IFN vs FPAG

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

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

IFN vs FPAG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

IFN

$539M

Winner

FPAG

$540M

Expense Ratio

IFN

N/A

FPAG

0.49%

Max Drawdown

IFN

84.81%

Winner

FPAG

29.10%

Sharpe Ratio

IFN

-1.17

Winner

FPAG

1.00

5Y Beta

Winner

IFN

0.50

FPAG

0.93

P/E Ratio

IFN

N/A

FPAG

20.55

Forward P/E

IFN

N/A

FPAG

16.53

5Y Dividends CAGR

IFN

5.70%

FPAG

N/A

5Y EPS CAGR

IFN

N/A

FPAG

14.52%

Debt to Equity

IFN

N/A

FPAG

68.96%

P/S Ratio

IFN

N/A

FPAG

2.12

P/B Ratio

IFN

N/A

FPAG

2.28

IFN vs FPAG - Historical Returns

Returns include dividend reinvestment.

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

IFN

-2.31%

Winner

FPAG

+2.14%

IFN

-3.28%

Winner

FPAG

+4.40%

IFN

-11.15%

Winner

FPAG

+5.13%

IFN

-16.72%

Winner

FPAG

+18.91%

5Y(CAGR)

IFN

+1.33%

Winner

FPAG

+12.76%

10Y(CAGR)

IFN

+6.25%

FPAG

N/A

Max(CAGR)

IFN

+9.99%

Winner

FPAG

+12.76%

IFN vs FPAG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IFN	FPAG
2026	-13.18%	+8.47%
2025	-1.32%	+25.54%
2024	-2.20%	+17.02%
2023	+32.46%	+28.81%
2022	-17.34%	-18.45%
2021	+22.42%	+2.93%
2020	+11.04%	N/A
2019	+11.21%	N/A
2018	-5.34%	N/A
2017	+39.00%	N/A
2016	+3.59%	N/A
2015	-6.72%	N/A
2014	+41.45%	N/A
2013	-2.50%	N/A
2012	+18.26%	N/A
2011	-43.26%	N/A
2010	+25.52%	N/A
2009	+59.56%	N/A
2008	-60.29%	N/A
2007	+60.19%	N/A
2006	+23.68%	N/A
2005	+45.06%	N/A
2004	+19.71%	N/A
2003	+136.57%	N/A
2002	+10.29%	N/A
2001	-21.06%	N/A
2000	-32.29%	N/A
1999	+40.99%	N/A

IFN vs FPAG Drawdown Comparison

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

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

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

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

Correlation

Correlation between IFN and FPAG 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)

IFN vs FPAG dividend yield comparison.

Year	IFN	FPAG
2026	7.36%	0.32%
2025	16.09%	1.99%
2024	14.60%	1.42%
2023	8.97%	1.51%
2022	21.47%	1.22%
2021	15.21%	0.00%
2020	9.77%	0.00%
2019	11.57%	0.00%
2018	22.25%	0.00%
2017	12.11%	0.00%
2016	7.97%	0.00%
2015	8.02%	0.00%
2014	7.22%	0.00%
2013	4.76%	0.00%
2012	11.34%	0.00%
2011	6.09%	0.00%
2010	11.02%	0.00%
2008	38.91%	0.00%
2007	15.44%	0.00%
2006	11.15%	0.00%
2005	11.23%	0.00%
2004	5.13%	0.00%
2003	0.52%	0.00%
2002	0.80%	0.00%
2001	0.74%	0.00%