IIF vs SCUS

Comparison between Morgan Stanley India Investment Fund Inc (IIF, ETF) and SCHWAB ULTRA-SHORT INCOME ETF (SCUS, ETF).

IIF vs SCUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IIF(ETF)	SCUS(ETF)
Net Assets	$242M	$242M
Expense Ratio	N/A	0.14%
Max Drawdown	85.15%	0.73%
Sharpe Ratio	-0.83	0.17
5Y Beta	0.46	0.00
5Y Dividends CAGR	128.74%	N/A

Net Assets

Winner

IIF

$242M

SCUS

$242M

Expense Ratio

IIF

N/A

SCUS

0.14%

Max Drawdown

IIF

85.15%

Winner

SCUS

0.73%

Sharpe Ratio

IIF

-0.83

Winner

SCUS

0.17

5Y Beta

IIF

0.46

Winner

SCUS

0.00

5Y Dividends CAGR

IIF

128.74%

SCUS

N/A

IIF vs SCUS - Historical Returns

Returns include dividend reinvestment.

Period	IIF	SCUS
1 month	+1.69%	+0.32%
3 months	+1.87%	+0.77%
6 months	-3.26%	+1.66%
1 year	-10.22%	+3.95%
5 years(CAGR)	+9.04%	N/A
10 years(CAGR)	+8.09%	N/A
Max(CAGR)	+13.74%	+4.36%

Winner

IIF

+1.69%

SCUS

+0.32%

Winner

IIF

+1.87%

SCUS

+0.77%

IIF

-3.26%

Winner

SCUS

+1.66%

IIF

-10.22%

Winner

SCUS

+3.95%

5Y(CAGR)

IIF

+9.04%

SCUS

N/A

10Y(CAGR)

IIF

+8.09%

SCUS

N/A

Max(CAGR)

Winner

IIF

+13.74%

SCUS

+4.36%

IIF vs SCUS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IIF	SCUS
2026	-9.18%	+1.76%
2025	+5.62%	+4.63%
2024	+30.11%	+2.06%
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 SCUS Drawdown Comparison

The maximum drawdown for IIF was -66.78%, occurring on Nov 20, 2008. Recovery took 694 trading sessions.

The maximum drawdown for SCUS was -0.17%, occurring on Mar 12, 2026. Recovery took 23 trading sessions.

The current IIF drawdown is -13.23%. The current SCUS drawdown is -0.01%.

Rank	IIF	SCUS
#1	-66.78% Jan 2, 2008 - Oct 4, 2010	-0.17% Feb 27, 2026 - Apr 1, 2026
#2	-59.10% Jan 23, 2018 - Aug 30, 2021	-0.12% Dec 31, 2024 - Jan 10, 2025
#3	-54.90% Feb 8, 2000 - Aug 22, 2003	-0.12% Apr 10, 2025 - Apr 15, 2025
#4	-49.86% Nov 5, 2010 - Nov 18, 2014	-0.11% Aug 27, 2024 - Sep 3, 2024
#5	-36.83% May 10, 2006 - Jul 9, 2007	-0.10% Apr 2, 2025 - Apr 10, 2025
#6	-34.47% Jan 13, 2004 - Dec 21, 2004	-0.10% Jun 16, 2026 - Jun 25, 2026
#7	-28.32% Mar 5, 2015 - Feb 2, 2017	-0.08% Oct 3, 2024 - Oct 11, 2024
#8	-24.17% Jun 27, 2025 - Mar 30, 2026	-0.08% May 7, 2025 - May 16, 2025
#9	-23.35% Jan 12, 2022 - Dec 6, 2023	-0.08% Mar 13, 2025 - Mar 19, 2025
#10	-21.21% Sep 19, 2005 - Jan 6, 2006	-0.08% Oct 11, 2024 - Oct 17, 2024
#11	-17.77% Mar 4, 2005 - Jun 22, 2005	-0.08% Apr 2, 2026 - Apr 9, 2026
#12	-17.61% Sep 27, 2024 - Jun 11, 2025	-0.08% Jun 26, 2026 - Jul 2, 2026
#13	-15.76% Nov 4, 2003 - Dec 1, 2003	-0.08% Apr 21, 2026 - Apr 30, 2026
#14	-15.75% Jul 23, 2007 - Sep 19, 2007	-0.08% Aug 27, 2025 - Aug 29, 2025
#15	-15.56% Oct 29, 2007 - Dec 5, 2007	-0.08% Sep 22, 2025 - Sep 30, 2025

Correlation

Correlation between IIF and SCUS is -0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.21

-101

Dividend Comparison (2000 - 2026)

IIF vs SCUS dividend yield comparison.

Year	IIF	SCUS
2026	0.00%	1.93%
2025	7.95%	4.17%
2024	10.67%	1.62%
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%