INDE vs INDH
Matthews India Active ETF against WisdomTree India Hedged Equity Fund: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
40%
28 shared positions
Fee gap
15 bp
INDH is cheaper
1-year return gap
9.1 pts
INDE is ahead
Larger fund
INDE
$17M
Side by side
| INDE | INDH | |
|---|---|---|
| Fund | Matthews India Active ETF | WisdomTree India Hedged Equity Fund |
| Issuer | Matthews Asia | WisdomTree |
| Category | Single Country | Single Country |
| Expense ratio | 0.79% | 0.64% |
| Assets | $17M | $5.5M |
| Average daily dollar volume | $39K | $23K |
| Listed | Sep 21, 2023 | May 7, 2024 |
| FrenzyCap score | 19 | 23 |
| 1-month return | −2.9% | −3.2% |
| 3-month return | −2.4% | −5.8% |
| Year to date | −5.0% | −13.2% |
| 1-year return | −5.4% | −14.4% |
| 30-day volatility | 15.2% | 9.4% |
| Worst drawdown, 1 year | −20.5% | −18.9% |
| Trailing 12-month yield | 1.85% | 6.05% |
| Holdings | 69 | 81 |
| Top 10 weight | 47.3% | 45.6% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | $0 thru Jun 2026 | $0 thru Jun 2026 |
| 30-day implied volatility | — | — |
| Holdings as of | as of Jun 30, 2026SEC filing | as of Jun 30, 2026SEC filing |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
48% of INDE · 61% of INDH| Holding | INDE | INDH |
|---|---|---|
| HDFC BANK LTD | 7.04% | 7.90% |
| ICICI BANK LTD | 5.75% | 7.21% |
| BHARTI AIRTEL LTD | 3.17% | 4.66% |
| AXIS BANK LTD | 3.10% | 3.18% |
| RELIANCE INDUSTRIES LTD | 3.04% | 8.88% |
| KOTAK MAHINDRA BANK LTD | 2.07% | 2.14% |
| MAHINDRA & MAHINDRA LTD | 1.87% | 3.14% |
| HINDUSTAN UNILEVER LTD | 1.67% | 1.99% |
| STATE BANK OF INDIA | 1.42% | 1.91% |
| ETERNAL LTD | 6.55% | 1.32% |
| ULTRATECH CEMENT LTD | 1.06% | 1.40% |
| TVS MOTOR CO LTD | 1.19% | 0.87% |
| CUMMINS INDIA LTD | 1.02% | 0.74% |
| INFOSYS LTD | 0.71% | 3.61% |
| EICHER MOTORS LTD | 0.69% | 1.08% |
| TATA CONSUMER PRODUCTS LTD | 1.47% | 0.67% |
| VARUN BEVERAGES LTD | 1.34% | 0.62% |
| TITAN COMPANY LTD | 0.51% | 1.91% |
| SUN PHARMACEUTICAL INDUSTRIES LTD | 0.48% | 2.08% |
| GODREJ CONSUMER PRODUCTS LTD | 0.65% | 0.46% |
| DIVI'S LABORATORIES LTD | 0.46% | 0.81% |
| INTERGLOBE AVIATION LTD | 0.84% | 0.45% |
| ITC LTD | 0.44% | 0.88% |
| ICICI LOMBARD GENERAL INSURANCE CO LTD | 0.45% | 0.37% |
| MARUTI SUZUKI INDIA LTD | 0.26% | 1.79% |
Sector mix of the stock holdings
| Sector | INDE | INDH | Gap |
|---|---|---|---|
| Financials | 0.2% | 0.0% | +0.2% |
More: full overlap table · INDE holdings · INDH holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.