We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Is WisdomTree India Earnings ETF (EPI) a Strong ETF Right Now?
Read MoreHide Full Article
A smart beta exchange traded fund, the WisdomTree India Earnings ETF (EPI - Free Report) debuted on 02/22/2008, and offers broad exposure to the Asia-Pacific (Emerging) ETFs category of the market.
What Are Smart Beta ETFs?
Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.
Market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns, and are a good option for investors who believe in market efficiency.
On the other hand, some investors who believe that it is possible to beat the market by superior stock selection opt to invest in another class of funds that track non-cap weighted strategies--popularly known as smart beta.
Based on specific fundamental characteristics, or a combination of such, these indexes attempt to pick stocks that have a better chance of risk-return performance.
Methodologies like equal-weighting, one of the simplest options out there, fundamental weighting, and volatility/momentum based weighting are all choices offered to investors in this space, but not all of them can deliver superior returns.
Fund Sponsor & Index
Because the fund has amassed over $2.9 billion, this makes it one of the largest ETFs in the Asia-Pacific (Emerging) ETFs. EPI is managed by Wisdomtree. This particular fund seeks to match the performance of the WisdomTree India Earnings Index before fees and expenses.
The WisdomTree India Earnings Index is a fundamentally weighted index that measures the performance of companies incorporated and traded in India that are profitable and that are eligible to be purchased by foreign investors as of the index measurement date. Weighted Index based on their earnings in their fiscal year prior to the Index measurement date adjusted for foreign investors.
Cost & Other Expenses
Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio.
Operating expenses on an annual basis are 0.84% for EPI, making it one of the most expensive products in the space.
The fund has a 12-month trailing dividend yield of 0.27%.
Sector Exposure and Top Holdings
ETFs offer diversified exposure and thus minimize single stock risk, but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis.
When you look at individual holdings, Us Dollaraccounts for about 116.47% of the fund's total assets, followed by Wt India Investment Portfolio Inc and Hdfc Bank Limited (HDFCB).
The top 10 holdings account for about 205.13% of total assets under management.
Performance and Risk
The ETF has added about 0.51% and is down about -7.73% so far this year and in the past one year (as of 09/19/2025), respectively. EPI has traded between $40.08 and $50.82 during this last 52-week period.
The fund has a beta of 0.48 and standard deviation of 15.12% for the trailing three-year period, which makes EPI a medium risk choice in this particular space. With about 538 holdings, it effectively diversifies company-specific risk .
Alternatives
WisdomTree India Earnings ETF is a reasonable option for investors seeking to outperform the Asia-Pacific (Emerging) ETFs segment of the market. However, there are other ETFs in the space which investors could consider.
Franklin FTSE India ETF (FLIN) tracks FTSE INDIA CAPPED INDEX and the iShares MSCI India ETF (INDA) tracks MSCI India Total Return Index. Franklin FTSE India ETF has $2.5 billion in assets, iShares MSCI India ETF has $9.45 billion. FLIN has an expense ratio of 0.19% and INDA changes 0.62%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Asia-Pacific (Emerging) ETFs
Bottom Line
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Is WisdomTree India Earnings ETF (EPI) a Strong ETF Right Now?
A smart beta exchange traded fund, the WisdomTree India Earnings ETF (EPI - Free Report) debuted on 02/22/2008, and offers broad exposure to the Asia-Pacific (Emerging) ETFs category of the market.
What Are Smart Beta ETFs?
Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.
Market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns, and are a good option for investors who believe in market efficiency.
On the other hand, some investors who believe that it is possible to beat the market by superior stock selection opt to invest in another class of funds that track non-cap weighted strategies--popularly known as smart beta.
Based on specific fundamental characteristics, or a combination of such, these indexes attempt to pick stocks that have a better chance of risk-return performance.
Methodologies like equal-weighting, one of the simplest options out there, fundamental weighting, and volatility/momentum based weighting are all choices offered to investors in this space, but not all of them can deliver superior returns.
Fund Sponsor & Index
Because the fund has amassed over $2.9 billion, this makes it one of the largest ETFs in the Asia-Pacific (Emerging) ETFs. EPI is managed by Wisdomtree. This particular fund seeks to match the performance of the WisdomTree India Earnings Index before fees and expenses.
The WisdomTree India Earnings Index is a fundamentally weighted index that measures the performance of companies incorporated and traded in India that are profitable and that are eligible to be purchased by foreign investors as of the index measurement date. Weighted Index based on their earnings in their fiscal year prior to the Index measurement date adjusted for foreign investors.
Cost & Other Expenses
Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio.
Operating expenses on an annual basis are 0.84% for EPI, making it one of the most expensive products in the space.
The fund has a 12-month trailing dividend yield of 0.27%.
Sector Exposure and Top Holdings
ETFs offer diversified exposure and thus minimize single stock risk, but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis.
When you look at individual holdings, Us Dollaraccounts for about 116.47% of the fund's total assets, followed by Wt India Investment Portfolio Inc and Hdfc Bank Limited (HDFCB).
The top 10 holdings account for about 205.13% of total assets under management.
Performance and Risk
The ETF has added about 0.51% and is down about -7.73% so far this year and in the past one year (as of 09/19/2025), respectively. EPI has traded between $40.08 and $50.82 during this last 52-week period.
The fund has a beta of 0.48 and standard deviation of 15.12% for the trailing three-year period, which makes EPI a medium risk choice in this particular space. With about 538 holdings, it effectively diversifies company-specific risk .
Alternatives
WisdomTree India Earnings ETF is a reasonable option for investors seeking to outperform the Asia-Pacific (Emerging) ETFs segment of the market. However, there are other ETFs in the space which investors could consider.
Franklin FTSE India ETF (FLIN) tracks FTSE INDIA CAPPED INDEX and the iShares MSCI India ETF (INDA) tracks MSCI India Total Return Index. Franklin FTSE India ETF has $2.5 billion in assets, iShares MSCI India ETF has $9.45 billion. FLIN has an expense ratio of 0.19% and INDA changes 0.62%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Asia-Pacific (Emerging) ETFs
Bottom Line
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.