INDE vs IOPP
Matthews India Active ETF against Simplify Tara India Opportunities ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
24%
10 shared positions
Fee gap
6 bp
IOPP is cheaper
1-year return gap
4.4 pts
INDE is ahead
Larger fund
INDE
$17M
Side by side
| INDE | IOPP | |
|---|---|---|
| Fund | Matthews India Active ETF | Simplify Tara India Opportunities ETF |
| Issuer | Matthews Asia | Simplify |
| Category | Single Country | Single Country |
| Expense ratio | 0.79% | 0.73% |
| Assets | $17M | $6.8M |
| Average daily dollar volume | $39K | $8K |
| Listed | Sep 21, 2023 | Mar 4, 2024 |
| FrenzyCap score | 19 | 17 |
| 1-month return | −2.9% | −5.5% |
| 3-month return | −2.4% | −5.4% |
| Year to date | −5.0% | −9.1% |
| 1-year return | −5.4% | −9.8% |
| 30-day volatility | 15.2% | 13.5% |
| Worst drawdown, 1 year | −20.5% | −19.6% |
| Trailing 12-month yield | 1.85% | 0.61% |
| Holdings | 69 | 26 |
| Top 10 weight | 47.3% | 50.3% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | $0 thru Jun 2026 | −$1.2M 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
25% of INDE · 43% of IOPP| Holding | INDE | IOPP |
|---|---|---|
| ETERNAL LTD | 6.55% | 6.10% |
| ICICI BANK LTD | 5.75% | 5.28% |
| SHRIRAM FINANCE LTD | 3.58% | 3.99% |
| BHARTI AIRTEL LTD | 3.17% | 4.48% |
| MARICO LTD | 2.25% | 4.66% |
| MAHINDRA & MAHINDRA LTD | 1.87% | 3.45% |
| ULTRATECH CEMENT LTD | 1.06% | 3.27% |
| TITAN COMPANY LTD | 0.51% | 4.70% |
| AU SMALL FINANCE BANK LTD | 0.34% | 4.29% |
| ICICI PRUDENTIAL ASSET MANAGEMENT CO LTD | 0.33% | 2.78% |
Sector mix of the stock holdings
| Sector | INDE | IOPP | Gap |
|---|---|---|---|
| Financials | 0.2% | 0.0% | +0.2% |
More: full overlap table · INDE holdings · IOPP 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.