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
Making its debut on 02/22/2008, smart beta exchange traded fund WisdomTree India Earnings ETF (EPI - Free Report) provides investors broad exposure to the Asia-Pacific (Emerging) ETFs category of the market.
What Are Smart Beta ETFs?
Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry.
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.
But, there are some investors who would rather invest in smart beta funds; these funds track non-cap weighted strategies, and are a strong option for those who prefer choosing great stocks in order to beat the market.
Non-cap weighted indexes try to choose stocks that have a better chance of risk-return performance, which is based on specific fundamental characteristics, or a mix of other such characteristics.
Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.
Fund Sponsor & Index
The fund is sponsored by Wisdomtree. It has amassed assets over $2.15 billion, making it one of the larger ETFs in the Asia-Pacific (Emerging) ETFs. Before fees and expenses, EPI seeks to match the performance of the WisdomTree India Earnings Index.
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.
With one of the most expensive products in the space, this ETF has annual operating expenses of 0.84%.
It has a 12-month trailing dividend yield of 0.00%.
Sector Exposure and Top Holdings
Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
When you look at individual holdings, Reliance Industries Ltd (RIL) accounts for about 6.94% of the fund's total assets, followed by Hdfc Bank Limited (HDFCB) and Icici Bank Ltd (ICICIBC).
Its top 10 holdings account for approximately 36.58% of EPI's total assets under management.
Performance and Risk
Year-to-date, the WisdomTree India Earnings ETF has lost about -8.81% so far, and is down about -8.26% over the last 12 months (as of 06/05/2026). EPI has traded between $39.59 $47.63 in this past 52-week period.
EPI has a beta of 0.46 and standard deviation of 15.41% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 572 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 $2.49 billion in assets, iShares MSCI India ETF has $6.7 billion. FLIN has an expense ratio of 0.19% and INDA changes 0.61%.
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.
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
Is WisdomTree India Earnings ETF (EPI) a Strong ETF Right Now?
Making its debut on 02/22/2008, smart beta exchange traded fund WisdomTree India Earnings ETF (EPI - Free Report) provides investors broad exposure to the Asia-Pacific (Emerging) ETFs category of the market.
What Are Smart Beta ETFs?
Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry.
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.
But, there are some investors who would rather invest in smart beta funds; these funds track non-cap weighted strategies, and are a strong option for those who prefer choosing great stocks in order to beat the market.
Non-cap weighted indexes try to choose stocks that have a better chance of risk-return performance, which is based on specific fundamental characteristics, or a mix of other such characteristics.
Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.
Fund Sponsor & Index
The fund is sponsored by Wisdomtree. It has amassed assets over $2.15 billion, making it one of the larger ETFs in the Asia-Pacific (Emerging) ETFs. Before fees and expenses, EPI seeks to match the performance of the WisdomTree India Earnings Index.
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.
With one of the most expensive products in the space, this ETF has annual operating expenses of 0.84%.
It has a 12-month trailing dividend yield of 0.00%.
Sector Exposure and Top Holdings
Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
When you look at individual holdings, Reliance Industries Ltd (RIL) accounts for about 6.94% of the fund's total assets, followed by Hdfc Bank Limited (HDFCB) and Icici Bank Ltd (ICICIBC).
Its top 10 holdings account for approximately 36.58% of EPI's total assets under management.
Performance and Risk
Year-to-date, the WisdomTree India Earnings ETF has lost about -8.81% so far, and is down about -8.26% over the last 12 months (as of 06/05/2026). EPI has traded between $39.59 $47.63 in this past 52-week period.
EPI has a beta of 0.46 and standard deviation of 15.41% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 572 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 $2.49 billion in assets, iShares MSCI India ETF has $6.7 billion. FLIN has an expense ratio of 0.19% and INDA changes 0.61%.
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.