INDA vs EPI Stock Comparison: AI Score, Valuation, Performance and Upside
INDA is the largest, most liquid India ETF using market-cap weighting and is typically the default choice for core India equity exposure, while EPI uses an earnings-weighted methodology to tilt toward profitable, value-oriented Indian companies. The choice between them depends on investors' preference for market-cap versus factor-based indexing.
INDA vs EPI compares two different methodological approaches to investing in Indian equities: market-cap weighting versus earnings weighting, offering different sector tilts and return profiles over various market environments.
INDA and EPI 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 broad, liquid India equity exposure tracking the standard MSCI India benchmark
- Prefer a market-cap-weighted index for straightforward Indian market exposure
- Value tight bid-ask spreads and the largest AUM base among India ETFs
- Want India equity exposure with a value and profitability tilt
- Believe earnings-weighted indexing can outperform market-cap weighting over the long term in India
- Want to diversify their India exposure beyond the largest market-cap companies
| Metric | INDA | EPI |
|---|---|---|
| ETF scorei | 24.6 | 24.6 |
| Latest closei | $48.45 | $41.69 |
| 1M returni | +4.15% | +2.86% |
| 3M returni | -3.41% | -3.67% |
| 6M returni | -0.37% | -2.62% |
| 1Y returni | -10.23% | -9.74% |
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 | INDA | EPI |
|---|---|---|
| 1Y ago | $8.93K (-10.7%) started 2025-11-03 | $8.99K (-10.1%) started 2025-11-03 |
| 5Y ago | $11.27K (+12.7%) started 2021-11-03 | $12.69K (+26.9%) started 2021-11-03 |
| 10Y ago | $21.21K (+112.1%) started 2016-11-03 | $25.34K (+153.4%) started 2016-11-03 |
Hypothetical — past performance does not guarantee future results.
| Metric | INDA | EPI |
|---|---|---|
| Expense ratioi | 0.61% | 0.84% |
| Total assets (AUM)i | $5.83B | $1.83B |
| Dividend yieldi | 0.00% | 0.00% |
| Trailing P/Ei | 22.10 | 17.70 |
| Betai | 0.46 | 0.53 |
| 52-week change | -10.23% | -9.74% |
| Metric | INDA | EPI |
|---|---|---|
| 1Y returni | -10.23% | -9.74% |
| 6M returni | -0.37% | -2.62% |
| 3M returni | -3.41% | -3.67% |
| 1M returni | +4.15% | +2.86% |
| 1Y Sharpe ratio | -0.92 | -0.89 |
| Betai | 0.46 | 0.53 |
| Dividend yieldi | 0.00% | 0.00% |
| 5Y CAGR | +0.94% | +3.35% |
Over the past year, INDA and EPI 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 | INDA | EPI |
|---|---|---|---|
| 1Y | Growthi | -10.67% | -10.11% |
| CAGRi | -10.71% | -10.15% | |
| Volatilityi | 15.87% | 15.81% | |
| Sharpe ratioi | -0.92 | -0.89 | |
| Sortino ratioi | -1.29 | -1.22 | |
| Max drawdowni | 17.16% | 15.51% | |
| Current drawdowni | 11.64% | 10.96% | |
| Avg drawdowni | 8.57% | 7.36% | |
| Ulcer Indexi | 9.76% | 8.43% | |
| Max daily dropi | 2.85% | 3.06% | |
| Max wkly dropi | 4.68% | 4.65% | |
| 5Y | Growthi | +4.78% | +17.90% |
| CAGRi | +0.94% | +3.35% | |
| Volatilityi | 15.54% | 16.29% | |
| Sharpe ratioi | -0.15 | 0.01 | |
| Sortino ratioi | -0.21 | 0.01 | |
| Max drawdowni | 22.72% | 21.95% | |
| Current drawdowni | 17.57% | 17.75% | |
| Avg drawdowni | 9.97% | 8.95% | |
| Ulcer Indexi | 11.55% | 10.63% | |
| Max daily dropi | 6.09% | 7.46% | |
| Max wkly dropi | 8.16% | 8.63% | |
| 10Y | Growthi | +89.15% | +122.78% |
| CAGRi | +6.58% | +8.34% | |
| Volatilityi | 21.00% | 20.17% | |
| Sharpe ratioi | 0.20 | 0.28 | |
| Sortino ratioi | 0.27 | 0.38 | |
| Max drawdowni | 45.07% | 50.29% | |
| Current drawdowni | 17.57% | 17.75% | |
| Avg drawdowni | 8.90% | 9.82% | |
| Ulcer Indexi | 11.28% | 12.81% | |
| Max daily dropi | 15.44% | 13.04% | |
| Max wkly dropi | 18.51% | 19.58% |
| Category | INDA | EPI |
|---|---|---|
| Fund name | iShares MSCI India ETF | WisdomTree India Earnings Fund |
| Type | ETF | ETF |
| Expense ratioi | 0.61% | 0.84% |
| Total assets (AUM)i | $5.83B | $1.83B |
| Dividend yieldi | 0.00% | 0.00% |
- Largest and most liquid India ETF, providing easy access and tight bid-ask spreads
- Market-cap weighted index tracks the most recognized India equity benchmark (MSCI India)
- Broad diversification across Indian sectors including technology, financials, energy, and consumer
- Earnings-weighted methodology provides a value and quality tilt relative to market-cap peers
- May outperform INDA during value-led market rotations in Indian equities
- Different composition from INDA reduces overlap and could complement a core INDA position
- Top-heavy in a handful of large conglomerates (Reliance Industries, Infosys, HDFC Bank, TCS) at the top of the index
- Market-cap weighting can tilt toward richly valued sectors during bull markets
- India's domestic equity market is subject to specific regulatory access requirements through Participatory Notes or SEBI FPI registration
- Earnings weighting creates different sector exposures — often more energy, financials, and industrial tilt compared to INDA
- May underperform INDA during growth-led markets where highly valued tech and consumer companies lead
- Smaller AUM and less liquidity than INDA can result in wider bid-ask spreads
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Volatility, Sharpe and Sortino ratios, maximum, current, and average drawdown, Ulcer Index, and worst single-day and single-week drops across every timeframe.
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