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EPI vs INDA

WisdomTree India Earnings Fund

EPIBNYSE Arca

iShares MSCI India ETF

INDAACboe

Overlap

Expense ratio

INDA −0.23pt a year

EPI0.84%INDA0.61%

Avg volume · 30D

INDA 13.9×the volume

EPI381KINDA5.28M

10Y return · a year

EPI +1.6pt

EPI+7.9%INDA+6.3%

EPI vs INDA Performance

Oct 29, 2021 – Oct 30, 2026

+17.6%EPI+5.0%INDA

Oct 29, 2021 to Oct 30, 2026. EPI +17.6%. INDA +5.0%. Use the arrow keys to read each point.−10%30%40%Oct 2021Apr 2024Oct 2026
Expense ratio
EPI 0.84%
INDA 0.61%, better
Fund size
EPI $1.78B
INDA $5.84B
1Y total return
EPI −11.3%, better
INDA −11.6%
Yield (12M)
EPI 0.00%
INDA 0.00%
Holdings
EPI 569
INDA 168
Avg volume (30D)
EPI 381K sh
INDA 5.28M sh, better
NAV per share
EPI $40.82
INDA $47.59
52W range

ETF.net Grade

EPI: Cost 11, Risk 55, Mission 100, Tradability 77, Holdings 72, Durability 81. INDA: Cost 89, Risk 55, Mission 100, Tradability 100, Holdings 70, Durability 94.
Pillar letters and Scores for EPI, INDA, with each pillar’s weight
PillarEPIINDA
Cost30% weightF11A89Higher
Mission25% weightA100A100
Risk15% weightB55B55
Tradability15% weightA77A100Higher
Holdings10% weightA72HigherA70
Durability5% weightA81A94Higher

Rank among India funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. EPI and INDA are both graded against the same 19 India funds, so their Grades compare head to head.

India⁠

Category · 19 funds
See all 19 ›

INDA ranks 1st and EPI 10th of 19 funds in the India Category.

  1. Rank 1AFLINFranklin FTSE India ETFScore 86
  2. Rank 1AINDAiShares MSCI India ETFScore 86
  3. Rank 3AINDYiShares India 50 ETFScore 75
  4. Rank 9BNDIAGlobal X India Active ETFScore 60
  5. Rank 10BEPIWisdomTree India Earnings FundScore 59
  6. Rank 10BGINDGoldman Sachs India Equity ETFScore 59

Our read on each fund

ETF.net Research

EPIBWisdomTree India Earnings Fund

INDAAiShares MSCI India ETF

In short

EPI Most India funds buy the market. EPI buys the profits: it tracks an index of Indian companies that actually earn money, and it has been running that playbook since 2008.

INDA The default India trade for US investors: one big, heavily traded fund holding roughly 160 mostly larger Indian companies, running since 2012. Priced below the typical India fund, though it is not the category's price leader.

Stated mandate

EPI The fund seeks to track the investment results of profitable companies in India's equity market.

INDA The fund seeks to track an index composed of Indian equities, providing targeted exposure to India.

Why people hold it

  • EPI Profitability is the filter. The index (WisdomTree India Earnings Index) is built from companies making money in India's market, not simply the largest tickers on the exchange.wisdomtree.com
  • Roughly 400 holdings, so the fund reaches well past the handful of Indian megacaps that dominate narrower country baskets.
  • A multi-billion-dollar fund that trades actively, which keeps buying and selling straightforward on ordinary days.
  • Tracking is one of the tightest in the India group: the portfolio stays close to the index it promises, and it has been doing this since a 2008 launch.
  • INDA Charges 0.61% a year against a 0.75% median for US-listed India funds, so the access fee sits below the category's going rate.
  • A multi-billion-dollar fund and among the most actively traded in its category, so getting in or out rarely means fighting a thin order book.
  • Tracks the MSCI India Index with no side bets, and rates as one of the strongest implementations among US-listed India funds. Live since 2012.

Worth knowing

  • EPI At 0.84% a year, it sits at the pricier end of the India shelf. Plain cap-weighted trackers such as FLIN and INDA charge less for market exposure.
  • One country, one currency. Indian policy shifts and rupee swings hit the price directly, with no other market to cushion them.
  • Earnings weighting means the portfolio can look meaningfully different from a standard India benchmark, and payouts are irregular rather than a scheduled income stream.
  • INDA FLIN runs a broad India index for 0.19%. Here you pay up for the deeper trading and the longer live record.
  • One country, one currency. Rupee moves land in your return alongside Indian share prices.
  • Roughly 160 holdings skewed to India's bigger listed names; the small-cap tier sits in a separate fund (SMIN).

