INDH vs VYM
WisdomTree India Hedged Equity Fund ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | INDH | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.64% | 0.04% | |
| AUM | $6M | $81.6B | |
| Dividend Yield | 5.63% | 2.24% | |
| Holdings | 83 | 616 | |
| YTD Return | -8.46% | +15.75% | |
| 1Y Return | -4.31% | +23.85% | |
| 3Y Return (annualized) | - | +19.14% | |
| 5Y Return (annualized) | - | +12.45% | |
| Volatility (annualized) | 11.2% | 14.6% | |
| Max Drawdown | -14.8% | -58.8% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 9, 2024 | Nov 10, 2006 |
INDH vs VYM Performance
WisdomTree India Hedged Equity Fund ETF (INDH) is a ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year INDH returned -4.31% while VYM returned +23.85%. Year to date, INDH is down 8.46% versus a gain of 15.75% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.
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 5.63% against 2.24% for VYM.
Holdings Overlap
INDH and VYM share 1 holdings out of 681 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in INDH | Weight in VYM | Difference |
|---|---|---|---|
| HAL | 0.75% | 0.12% | 0.63% |
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. On a $10,000 investment, that is $60 per year of difference.
Which performed better, INDH or VYM?
Over the past year INDH returned -4.31% vs +23.85% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), INDH annualized +1.69% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, INDH or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.2% for INDH. Worst drawdown: INDH -14.8% vs VYM -58.8%.
Should I hold both INDH and VYM?
INDH and VYM have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between INDH and VYM?
INDH and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 681 unique securities.
Which pays a higher dividend, INDH or VYM?
INDH yields 5.63% while VYM yields 2.24%, so INDH currently pays the higher dividend yield.
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