INDH vs IVV
WisdomTree India Hedged Equity Fund ETF vs iShares Core S&P 500 ETF
Which is better, INDH or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 44.8%.
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
| Metric | INDH | IVV |
|---|---|---|
| Expense Ratio | 0.64% | 0.03%Best |
| AUM | $6M | $882.6B |
| Dividend Yield | 5.68% | 1.06% |
| Holdings | 83 | 508 |
| YTD Return | -13.56% | +12.76%Best |
| 1Y Return | -8.62% | +15.57%Best |
| 3Y Return (annualized) | - | +22.95% |
| 5Y Return (annualized) | - | +13.54% |
| Volatility (annualized) | 11.4%Best | 11.6% |
| Max Drawdown | -14.8%Best | -18.8% |
| $10,000 over 2.4 years | $9,809 | $15,163Best |
| Top 10 Weight | 44.8% | 38.1%Best |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 9, 2024 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: May 9, 2024 to Oct 1, 2026 (2.4 years).
INDH vs IVV 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 2.4 years both funds cover.
INDH vs IVV Performance
WisdomTree India Hedged Equity Fund ETF (INDH) is an ETF from WisdomTree Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year INDH returned -8.62% while IVV returned +15.57%. Year to date, INDH is down 13.56% versus a gain of 12.76% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 11.6% compared with 11.4% for INDH. 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 -14.8% for INDH and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.
Fees and Cost Over Time
INDH charges 0.64% per year while IVV charges 0.03%. On a $10,000 position that is $64 vs $3 annually, a gap of $61 per year that compounds over a long holding period. On income, INDH currently yields 5.68% against 1.06% for IVV.
Holdings Overlap
0.8% of INDH's money is in holdings IVV also owns. 0.1% of IVV's money is in holdings INDH 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 80 positions we hold weights for in INDH and 505 in IVV, against full books of 83 and 508.
What only one of them owns
Our book lists 496 positions for IVV that do not appear in our book for INDH (99.2% of the fund), and 5 for INDH that do not appear in IVV (2.0%).
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
| Stock | Weight in INDH | Weight in IVV | Difference |
|---|---|---|---|
| HALHalliburton Co. | 0.83% | 0.05% | 0.78% |
You are not choosing between two funds in isolation.
Whichever of INDH and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, INDH or IVV?
INDH has an expense ratio of 0.64% while IVV charges 0.03%. IVV is the cheaper option, by $61 a year on a $10,000 investment.
Which performed better, INDH or IVV?
Over the past year INDH returned -8.62% vs +15.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), INDH annualized -0.80% vs +18.94% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, INDH or IVV?
IVV has been the more volatile fund at 11.6% annualized versus 11.4% for INDH. Worst drawdown: INDH -14.8% vs IVV -18.8%.
Should I hold both INDH and IVV?
INDH and IVV have a monthly-return correlation of 0.44, 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, INDH or IVV?
INDH yields 5.68% while IVV yields 1.06%, so INDH currently pays the higher dividend yield.
Is IVV better than INDH?
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 44.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.