FPAG vs IFN

Comparison between FPA GLOBAL EQUITY ETF (FPAG, ETF) and India Fund Inc (IFN, ETF).

5-Year PerformanceFPAG has outperformed IFN, delivering a return of +12.8% compared to +1.3%

FPAG vs IFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPAG(ETF)	IFN(ETF)
Net Assets	$540M	$539M
Expense Ratio	0.49%	N/A
Max Drawdown	29.10%	84.81%
Sharpe Ratio	1.00	-1.17
5Y Beta	0.93	0.50
P/E Ratio	20.55	N/A
Forward P/E	16.53	N/A
5Y Dividends CAGR	N/A	5.70%
5Y EPS CAGR	14.52%	N/A
Debt to Equity	68.96%	N/A
P/S Ratio	2.12	N/A
P/B Ratio	2.28	N/A

Net Assets

Winner

FPAG

$540M

IFN

$539M

Expense Ratio

FPAG

0.49%

IFN

N/A

Max Drawdown

Winner

FPAG

29.10%

IFN

84.81%

Sharpe Ratio

Winner

FPAG

1.00

IFN

-1.17

5Y Beta

FPAG

0.93

Winner

IFN

0.50

P/E Ratio

FPAG

20.55

IFN

N/A

Forward P/E

FPAG

16.53

IFN

N/A

5Y Dividends CAGR

FPAG

N/A

IFN

5.70%

5Y EPS CAGR

FPAG

14.52%

IFN

N/A

Debt to Equity

FPAG

68.96%

IFN

N/A

P/S Ratio

FPAG

2.12

IFN

N/A

P/B Ratio

FPAG

2.28

IFN

N/A

FPAG vs IFN - Historical Returns

Returns include dividend reinvestment.

Period	FPAG	IFN
1 month	+2.14%	-2.31%
3 months	+4.40%	-3.28%
6 months	+5.13%	-11.15%
1 year	+18.91%	-16.72%
5 years(CAGR)	+12.76%	+1.33%
10 years(CAGR)	N/A	+6.25%
Max(CAGR)	+12.76%	+9.99%

Winner

FPAG

+2.14%

IFN

-2.31%

Winner

FPAG

+4.40%

IFN

-3.28%

Winner

FPAG

+5.13%

IFN

-11.15%

Winner

FPAG

+18.91%

IFN

-16.72%

5Y(CAGR)

Winner

FPAG

+12.76%

IFN

+1.33%

10Y(CAGR)

FPAG

N/A

IFN

+6.25%

Max(CAGR)

Winner

FPAG

+12.76%

IFN

+9.99%

FPAG vs IFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FPAG	IFN
2026	+8.47%	-13.18%
2025	+25.54%	-1.32%
2024	+17.02%	-2.20%
2023	+28.81%	+32.46%
2022	-18.45%	-17.34%
2021	+2.93%	+22.42%
2020	N/A	+11.04%
2019	N/A	+11.21%
2018	N/A	-5.34%
2017	N/A	+39.00%
2016	N/A	+3.59%
2015	N/A	-6.72%
2014	N/A	+41.45%
2013	N/A	-2.50%
2012	N/A	+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%

FPAG vs IFN Drawdown Comparison

The maximum drawdown for FPAG was -28.44%, occurring on Oct 11, 2022. Recovery took 386 trading sessions.

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

The current FPAG drawdown is -1.39%. The current IFN drawdown is -25.60%.

Rank	FPAG	IFN
#1	-28.44% Jan 12, 2022 - Jul 28, 2023	-71.83% Jan 14, 2008 - May 16, 2017
#2	-18.05% Feb 18, 2025 - Jun 4, 2025	-65.52% Mar 6, 2000 - Dec 12, 2003
#3	-12.14% Feb 20, 2026 - May 28, 2026	-41.96% May 10, 2006 - Oct 15, 2007
#4	-11.85% Jul 28, 2023 - Dec 11, 2023	-41.41% Jan 17, 2020 - Dec 1, 2020
#5	-8.24% Jul 16, 2024 - Sep 26, 2024	-32.89% Apr 5, 2004 - Dec 13, 2004
#6	-5.36% Oct 27, 2025 - Nov 28, 2025	-31.53% Mar 8, 2024 - Mar 30, 2026
#7	-4.85% Jul 23, 2025 - Aug 22, 2025	-24.71% Jan 13, 2022 - Sep 11, 2023
#8	-4.73% Mar 28, 2024 - May 8, 2024	-23.21% Jan 23, 2018 - Jan 13, 2020
#9	-4.48% Dec 6, 2024 - Jan 21, 2025	-19.93% Jan 3, 2005 - Jun 29, 2005
#10	-4.38% Feb 7, 2024 - Mar 7, 2024	-18.00% Sep 20, 2005 - Dec 22, 2005
#11	-3.91% Dec 28, 2023 - Jan 25, 2024	-17.60% Jan 14, 2004 - Apr 5, 2004
#12	-3.84% Sep 18, 2025 - Oct 20, 2025	-17.14% Oct 31, 2007 - Dec 6, 2007
#13	-3.63% Nov 7, 2024 - Dec 6, 2024	-12.67% Oct 15, 2007 - Oct 29, 2007
#14	-3.31% Jun 15, 2026 - Jul 2, 2026	-10.93% Sep 25, 2023 - Nov 17, 2023
#15	-3.09% Jun 4, 2026 - Jun 15, 2026	-10.70% Mar 3, 2006 - Apr 10, 2006

Correlation

Correlation between FPAG and IFN is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57

-101

Dividend Comparison (2001 - 2026)

FPAG vs IFN dividend yield comparison.

Year	FPAG	IFN
2026	0.32%	7.36%
2025	1.99%	16.09%
2024	1.42%	14.60%
2023	1.51%	8.97%
2022	1.22%	21.47%
2021	0.00%	15.21%
2020	0.00%	9.77%
2019	0.00%	11.57%
2018	0.00%	22.25%
2017	0.00%	12.11%
2016	0.00%	7.97%
2015	0.00%	8.02%
2014	0.00%	7.22%
2013	0.00%	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%