INDH vs INDY
WisdomTree India Hedged Equity Fund against iShares S&P India Nifty 50 Index Fund: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
81%
46 shared positions
Fee gap
1 bp
INDH is cheaper
1-year return gap
5.4 pts
INDH is ahead
Larger fund
INDY
$497M
Side by side
| INDH | INDY | |
|---|---|---|
| Fund | WisdomTree India Hedged Equity Fund | iShares S&P India Nifty 50 Index Fund |
| Issuer | WisdomTree | iShares |
| Category | Single Country | Single Country |
| Expense ratio | 0.64% | 0.65% |
| Assets | $5.5M | $497M |
| Average daily dollar volume | $17K | $3.7M |
| Listed | May 7, 2024 | Nov 18, 2009 |
| FrenzyCap score | 23 | 45 |
| 1-month return | −2.4% | −1.1% |
| 3-month return | −6.6% | −4.8% |
| Year to date | −12.9% | −15.9% |
| 1-year return | −17.3% | −22.8% |
| 30-day volatility | 12.2% | 15.5% |
| Worst drawdown, 1 year | −18.9% | −25.5% |
| Trailing 12-month yield | 6.03% | 9.87% |
| Holdings | 81 | 55 |
| Top 10 weight | 45.6% | 53.7% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | $0 thru Jun 2026 | −$25M thru Jun 2026 |
| 30-day implied volatility | — | 28.4% |
| Holdings as of | as of Jun 30, 2026SEC filing | as of Oct 23, 2026issuer data |
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
87% of INDH · 95% of INDY| Holding | INDH | INDY |
|---|---|---|
| HDFC BANK LTD | 7.90% | 10.21% |
| RELIANCE INDUSTRIES LTD | 8.88% | 7.65% |
| ICICI BANK LTD | 7.21% | 9.52% |
| BHARTI AIRTEL LTD | 4.66% | 5.54% |
| INFY | 3.61% | 3.90% |
| AXIS BANK LTD | 3.18% | 3.41% |
| LARSEN & TOUBRO LTD | 2.82% | 4.11% |
| MAHINDRA & MAHINDRA LTD | 3.14% | 2.46% |
| KOTAK MAHINDRA BANK LTD | 2.14% | 3.02% |
| TATA CONSULTANCY SERVICES LTD | 2.09% | 2.48% |
| STATE BANK OF INDIA | 1.91% | 3.81% |
| SUN PHARMACEUTICAL INDUSTRIES LTD | 2.08% | 1.78% |
| TITAN COMPANY LTD | 1.91% | 1.71% |
| HINDUSTAN UNILEVER LTD | 1.99% | 1.55% |
| MARUTI SUZUKI INDIA LTD | 1.79% | 1.41% |
| NTPC LTD | 1.66% | 1.38% |
| TATA STEEL LTD | 1.52% | 1.34% |
| ETERNAL LTD | 1.32% | 2.21% |
| ULTRATECH CEMENT LTD | 1.40% | 1.28% |
| BHARAT ELECTRONICS LTD | 1.51% | 1.28% |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD | 1.43% | 1.27% |
| HINDALCO INDUSTRIES LTD | 1.34% | 1.24% |
| HCL TECHNOLOGIES LTD | 1.11% | 1.50% |
| JSW STEEL LTD | 1.25% | 1.10% |
| POWER GRID CORP OF INDIA LTD | 1.29% | 1.08% |
Sector mix of the stock holdings
| Sector | INDH | INDY | Gap |
|---|---|---|---|
| Technology | 0.0% | 3.9% | −3.9% |
More: full overlap table · INDH holdings · INDY 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.