INDF vs IVV
Range India Financials ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | INDF | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $9M | $865.2B | |
| Dividend Yield | 5.62% | 1.09% | |
| Holdings | 21 | 508 | |
| YTD Return | -12.12% | +13.80% | |
| 1Y Return | -20.35% | +23.70% | |
| 3Y Return (annualized) | +2.45% | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | 20.3% | 15.1% | |
| Max Drawdown | -25.6% | -56.5% | |
| Fund Family | NextFins LLC | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2020 | May 15, 2000 |
INDF vs IVV Performance
Range India Financials ETF (INDF) is a ETF from NextFins LLC and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year INDF returned -20.35% while IVV returned +23.70%. Year to date, INDF is down 12.12% versus a gain of 13.80% for IVV.
Over three years, INDF compounded at +2.45% per year against +21.49% for IVV. Across the full 5-year window we track, INDF has the edge at +7.30% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
INDF has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 15.1% for IVV. 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 -25.6% for INDF and -56.5% for IVV. 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
INDF charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, INDF currently yields 5.62% against 1.09% for IVV.
Frequently Asked Questions
Which is cheaper, INDF or IVV?
INDF has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, INDF or IVV?
Over the past year INDF returned -20.35% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), INDF annualized +7.30% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, INDF or IVV?
INDF has been the more volatile fund at 20.3% annualized versus 15.1% for IVV. Worst drawdown: INDF -25.6% vs IVV -56.5%.
Should I hold both INDF and IVV?
INDF and IVV have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, INDF or IVV?
INDF yields 5.62% while IVV yields 1.09%, so INDF currently pays the higher dividend yield.
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