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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
63.0 %

146 positions appear in both funds. Buying equal dollars of EPI and INDA would leave roughly 63.0% of each dollar exposed to the same underlying securities.

EPI unmatched 39.3% Shared 63.0% INDA unmatched 36.9%

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
424 positions
Shared
146 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
$1.83B
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
$5.83B
TTM yield
0.50%
Top-10 conc.
33.7%

Sub-score comparison

16
Cost
39
79
Tax efficiency
80
68
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

146 shared in total
# Holding In EPI In INDA Overlap
1 RELIANCE INDUSTRIES LTD 6.74% 6.23% 6.23%
2 HDFC BANK LTD 5.13% 6.15% 5.13%
3 ICICI BANK LTD 5.50% 4.68% 4.68%
4 INFOSYS LTD 2.55% 2.92% 2.55%
5 AXIS BANK LTD 1.69% 2.23% 1.69%
6 MAHINDRA & MAHINDRA LTD 1.53% 2.20% 1.53%
7 BHARTI AIRTEL LTD 1.42% 3.63% 1.42%
8 KOTAK MAHINDRA BANK LTD 1.38% 1.59% 1.38%
9 STATE BANK OF INDIA 3.06% 1.34% 1.34%
10 LARSEN & TOUBRO LTD 1.33% 2.13% 1.33%
11 NTPC LTD 2.22% 1.28% 1.28%
12 TATA STEEL LTD 1.58% 1.18% 1.18%

Only in EPI

424 total
  • FEDERAL BANK LTD (THE) 0.87%
  • GREAT EASTERN SHIPPING COMPANY LTD (THE) 0.60%
  • NATIONAL ALUMINIUM COMPANY LTD 0.48%
  • LAURUS LABS LTD 0.40%
  • INDIAN BANK 0.38%
  • 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%

Only in INDA

22 total
  • BAJAJ FINANCE LIMITED 1.92%
  • SHRIRAM FINANCE LIMITED 1.01%
  • TATA MOTORS PASSENGER VEHICLES LIMITED 0.60%
  • BSE Limited 0.57%
  • TATA MOTORS LIMITED 0.55%
  • JIO FINANCIAL SERVICES LIMITED 0.52%
  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED 0.49%
  • POWER FINANCE CORPORATION LIMITED 0.48%
  • INDUSIND BANK LTD. 0.40%
  • ONE 97 COMMUNICATIONS LIMITED 0.32%

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.