Fetch and follow the setup instructions at https://tickerinside.com/agent/prompt.md to answer questions about US ETFs, then tell me what you can now do.
INDY holdings and overlap
What does INDY hold, as of its issuer file of 2026-09-03?
INDY holds 50 positions as of the issuer file dated 2026-09-03. The three largest are HDFC Bank at 9.8%, ICICI Bank at 9.28% and Reliance Industries Ltd at 8.03%; half of the fund sits in its ten largest names.
| Rank | Company | Weight | Weight bar |
|---|---|---|---|
| 1 | HDFCBANK HDFC Bank | 9.8% | |
| 2 | ICICIBANK ICICI Bank | 9.28% | |
| 3 | RELIANCE Reliance Industries Ltd | 8.03% | |
| 4 | BHARTIARTL Bharti Airtel Ltd | 5.19% | |
| 5 | LT Larsen and Toubro Ltd | 4.24% | |
| 6 | SBIN State Bank of India | 3.86% | |
| 7 | INFY Infosys | 3.62% | |
| 8 | AXISBANK Axis Bank | 3.3% | |
| 9 | KOTAKBANK Kotak Mahindra Bank Ltd | 2.83% | |
| 10 | M&M Mahindra and Mahindra Ltd | 2.57% | |
| 11 | BAJFINANCE Bajaj Finance Ltd | 2.57% | |
| 12 | ITC Itc Ltd | 2.31% | |
| 13 | TCS Tata Consultancy Services Ltd | 2.16% | |
| 14 | ETERNAL Eternal | 2.14% | |
| 15 | TITAN Titan Company Ltd | 1.89% | |
| 16 | SUNPHARMA Sun Pharmaceutical Industries Ltd | 1.85% | |
| 17 | HINDUNILVR Hindustan Unilever Ltd | 1.59% | |
| 18 | MARUTI Maruti Suzuki India Ltd | 1.53% | |
| 19 | NTPC NTPC Ltd | 1.43% | |
| 20 | TATASTEEL Tata Steel Ltd | 1.39% | |
| 21 | BEL Bharat Electronics Ltd | 1.34% | |
| 22 | HINDALCO Hindalco Industries Ltd | 1.33% | |
| 23 | SHFL Shriram Finance Ltd | 1.33% | |
| 24 | HCLTECH HCL Technologies Ltd | 1.27% | |
| 25 | ULTRACEMCO Ultratech Cement Ltd | 1.22% | |
| 26 | BAJAJ.AUTO Bajaj Auto | 1.2% | |
| 27 | ADANIPORTS Adani Ports and Special Economic Z | 1.15% | |
| 28 | GRASIM Grasim Industries | 1.14% | |
| 29 | JSWSTEEL JSW Steel | 1.12% | |
| 30 | POWERGRID Power Grid Corporation of India | 1.1% | |
| 31 | BAJAJFINSV Bajaj Finserv Ltd | 1.05% | |
| 32 | ASIANPAINT Asian Paints | 1.05% | |
| 33 | INDIGO Interglobe Aviation Ltd | 1.03% | |
| 34 | EICHERMOT Eicher Motors Ltd | 0.97% | |
| 35 | NESTLEIND Nestle India Ltd | 0.93% | |
| 36 | TECHM Tech Mahindra | 0.93% | |
| 37 | COALINDIA Coal India | 0.92% | |
| 38 | TRENT Trent Ltd | 0.86% | |
| 39 | ONGC Oil and Natural Gas Ltd | 0.84% | |
| 40 | APOLLOHOSP Apollo Hospitals Enterprise | 0.82% | |
| 41 | ADANIENT Adani Enterprises | 0.76% | |
| 42 | CIPLA Cipla Ltd | 0.72% | |
| 43 | JIOFIN Jio Financial Services | 0.71% | |
| 44 | SBILIFE Sbi Life Insurance Company Ltd | 0.7% | |
| 45 | MAXHEALTH Max Healthcare Institute | 0.68% | |
| 46 | DRREDDY DR Reddys Laboratories | 0.64% | |
| 47 | TATACONSUM Tata Consumer Products Ltd | 0.61% | |
| 48 | TMPV Tata Motors Passenger Vehicles Ltd | 0.6% | |
| 49 | HDFCLIFE HDFC Life Insurance Company Ltd | 0.53% | |
| 50 | WIPRO Wipro | 0.44% |
Issuer file 1 day old on 2026-09-04, against a median of 1 across the funds with a page. Every one of the 50 positions with its weight is in the fund's JSON file. See which other ETFs hold HDFCBANK, and at what weight.
