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ETF comparison

EPI vs INDA

Both International Emerging.

WisdomTree India Earnings Fund · iShares MSCI India ETF

Holdings overlap

Weighted by ISIN/CUSIP
63.2 %

145 positions appear in both funds. Buying equal dollars of EPI and INDA would leave roughly 63.2% of each dollar exposed to the same underlying securities.

EPI unmatched 39.1% Shared 63.2% INDA unmatched 35.9%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In EPI only
425 positions
Shared
145 positions
In INDA only
22 positions

Side by side

EPI

WisdomTree India Earnings Fund

WisdomTree · International Emerging

49 composite / 100
Expense ratio
0.84%
Net assets
$1.78B
TTM yield
1.00%
Top-10 conc.
35.1%
INDA

iShares MSCI India ETF

iShares · International Emerging

64 composite / 100
Expense ratio
0.61%
Net assets
$5.84B
TTM yield
0.50%
Top-10 conc.
33.8%

Sub-score comparison

16
Cost
39
79
Tax efficiency
80
67
Liquidity
90
64
Concentration
66
—
Tracking quality
—
EPI sub-score INDA

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

INDA is 23 bps cheaper than EPI. On a $100,000 position that's about $230/yr more in fees for EPI.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with EPI vs INDA.

Top shared holdings

145 shared in total
# Holding In EPI In INDA Overlap
1 RELIANCE INDUSTRIES LTD 6.74% 5.85% 5.85%
2 ICICI BANK LTD 5.50% 5.64% 5.50%
3 HDFC BANK LTD 5.13% 5.92% 5.13%
4 INFOSYS LTD 2.55% 2.60% 2.55%
5 AXIS BANK LTD 1.69% 2.18% 1.69%
6 MAHINDRA & MAHINDRA LTD 1.53% 2.15% 1.53%
7 STATE BANK OF INDIA 3.06% 1.48% 1.48%
8 BHARTI AIRTEL LTD 1.42% 3.73% 1.42%
9 KOTAK MAHINDRA BANK LTD 1.38% 1.74% 1.38%
10 LARSEN & TOUBRO LTD 1.33% 2.05% 1.33%
11 SUN PHARMACEUTICAL INDUSTRIES LTD 1.14% 1.34% 1.14%
12 TATA CONSULTANCY SERVICES LTD 1.11% 1.47% 1.11%

Only in EPI

425 total
  • GREAT EASTERN SHIPPING COMPANY LTD (THE) 0.60%
  • REDINGTON LTD 0.34%
  • DEEPAK FERTILIZERS AND PETROCHEMICALS CORP LTD 0.28%
  • KARUR VYSYA BANK LTD (THE) 0.25%
  • NAVA LTD 0.25%
  • STEEL AUTHORITY OF INDIA LTD 0.24%
  • LIFE INSURANCE CORP OF INDIA 0.23%
  • GENERAL INSURANCE CORP OF INDIA 0.23%
  • RBL BANK LTD 0.23%
  • CESC LTD 0.22%

Only in INDA

22 total
  • BAJAJ FINANCE LIMITED 1.98%
  • SHRIRAM FINANCE LIMITED 1.18%
  • TATA MOTORS LIMITED 0.65%
  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED 0.60%
  • JIO FINANCIAL SERVICES LIMITED 0.52%
  • ONE 97 COMMUNICATIONS LIMITED 0.49%
  • BSE Limited 0.45%
  • INDUSIND BANK LTD. 0.44%
  • TATA MOTORS PASSENGER VEHICLES LIMITED 0.43%
  • INFO EDGE (INDIA) LIMITED 0.33%

Percentages are holdings overlap with the named fund.

Open EPI or INDA at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.