INDH vs VXUS

INDH vs VXUS

Which is better, INDH or VXUS?

VXUS has been ahead.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricINDHVXUS
Expense Ratio0.64%0.05%Best
AUM$6M$158.1B
Dividend Yield5.63%2.59%
Holdings838,747
YTD Return-8.94%+16.15%Best
1Y Return-4.29%+27.58%Best
3Y Return (annualized)-+20.48%
5Y Return (annualized)-+9.09%
Volatility (annualized)11.0%Best11.2%
Max Drawdown-14.8%-13.6%Best
$10,000 over 2.3 years$10,332$15,458Best
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 9, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

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 VXUS 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 VXUS Performance

WisdomTree India Hedged Equity Fund ETF (INDH) is an ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year INDH returned -4.29% while VXUS returned +27.58%. Year to date, INDH is down 8.94% versus a gain of 16.15% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 11.2% 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.47. They move together some of the time, and apart the rest.

Fees and Cost Over Time

INDH charges 0.64% per year while VXUS charges 0.05%. On a $10,000 position that is $64 vs $5 annually, a gap of $59 per year that compounds over a long holding period. On income, INDH currently yields 5.63% against 2.59% for VXUS.

Holdings Overlap

INDH already in VXUS28.4%

At least 28.4% of INDH's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

INDH and VXUS share little of their money.

25 positions in common, counted across the 79 positions we hold weights for in INDH and 8,092 in VXUS, against full books of 83 and 8,747.

Top Shared Holdings

StockWeight in INDHWeight in VXUSDifference
532454:MBBharti Airtel Ltd4.69%0.13%4.56%
500209:MBInfosys Ltd Common Stock Inr5.4.10%0.08%4.02%
LT:MBLarsen & Toubro Ltd2.67%0.07%2.60%
TCS:MBTata Consultancy Services2.37%0.05%2.32%
NTPC:MBNtpc Ltd1.49%0.04%1.45%
TATA:MBTata Steel Ltd1.48%0.04%1.44%
532921:MBAdani Ports And Special Economic Zone1.27%0.03%1.24%
NEST:MBNestle India Limited1.09%0.02%1.07%
TECHM:MBTech Mahindra Ltd1.01%0.02%0.99%
DIVI:MBDivi'S Laboratories Limited0.98%0.02%0.96%

28.4% of INDH is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

INDHVXUS

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Frequently Asked Questions

Which is cheaper, INDH or VXUS?

INDH has an expense ratio of 0.64% while VXUS charges 0.05%. VXUS is the cheaper option, by $59 a year on a $10,000 investment.

Which performed better, INDH or VXUS?

Over the past year INDH returned -4.29% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), INDH annualized +1.43% vs +20.85% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, INDH or VXUS?

VXUS has been the more volatile fund at 11.2% annualized versus 11.0% for INDH. Worst drawdown: INDH -14.8% vs VXUS -13.6%.

Should I hold both INDH and VXUS?

INDH and VXUS have a monthly-return correlation of 0.47, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between INDH and VXUS?

At least 28.4% of INDH's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 25 positions in common, counted across the 79 positions we hold weights for in INDH and 8,092 in VXUS.

Which pays a higher dividend, INDH or VXUS?

INDH yields 5.63% while VXUS yields 2.59%, so INDH currently pays the higher dividend yield.

Is VXUS better than INDH?

VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.