FXI vs EPI Stock Comparison: AI Score, Valuation, Performance and Upside
FXI and EPI sit in related but distinct corners of the ETF landscape — FXI centers on concentrated, large-cap exposure to the biggest Chinese companies, while EPI focuses on earnings-weighted exposure tilted toward profitable Indian companies. Investors choosing between them should weigh how each fund's strategy lines up with their own goals rather than assuming they're interchangeable.
Choosing between FXI and EPI comes down to which specific exposure — concentrated, large-cap exposure to the biggest Chinese companies or earnings-weighted exposure tilted toward profitable Indian companies — better matches the role you want this holding to play in a diversified portfolio.
FXI holds the edge across 4 of 5 key metrics in this comparison. EPI has delivered stronger 1-year price return (-8.42% vs -14.95% for FXI).
- want concentrated, large-cap exposure to the biggest Chinese companies
- prefer iShares (BlackRock)'s approach and fund lineup
- value direct, liquid exposure to China's largest companies
- are comfortable with heavy concentration in a small number of mega-cap names
- 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
| Metric | FXI | EPI |
|---|---|---|
| ETF scorei | 21.0 | 33.0 |
| Latest closei | $34.31 | $41.67 |
| 1M returni | -3.85% | -2.87% |
| 6M returni | -1.70% | +3.04% |
| 1Y returni | -14.95% | -8.42% |
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 | FXI | EPI |
|---|---|---|
| 1Y ago | $8.66K (-13.4%) started 2025-09-18 | $9.16K (-8.4%) started 2025-09-18 |
| 5Y ago | $11.45K (+14.5%) started 2021-09-20 | $13.17K (+31.7%) started 2021-09-20 |
| 10Y ago | $15.14K (+51.4%) started 2016-09-19 | $24.84K (+148.4%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | FXI | EPI |
|---|---|---|
| Expense ratioi | 0.73% | 0.84% |
| Total assets (AUM)i | $4.23B | $2.04B |
| Dividend yieldi | 1.92% | 0.00% |
| Trailing P/Ei | 9.09 | 17.81 |
| Betai | 0.30 | 0.54 |
| 52-week change | -14.95% | -8.42% |
| Metric | FXI | EPI |
|---|---|---|
| 1Y returni | -14.95% | -8.42% |
| 6M returni | -1.70% | +3.04% |
| 1M returni | -3.85% | -2.87% |
| 1Y Sharpe ratio | -0.96 | -0.79 |
| Betai | 0.30 | 0.54 |
| Dividend yieldi | 1.92% | 0.00% |
| 5Y CAGR | +0.21% | +4.06% |
Over the past year, FXI and EPI have moved weakly in the same direction (correlation of 0.35), 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 | FXI | EPI |
|---|---|---|---|
| 1Y | Growthi | -14.95% | -8.42% |
| CAGRi | -14.96% | -8.42% | |
| Volatilityi | 19.60% | 15.32% | |
| Sharpe ratioi | -0.96 | -0.79 | |
| Sortino ratioi | -1.30 | -1.10 | |
| Max drawdowni | 22.94% | 15.69% | |
| Current drawdowni | 16.32% | 11.26% | |
| Avg drawdowni | 9.82% | 6.26% | |
| Ulcer Indexi | 11.23% | 7.39% | |
| Max daily dropi | 5.38% | 3.06% | |
| Max wkly dropi | 7.46% | 4.65% | |
| 5Y | Growthi | +1.07% | +22.00% |
| CAGRi | +0.21% | +4.06% | |
| Volatilityi | 31.24% | 16.23% | |
| Sharpe ratioi | 0.02 | 0.05 | |
| Sortino ratioi | 0.03 | 0.07 | |
| Max drawdowni | 49.73% | 21.89% | |
| Current drawdowni | 16.32% | 17.79% | |
| Avg drawdowni | 21.56% | 8.65% | |
| Ulcer Indexi | 25.11% | 10.32% | |
| Max daily dropi | 9.99% | 7.46% | |
| Max wkly dropi | 17.25% | 8.63% | |
| 10Y | Growthi | +15.47% | +117.63% |
| CAGRi | +1.45% | +8.09% | |
| Volatilityi | 27.57% | 20.22% | |
| Sharpe ratioi | 0.03 | 0.27 | |
| Sortino ratioi | 0.04 | 0.36 | |
| Max drawdowni | 60.81% | 50.29% | |
| Current drawdowni | 28.92% | 17.79% | |
| Avg drawdowni | 25.53% | 9.67% | |
| Ulcer Indexi | 29.99% | 12.66% | |
| Max daily dropi | 10.29% | 13.04% | |
| Max wkly dropi | 17.25% | 19.58% |
| Category | FXI | EPI |
|---|---|---|
| Fund name | iShares China Large-Cap ETF | WisdomTree India Earnings Fund |
| Type | ETF | ETF |
| Expense ratioi | 0.73% | 0.84% |
| Total assets (AUM)i | $4.23B | $2.04B |
| Dividend yieldi | 1.92% | 0.00% |
- Direct, liquid exposure to China's largest companies
- High trading volume and a popular vehicle for China-sentiment trades
- Long track record as the default China large-cap ETF
- 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
- Heavy concentration in a small number of mega-cap names
- Chinese regulatory crackdowns and geopolitical risk are recurring headwinds
- Variable-interest-entity (VIE) structure risk for some underlying holdings
- Higher expense ratio than broad emerging-market funds
- Single-country concentration risk
- Indian equities can trade at rich valuations relative to earnings growth
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