Full EPI profile⁠

Full INDA profile⁠

EPI vs INDA Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

EPI vs INDA Cost

Overpaying EPI vs INDA

$4,031

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • EPI 0.84%

    $16,029

  • INDA 0.61%

    $11,998

$10,000
30 years

Cost over time

  • EPI 0.84%
  • INDA 0.61%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530EPI $16,029INDA $11,998

Year by year

YearEPIINDAOverpaying
10$1,491$1,093$398
20$5,643$4,181$1,462
30$16,029$11,998$4,031

Expense ratio

  • 0.84%EPI
  • 0.61%INDA, cheaper
  • Middle half of India funds
  • Median 0.75%

INDA 3rd cheapest of 19 funds

EPI 17th cheapest of 19 funds

EPI vs INDA Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
EPI 0.00%
INDA 0.00%
Payout (12M)
EPI None
INDA None

Distribution history

Per share, 2015 to 2024, same scale for both

EPI33 paymentsAll EPI payments⁠
One bar per payment. 33 payments from 2015 to 2024. Mar 23, 2015 $0.03; Jun 22, 2015 $0.07; Sep 21, 2015 $0.12; Dec 21, 2015 $0.02; Mar 21, 2016 $0.01; Jun 20, 2016 $0.13; Sep 26, 2016 $0.07; Dec 23, 2016 $0.006; Mar 27, 2017 $0.08; Jun 26, 2017 $0.06; Sep 26, 2017 $0.08; Dec 26, 2017 $0.03; Mar 20, 2018 $0.06; Jun 25, 2018 $0.09; Sep 25, 2018 $0.11; Dec 24, 2018 $0.0081; Dec 28, 2018 $0.03; Mar 26, 2019 $0.12; Sep 24, 2019 $0.13; Dec 23, 2019 $0.04; Mar 24, 2020 $0.02; Jun 23, 2020 $0.09; Sep 22, 2020 $0.04; Dec 21, 2020 $0.08; Mar 25, 2021 $0.04; Jun 24, 2021 $0.09; Sep 24, 2021 $0.11; Dec 27, 2021 $0.19; Mar 25, 2022 $0.12; Jun 24, 2022 $1.85; Sep 26, 2022 $0.00023; Jun 26, 2023 $0.06; Dec 26, 2024 $0.12. Use the arrow keys to read each point.$0$2.502015201820212024
INDA18 paymentsAll INDA payments⁠
One bar per payment. 18 payments from 2015 to 2024. Jun 25, 2015 $0.13; Dec 21, 2015 $0.20; Jun 22, 2016 $0.17; Dec 21, 2016 $0.07; Jun 20, 2017 $0.13; Dec 19, 2017 $0.27; Jun 19, 2018 $0.05; Dec 18, 2018 $0.25; Dec 28, 2018 $0.02; Jun 17, 2019 $0.32; Dec 16, 2019 $0.03; Jun 15, 2020 $0.08; Dec 14, 2020 $0.03; Jun 10, 2021 $0.04; Dec 13, 2021 $2.88; Dec 30, 2021 $0.03; Jun 7, 2023 $0.08; Dec 17, 2024 $0.40. Use the arrow keys to read each point.$0$2.502015201820212024

EPI vs INDA Risk

Fall from peak · 5 years

  • EPI
  • INDA
Oct 29, 2021 to Oct 30, 2026. Worst fall: INDA −22.7% · Mar 2026. Use the arrow keys to read each point.−25%−20%−15%−10%−5%0%Oct 2021Apr 2024Oct 2026

Risk facts

VolatilityStd dev, 3 years
EPI 14.6%INDA 13.7%, better
Return per unit of riskSharpe ratio, 3 years
EPI 0.08, betterINDA 0.00007
Worst fallMax drawdown, 5 years
EPI −22.0%, betterINDA −22.7%
Market sensitivityBeta, 5 years
EPI 0.59INDA 0.56

EPI and INDA in the news

All news⁠

Popular comparisons

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