INDH vs VTI
WisdomTree India Hedged Equity Fund ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | INDH | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.64% | 0.03% | |
| AUM | $6M | $666.9B | |
| Dividend Yield | 5.63% | 1.07% | |
| Holdings | 83 | 3,543 | |
| YTD Return | -8.25% | +12.65% | |
| 1Y Return | -4.68% | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 11.2% | 15.3% | |
| Max Drawdown | -14.8% | -56.6% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 9, 2024 | May 24, 2001 |
INDH vs VTI Performance
WisdomTree India Hedged Equity Fund ETF (INDH) is a ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year INDH returned -4.68% while VTI returned +21.39%. Year to date, INDH is down 8.25% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% 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
INDH charges 0.64% per year while VTI 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 1.07% for VTI.
Holdings Overlap
INDH and VTI share 1 holdings out of 2865 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 VTI | Difference |
|---|---|---|---|
| HAL | 0.75% | 0.04% | 0.71% |
Frequently Asked Questions
Which is cheaper, INDH or VTI?
INDH has an expense ratio of 0.64% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, INDH or VTI?
Over the past year INDH returned -4.68% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), INDH annualized +1.79% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, INDH or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 11.2% for INDH. Worst drawdown: INDH -14.8% vs VTI -56.6%.
Should I hold both INDH and VTI?
INDH and VTI 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 VTI?
INDH and VTI share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2865 unique securities.
Which pays a higher dividend, INDH or VTI?
INDH yields 5.63% while VTI yields 1.07%, so INDH currently pays the higher dividend yield.
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