EPI India Earnings Fund

  • ETF
  • EPI
  • Category
  • Emerging Markets Equities
Share
Last Updated:

EPI - Profile

Vitals

Investment Themes

Alternative ETFs in the Emerging Markets Equities Category

Sign Up for Pro to Unlock Data Sign Up
Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

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.

Realtime Rating

EPI - Realtime Rating

Sign Up for Pro to Unlock Data Sign Up

Realtime Rating Summary

EPI is a passive ETF that seeks to replicate 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.

The adjacent table gives investors an individual Realtime Rating for EPI on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Emerging Markets Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

EPI Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A EEM
Expenses C+ SCHE
Performance
Volatility
Dividend
Concentration

Knowledge Center

Active ETF Center

Socially Responsible Investing

Dividend ETFs

Alternative ETFs

EPI In-Depth Analysis

The following tables and charts contain in-depth metrics for EPI and compare it to similar peer ETFs within its ETFdb Category.

Holdings

EPI - Holdings

Filings Data as of: Dec 02, 2014
Sign Up for Pro to Unlock Data Sign Up

Concentration Analysis

This section compares how balanced and deep EPI is relative to the peer group ETFdb Category.

Number of Holdings
EPI Rank:
EPI 231
Category Low
Category High
% Assets in Top 10
EPI Rank:
EPI 45.24%
Category Low
Category High

EPI Asset Allocation

Asset Percentage
U.S. Stocks 100.0%
International Stocks 0.0%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.0%
Other 0.0%

EPI Sector Breakdown

Sector Percentage
Financial Services 25.43%
Technology 17.77%
Energy 15.96%
Consumer Cyclical 9.62%
Basic Materials 9.37%
Utilities 6.13%
Health Care 4.56%
Industrials 4.37%
Consumer Defensive 3.91%
Communication Services 1.47%
Real Estate 0.73%

EPI Market Cap Breakdown

Market Cap Percentage
Giant 59.78%
Large 28.34%
Medium 8.95%
Small 2.24%
Micro 0.02%

EPI Region Breakdown

Region Percentage
Asia (Emerging) 100.0%
Middle East 0.0%
Australia 0.0%
Japan 0.0%
Asia (Developed) 0.0%
Africa 0.0%
Europe 0.0%
Latin America 0.0%
Canada 0.0%
U.S. 0.0%

EPI Market Tier Breakdown

Region Percentage
Emerging 100.0%
Developed 0.0%

EPI Country Breakdown

Country Percentage
India 100.0%
Other 0.0%
Expense

EPI - Expenses & Fees

This section compares the cost efficiency of EPI to peers in the same ETFdb Category.

Sign Up for Pro to Unlock Data Sign Up

Expenses Ratio Analysis

Expense Ratio
EPI Rank:
EPI 0.83%
Category Low
Category High

Commission Free Trading in EPI

EPI is currently available for commission free trading on the following platforms: (TD Ameritrade, E*TRADE)

Category Commission Free Trading

There are 30 other ETFs in the Emerging Markets Equities ETFdb Category that are also eligible for commission free trading:

Performance

EPI - Performance

This section shows how EPI has performed relative to its peer group ETFdb Category.

Sign Up for Pro to Unlock Data Sign Up
1 Week Return
EPI Rank:
EPI -1.30%
Category Low
Category High
4 Week Return
EPI Rank:
EPI -4.86%
Category Low
Category High
13 Week Return
EPI Rank:
EPI -4.75%
Category Low
Category High
26 Week Return
EPI Rank:
EPI -0.58%
Category Low
Category High
Year to Date Return
EPI Rank:
EPI 27.20%
Category Low
Category High
1 Year Return
EPI Rank:
EPI 29.73%
Category Low
Category High
3 Year Return
EPI Rank:
EPI 41.32%
Category Low
Category High
5 Year Return
EPI Rank:
EPI 7.48%
Category Low
Category High
Charts

EPI - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of EPI relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

EPI - Valuation

This section shows how the P/E multiple of EPI compares to the peer group ETFdb Category.

Sign Up for Pro to Unlock Data Sign Up
P/E Ratio
EPI Rank:
EPI 10.78
Category Low
Category High

As of Dec 18, 2014

Dividend

EPI - Dividend

This section shows how the dividend yield of EPI compares to the peer group ETFdb Category.

Sign Up for Pro to Unlock Data Sign Up
Annual Dividend Yield
EPI Rank:
EPI 1.07%
Category Low
Category High

As of Dec 18, 2014

Technicals

EPI - Technicals

Sign Up for Pro to Unlock Data Sign Up

EPI Volatility Analysis

This section shows how the volatility of EPI compares to the peer group ETFdb Category.

5 Day Volatility
EPI Rank:
EPI 81.03%
Category Low
Category High
20 Day Volatility
EPI Rank:
EPI 24.35%
Category Low
Category High
50 Day Volatility
EPI Rank:
EPI 19.59%
Category Low
Category High
200 Day Volatility
EPI Rank:
EPI 19.62%
Category Low
Category High
Beta
EPI Rank:
EPI -1.66
Category Low
Category High
Standard Deviation
EPI Rank:
EPI 2.54%
Category Low
Category High

EPI Technicals

  • 20 Day MA: $22.65
  • 60 Day MA: $22.51
  • MACD 15 Period: -0.52
  • MACD 100 Period: -0.58
  • Williams % Range 10 Day: 53.41
  • Williams % Range 20 Day: 56.84
  • RSI 10 Day: 43
  • RSI 20 Day: 44
  • RSI 30 Day: 46
  • Ultimate Oscillator: 40

EPI Bollinger Bands

  • Lower Bollinger (10 Day): $20.62
  • Upper Bollinger (10 Day): $23.54
  • Lower Bollinger (20 Day): $21.09
  • Upper Bollinger (20 Day): $24.25
  • Lower Bollinger (30 Day): $21.46
  • Upper Bollinger (30 Day): $24.23

EPI Support & Resistance

  • Support Level 1: $21.84
  • Support Level 2: $21.73
  • Resistance Level 1: $22.01
  • Resistance Level 2: $22.07

EPI Stochastic

  • Stochastic Oscillator %D (1 Day): 53.96
  • Stochastic Oscillator %D (5 Day): 44.04
  • Stochastic Oscillator %K (1 Day): 38.83
  • Stochastic Oscillator %K (5 Day): 26.25
Fact Sheet

EPI - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.