WAGN vs IIF
Comparison between Pabrai Wagons ETF (WAGN, ETF) and Morgan Stanley India Investment Fund Inc (IIF, ETF).
WAGN vs IIF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WAGN
$244M
IIF
$244M
Expense Ratio
WAGN
0.90%
IIF
N/A
Max Drawdown
Winner
WAGN
1.36%
IIF
85.15%
Sharpe Ratio
Winner
WAGN
6.76
IIF
-0.69
5Y Beta
Winner
WAGN
0.25
IIF
0.46
5Y Dividends CAGR
WAGN
N/A
IIF
128.74%
WAGN vs IIF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WAGN
+14.71%
IIF
+4.98%
3M
WAGN
N/A
IIF
+7.39%
6M
WAGN
N/A
IIF
-3.19%
1Y
WAGN
N/A
IIF
-8.06%
5Y(CAGR)
WAGN
N/A
IIF
+8.59%
10Y(CAGR)
WAGN
N/A
IIF
+8.01%
Max(CAGR)
Winner
WAGN
+157.78%
IIF
+13.79%
WAGN vs IIF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WAGN | IIF |
|---|---|---|
| 2026 | +15.63% | -6.96% |
| 2025 | N/A | +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% |
WAGN vs IIF Drawdown Comparison
The maximum drawdown for WAGN was -1.36%, occurring on Jul 17, 2026. Recovery took 10 trading sessions.
The maximum drawdown for IIF was -66.78%, occurring on Nov 20, 2008. Recovery took 694 trading sessions.
The current IIF drawdown is -11.10%.
| Rank | WAGN | IIF |
|---|---|---|
| #1 | -1.36% Jul 13, 2026 - Jul 27, 2026 | -66.78% Jan 2, 2008 - Oct 4, 2010 |
| #2 | -1.16% Jul 2, 2026 - Jul 10, 2026 | -59.10% Jan 23, 2018 - Aug 30, 2021 |
| #3 | -0.85% Aug 14, 2026 - Aug 19, 2026 | -54.90% Feb 8, 2000 - Aug 22, 2003 |
| #4 | -0.82% Aug 21, 2026 - Aug 25, 2026 | -49.86% Nov 5, 2010 - Nov 18, 2014 |
| #5 | -0.57% Jul 27, 2026 - Jul 29, 2026 | -36.83% May 10, 2006 - Jul 9, 2007 |
| #6 | -0.52% Aug 11, 2026 - Aug 14, 2026 | -34.47% Jan 13, 2004 - Dec 21, 2004 |
| #7 | -0.29% Jun 30, 2026 - Jul 2, 2026 | -28.32% Mar 5, 2015 - Feb 2, 2017 |
| #8 | N/A | -24.17% Jun 27, 2025 - Mar 30, 2026 |
| #9 | N/A | -23.35% Jan 12, 2022 - Dec 6, 2023 |
| #10 | N/A | -21.21% Sep 19, 2005 - Jan 6, 2006 |
| #11 | N/A | -17.77% Mar 4, 2005 - Jun 22, 2005 |
| #12 | N/A | -17.61% Sep 27, 2024 - Jun 11, 2025 |
| #13 | N/A | -15.76% Nov 4, 2003 - Dec 1, 2003 |
| #14 | N/A | -15.75% Jul 23, 2007 - Sep 19, 2007 |
| #15 | N/A | -15.56% Oct 29, 2007 - Dec 5, 2007 |
Correlation
Correlation between WAGN and IIF is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
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