INCO vs LGI

Comparison between COLUMBIA INDIA CONSUMER ETF (INCO, ETF) and Lazard Global Total Return and Income Fund Inc (LGI, ETF).

5-Year PerformanceLGI has outperformed INCO, delivering a return of +6.9% compared to +5.6%

INCO vs LGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INCO(ETF)	LGI(ETF)
Net Assets	$233M	$233M
Expense Ratio	0.75%	N/A
Max Drawdown	47.90%	67.17%
Sharpe Ratio	-0.79	1.13
5Y Beta	0.41	0.77
5Y Dividends CAGR	138.31%	6.33%

Net Assets

INCO

$233M

Winner

LGI

$233M

Expense Ratio

INCO

0.75%

LGI

N/A

Max Drawdown

Winner

INCO

47.90%

LGI

67.17%

Sharpe Ratio

INCO

-0.79

Winner

LGI

1.13

5Y Beta

Winner

INCO

0.41

LGI

0.77

5Y Dividends CAGR

Winner

INCO

138.31%

LGI

6.33%

INCO vs LGI - Historical Returns

Returns include dividend reinvestment.

Period	INCO	LGI
1 month	-3.51%	+4.19%
3 months	-5.78%	-0.84%
6 months	-11.23%	+7.69%
1 year	-10.67%	+24.09%
5 years(CAGR)	+5.65%	+6.91%
10 years(CAGR)	+8.21%	+13.33%
Max(CAGR)	+9.06%	+8.36%

INCO

-3.51%

Winner

LGI

+4.19%

INCO

-5.78%

Winner

LGI

-0.84%

INCO

-11.23%

Winner

LGI

+7.69%

INCO

-10.67%

Winner

LGI

+24.09%

5Y(CAGR)

INCO

+5.65%

Winner

LGI

+6.91%

10Y(CAGR)

INCO

+8.21%

Winner

LGI

+13.33%

Max(CAGR)

Winner

INCO

+9.06%

LGI

+8.36%

INCO vs LGI - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	INCO	LGI
2026	-12.36%	+8.56%
2025	-1.91%	+21.51%
2024	+13.15%	+15.23%
2023	+35.63%	+11.58%
2022	-7.89%	-21.14%
2021	+18.54%	+25.87%
2020	+13.93%	+16.65%
2019	-2.43%	+31.99%
2018	-11.27%	-10.66%
2017	+50.99%	+38.76%
2016	+2.44%	+15.48%
2015	-1.95%	-10.65%
2014	+46.94%	-2.44%
2013	-11.35%	+21.92%
2012	+50.22%	+21.19%
2011	-20.08%	-5.56%
2010	N/A	+7.57%
2009	N/A	+29.91%
2008	N/A	-42.31%
2007	N/A	+11.82%
2006	N/A	+34.42%
2005	N/A	+1.49%
2004	N/A	+0.25%

INCO vs LGI Drawdown Comparison

The maximum drawdown for INCO was -47.69%, occurring on Mar 23, 2020. Recovery took 759 trading sessions.

The maximum drawdown for LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 1262 trading sessions.

The current INCO drawdown is -24.89%. The current LGI drawdown is -6.13%.

Rank	INCO	LGI
#1	-47.69% Jan 5, 2018 - Jan 12, 2021	-63.35% Dec 31, 2007 - Jan 4, 2013
#2	-30.81% Jan 2, 2013 - Apr 1, 2014	-42.90% Feb 19, 2020 - Sep 15, 2020
#3	-29.95% Sep 23, 2024 - Mar 30, 2026	-34.82% Jul 3, 2014 - Apr 24, 2017
#4	-27.77% Mar 18, 2015 - Mar 15, 2017	-32.83% Sep 3, 2021 - Aug 16, 2024
#5	-23.31% Sep 7, 2011 - Sep 21, 2012	-24.45% Mar 16, 2018 - Jun 20, 2019
#6	-22.05% Oct 15, 2021 - Jun 30, 2023	-21.93% Sep 27, 2024 - Jun 30, 2025
#7	-9.25% Feb 17, 2021 - May 25, 2021	-21.25% Feb 25, 2026 - Mar 30, 2026
#8	-9.24% Dec 5, 2014 - Jan 13, 2015	-18.75% May 10, 2004 - Dec 1, 2004
#9	-7.48% Sep 18, 2014 - Nov 4, 2014	-14.31% Jul 13, 2007 - Oct 5, 2007
#10	-7.09% Jan 22, 2015 - Mar 5, 2015	-13.89% May 20, 2013 - Dec 23, 2013
#11	-6.97% Jul 3, 2014 - Aug 19, 2014	-10.00% May 10, 2006 - Aug 15, 2006
#12	-6.73% Sep 19, 2017 - Oct 27, 2017	-9.74% Feb 26, 2007 - Apr 5, 2007
#13	-6.39% Oct 4, 2012 - Nov 27, 2012	-8.86% Jan 29, 2018 - Mar 12, 2018
#14	-5.81% Apr 8, 2014 - May 12, 2014	-8.25% Dec 26, 2013 - Mar 7, 2014
#15	-5.46% Aug 15, 2011 - Sep 7, 2011	-7.76% Sep 16, 2020 - Nov 9, 2020

Correlation

Correlation between INCO and LGI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2004 - 2026)

INCO vs LGI dividend yield comparison.

Year	INCO	LGI
2026	0.00%	4.23%
2025	0.00%	10.09%
2024	2.88%	9.19%
2023	3.81%	7.32%
2022	10.57%	10.22%
2021	6.25%	9.77%
2020	0.34%	7.18%
2019	0.28%	6.44%
2018	0.12%	19.89%
2017	0.05%	5.45%
2016	0.09%	6.94%
2015	0.00%	8.51%
2014	0.08%	7.89%
2013	0.00%	6.18%
2012	0.00%	7.81%
2011	0.00%	7.86%
2010	0.00%	7.17%
2009	0.00%	6.69%
2008	0.00%	12.06%
2007	0.00%	7.12%
2006	0.00%	10.36%
2005	0.00%	6.74%
2004	0.00%	3.23%