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 holds the edge across 3 of 5 key metrics in this comparison. EPI has delivered stronger 1-year price return (-6.23% vs -7.83% 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 score | 19.0 | 21.0 |
| Latest close | $49.58 | $43.02 |
| 1M return | +4.89% | +3.91% |
| 6M return | -6.40% | -4.48% |
| 1Y return | -7.83% | -6.23% |
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 | $9.22K (-7.8%) started 2025-06-18 | $9.38K (-6.2%) started 2025-06-18 |
| 5Y ago | $13.02K (+30.2%) started 2021-06-18 | $15.02K (+50.2%) started 2021-06-18 |
| 10Y ago | $22.62K (+126.2%) started 2016-06-20 | $28.18K (+181.8%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | INDA | EPI |
|---|---|---|
| Expense ratio | 0.61% | 0.84% |
| Total assets (AUM) | $6.76B | $2.17B |
| Dividend yield | 0.00% | 0.00% |
| Trailing P/E | 23.26 | 17.96 |
| Beta | 0.45 | 0.50 |
| 52-week change | -7.83% | -6.23% |
| Metric | INDA | EPI |
|---|---|---|
| 1Y return | -7.83% | -6.23% |
| 6M return | -6.40% | -4.48% |
| 1M return | +4.89% | +3.91% |
| 1Y Sharpe ratio | -0.78 | -0.65 |
| Beta | 0.45 | 0.50 |
| Dividend yield | 0.00% | 0.00% |
| 5Y CAGR | +3.89% | +6.77% |
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 | Growth | -7.83% | -6.23% |
| CAGR | -7.83% | -6.24% | |
| Sharpe ratio | -0.78 | -0.65 | |
| Max drawdown | 18.69% | 16.88% | |
| Max daily drop | 2.85% | 3.06% | |
| Max wkly drop | 4.68% | 4.65% | |
| 5Y | Growth | +21.02% | +38.72% |
| CAGR | +3.89% | +6.77% | |
| Sharpe ratio | 0.03 | 0.21 | |
| Max drawdown | 22.72% | 21.89% | |
| Max daily drop | 6.09% | 7.46% | |
| Max wkly drop | 8.16% | 8.63% | |
| 10Y | Growth | +100.36% | +145.09% |
| CAGR | +7.20% | +9.39% | |
| Sharpe ratio | 0.22 | 0.32 | |
| Max drawdown | 45.07% | 50.29% | |
| Max daily drop | 15.44% | 13.04% | |
| Max wkly drop | 18.51% | 19.58% |
| Category | INDA | EPI |
|---|---|---|
| Fund name | iShares MSCI India ETF | WisdomTree India Earnings Fund |
| Type | ETF | ETF |
| Expense ratio | 0.61% | 0.84% |
| Total assets (AUM) | $6.76B | $2.17B |
| Dividend yield | 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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