INDH vs VOO

INDH vs VOO

Which is better, INDH or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 45.1%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

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

MetricINDHVOO
Expense Ratio0.64%0.03%Best
AUM$6M$997.4B
Dividend Yield5.63%1.08%
Holdings83509
YTD Return-8.94%+13.37%Best
1Y Return-4.29%+20.08%Best
3Y Return (annualized)-+21.29%
5Y Return (annualized)-+12.89%
Volatility (annualized)11.0%Best11.8%
Max Drawdown-14.8%Best-18.7%
$10,000 over 2.3 years$10,332$15,169Best
Top 10 Weight45.1%36.4%Best
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 9, 2024Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 9, 2024 to Sep 4, 2026 (2.3 years).

INDH vs VOO 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 2.3 years both funds cover.

INDH vs VOO Performance

WisdomTree India Hedged Equity Fund ETF (INDH) is an ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year INDH returned -4.29% while VOO returned +20.08%. Year to date, INDH is down 8.94% versus a gain of 13.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 11.0% 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.43. They move together some of the time, and apart the rest.

Fees and Cost Over Time

INDH charges 0.64% per year while VOO 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 1.08% for VOO.

Holdings Overlap

We hold position weights for 79 holdings in INDH and 505 in VOO, totalling 101.2% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 79 positions we hold weights for in INDH and 505 in VOO, against full books of 83 and 509.

What only one of them owns

Our book lists 497 positions for VOO that do not appear in our book for INDH (99.5% of the fund), and 7 for INDH that do not appear in VOO (4.3%).

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.

You are not choosing between two funds in isolation.

Whichever of INDH and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

INDHVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, INDH or VOO?

INDH has an expense ratio of 0.64% while VOO charges 0.03%. VOO is the cheaper option, by $61 a year on a $10,000 investment.

Which performed better, INDH or VOO?

Over the past year INDH returned -4.29% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), INDH annualized +1.43% vs +19.86% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, INDH or VOO?

VOO has been the more volatile fund at 11.8% annualized versus 11.0% for INDH. Worst drawdown: INDH -14.8% vs VOO -18.7%.

Should I hold both INDH and VOO?

INDH and VOO have a monthly-return correlation of 0.43, 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 VOO?

INDH yields 5.63% while VOO yields 1.08%, so INDH currently pays the higher dividend yield.

Is VOO better than INDH?

VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 45.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.