ISHARES INDIA 50 ETF (INDY)

The ISHARES INDIA 50 ETF (ticker: INDY) is designed to track the performance of a diversified portfolio of large and mid-cap Indian companies. This ETF aims to provide exposure to some of India's leading businesses across various sectors.

What the Numbers Show

As of October 12, 2026, the current price of INDY is $40.67. Over the past year, the share price has declined by 21.19%, while the total return (including distributions) was -14.45%. Year-to-date, the ETF's price has dropped by 17.49% and its total return stands at -17.30%.

Income and Distribution Explanation

The ISHARES INDIA 50 ETF pays out dividends irregularly or less frequently than monthly. Over the past year, it distributed $4.09 per share to investors. The distribution yield is currently 10.07%, which means that for every dollar invested in the ETF, you can expect around 10 cents in distributions annually.

NAV Erosion Explanation

The price erosion score for INDY indicates moderate price erosion with a score of 55. However, this score only reflects changes in the share price and does not provide enough historical NAV-per-share data to confirm or rule out actual NAV erosion. Price erosion is present based on the decline in share prices over recent periods.

Pros

• High Distribution Yield: The ETF offers a relatively high distribution yield of 10.07%, which can be attractive for income-focused investors.

• Diversification: By investing in a basket of Indian companies, INDY provides exposure to multiple sectors and helps spread risk.

Cons

• Price Decline: Over the past year, the ETF's share price has declined significantly by 21.19%, which can be concerning for investors looking to preserve capital.

• Moderate Erosion Risk: The moderate erosion score suggests that there have been some negative trends in the ETF’s performance.

Beginner Takeaway

The ISHARES INDIA 50 ETF (INDY) is an investment vehicle designed to track a diversified portfolio of Indian companies. It offers a high distribution yield, which can be appealing for income seekers. However, investors should note that over the past year, the share price has declined significantly, indicating potential risks to capital preservation. The moderate erosion score further highlights these concerns. As with any investment, it's important to carefully consider your goals and risk tolerance before investing in INDY.