LDRX vs IIF

Comparison between SGI ENHANCED MARKET LEADERS ETF (LDRX, ETF) and Morgan Stanley India Investment Fund Inc (IIF, ETF).

LDRX vs IIF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDRX(ETF)	IIF(ETF)
Net Assets	$242M	$242M
Expense Ratio	0.59%	N/A
Max Drawdown	11.38%	85.15%
Sharpe Ratio	1.19	-0.83
5Y Beta	1.00	0.46
P/E Ratio	29.20	N/A
Forward P/E	21.39	N/A
PEG Ratio	0.40	N/A
5Y Dividends CAGR	N/A	128.74%
5Y EPS CAGR	28.94%	N/A
Debt to Equity	34.37%	N/A
P/S Ratio	5.03	N/A
P/B Ratio	6.66	N/A

Net Assets

LDRX

$242M

Winner

IIF

$242M

Expense Ratio

LDRX

0.59%

IIF

N/A

Max Drawdown

Winner

LDRX

11.38%

IIF

85.15%

Sharpe Ratio

Winner

LDRX

1.19

IIF

-0.83

5Y Beta

LDRX

1.00

Winner

IIF

0.46

P/E Ratio

LDRX

29.20

IIF

N/A

Forward P/E

LDRX

21.39

IIF

N/A

PEG Ratio

LDRX

0.40

IIF

N/A

5Y Dividends CAGR

LDRX

N/A

IIF

128.74%

5Y EPS CAGR

LDRX

28.94%

IIF

N/A

Debt to Equity

LDRX

34.37%

IIF

N/A

P/S Ratio

LDRX

5.03

IIF

N/A

P/B Ratio

LDRX

6.66

IIF

N/A

LDRX vs IIF - Historical Returns

Returns include dividend reinvestment.

Period	LDRX	IIF
1 month	+1.38%	+1.69%
3 months	+7.12%	+1.87%
6 months	+10.32%	-3.26%
1 year	+20.49%	-10.22%
5 years(CAGR)	N/A	+9.04%
10 years(CAGR)	N/A	+8.09%
Max(CAGR)	+27.92%	+13.74%

LDRX

+1.38%

Winner

IIF

+1.69%

Winner

LDRX

+7.12%

IIF

+1.87%

Winner

LDRX

+10.32%

IIF

-3.26%

Winner

LDRX

+20.49%

IIF

-10.22%

5Y(CAGR)

LDRX

N/A

IIF

+9.04%

10Y(CAGR)

LDRX

N/A

IIF

+8.09%

Max(CAGR)

Winner

LDRX

+27.92%

IIF

+13.74%

LDRX vs IIF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LDRX	IIF
2026	+9.03%	-9.18%
2025	+23.81%	+5.62%
2024	N/A	+30.11%
2023	N/A	+21.08%
2022	N/A	-10.32%
2021	N/A	+30.04%
2020	N/A	+5.23%
2019	N/A	+0.04%
2018	N/A	-21.78%
2017	N/A	+50.17%
2016	N/A	+8.14%
2015	N/A	-6.26%
2014	N/A	+58.58%
2013	N/A	-7.61%
2012	N/A	+27.71%
2011	N/A	-43.26%
2010	N/A	+22.07%
2009	N/A	+68.48%
2008	N/A	-55.37%
2007	N/A	+77.20%
2006	N/A	+43.07%
2005	N/A	+31.95%
2004	N/A	+16.57%
2003	N/A	+170.13%
2002	N/A	+14.42%
2001	N/A	-11.08%
2000	N/A	-26.41%
1999	N/A	+36.82%

LDRX vs IIF Drawdown Comparison

The maximum drawdown for LDRX was -10.62%, occurring on Mar 30, 2026. Recovery took 114 trading sessions.

The maximum drawdown for IIF was -66.78%, occurring on Nov 20, 2008. Recovery took 694 trading sessions.

The current LDRX drawdown is -1.92%. The current IIF drawdown is -13.23%.

Rank	LDRX	IIF
#1	-10.62% Oct 29, 2025 - Apr 15, 2026	-66.78% Jan 2, 2008 - Oct 4, 2010
#2	-5.44% Jun 1, 2026 - Jun 25, 2026	-59.10% Jan 23, 2018 - Aug 30, 2021
#3	-2.89% Jul 25, 2025 - Aug 13, 2025	-54.90% Feb 8, 2000 - Aug 22, 2003
#4	-2.36% May 16, 2025 - Jun 3, 2025	-49.86% Nov 5, 2010 - Nov 18, 2014
#5	-2.35% Sep 22, 2025 - Oct 20, 2025	-36.83% May 10, 2006 - Jul 9, 2007
#6	-2.12% May 14, 2026 - May 28, 2026	-34.47% Jan 13, 2004 - Dec 21, 2004
#7	-1.43% Aug 14, 2025 - Aug 22, 2025	-28.32% Mar 5, 2015 - Feb 2, 2017
#8	-1.16% Jul 3, 2025 - Jul 22, 2025	-24.17% Jun 27, 2025 - Mar 30, 2026
#9	-1.14% Aug 28, 2025 - Sep 4, 2025	-23.35% Jan 12, 2022 - Dec 6, 2023
#10	-1.13% Apr 17, 2026 - Apr 22, 2026	-21.21% Sep 19, 2005 - Jan 6, 2006
#11	-0.88% Jun 16, 2025 - Jun 23, 2025	-17.77% Mar 4, 2005 - Jun 22, 2005
#12	-0.85% May 5, 2025 - May 8, 2025	-17.61% Sep 27, 2024 - Jun 11, 2025
#13	-0.61% Apr 22, 2026 - Apr 24, 2026	-15.76% Nov 4, 2003 - Dec 1, 2003
#14	-0.60% Oct 20, 2025 - Oct 23, 2025	-15.75% Jul 23, 2007 - Sep 19, 2007
#15	-0.54% Jun 10, 2025 - Jun 12, 2025	-15.56% Oct 29, 2007 - Dec 5, 2007

Correlation

Correlation between LDRX and IIF is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.51

-101

Dividend Comparison (2000 - 2026)

LDRX vs IIF dividend yield comparison.

Year	LDRX	IIF
2026	0.22%	0.00%
2025	1.19%	7.95%
2024	0.00%	10.67%
2023	0.00%	14.61%
2022	0.00%	19.62%
2021	0.00%	3.75%
2020	0.00%	0.02%
2019	0.00%	0.14%
2018	0.00%	30.40%
2017	0.00%	15.23%
2016	0.00%	4.46%
2015	0.00%	0.16%
2011	0.00%	8.41%
2010	0.00%	9.64%
2008	0.00%	152.11%
2007	0.00%	52.30%
2006	0.00%	10.43%
2005	0.00%	10.39%
2004	0.00%	0.30%
2003	0.00%	0.75%
2002	0.00%	0.13%
2001	0.00%	12.29%
2000	0.00%	14.49%