IIF vs LDRX
Comparison between Morgan Stanley India Investment Fund Inc (IIF, ETF) and SGI ENHANCED MARKET LEADERS ETF (LDRX, ETF).
IIF vs LDRX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IIF
$242M
LDRX
$242M
Expense Ratio
IIF
N/A
LDRX
0.59%
Max Drawdown
IIF
85.15%
Winner
LDRX
11.38%
Sharpe Ratio
IIF
-0.83
Winner
LDRX
1.19
5Y Beta
Winner
IIF
0.46
LDRX
1.00
P/E Ratio
IIF
N/A
LDRX
29.20
Forward P/E
IIF
N/A
LDRX
21.39
PEG Ratio
IIF
N/A
LDRX
0.40
5Y Dividends CAGR
IIF
128.74%
LDRX
N/A
5Y EPS CAGR
IIF
N/A
LDRX
28.94%
Debt to Equity
IIF
N/A
LDRX
34.37%
P/S Ratio
IIF
N/A
LDRX
5.03
P/B Ratio
IIF
N/A
LDRX
6.66
IIF vs LDRX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IIF
+1.69%
LDRX
+1.38%
3M
IIF
+1.87%
Winner
LDRX
+7.12%
6M
IIF
-3.26%
Winner
LDRX
+10.32%
1Y
IIF
-10.22%
Winner
LDRX
+20.49%
5Y(CAGR)
IIF
+9.04%
LDRX
N/A
10Y(CAGR)
IIF
+8.09%
LDRX
N/A
Max(CAGR)
IIF
+13.74%
Winner
LDRX
+27.92%
IIF vs LDRX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IIF | LDRX |
|---|---|---|
| 2026 | -9.18% | +9.03% |
| 2025 | +5.62% | +23.81% |
| 2024 | +30.11% | N/A |
| 2023 | +21.08% | N/A |
| 2022 | -10.32% | N/A |
| 2021 | +30.04% | N/A |
| 2020 | +5.23% | N/A |
| 2019 | +0.04% | N/A |
| 2018 | -21.78% | N/A |
| 2017 | +50.17% | N/A |
| 2016 | +8.14% | N/A |
| 2015 | -6.26% | N/A |
| 2014 | +58.58% | N/A |
| 2013 | -7.61% | N/A |
| 2012 | +27.71% | N/A |
| 2011 | -43.26% | N/A |
| 2010 | +22.07% | N/A |
| 2009 | +68.48% | N/A |
| 2008 | -55.37% | N/A |
| 2007 | +77.20% | N/A |
| 2006 | +43.07% | N/A |
| 2005 | +31.95% | N/A |
| 2004 | +16.57% | N/A |
| 2003 | +170.13% | N/A |
| 2002 | +14.42% | N/A |
| 2001 | -11.08% | N/A |
| 2000 | -26.41% | N/A |
| 1999 | +36.82% | N/A |
IIF vs LDRX Drawdown Comparison
The maximum drawdown for IIF was -66.78%, occurring on Nov 20, 2008. Recovery took 694 trading sessions.
The maximum drawdown for LDRX was -10.62%, occurring on Mar 30, 2026. Recovery took 114 trading sessions.
The current IIF drawdown is -13.23%. The current LDRX drawdown is -1.92%.
| Rank | IIF | LDRX |
|---|---|---|
| #1 | -66.78% Jan 2, 2008 - Oct 4, 2010 | -10.62% Oct 29, 2025 - Apr 15, 2026 |
| #2 | -59.10% Jan 23, 2018 - Aug 30, 2021 | -5.44% Jun 1, 2026 - Jun 25, 2026 |
| #3 | -54.90% Feb 8, 2000 - Aug 22, 2003 | -2.89% Jul 25, 2025 - Aug 13, 2025 |
| #4 | -49.86% Nov 5, 2010 - Nov 18, 2014 | -2.36% May 16, 2025 - Jun 3, 2025 |
| #5 | -36.83% May 10, 2006 - Jul 9, 2007 | -2.35% Sep 22, 2025 - Oct 20, 2025 |
| #6 | -34.47% Jan 13, 2004 - Dec 21, 2004 | -2.12% May 14, 2026 - May 28, 2026 |
| #7 | -28.32% Mar 5, 2015 - Feb 2, 2017 | -1.43% Aug 14, 2025 - Aug 22, 2025 |
| #8 | -24.17% Jun 27, 2025 - Mar 30, 2026 | -1.16% Jul 3, 2025 - Jul 22, 2025 |
| #9 | -23.35% Jan 12, 2022 - Dec 6, 2023 | -1.14% Aug 28, 2025 - Sep 4, 2025 |
| #10 | -21.21% Sep 19, 2005 - Jan 6, 2006 | -1.13% Apr 17, 2026 - Apr 22, 2026 |
| #11 | -17.77% Mar 4, 2005 - Jun 22, 2005 | -0.88% Jun 16, 2025 - Jun 23, 2025 |
| #12 | -17.61% Sep 27, 2024 - Jun 11, 2025 | -0.85% May 5, 2025 - May 8, 2025 |
| #13 | -15.76% Nov 4, 2003 - Dec 1, 2003 | -0.61% Apr 22, 2026 - Apr 24, 2026 |
| #14 | -15.75% Jul 23, 2007 - Sep 19, 2007 | -0.60% Oct 20, 2025 - Oct 23, 2025 |
| #15 | -15.56% Oct 29, 2007 - Dec 5, 2007 | -0.54% Jun 10, 2025 - Jun 12, 2025 |
Correlation
Correlation between IIF and LDRX is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.51
-101
Dividend Comparison (2000 - 2026)
IIF vs LDRX dividend yield comparison.
| Year | IIF | LDRX |
|---|---|---|
| 2026 | 0.00% | 0.22% |
| 2025 | 7.95% | 1.19% |
| 2024 | 10.67% | 0.00% |
| 2023 | 14.61% | 0.00% |
| 2022 | 19.62% | 0.00% |
| 2021 | 3.75% | 0.00% |
| 2020 | 0.02% | 0.00% |
| 2019 | 0.14% | 0.00% |
| 2018 | 30.40% | 0.00% |
| 2017 | 15.23% | 0.00% |
| 2016 | 4.46% | 0.00% |
| 2015 | 0.16% | 0.00% |
| 2011 | 8.41% | 0.00% |
| 2010 | 9.64% | 0.00% |
| 2008 | 152.11% | 0.00% |
| 2007 | 52.30% | 0.00% |
| 2006 | 10.43% | 0.00% |
| 2005 | 10.39% | 0.00% |
| 2004 | 0.30% | 0.00% |
| 2003 | 0.75% | 0.00% |
| 2002 | 0.13% | 0.00% |
| 2001 | 12.29% | 0.00% |
| 2000 | 14.49% | 0.00% |
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