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INDA vs BKLN

Comparison between ISHARES MSCI INDIA ETF (INDA, ETF) and INVESCO SENIOR LOAN ETF (BKLN, ETF).

5-Year PerformanceBKLN has outperformed INDA, delivering a return of +5.5% compared to +2.9%

INDA vs BKLN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
INDA
$6.60B
Winner
BKLN
$6.70B
Expense Ratio
Winner
INDA
0.61%
BKLN
0.65%
Max Drawdown
INDA
46.14%
Winner
BKLN
32.19%
Sharpe Ratio
INDA
-0.72
Winner
BKLN
0.31
5Y Beta
INDA
0.46
Winner
BKLN
0.14
5Y Dividends CAGR
INDA
-8.35%
Winner
BKLN
13.72%

INDA vs BKLN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
INDA
+1.76%
BKLN
+1.03%
3M
Winner
INDA
+3.35%
BKLN
+1.58%
6M
INDA
-7.08%
Winner
BKLN
+2.93%
1Y
INDA
-7.34%
Winner
BKLN
+4.78%
5Y(CAGR)
INDA
+2.88%
Winner
BKLN
+5.53%
10Y(CAGR)
Winner
INDA
+6.65%
BKLN
+4.25%
Max(CAGR)
Winner
INDA
+5.40%
BKLN
+3.77%

INDA vs BKLN - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearINDABKLN
2026-9.02%+1.64%
2025+1.22%+6.88%
2024+8.95%+8.25%
2023+16.71%+12.04%
2022-10.39%-2.47%
2021+21.22%+2.50%
2020+13.44%+1.11%
2019+7.78%+9.72%
2018-6.87%-1.53%
2017+35.47%+1.99%
2016+0.48%+9.18%
2015-8.46%-2.90%
2014+27.77%+0.55%
2013-6.75%+3.82%
2012-1.36%+9.61%
2011N/A-2.04%

INDA vs BKLN Drawdown Comparison

The maximum drawdown for INDA was -45.08%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.

The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.

The current INDA drawdown is -15.53%.

RankINDABKLN
#1-45.08%
Jan 23, 2018 - Dec 1, 2020
-24.16%
Jan 8, 2020 - Dec 2, 2020
#2-29.62%
Feb 1, 2013 - May 12, 2014
-8.75%
May 13, 2011 - Feb 2, 2012
#3-28.72%
Mar 3, 2015 - Jun 2, 2017
-7.31%
Jan 14, 2022 - Jan 23, 2023
#4-26.46%
Feb 21, 2012 - Jan 18, 2013
-7.07%
May 4, 2015 - Jul 8, 2016
#5-22.72%
Sep 26, 2024 - Mar 30, 2026
-5.69%
Oct 2, 2018 - Feb 22, 2019
#6-21.57%
Jan 12, 2022 - Dec 18, 2023
-3.73%
Jul 2, 2014 - Apr 7, 2015
#7-11.64%
Nov 21, 2014 - Jan 20, 2015
-3.71%
May 4, 2012 - Jul 13, 2012
#8-9.73%
Mar 11, 2021 - May 26, 2021
-3.55%
Feb 18, 2025 - May 2, 2025
#9-8.56%
Nov 12, 2021 - Jan 11, 2022
-3.07%
Jan 9, 2026 - May 5, 2026
#10-7.29%
Aug 4, 2017 - Oct 27, 2017
-2.66%
Mar 3, 2023 - Apr 11, 2023
#11-7.23%
Sep 5, 2014 - Nov 18, 2014
-2.39%
Mar 3, 2011 - Apr 4, 2011
#12-6.79%
Jan 20, 2021 - Feb 3, 2021
-2.04%
May 22, 2013 - Oct 28, 2013
#13-6.09%
Jun 3, 2024 - Jun 14, 2024
-1.66%
Jul 22, 2024 - Aug 16, 2024
#14-5.48%
Nov 6, 2017 - Dec 20, 2017
-1.57%
Sep 17, 2019 - Dec 4, 2019
#15-4.92%
Aug 12, 2014 - Sep 5, 2014
-1.52%
Oct 17, 2012 - Dec 6, 2012

Correlation

Correlation between INDA and BKLN is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2011 - 2026)

INDA vs BKLN dividend yield comparison.

YearINDABKLN
20260.00%3.59%
20250.00%6.95%
20240.76%8.41%
20230.16%8.59%
20220.00%4.94%
20216.44%3.11%
20200.27%3.56%
20190.99%4.86%
20180.94%4.51%
20171.09%3.50%
20160.90%4.54%
20151.19%4.12%
20140.63%4.12%
20130.61%4.40%
20120.41%4.81%
20110.00%3.39%

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