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 (-3.31% vs -4.86% 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 | 18.0 | 21.0 |
| Latest close | $50.16 | $43.28 |
| 1M return | +1.21% | +0.84% |
| 6M return | -3.05% | -3.35% |
| 1Y return | -4.86% | -3.31% |
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 | $9.56K (-4.4%) started 2025-08-04 | $9.72K (-2.8%) started 2025-08-04 |
| 5Y ago | $12.64K (+26.4%) started 2021-08-03 | $14.28K (+42.8%) started 2021-08-03 |
| 10Y ago | $21.36K (+113.6%) started 2016-08-03 | $26.49K (+164.9%) started 2016-08-03 |
Hypothetical — past performance does not guarantee future results.
| Metric | INDA | EPI |
|---|---|---|
| Expense ratio | 0.61% | 0.84% |
| Total assets (AUM) | $6.87B | $2.12B |
| Dividend yield | 0.00% | 0.00% |
| Trailing P/E | 22.70 | N/A |
| Beta | 0.44 | 0.49 |
| 52-week change | -4.86% | -3.31% |
| Metric | INDA | EPI |
|---|---|---|
| 1Y return | -4.86% | -3.31% |
| 6M return | -3.05% | -3.35% |
| 1M return | +1.21% | +0.84% |
| 1Y Sharpe ratio | -0.52 | -0.40 |
| Beta | 0.44 | 0.49 |
| Dividend yield | 0.00% | 0.00% |
| 5Y CAGR | +3.29% | +5.75% |
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 | -4.42% | -2.76% |
| CAGR | -4.44% | -2.77% | |
| Sharpe ratio | -0.52 | -0.40 | |
| Max drawdown | 17.85% | 15.69% | |
| Max daily drop | 2.85% | 3.06% | |
| Max wkly drop | 4.68% | 4.65% | |
| 5Y | Growth | +17.54% | +32.28% |
| CAGR | +3.29% | +5.75% | |
| Sharpe ratio | -0.00 | 0.15 | |
| Max drawdown | 22.72% | 21.89% | |
| Max daily drop | 6.09% | 7.46% | |
| Max wkly drop | 8.16% | 8.63% | |
| 10Y | Growth | +90.49% | +132.02% |
| CAGR | +6.66% | +8.78% | |
| Sharpe ratio | 0.20 | 0.30 | |
| 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) | $6.87B | $2.12B |
| 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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