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INDY vs AGZ

Comparison between ISHARES INDIA 50 ETF (INDY, ETF) and ISHARES AGENCY BOND ETF (AGZ, ETF).

5-Year PerformanceINDY has outperformed AGZ, delivering a return of +2.4% compared to +1.0%

INDY vs AGZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
INDY
$558M
AGZ
$556M
Expense Ratio
INDY
0.65%
Winner
AGZ
0.20%
Max Drawdown
INDY
45.53%
Winner
AGZ
13.98%
Sharpe Ratio
INDY
-1.06
Winner
AGZ
-0.20
5Y Beta
INDY
0.43
Winner
AGZ
-0.01
5Y Dividends CAGR
Winner
INDY
152.61%
AGZ
14.10%

INDY vs AGZ - Historical Returns

Returns include dividend reinvestment.

1M
INDY
-1.67%
Winner
AGZ
-0.06%
3M
INDY
-2.71%
Winner
AGZ
-0.20%
6M
INDY
-8.18%
Winner
AGZ
+0.36%
1Y
INDY
-12.37%
Winner
AGZ
+3.12%
5Y(CAGR)
Winner
INDY
+2.36%
AGZ
+1.02%
10Y(CAGR)
Winner
INDY
+6.21%
AGZ
+1.77%
Max(CAGR)
Winner
INDY
+4.90%
AGZ
+2.36%

INDY vs AGZ - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearINDYAGZ
2026-12.86%+0.19%
2025+3.47%+6.06%
2024+3.68%+3.32%
2023+16.36%+4.99%
2022-8.89%-7.53%
2021+19.01%-1.08%
2020+8.75%+5.59%
2019+10.72%+5.34%
2018-4.43%+1.51%
2017+35.75%+2.14%
2016+3.00%+1.02%
2015-10.08%+1.06%
2014+33.54%+3.44%
2013-7.78%-1.22%
2012+20.83%+1.65%
2011-37.32%+4.87%
2010+20.53%+3.70%
2009+1.93%+2.08%
2008N/A+6.01%

INDY vs AGZ Drawdown Comparison

The maximum drawdown for INDY was -44.74%, occurring on Aug 28, 2013. Recovery took 1056 trading sessions.

The maximum drawdown for AGZ was -11.01%, occurring on Oct 20, 2022. Recovery took 1126 trading sessions.

The current INDY drawdown is -18.29%. The current AGZ drawdown is -0.73%.

RankINDYAGZ
#1-44.74%
Nov 5, 2010 - Jan 20, 2015
-11.01%
Sep 3, 2020 - Feb 28, 2025
#2-43.50%
Jan 13, 2020 - Nov 24, 2020
-4.98%
Nov 13, 2008 - Dec 11, 2008
#3-29.92%
Jan 29, 2015 - Apr 26, 2017
-3.28%
May 1, 2013 - May 15, 2014
#4-22.37%
Sep 26, 2024 - Mar 30, 2026
-2.88%
Jul 6, 2016 - Aug 18, 2017
#5-20.10%
Jan 26, 2018 - May 31, 2019
-2.52%
Nov 4, 2010 - Jun 1, 2011
#6-20.00%
Jan 12, 2022 - Dec 14, 2023
-2.34%
Sep 7, 2017 - Dec 18, 2018
#7-15.96%
May 10, 2010 - Sep 10, 2010
-2.24%
Apr 14, 2009 - Jul 8, 2009
#8-13.85%
Jan 7, 2010 - Mar 26, 2010
-2.24%
Mar 9, 2020 - Jul 20, 2020
#9-13.83%
Jun 3, 2019 - Jan 13, 2020
-1.84%
Jan 23, 2015 - Oct 14, 2015
#10-12.00%
Apr 5, 2010 - May 10, 2010
-1.80%
Jan 14, 2009 - Mar 18, 2009
#11-10.51%
Mar 11, 2021 - Jun 1, 2021
-1.58%
Jul 8, 2009 - Sep 1, 2009
#12-9.79%
Oct 15, 2021 - Jan 12, 2022
-1.53%
Sep 4, 2019 - Jan 23, 2020
#13-7.20%
Aug 1, 2017 - Oct 31, 2017
-1.53%
Nov 30, 2009 - May 4, 2010
#14-6.36%
Jan 20, 2021 - Feb 2, 2021
-1.35%
Feb 27, 2026 - May 19, 2026
#15-5.57%
Jun 3, 2024 - Jun 17, 2024
-1.30%
Apr 4, 2025 - Apr 28, 2025

Correlation

Correlation between INDY and AGZ is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2008 - 2026)

INDY vs AGZ dividend yield comparison.

YearINDYAGZ
20260.23%1.82%
20258.11%3.75%
20240.24%3.48%
20230.38%3.14%
20223.75%1.56%
20217.12%0.96%
20200.08%2.25%
20190.58%2.32%
20180.55%2.15%
20170.27%1.58%
20160.48%1.52%
20150.57%1.30%
20140.52%1.33%
20130.76%1.19%
20120.39%1.22%
20110.65%1.66%
20100.39%1.88%
20090.00%2.00%
20080.00%0.38%

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