INDF vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricINDFVTIWinner
Expense Ratio0.75%0.03%
AUM$9M$663.5B
Dividend Yield5.62%1.07%
Holdings213,543
YTD Return-12.12%+14.16%
1Y Return-20.35%+23.62%
3Y Return (annualized)+2.45%+21.43%
5Y Return (annualized)-+12.33%
Volatility (annualized)20.3%15.3%
Max Drawdown-25.6%-56.6%
Fund FamilyNextFins LLCVanguard (US)
CategoryEquityEquity
InceptionOct 20, 2020May 24, 2001

INDF vs VTI Performance

Range India Financials ETF (INDF) is a ETF from NextFins LLC and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year INDF returned -20.35% while VTI returned +23.62%. Year to date, INDF is down 12.12% versus a gain of 14.16% for VTI.

Over three years, INDF compounded at +2.45% per year against +21.43% for VTI. Across the full 5-year window we track, VTI has the edge at +8.14% annualized vs +7.30%. 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 15.3% for VTI. 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 -56.6% 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

INDF charges 0.75% per year while VTI 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 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, INDF or VTI?

INDF has an expense ratio of 0.75% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, INDF or VTI?

Over the past year INDF returned -20.35% vs +23.62% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), INDF annualized +7.30% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, INDF or VTI?

INDF has been the more volatile fund at 20.3% annualized versus 15.3% for VTI. Worst drawdown: INDF -25.6% vs VTI -56.6%.

Should I hold both INDF and VTI?

INDF and VTI have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, INDF or VTI?

INDF yields 5.62% while VTI yields 1.07%, so INDF currently pays the higher dividend yield.

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