EPI vs INDA Stock Comparison: AI Score, Valuation, Performance and Upside
EPI and INDA both target india equity exposure but take different paths to get there — EPI via the WisdomTree India Earnings Index, and INDA via the MSCI India Index. The practical differences come down to issuer, cost structure, and the specific index rules each fund follows, since both are pursuing a similar investment outcome.
EPI vs INDA is largely a question of which issuer and index methodology you trust more for india equity exposure — the underlying investment case is similar, so cost, liquidity, and tracking precision tend to be the deciding factors.
EPI and INDA are closely matched — they split the tracked metrics evenly. EPI has delivered stronger 1-year price return (-9.74% vs -10.23% for INDA).
- want earnings-weighted exposure tilted toward profitable Indian companies
- prefer WisdomTree's approach and fund lineup
- value earnings weighting favors already-profitable businesses over speculative ones
- are comfortable with higher expense ratio than broad emerging-market funds
- want the standard, most liquid way to access Indian equities
- prefer iShares (BlackRock)'s approach and fund lineup
- value deepest liquidity of any dedicated India ETF
- are comfortable with single-country concentration risk
| Metric | EPI | INDA |
|---|---|---|
| ETF scorei | 24.6 | 24.6 |
| Latest closei | $41.69 | $48.45 |
| 1M returni | +2.86% | +4.15% |
| 3M returni | -3.67% | -3.41% |
| 6M returni | -2.62% | -0.37% |
| 1Y returni | -9.74% | -10.23% |
The ETF score weights long-term returns and risk-adjusted performance most heavily, but still rewards low expense ratios, larger fund size, and broader diversification — so it can favor low-cost, broad, mega-cap funds over smaller thematic or actively-managed funds even when the latter have delivered stronger returns.
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | EPI | INDA |
|---|---|---|
| 1Y ago | $8.99K (-10.1%) started 2025-11-03 | $8.93K (-10.7%) started 2025-11-03 |
| 5Y ago | $12.69K (+26.9%) started 2021-11-03 | $11.27K (+12.7%) started 2021-11-03 |
| 10Y ago | $25.34K (+153.4%) started 2016-11-03 | $21.21K (+112.1%) started 2016-11-03 |
Hypothetical — past performance does not guarantee future results.
| Metric | EPI | INDA |
|---|---|---|
| Expense ratioi | 0.84% | 0.61% |
| Total assets (AUM)i | $1.83B | $5.83B |
| Dividend yieldi | 0.00% | 0.00% |
| Trailing P/Ei | 17.70 | 22.10 |
| Betai | 0.53 | 0.46 |
| 52-week change | -9.74% | -10.23% |
| Metric | EPI | INDA |
|---|---|---|
| 1Y returni | -9.74% | -10.23% |
| 6M returni | -2.62% | -0.37% |
| 3M returni | -3.67% | -3.41% |
| 1M returni | +2.86% | +4.15% |
| 1Y Sharpe ratio | -0.89 | -0.92 |
| Betai | 0.53 | 0.46 |
| Dividend yieldi | 0.00% | 0.00% |
| 5Y CAGR | +3.35% | +0.94% |
Over the past year, EPI and INDA have moved strongly in the same direction (correlation of 0.98), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | EPI | INDA |
|---|---|---|---|
| 1Y | Growthi | -10.11% | -10.67% |
| CAGRi | -10.15% | -10.71% | |
| Volatilityi | 15.81% | 15.87% | |
| Sharpe ratioi | -0.89 | -0.92 | |
| Sortino ratioi | -1.22 | -1.29 | |
| Max drawdowni | 15.51% | 17.16% | |
| Current drawdowni | 10.96% | 11.64% | |
| Avg drawdowni | 7.36% | 8.57% | |
| Ulcer Indexi | 8.43% | 9.76% | |
| Max daily dropi | 3.06% | 2.85% | |
| Max wkly dropi | 4.65% | 4.68% | |
| 5Y | Growthi | +17.90% | +4.78% |
| CAGRi | +3.35% | +0.94% | |
| Volatilityi | 16.29% | 15.54% | |
| Sharpe ratioi | 0.01 | -0.15 | |
| Sortino ratioi | 0.01 | -0.21 | |
| Max drawdowni | 21.95% | 22.72% | |
| Current drawdowni | 17.75% | 17.57% | |
| Avg drawdowni | 8.95% | 9.97% | |
| Ulcer Indexi | 10.63% | 11.55% | |
| Max daily dropi | 7.46% | 6.09% | |
| Max wkly dropi | 8.63% | 8.16% | |
| 10Y | Growthi | +122.78% | +89.15% |
| CAGRi | +8.34% | +6.58% | |
| Volatilityi | 20.17% | 21.00% | |
| Sharpe ratioi | 0.28 | 0.20 | |
| Sortino ratioi | 0.38 | 0.27 | |
| Max drawdowni | 50.29% | 45.07% | |
| Current drawdowni | 17.75% | 17.57% | |
| Avg drawdowni | 9.82% | 8.90% | |
| Ulcer Indexi | 12.81% | 11.28% | |
| Max daily dropi | 13.04% | 15.44% | |
| Max wkly dropi | 19.58% | 18.51% |
| Category | EPI | INDA |
|---|---|---|
| Fund name | WisdomTree India Earnings Fund | iShares MSCI India ETF |
| Type | ETF | ETF |
| Expense ratioi | 0.84% | 0.61% |
| Total assets (AUM)i | $1.83B | $5.83B |
| Dividend yieldi | 0.00% | 0.00% |
- Earnings weighting favors already-profitable businesses over speculative ones
- Direct exposure to India's fast-growing consumer and financial sectors
- One of the longest-running dedicated India ETFs
- Deepest liquidity of any dedicated India ETF
- Broad, cap-weighted exposure to India's largest companies
- Benefits from India's structurally strong long-term growth story
- Higher expense ratio than broad emerging-market funds
- Single-country concentration risk
- Indian equities can trade at rich valuations relative to earnings growth
- Single-country concentration risk
- Indian equity valuations have run rich relative to history
- Currency (rupee) fluctuations add volatility
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