WisdomTree India Earnings Fund Beats MSCI India ETF by 20.5% Over Five Years
The WisdomTree India Earnings Fund returned 46.73% over five years versus iShares MSCI India ETF’s 26.27% and 168.76% over ten years versus INDA’s 117.83%, while managing $2.7 billion with a 0.84% expense ratio. EPI’s earnings‐weighted approach outpaced INDA but is down 6.5% year‐to‐date due to foreign outflows.
1. Five- and Ten-Year Performance Gap
Over the past five years, EPI returned 46.73% versus INDA’s 26.27%, and over ten years EPI gained 168.76% compared to INDA’s 117.83%, illustrating a significant long-term compounding advantage for earnings-weighted exposure.
2. Earnings-Weighted Strategy vs Market-Cap Approach
EPI allocates by each company’s share of total index earnings, tilting toward profitable financials, energy and materials firms, while INDA’s market-cap methodology concentrates on the largest, often high-valuation technology companies.
3. Year-to-Date Drag from Foreign Outflows
Through early March 2026, EPI is down 6.5% year-to-date, reflecting broad foreign investor withdrawals from Indian equities that have weighed on both earnings-weighted and market-cap funds.
4. Expense and Distribution Considerations
With a 0.84% expense ratio and modest, irregular dividends of $0.12 per share in December 2024 and $0.06 in June 2023, EPI’s cost and payout profile may challenge income-focused or cost-sensitive investors compared to INDA.