INDH vs IVV
WisdomTree India Hedged Equity Fund 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 508 holdings.
Side-by-Side Comparison
| Metric | INDH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.64% | 0.03% | |
| AUM | $6M | $907.0B | |
| Dividend Yield | 5.63% | 1.10% | |
| Holdings | 83 | 508 | |
| YTD Return | -8.32% | +13.22% | |
| 1Y Return | -4.29% | +21.62% | |
| 3Y Return (annualized) | - | +22.17% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | 11.2% | 15.1% | |
| Max Drawdown | -14.8% | -56.5% | |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 9, 2024 | May 15, 2000 |
INDH vs IVV Performance
WisdomTree India Hedged Equity Fund ETF (INDH) is a ETF from WisdomTree Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year INDH returned -4.29% while IVV returned +21.62%. Year to date, INDH is down 8.32% versus a gain of 13.22% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.2% 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 -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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.
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 5.63% against 1.10% for IVV.
Holdings Overlap
INDH and IVV share 1 holdings out of 583 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in INDH | Weight in IVV | Difference |
|---|---|---|---|
| HAL | 0.75% | 0.04% | 0.71% |
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. On a $10,000 investment, that is $61 per year of difference.
Which performed better, INDH or IVV?
Over the past year INDH returned -4.29% vs +21.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), INDH annualized +1.76% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, INDH or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 11.2% for INDH. Worst drawdown: INDH -14.8% vs IVV -56.5%.
Should I hold both INDH and IVV?
INDH and IVV have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between INDH and IVV?
INDH and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 583 unique securities.
Which pays a higher dividend, INDH or IVV?
INDH yields 5.63% while IVV yields 1.10%, so INDH currently pays the higher dividend yield.
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