ETF comparison

EPI vs INDA

Both International Emerging.

WisdomTree India Earnings Fund · iShares MSCI India ETF

Holdings overlap

Weighted by ISIN/CUSIP
62.7 %

144 positions appear in both funds. Buying equal dollars of EPI and INDA would leave roughly 62.7% of each dollar exposed to the same underlying securities.

EPI only 39.0% Shared 62.7% INDA only 36.8%
In EPI only
424 positions
Shared
144 positions
In INDA only
21 positions

Side by side

EPI

WisdomTree India Earnings Fund

WisdomTree · International Emerging

49 composite / 100
Expense ratio
0.84%
Net assets
$2.12B
TTM yield
1.00%
Top-10 conc.
38.0%
INDA

iShares MSCI India ETF

iShares · International Emerging

64 composite / 100
Expense ratio
0.61%
Net assets
$6.87B
TTM yield
0.50%
Top-10 conc.
35.9%

Sub-score comparison

16
Cost
39
79
Tax efficiency
80
71
Liquidity
93
60
Concentration
63
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

144 shared in total
# Holding In EPI In INDA Overlap
1 Reliance Industries Ltd. 7.52% 6.17% 6.17%
2 ICICI Bank Ltd. 5.19% 5.28% 5.19%
3 HDFC Bank Ltd. 5.05% 7.33% 5.05%
4 Infosys Ltd. 3.43% 3.14% 3.14%
5 State Bank of India 3.14% 1.61% 1.61%
6 Mahindra & Mahindra Ltd. 1.58% 2.30% 1.58%
7 Axis Bank Ltd. 1.57% 2.31% 1.57%
8 Bharti Airtel Ltd. 1.47% 3.51% 1.47%
9 Tata Consultancy Services Ltd. 1.39% 1.74% 1.39%
10 Kotak Mahindra Bank Ltd. 1.33% 1.65% 1.33%
11 NTPC Ltd. 2.49% 1.21% 1.21%
12 Larsen & Toubro Ltd. 1.21% 2.09% 1.21%

Only in EPI

424 total
  • Federal Bank Ltd. 0.74%
  • Great Eastern Shipping Co Ltd 0.61%
  • National Aluminum 0.58%
  • Indian Bank 0.42%
  • Laurus Labs Ltd 0.28%
  • Redington Ltd. 0.26%
  • Karur Vysya Bank Ltd. 0.26%
  • General Insurance Corp Of India 0.25%
  • Nava Ltd. 0.23%
  • Steel Authority of India Ltd. 0.23%

Only in INDA

21 total
  • Bajaj Finance Ltd 2.03%
  • Shriram Finance Ltd 1.11%
  • Tata Motors Ltd /new 0.74%
  • Tata Motors Passenger Vehicles Limited 0.57%
  • Jio Financial Services Ltd 0.53%
  • Cholamandalam Investment and Finance Co Ltd 0.53%
  • Power Finance Corp Ltd 0.45%
  • IndusInd Bank Ltd 0.40%
  • One 97 Communications Ltd 0.31%
  • Swiggy Ltd 0.30%

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.