ETF comparison

EPIvsINDA

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 roughly63.0%of each dollar exposed to the same underlying securities.

EPI only 39.3%Shared 63.0%INDA only 36.9%
In EPI only
424 positions
Shared
146 positions
In INDA only
22 positions

Side by side

EPI

WisdomTree India Earnings Fund

WisdomTree · International Emerging

49composite / 100
Expense ratio
0.84%
Net assets
$2.04B
TTM yield
1.00%
Top-10 conc.
35.1%
INDA

iShares MSCI India ETF

iShares · International Emerging

65composite / 100
Expense ratio
0.61%
Net assets
$6.75B
TTM yield
0.50%
Top-10 conc.
33.7%

Sub-score comparison

16
Cost
39
79
Tax efficiency
80
70
Liquidity
93
64
Concentration
66
Tracking quality
EPIsub-scoreINDA

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with EPI vs INDA.

Top shared holdings

146 shared in total
#HoldingIn EPIIn INDAOverlap
1RELIANCE INDUSTRIES LTD6.74%6.23%6.23%
2HDFC BANK LTD5.13%6.15%5.13%
3ICICI BANK LTD5.50%4.68%4.68%
4INFOSYS LTD2.55%2.92%2.55%
5AXIS BANK LTD1.69%2.23%1.69%
6MAHINDRA & MAHINDRA LTD1.53%2.20%1.53%
7BHARTI AIRTEL LTD1.42%3.63%1.42%
8KOTAK MAHINDRA BANK LTD1.38%1.59%1.38%
9STATE BANK OF INDIA3.06%1.34%1.34%
10LARSEN & TOUBRO LTD1.33%2.13%1.33%
11NTPC LTD2.22%1.28%1.28%
12TATA STEEL LTD1.58%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 LTD0.48%
  • LAURUS LABS LTD0.40%
  • INDIAN BANK0.38%
  • REDINGTON LTD0.34%
  • DEEPAK FERTILIZERS AND PETROCHEMICALS CORP LTD0.28%
  • KARUR VYSYA BANK LTD (THE)0.25%
  • NAVA LTD0.25%
  • STEEL AUTHORITY OF INDIA LTD0.24%

Only in INDA

22 total
  • BAJAJ FINANCE LIMITED1.92%
  • SHRIRAM FINANCE LIMITED1.01%
  • TATA MOTORS PASSENGER VEHICLES LIMITED0.60%
  • BSE Limited0.57%
  • TATA MOTORS LIMITED0.55%
  • JIO FINANCIAL SERVICES LIMITED0.52%
  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED0.49%
  • POWER FINANCE CORPORATION LIMITED0.48%
  • INDUSIND BANK LTD.0.40%
  • ONE 97 COMMUNICATIONS LIMITED0.32%

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 methodologyand 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.