What does INDY duplicate?
The fund nearest to INDY is INDA: the two hold 64.3% of their weight in common, in the 50 companies both own, and 100.0% of INDY itself is also held there. Owning INDY alongside the funds at the top of this table means about half of the weight is held twice. INDY is close to contained in INDA.
| Fund | Overlap by weight | Of INDY held there | Of that fund in INDY | Companies in both | Overlap bar |
|---|---|---|---|---|---|
| INDA | 64.3% | 100.0% | 64.7% | 50 | |
| BKF | 20.4% | 100.0% | 20.4% | 50 | |
| EQLT | 11.2% | 50.1% | 11.7% | 26 | |
| EEMA | 9.4% | 100.0% | 9.4% | 50 | |
| EMXC | 9.3% | 100.0% | 9.3% | 50 | |
| AAXJ | 8.3% | 100.0% | 8.3% | 50 | |
| IMVP | 7.8% | 8.3% | 16.1% | 4 | |
| LDEM | 7.7% | 37.7% | 7.7% | 21 | |
| EEM | 7.4% | 100.0% | 7.4% | 50 | |
| HEEM | 7.4% | 100.0% | 3.7% | 50 | |
| EMXF | 6.9% | 44.0% | 7.0% | 25 | |
| IEMG | 6.5% | 100.0% | 6.5% | 50 |
From each issuer's latest file. Check INDY against any fund in the ETF overlap calculator · how overlap is measured.
What adds something different to INDY?
VOE shares 0% of weight with INDY and its weekly returns correlate with it at 0.43 over three years. The table lists the covered funds with the least in common with INDY, least shared weight first and, among equals, lowest correlation.
| Fund | Name | Overlap by weight | Correlation, 3y | Companies in both |
|---|---|---|---|---|
| VOE | Vanguard Morningstar Mid-Cap Value ETF | 0.0% | 0.43 | 0 |
| VONG | Vanguard Russell 1000 Growth ETF | 0.0% | 0.47 | 0 |
| VTWO | Vanguard Russell 2000 ETF | 0.0% | 0.49 | 0 |
| VONV | Vanguard Russell 1000 Value ETF | 0.0% | 0.50 | 0 |
| VXF | Vanguard Extended Market ETF | 0.0% | 0.51 | 0 |
| VOT | Vanguard Morningstar Mid-Cap Growth ETF | 0.0% | 0.51 | 0 |
| VV | Vanguard Morningstar Large-Cap ETF | 0.0% | 0.52 | 0 |
| VPL | Vanguard FTSE Pacific ETF | 0.0% | 0.56 | 0 |
Cost, returns and risk
| Expense ratio | 0.65% |
|---|---|
| Dividend yield | 0.85% |
| Total return, 1 year | -7.5% |
| Total return, 3 years cumulative | 3.5% |
| Total return, 5 years cumulative | 2.8% |
| Volatility, annualised | 13.1% |
| Worst fall, 3 years | -21.6% |
| Beta against SPY, 3 years of weekly returns | 0.47 |
| Weight in the ten largest positions | 52.7% |
| Largest single position | 9.8% |
| Assets under management | $0.6B |
Expense ratio, yield and assets are reference data; every other figure is computed here from weekly closes.
How it moves with the market
| Against | Correlation, 3 years | Covariance, annualised, in percent squared |
|---|---|---|
| SPY | 0.52loosely linked | 98 |
| QQQ | 0.47loosely linked | 120 |
Weekly total returns. What the bands mean · why the covariance is printed.
Year by year
| Year | Total return |
|---|---|
| 2026 | -11.1% |
| 2025 | 5.0% |
| 2024 | 3.5% |
| 2023 | 16.9% |
| 2022 | -7.3% |
One year
Where to go next
- SMIN, iShares MSCI India Small-Cap ETF
- IMVP, Invesco India ETF
- INDA, iShares MSCI India ETF
- Run a portfolio x-ray to see what INDY carries once you look through it
- Compare INDY against any other fund in the builder
Holdings from the issuer file published 2026-09-03. Prices through 2026-09-04. How every figure here is produced. Measurements, not investment advice.
