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EPI vs INDY

WisdomTree India Earnings Fund

EPIBNYSE Arca

iShares India 50 ETF

INDYANasdaq

Overlap

Expense ratio

INDY −0.19pt a year

EPI0.84%INDY0.65%

Avg volume · 30D

EPI 3.4×the volume

EPI381KINDY112K

10Y return · a year

EPI +2.0pt

EPI+7.9%INDY+5.9%

EPI vs INDY Performance

Oct 29, 2021 – Oct 30, 2026

+17.6%EPI−0.1%INDY

Oct 29, 2021 to Oct 30, 2026. EPI +17.6%. INDY −0.1%. Use the arrow keys to read each point.−10%10%30%40%Oct 2021Apr 2024Oct 2026
Expense ratio
EPI 0.84%
INDY 0.65%, better
Fund size
EPI $1.78B
INDY $507M
1Y total return
EPI −11.3%, better
INDY −12.8%
Yield (12M)
EPI 0.00%
INDY 9.63%, better
Holdings
EPI 569
INDY 54
Avg volume (30D)
EPI 381K sh, better
INDY 112K sh
NAV per share
EPI $40.82
INDY $42.41
52W range

ETF.net Grade

EPI: Cost 11, Risk 55, Mission 100, Tradability 77, Holdings 72, Durability 81. INDY: Cost 78, Risk 49, Mission 100, Tradability 83, Holdings 35, Durability 84.
Pillar letters and Scores for EPI, INDY, with each pillar’s weight
PillarEPIINDY
Cost30% weightF11A78Higher
Mission25% weightA100A100
Risk15% weightB55HigherC49
Tradability15% weightA77A83Higher
Holdings10% weightA72HigherD35
Durability5% weightA81A84Higher

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 INDY are both graded against the same 19 India funds, so their Grades compare head to head.

India⁠

Category · 19 funds
See all 19 ›

INDY ranks 3rd 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 4ASMINiShares MSCI India Small-Cap ETFScore 70
  5. Rank 9BNDIAGlobal X India Active ETFScore 60
  6. Rank 10BEPIWisdomTree India Earnings FundScore 59
  7. Rank 10BGINDGoldman Sachs India Equity ETFScore 59

Our read on each fund

ETF.net Research

EPIBWisdomTree India Earnings Fund

INDYAiShares India 50 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.

INDY India's headline index in a US wrapper. INDY tracks the Nifty 50, the National Stock Exchange benchmark quoted across Indian markets, holding about 50 of the country's largest listed companies and skipping the small-cap tail.

Stated mandate

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

INDY The fund seeks to track the Nifty 50 Index, which represents 50 leading Indian companies, using an indexing approach rather than active security selection.

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.
  • INDY The Nifty 50 is the NSE's flagship index: 50 stocks spanning 13 sectors, used across India for benchmarking, derivatives and index funds. In its US peer group, INDY is the fund built on it.nseindia.com
  • 0.65% a year, below the 0.75% median for US single-country India funds.
  • Straight indexing, no stock picking, and the fund has stayed very close to its benchmark. One of the tighter implementations among US India funds.ishares.com
  • Trading since 2009 under the iShares roof, which makes it one of the longer-running US ways to own Indian large caps.ishares.com

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.
  • INDY About 50 names means the biggest Indian megacaps carry real weight here. Concentration is the design, not a bug, but it shows up in the ride.
  • Cheaper India exposure exists: FLIN charges 0.19%, and INDA, also large-cap focused, comes in a touch under INDY.
  • One country, one currency, one policy cycle. A single-market emerging equity fund moves harder than a global index fund, and INDY's swings run above its peer group's typical level.ishares.com

Full EPI profile⁠

Full INDY profile⁠

EPI vs INDY 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 INDY Cost

Overpaying EPI vs INDY

$3,312

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

  • EPI 0.84%

    $16,029

  • INDY 0.65%

    $12,717

$10,000
30 years

Cost over time

  • EPI 0.84%
  • INDY 0.65%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530EPI $16,029INDY $12,717

Year by year

YearEPIINDYOverpaying
10$1,491$1,163$328
20$5,643$4,440$1,203
30$16,029$12,717$3,312

Expense ratio

  • 0.84%EPI
  • 0.65%INDY, cheaper
  • Middle half of India funds
  • Median 0.75%

INDY 5th cheapest of 19 funds

EPI 17th cheapest of 19 funds

EPI vs INDY Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
EPI 0.00%
INDY 9.63%, better
Payout (12M)
EPI None
INDY $4.09
Last payment
EPI No data
INDY $0.10
Ex-dividend
EPI No data
INDY Jun 15, 2026
Paid on
EPI No data
INDY Jun 18, 2026
Frequency
EPI No data
INDY Twice a year

Distribution history

Per share, 2017 to 2026, same scale for both

EPI25 paymentsAll EPI payments⁠
One bar per payment. 25 payments from 2017 to 2026 YTD. 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$2.502017202020232026YTD
INDYTwice a year · 16 paymentsAll INDY payments⁠
One bar per payment. 16 payments from 2017 to 2026 YTD. Jun 20, 2017 $0.04; Dec 21, 2017 $0.06; Jun 19, 2018 $0.07; Dec 18, 2018 $0.12; Dec 28, 2018 $0.02; Jun 17, 2019 $0.23; Jun 15, 2020 $0.03; Jun 10, 2021 $0.007; Dec 13, 2021 $3.36; Dec 13, 2022 $1.59; Jun 7, 2023 $0.07; Dec 20, 2023 $0.12; Jun 11, 2024 $0.04; Dec 17, 2024 $0.08; Dec 16, 2025 $4.00; Jun 15, 2026 $0.10. Use the arrow keys to read each point.$0$2.502017202020232026YTD

EPI vs INDY Risk

Fall from peak · 5 years

  • EPI
  • INDY
Oct 29, 2021 to Oct 30, 2026. Worst fall: INDY −23.8% · Oct 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%INDY 13.0%, better
Return per unit of riskSharpe ratio, 3 years
EPI 0.08, betterINDY −0.15
Worst fallMax drawdown, 5 years
EPI −22.0%, betterINDY −23.8%
Market sensitivityBeta, 5 years
EPI 0.59INDY 0.52

EPI and INDY in the news

All news⁠

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