Nic Tustin, BA Econ
WisdomTree India Earnings Fund (EPI) seeks to track the investment results of profitable companies in the Indian equity market.
EPI ETF Review
In the late 1990s, U.S. investors saw growth stocks, with triple-digit P/E ratios, hijack the S&P 500, commanding the largest weights in the Index as their market capitalizations soared. And when this happens, market cap-weighted indexes can subject investors not only to higher risks resulting from having fewer securities with larger weights but also to large losses when valuations fall. WisdomTree’s earnings-focused methodologies tilt the portfolio toward lower-valuation companies. The potential for risk-adjusted outperformance demonstrated by Wharton Professor Jeremy Siegel’s research is the foundation upon which the WisdomTree India Earnings Index was built.
- Gain exposure to broad Indian all cap equity of profitable companies
- Use to access the Indian markets with a valuation centric approach
What is the Best India ETF?
- EPI: WisdomTree India Earnings Fund
- FLIN: Franklin FTSE India ETF
- GLIN: VanEck India Growth Leaders ETF
- INDA: iShares MSCI India ETF
- INDY: iShares India 50 ETF
- IXSE: WisdomTree India ex-State-Owned Enterprises Fund
- NDIA: Global X Funds – Global X India Active ETF
- NFTY: First Trust India NIFTY 50 Equal Weight ETF
- PIN: Invesco India ETF
- SMIN: iShares MSCI India Small-Cap ETF
Here is a table comparing EPI to similarIndia ETFsas ofOctober 31, 2023.
| Manager |  | |  |  |  |  |
| ETF | INDA | SMIN | NFTY | FLIN | PIN | EPI |
| Inception | 2012-02-02 | 2012-02-08 | 2012-02-14 | 2018-02-06 | 2008-03-05 | 2008-02-22 |
| MER | 0.64% | 0.74% | 0.80% | 0.19% | 0.78% | 0.85% |
| AUM | $6,037,012,131 | $484,902,340 | $113,947,246 | $457,030,000 | $176,200,000 | $1,486,987,000 |
| 1Y | 3.04% | 17.70% | 9.13% | 5.32% | 7.35% | 16.93% |
| 3Y | 10.88% | 21.31% | 17.53% | 13.16% | 12.51% | 21.32% |
| 5Y | 9.24% | 13.03% | 10.14% | 10.14% | 10.51% | 14.32% |
| 10Y | 7.18% | 13.47% | 6.44% | N/A | 8.08% | 11.19% |
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Nic Tustin, BA Econ
I used my experience from Sunlife, BMO, TD, Edward Jones and Canada Life to create apps to help investors pay fewer fees and income tax. I have a degree in Economics from the University of Waterloo, and financial industry designations such as the CSC, CPH, WME and LLQP. I primarily focus on tactical asset allocation by actively balancing portfolios to reduce market risk. I’ve built my business on a foundation of integrity, due diligence, and innovation. I have the essential resources and financial expertise to implement these sophisticated strategies and help you understand how the variables, such as length of investment, liquidity of the investment, inflation rate, income taxes, market fluctuations, and interest rate risks can impact the results you want to achieve long term.
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