INDA vs. EPI
Compare and contrast key facts about iShares MSCI India ETF (INDA) and WisdomTree India Earnings Fund (EPI).
INDA and EPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INDA is a passively managed fund by iShares that tracks the performance of the MSCI India Index. It was launched on Feb 2, 2012. EPI is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree India Earnings Index. It was launched on Feb 22, 2008. Both INDA and EPI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
INDA vs. EPI - Performance Comparison
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INDA vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INDA iShares MSCI India ETF | -13.34% | 2.68% | 8.63% | 17.16% | -8.94% | 21.36% | 14.83% | 6.49% | -6.67% | 36.08% |
EPI WisdomTree India Earnings Fund | -11.86% | 2.25% | 10.70% | 26.03% | -4.74% | 26.41% | 18.55% | 1.53% | -9.88% | 39.14% |
Returns By Period
In the year-to-date period, INDA achieves a -13.34% return, which is significantly lower than EPI's -11.86% return. Over the past 10 years, INDA has underperformed EPI with an annualized return of 6.88%, while EPI has yielded a comparatively higher 9.11% annualized return.
INDA
- 1D
- 3.13%
- 1M
- -10.39%
- YTD
- -13.34%
- 6M
- -10.03%
- 1Y
- -9.01%
- 3Y*
- 6.29%
- 5Y*
- 3.50%
- 10Y*
- 6.88%
EPI
- 1D
- 3.06%
- 1M
- -10.01%
- YTD
- -11.86%
- 6M
- -7.69%
- 1Y
- -6.66%
- 3Y*
- 9.12%
- 5Y*
- 6.72%
- 10Y*
- 9.11%
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INDA vs. EPI - Expense Ratio Comparison
INDA has a 0.69% expense ratio, which is lower than EPI's 0.84% expense ratio.
Return for Risk
INDA vs. EPI — Risk / Return Rank
INDA
EPI
INDA vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI India ETF (INDA) and WisdomTree India Earnings Fund (EPI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| INDA | EPI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.58 | -0.41 | -0.17 |
Sortino ratioReturn per unit of downside risk | -0.75 | -0.48 | -0.27 |
Omega ratioGain probability vs. loss probability | 0.91 | 0.94 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.46 | -0.37 | -0.10 |
Martin ratioReturn relative to average drawdown | -1.54 | -1.15 | -0.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| INDA | EPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.58 | -0.41 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.41 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.45 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.13 | +0.10 |
Correlation
The correlation between INDA and EPI is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
INDA vs. EPI - Dividend Comparison
Neither INDA nor EPI has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDA iShares MSCI India ETF | 0.00% | 0.00% | 0.76% | 0.16% | 0.00% | 6.44% | 0.27% | 0.99% | 0.94% | 1.09% | 0.90% | 1.19% |
EPI WisdomTree India Earnings Fund | 0.00% | 0.00% | 0.27% | 0.15% | 6.01% | 1.18% | 0.78% | 1.17% | 1.18% | 0.85% | 1.05% | 1.20% |
Drawdowns
INDA vs. EPI - Drawdown Comparison
The maximum INDA drawdown since its inception was -45.07%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for INDA and EPI.
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Drawdown Indicators
| INDA | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.07% | -66.21% | +21.14% |
Max Drawdown (1Y)Largest decline over 1 year | -18.69% | -16.88% | -1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -22.72% | -21.89% | -0.83% |
Max Drawdown (10Y)Largest decline over 10 years | -45.07% | -50.29% | +5.22% |
Current DrawdownCurrent decline from peak | -20.31% | -19.51% | -0.80% |
Average DrawdownAverage peak-to-trough decline | -9.48% | -18.68% | +9.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.61% | 5.37% | +0.24% |
Volatility
INDA vs. EPI - Volatility Comparison
iShares MSCI India ETF (INDA) and WisdomTree India Earnings Fund (EPI) have volatilities of 6.88% and 7.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INDA | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 7.00% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.87% | 11.47% | -0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.58% | 16.35% | -0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 16.28% | -0.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.12% | 20.38% | +0.74% |