INDA vs JMBS

Comparison between ISHARES MSCI INDIA ETF (INDA, ETF) and JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF (JMBS, ETF).

5-Year PerformanceINDA has outperformed JMBS, delivering a return of +4.3% compared to +0.7%

INDA vs JMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INDA(ETF)	JMBS(ETF)
Net Assets	$6.60B	$6.60B
Expense Ratio	0.61%	0.21%
Max Drawdown	46.14%	22.48%
Sharpe Ratio	-1.03	0.82
5Y Beta	0.46	0.03
5Y Dividends CAGR	-8.35%	12.04%

Net Assets

INDA

$6.60B

JMBS

$6.60B

Expense Ratio

INDA

0.61%

Winner

JMBS

0.21%

Max Drawdown

INDA

46.14%

Winner

JMBS

22.48%

Sharpe Ratio

INDA

-1.03

Winner

JMBS

0.82

5Y Beta

INDA

0.46

Winner

JMBS

0.03

5Y Dividends CAGR

INDA

-8.35%

Winner

JMBS

12.04%

INDA vs JMBS - Historical Returns

Returns include dividend reinvestment.

Period	INDA	JMBS
1 month	-2.78%	-0.51%
3 months	-9.28%	-1.24%
6 months	-11.48%	+1.45%
1 year	-11.16%	+7.41%
5 years(CAGR)	+4.26%	+0.74%
10 years(CAGR)	+7.34%	N/A
Max(CAGR)	+5.25%	+2.32%

INDA

-2.78%

Winner

JMBS

-0.51%

INDA

-9.28%

Winner

JMBS

-1.24%

INDA

-11.48%

Winner

JMBS

+1.45%

INDA

-11.16%

Winner

JMBS

+7.41%

5Y(CAGR)

Winner

INDA

+4.26%

JMBS

+0.74%

10Y(CAGR)

INDA

+7.34%

JMBS

N/A

Max(CAGR)

Winner

INDA

+5.25%

JMBS

+2.32%

INDA vs JMBS - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	INDA	JMBS
2026	-12.06%	+0.74%
2025	+1.22%	+8.67%
2024	+8.95%	+2.14%
2023	+16.71%	+5.34%
2022	-10.39%	-11.28%
2021	+21.22%	-0.50%
2020	+13.44%	+5.74%
2019	+7.78%	+6.91%
2018	-6.87%	+1.53%
2017	+35.47%	N/A
2016	+0.48%	N/A
2015	-8.46%	N/A
2014	+27.77%	N/A
2013	-6.75%	N/A
2012	-1.36%	N/A

INDA vs JMBS Drawdown Comparison

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

The maximum drawdown for JMBS was -16.68%, occurring on Oct 20, 2022. Recovery took 1027 trading sessions.

The current INDA drawdown is -18.36%. The current JMBS drawdown is -1.66%.

Rank	INDA	JMBS
#1	-45.08% Jan 23, 2018 - Dec 1, 2020	-16.68% Aug 3, 2021 - Sep 5, 2025
#2	-29.62% Feb 1, 2013 - May 12, 2014	-4.28% Mar 9, 2020 - May 1, 2020
#3	-28.72% Mar 3, 2015 - Jun 2, 2017	-2.98% Feb 27, 2026 - Mar 26, 2026
#4	-26.46% Feb 21, 2012 - Jan 18, 2013	-1.46% Sep 13, 2018 - Dec 4, 2018
#5	-22.72% Sep 26, 2024 - Mar 30, 2026	-0.97% Feb 3, 2021 - Aug 2, 2021
#6	-21.57% Jan 12, 2022 - Dec 18, 2023	-0.93% Oct 28, 2025 - Nov 25, 2025
#7	-11.64% Nov 21, 2014 - Jan 20, 2015	-0.78% Sep 15, 2025 - Oct 10, 2025
#8	-9.73% Mar 11, 2021 - May 26, 2021	-0.68% Nov 26, 2025 - Dec 18, 2025
#9	-8.56% Nov 12, 2021 - Jan 11, 2022	-0.67% Jun 11, 2020 - Aug 4, 2020
#10	-7.29% Aug 4, 2017 - Oct 27, 2017	-0.65% Jan 14, 2026 - Feb 5, 2026
#11	-7.23% Sep 5, 2014 - Nov 18, 2014	-0.58% Mar 27, 2019 - May 7, 2019
#12	-6.79% Jan 20, 2021 - Feb 3, 2021	-0.53% Sep 4, 2019 - Oct 2, 2019
#13	-6.09% Jun 3, 2024 - Jun 14, 2024	-0.49% Jan 4, 2019 - Jan 31, 2019
#14	-5.48% Nov 6, 2017 - Dec 20, 2017	-0.48% Dec 30, 2025 - Jan 9, 2026
#15	-4.92% Aug 12, 2014 - Sep 5, 2014	-0.44% Oct 7, 2019 - Nov 5, 2019

Correlation

Correlation between INDA and JMBS is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (2012 - 2026)

INDA vs JMBS dividend yield comparison.

Year	INDA	JMBS
2026	0.00%	1.75%
2025	0.00%	5.03%
2024	0.76%	5.53%
2023	0.16%	4.38%
2022	0.00%	2.73%
2021	6.44%	1.16%
2020	0.27%	2.92%
2019	0.99%	3.64%
2018	0.94%	0.89%
2017	1.09%	0.00%
2016	0.90%	0.00%
2015	1.19%	0.00%
2014	0.63%	0.00%
2013	0.61%	0.00%
2012	0.41%	0.00%