INDH vs VYM
WisdomTree India Hedged Equity Fund ETF vs Vanguard High Dividend Yield ETF
Which is better, INDH or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 45.1%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.64% | 0.04%Best |
| AUM | $6M | $81.6B |
| Dividend Yield | 5.68% | 2.22% |
| Holdings | 83 | 613 |
| YTD Return | -11.16% | +13.15%Best |
| 1Y Return | -6.99% | +17.82%Best |
| 3Y Return (annualized) | - | +17.99% |
| 5Y Return (annualized) | - | +12.16% |
| Volatility (annualized) | 11.2% | 10.0%Best |
| Max Drawdown | -14.8% | -14.5%Best |
| $10,000 over 2.3 years | $10,083 | $14,307Best |
| Top 10 Weight | 45.1% | 25.9%Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 9, 2024 | Nov 10, 2006 |
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 10, 2026 (2.3 years).
INDH vs VYM 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 VYM Performance
WisdomTree India Hedged Equity Fund ETF (INDH) is an ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year INDH returned -6.99% while VYM returned +17.82%. Year to date, INDH is down 11.16% versus a gain of 13.15% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
INDH has been the more volatile fund, with annualized monthly volatility of 11.2% compared with 10.0% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.30. They move together some of the time, and apart the rest.
Fees and Cost Over Time
INDH charges 0.64% per year while VYM charges 0.04%. On a $10,000 position that is $64 vs $4 annually, a gap of $60 per year that compounds over a long holding period. On income, INDH currently yields 5.68% against 2.22% for VYM.
Holdings Overlap
2.2% of INDH's money is in holdings VYM also owns. 0.1% of VYM's money is in holdings INDH also owns.
INDH and VYM share little of their money.
2 positions in common, counted across the 79 positions we hold weights for in INDH and 603 in VYM, against full books of 83 and 613.
What only one of them owns
Our book lists 567 positions for VYM that do not appear in our book for INDH (97.5% of the fund), and 6 for INDH that do not appear in VYM (2.8%).
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 VYM 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 VYM?
INDH has an expense ratio of 0.64% while VYM charges 0.04%. VYM is the cheaper option, by $60 a year on a $10,000 investment.
Which performed better, INDH or VYM?
Over the past year INDH returned -6.99% vs +17.82% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), INDH annualized +0.36% vs +16.85% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, INDH or VYM?
INDH has been the more volatile fund at 11.2% annualized versus 10.0% for VYM. Worst drawdown: INDH -14.8% vs VYM -14.5%.
Should I hold both INDH and VYM?
INDH and VYM have a monthly-return correlation of 0.30, 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 VYM?
2.2% of INDH's money is in holdings VYM also owns. 0.1% of VYM's is in holdings INDH also owns. They hold 2 positions in common, counted across the 79 positions we hold weights for in INDH and 603 in VYM.
Which pays a higher dividend, INDH or VYM?
INDH yields 5.68% while VYM yields 2.22%, so INDH currently pays the higher dividend yield.
Is VYM better than INDH?
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.9% 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.