Dividend Yield | 1.81% | 1.07% | |
| Holdings | 70 | 3,543 | |
| YTD Return | -0.23% | +14.16% | |
| 1Y Return | +5.03% | +23.62% | |
| 3Y Return (annualized) | +7.48% | +21.43% | |
| 5Y Return (annualized) | - | +12.33% | |
| Volatility (annualized) | 13.8% | 15.3% | |
| Max Drawdown | -22.9% | -56.6% | |
| Fund Family | Matthews Asia Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 21, 2023 | May 24, 2001 |
INDE vs VTI Performance
Matthews India Active ETF (INDE) is a ETF from Matthews Asia Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year INDE returned +5.03% while VTI returned +23.62%. Year to date, INDE is down 0.23% versus a gain of 14.16% for VTI.
Over three years, INDE compounded at +7.48% per year against +21.43% for VTI. Across the full 3-year window we track, VTI has the edge at +8.14% annualized vs +7.48%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.8% for INDE. 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 -22.9% for INDE and -56.6% for VTI. 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 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
INDE charges 0.79% per year while VTI charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, INDE currently yields 1.81% against 1.07% for VTI.
Holdings Overlap
INDE and VTI share 0 holdings out of 2847 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, INDE or VTI?
INDE has an expense ratio of 0.79% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, INDE or VTI?
Over the past year INDE returned +5.03% vs +23.62% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), INDE annualized +7.48% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, INDE or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 13.8% for INDE. Worst drawdown: INDE -22.9% vs VTI -56.6%.
Should I hold both INDE and VTI?
INDE and VTI have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between INDE and VTI?
INDE and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2847 unique securities.
Which pays a higher dividend, INDE or VTI?
INDE yields 1.81% while VTI yields 1.07%, so INDE currently pays the higher dividend yield.
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