IFN vs VSLU

Comparison between India Fund Inc (IFN, ETF) and APPLIED FINANCE VALUATION LARGE CAP ETF (VSLU, ETF).

5-Year PerformanceVSLU has outperformed IFN, delivering a return of +13.2% compared to +1.2%

IFN vs VSLU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IFN(ETF)	VSLU(ETF)
Net Assets	$551M	$549M
Expense Ratio	N/A	0.49%
Max Drawdown	84.81%	23.86%
Sharpe Ratio	-1.02	1.23
5Y Beta	0.49	0.88
P/E Ratio	N/A	24.08
Forward P/E	N/A	19.77
PEG Ratio	N/A	0.41
5Y Dividends CAGR	-0.04%	N/A
5Y EPS CAGR	N/A	26.82%
Debt to Equity	N/A	46.16%
P/S Ratio	N/A	3.02
P/B Ratio	N/A	6.58

Net Assets

Winner

IFN

$551M

VSLU

$549M

Expense Ratio

IFN

N/A

VSLU

0.49%

Max Drawdown

IFN

84.81%

Winner

VSLU

23.86%

Sharpe Ratio

IFN

-1.02

Winner

VSLU

1.23

5Y Beta

Winner

IFN

0.49

VSLU

0.88

P/E Ratio

IFN

N/A

VSLU

24.08

Forward P/E

IFN

N/A

VSLU

19.77

PEG Ratio

IFN

N/A

VSLU

0.41

5Y Dividends CAGR

IFN

-0.04%

VSLU

N/A

5Y EPS CAGR

IFN

N/A

VSLU

26.82%

Debt to Equity

IFN

N/A

VSLU

46.16%

P/S Ratio

IFN

N/A

VSLU

3.02

P/B Ratio

IFN

N/A

VSLU

6.58

IFN vs VSLU - Historical Returns

Returns include dividend reinvestment.

Period	IFN	VSLU
1 month	+3.15%	+4.11%
3 months	+4.61%	+4.67%
6 months	-8.94%	+10.54%
1 year	-12.34%	+19.09%
5 years(CAGR)	+1.22%	+13.23%
10 years(CAGR)	+6.48%	N/A
Max(CAGR)	+10.08%	+14.08%

IFN

+3.15%

Winner

VSLU

+4.11%

IFN

+4.61%

Winner

VSLU

+4.67%

IFN

-8.94%

Winner

VSLU

+10.54%

IFN

-12.34%

Winner

VSLU

+19.09%

5Y(CAGR)

IFN

+1.22%

Winner

VSLU

+13.23%

10Y(CAGR)

IFN

+6.48%

VSLU

N/A

Max(CAGR)

IFN

+10.08%

Winner

VSLU

+14.08%

IFN vs VSLU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IFN	VSLU
2026	-10.28%	+11.47%
2025	-1.32%	+21.62%
2024	-2.20%	+24.63%
2023	+32.46%	+26.90%
2022	-17.34%	-16.22%
2021	+22.42%	+14.04%
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 VSLU Drawdown Comparison

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

The maximum drawdown for VSLU was -23.86%, occurring on Sep 30, 2022. Recovery took 396 trading sessions.

The current IFN drawdown is -23.12%. The current VSLU drawdown is -0.90%.

Rank	IFN	VSLU
#1	-71.83% Jan 14, 2008 - May 16, 2017	-23.86% Dec 29, 2021 - Jul 28, 2023
#2	-65.52% Mar 6, 2000 - Dec 12, 2003	-17.89% Feb 18, 2025 - Jun 10, 2025
#3	-41.96% May 10, 2006 - Oct 15, 2007	-9.18% Aug 1, 2023 - Nov 20, 2023
#4	-41.41% Jan 17, 2020 - Dec 1, 2020	-9.16% Feb 25, 2026 - Apr 15, 2026
#5	-32.89% Apr 5, 2004 - Dec 13, 2004	-7.15% Jul 16, 2024 - Aug 21, 2024
#6	-31.53% Mar 8, 2024 - Mar 30, 2026	-6.09% Aug 30, 2021 - Nov 3, 2021
#7	-24.71% Jan 13, 2022 - Sep 11, 2023	-5.39% Apr 1, 2024 - May 15, 2024
#8	-23.21% Jan 23, 2018 - Jan 13, 2020	-4.72% Nov 5, 2025 - Dec 11, 2025
#9	-19.93% Jan 3, 2005 - Jun 29, 2005	-4.12% Jun 1, 2026 - Jul 15, 2026
#10	-18.00% Sep 20, 2005 - Dec 22, 2005	-4.08% Nov 16, 2021 - Dec 8, 2021
#11	-17.60% Jan 14, 2004 - Apr 5, 2004	-4.07% Aug 30, 2024 - Sep 19, 2024
#12	-17.14% Oct 31, 2007 - Dec 6, 2007	-3.94% May 7, 2021 - Jun 10, 2021
#13	-12.67% Oct 15, 2007 - Oct 29, 2007	-3.71% Dec 16, 2024 - Jan 23, 2025
#14	-10.93% Sep 25, 2023 - Nov 17, 2023	-3.29% Dec 24, 2025 - Feb 25, 2026
#15	-10.70% Mar 3, 2006 - Apr 10, 2006	-2.69% Oct 14, 2024 - Nov 6, 2024

Correlation

Correlation between IFN and VSLU is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2001 - 2026)

IFN vs VSLU dividend yield comparison.

Year	IFN	VSLU
2026	10.60%	0.00%
2025	16.09%	0.46%
2024	14.60%	0.60%
2023	8.97%	0.60%
2022	21.47%	0.99%
2021	15.21%	0.57%
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%