CXSE vs IFN

Comparison between WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND (CXSE, ETF) and India Fund Inc (IFN, ETF).

5-Year PerformanceIFN has outperformed CXSE, delivering a return of +0.4% compared to -8.6%

CXSE vs IFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CXSE(ETF)	IFN(ETF)
Net Assets	$518M	$519M
Expense Ratio	0.32%	N/A
Max Drawdown	71.11%	84.81%
Sharpe Ratio	0.59	-1.74
5Y Beta	0.66	0.49
5Y Dividends CAGR	17.64%	5.70%

Net Assets

CXSE

$518M

Winner

IFN

$519M

Expense Ratio

CXSE

0.32%

IFN

N/A

Max Drawdown

Winner

CXSE

71.11%

IFN

84.81%

Sharpe Ratio

Winner

CXSE

0.59

IFN

-1.74

5Y Beta

CXSE

0.66

Winner

IFN

0.49

5Y Dividends CAGR

Winner

CXSE

17.64%

IFN

5.70%

CXSE vs IFN - Historical Returns

Returns include dividend reinvestment.

Period	CXSE	IFN
1 month	-5.47%	-1.34%
3 months	+0.49%	-6.08%
6 months	-4.38%	-14.31%
1 year	+14.17%	-21.53%
5 years(CAGR)	-8.59%	+0.39%
10 years(CAGR)	+7.30%	+6.26%
Max(CAGR)	+4.94%	+9.87%

CXSE

-5.47%

Winner

IFN

-1.34%

Winner

CXSE

+0.49%

IFN

-6.08%

Winner

CXSE

-4.38%

IFN

-14.31%

Winner

CXSE

+14.17%

IFN

-21.53%

5Y(CAGR)

CXSE

-8.59%

Winner

IFN

+0.39%

10Y(CAGR)

Winner

CXSE

+7.30%

IFN

+6.26%

Max(CAGR)

CXSE

+4.94%

Winner

IFN

+9.87%

CXSE vs IFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CXSE	IFN
2026	-6.08%	-16.45%
2025	+39.36%	-1.32%
2024	+11.98%	-2.20%
2023	-20.35%	+32.46%
2022	-29.27%	-17.34%
2021	-24.40%	+22.42%
2020	+53.66%	+11.04%
2019	+38.47%	+11.21%
2018	-31.23%	-5.34%
2017	+82.07%	+39.00%
2016	-0.16%	+3.59%
2015	-3.27%	-6.72%
2014	+2.30%	+41.45%
2013	-5.39%	-2.50%
2012	+11.69%	+18.26%
2011	N/A	-43.26%
2010	N/A	+25.52%
2009	N/A	+59.56%
2008	N/A	-60.29%
2007	N/A	+60.19%
2006	N/A	+23.68%
2005	N/A	+45.06%
2004	N/A	+19.71%
2003	N/A	+136.57%
2002	N/A	+10.29%
2001	N/A	-21.06%
2000	N/A	-32.29%
1999	N/A	+40.99%

CXSE vs IFN Drawdown Comparison

The maximum drawdown for CXSE was -70.01%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The maximum drawdown for IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2351 trading sessions.

The current CXSE drawdown is -48.04%. The current IFN drawdown is -28.40%.

Rank	CXSE	IFN
#1	-70.01% Feb 17, 2021 - Feb 2, 2024	-71.83% Jan 14, 2008 - May 16, 2017
#2	-41.23% Apr 27, 2015 - May 22, 2017	-65.52% Mar 6, 2000 - Dec 12, 2003
#3	-38.58% Jan 26, 2018 - Jun 19, 2020	-41.96% May 10, 2006 - Oct 15, 2007
#4	-22.21% Jan 10, 2013 - Jul 28, 2014	-41.41% Jan 17, 2020 - Dec 1, 2020
#5	-12.01% Sep 4, 2014 - Apr 6, 2015	-32.89% Apr 5, 2004 - Dec 13, 2004
#6	-9.77% Nov 21, 2017 - Jan 3, 2018	-31.53% Mar 8, 2024 - Mar 30, 2026
#7	-8.48% Sep 2, 2020 - Oct 9, 2020	-24.71% Jan 13, 2022 - Sep 11, 2023
#8	-6.93% Jan 25, 2021 - Feb 9, 2021	-23.21% Jan 23, 2018 - Jan 13, 2020
#9	-6.85% Nov 6, 2012 - Dec 10, 2012	-19.93% Jan 3, 2005 - Jun 29, 2005
#10	-5.56% Jul 9, 2020 - Aug 4, 2020	-18.00% Sep 20, 2005 - Dec 22, 2005
#11	-4.82% Nov 5, 2020 - Dec 18, 2020	-17.60% Jan 14, 2004 - Apr 5, 2004
#12	-4.42% Aug 5, 2020 - Aug 24, 2020	-17.14% Oct 31, 2007 - Dec 6, 2007
#13	-3.94% Apr 16, 2015 - Apr 23, 2015	-12.67% Oct 15, 2007 - Oct 29, 2007
#14	-3.91% Sep 20, 2017 - Oct 3, 2017	-10.93% Sep 25, 2023 - Nov 17, 2023
#15	-3.65% Aug 8, 2017 - Aug 22, 2017	-10.70% Mar 3, 2006 - Apr 10, 2006

Correlation

Correlation between CXSE and IFN is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (2001 - 2026)

CXSE vs IFN dividend yield comparison.

Year	CXSE	IFN
2026	0.05%	7.65%
2025	1.95%	16.09%
2024	1.70%	14.60%
2023	1.71%	8.97%
2022	1.55%	21.47%
2021	0.86%	15.21%
2020	0.54%	9.77%
2019	0.96%	11.57%
2018	1.49%	22.25%
2017	1.24%	12.11%
2016	1.39%	7.97%
2015	2.50%	8.02%
2014	2.29%	7.22%
2013	2.75%	4.76%
2012	0.00%	11.34%
2011	0.00%	6.09%
2010	0.00%	11.02%
2008	0.00%	38.91%
2007	0.00%	15.44%
2006	0.00%	11.15%
2005	0.00%	11.23%
2004	0.00%	5.13%
2003	0.00%	0.52%
2002	0.00%	0.80%
2001	0.00%	0.74%