WisdomTree India Earnings Fund Manages $2.7B, Outpaces Peer by 20.5% Over Five Years
The WisdomTree India Earnings Fund has returned 168.8% over ten years and 46.7% over five years while managing $2.7 billion with a 0.84% expense ratio. The fund is down 6.5% year-to-date due to foreign capital outflows despite resilient Indian corporate earnings.
1. Performance Comparison
The WisdomTree India Earnings Fund manages $2.7 billion and charges a 0.84% annual fee. It returned 168.76% over ten years and 46.73% over five years, outperforming the iShares MSCI India ETF’s 117.83% and 26.27% respectively.
2. Earnings-Weighted Methodology
The fund allocates weights based on each company’s share of total index earnings, favoring profitable firms in financials, energy and materials over high-valuation technology peers. Key holdings include Reliance Industries and HDFC Bank, two of India’s most profit-generating companies.
3. Recent Headwinds
The fund is down 6.5% year-to-date through early March 2026 as foreign investors withdrew capital from Indian equities. A turnaround may depend on U.S.-India trade agreement progress and rupee stabilization rather than index methodology.
4. Retirement Tradeoffs
Distributions have been irregular—$0.12 per share in December 2024 and $0.06 in June 2023—making this fund less suitable for income-focused retirees. Its higher expense ratio may weigh on returns during flat markets, demanding tolerance for volatility.