IXG vs IFN

Comparison between ISHARES GLOBAL FINANCIALS ETF (IXG, ETF) and India Fund Inc (IFN, ETF).

5-Year PerformanceIXG has outperformed IFN, delivering a return of +11.2% compared to +0.1%

IXG vs IFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IXG(ETF)	IFN(ETF)
Net Assets	$541M	$538M
Expense Ratio	0.41%	N/A
Max Drawdown	79.98%	84.81%
Sharpe Ratio	0.77	-1.70
5Y Beta	0.79	0.49
P/E Ratio	16.54	N/A
Forward P/E	14.75	N/A
PEG Ratio	0.47	N/A
5Y Dividends CAGR	9.92%	5.70%
5Y EPS CAGR	10.66%	N/A
Debt to Equity	111.54%	N/A
P/S Ratio	2.88	N/A
P/B Ratio	2.21	N/A

Net Assets

Winner

IXG

$541M

IFN

$538M

Expense Ratio

IXG

0.41%

IFN

N/A

Max Drawdown

Winner

IXG

79.98%

IFN

84.81%

Sharpe Ratio

Winner

IXG

0.77

IFN

-1.70

5Y Beta

IXG

0.79

Winner

IFN

0.49

P/E Ratio

IXG

16.54

IFN

N/A

Forward P/E

IXG

14.75

IFN

N/A

PEG Ratio

IXG

0.47

IFN

N/A

5Y Dividends CAGR

Winner

IXG

9.92%

IFN

5.70%

5Y EPS CAGR

IXG

10.66%

IFN

N/A

Debt to Equity

IXG

111.54%

IFN

N/A

P/S Ratio

IXG

2.88

IFN

N/A

P/B Ratio

IXG

2.21

IFN

N/A

IXG vs IFN - Historical Returns

Returns include dividend reinvestment.

Period	IXG	IFN
1 month	+1.13%	-5.29%
3 months	+4.49%	-11.67%
6 months	+4.26%	-17.22%
1 year	+14.08%	-22.36%
5 years(CAGR)	+11.19%	+0.10%
10 years(CAGR)	+11.91%	+5.83%
Max(CAGR)	+6.03%	+9.80%

Winner

IXG

+1.13%

IFN

-5.29%

Winner

IXG

+4.49%

IFN

-11.67%

Winner

IXG

+4.26%

IFN

-17.22%

Winner

IXG

+14.08%

IFN

-22.36%

5Y(CAGR)

Winner

IXG

+11.19%

IFN

+0.10%

10Y(CAGR)

Winner

IXG

+11.91%

IFN

+5.83%

Max(CAGR)

IXG

+6.03%

Winner

IFN

+9.80%

IXG vs IFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IXG	IFN
2026	-0.02%	-18.05%
2025	+29.11%	-1.32%
2024	+26.01%	-2.20%
2023	+14.46%	+32.46%
2022	-9.85%	-17.34%
2021	+26.24%	+22.42%
2020	-4.14%	+11.04%
2019	+24.34%	+11.21%
2018	-16.61%	-5.34%
2017	+22.14%	+39.00%
2016	+14.49%	+3.59%
2015	-3.56%	-6.72%
2014	+3.80%	+41.45%
2013	+23.48%	-2.50%
2012	+27.53%	+18.26%
2011	-21.35%	-43.26%
2010	+1.42%	+25.52%
2009	+30.94%	+59.56%
2008	-53.36%	-60.29%
2007	-8.55%	+60.19%
2006	+23.04%	+23.68%
2005	+11.86%	+45.06%
2004	+16.01%	+19.71%
2003	+34.91%	+136.57%
2002	-16.87%	+10.29%
2001	-0.05%	-21.06%
2000	N/A	-32.29%
1999	N/A	+40.99%

IXG vs IFN Drawdown Comparison

The maximum drawdown for IXG was -78.41%, occurring on Mar 9, 2009. Recovery took 2667 trading sessions.

The maximum drawdown for IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2351 trading sessions.

The current IXG drawdown is -1.93%. The current IFN drawdown is -29.77%.

Rank	IXG	IFN
#1	-78.41% Jun 4, 2007 - Jan 4, 2018	-71.83% Jan 14, 2008 - May 16, 2017
#2	-43.47% Jan 26, 2018 - Feb 16, 2021	-65.52% Mar 6, 2000 - Dec 12, 2003
#3	-33.08% Apr 19, 2002 - Oct 6, 2003	-41.96% May 10, 2006 - Oct 15, 2007
#4	-27.16% Feb 9, 2022 - Feb 15, 2024	-41.41% Jan 17, 2020 - Dec 1, 2020
#5	-13.54% Feb 18, 2025 - May 8, 2025	-32.89% Apr 5, 2004 - Dec 13, 2004
#6	-13.48% May 9, 2006 - Oct 3, 2006	-31.53% Mar 8, 2024 - Mar 30, 2026
#7	-11.75% Feb 17, 2004 - Nov 3, 2004	-24.71% Jan 13, 2022 - Sep 11, 2023
#8	-11.33% Feb 9, 2026 - Mar 27, 2026	-23.21% Jan 23, 2018 - Jan 13, 2020
#9	-9.59% Jan 4, 2002 - Mar 8, 2002	-19.93% Jan 3, 2005 - Jun 29, 2005
#10	-9.00% Jun 4, 2021 - Oct 15, 2021	-18.00% Sep 20, 2005 - Dec 22, 2005
#11	-8.30% Feb 20, 2007 - Apr 17, 2007	-17.60% Jan 14, 2004 - Apr 5, 2004
#12	-8.02% Nov 3, 2021 - Jan 4, 2022	-17.14% Oct 31, 2007 - Dec 6, 2007
#13	-7.74% Mar 8, 2005 - Aug 3, 2005	-12.67% Oct 15, 2007 - Oct 29, 2007
#14	-7.33% Jul 31, 2024 - Aug 19, 2024	-10.93% Sep 25, 2023 - Nov 17, 2023
#15	-6.13% Jan 13, 2022 - Feb 9, 2022	-10.70% Mar 3, 2006 - Apr 10, 2006

Correlation

Correlation between IXG and IFN is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2001 - 2026)

IXG vs IFN dividend yield comparison.

Year	IXG	IFN
2026	0.00%	7.80%
2025	2.04%	16.09%
2024	2.64%	14.60%
2023	2.62%	8.97%
2022	3.71%	21.47%
2021	1.69%	15.21%
2020	2.13%	9.77%
2019	2.87%	11.57%
2018	3.14%	22.25%
2017	2.12%	12.11%
2016	2.21%	7.97%
2015	2.79%	8.02%
2014	2.38%	7.22%
2013	2.14%	4.76%
2012	2.48%	11.34%
2011	3.38%	6.09%
2010	2.11%	11.02%
2009	1.83%	0.00%
2008	5.73%	38.91%
2007	3.48%	15.44%
2006	1.34%	11.15%
2005	1.63%	11.23%
2004	1.34%	5.13%
2003	2.25%	0.52%
2002	1.33%	0.80%
2001	0.08%	0.74%