INDE vs. EPI ETF Comparison
Comparison of Matthews India Active ETF (INDE) to WisdomTree India Earnings Fund (EPI)
INDE
Matthews India Active ETF
INDE Description
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common stocks, preferred stocks and convertible securities, of any duration or credit quality, including those that are unrated, or would be below investment grade (referred to as "junk bonds") if rated, of companies located in India. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$31.81
Average Daily Volume
6,587
2
EPI
WisdomTree India Earnings Fund
EPI Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree India Earnings Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is comprised of companies incorporated and traded in India that are profitable and that are eligible to be purchased by foreign investors as of the annual index rebalance. The fund is non-diversified.Grade (RS Rating)
Last Trade
$49.38
Average Daily Volume
975,005
3
Performance
Period | INDE | EPI |
---|---|---|
30 Days | -1.39% | -0.56% |
60 Days | 4.95% | 4.16% |
90 Days | 1.75% | 0.06% |
12 Months | 28.26% | 34.55% |
INDE Overweight 0 Positions Relative to EPI
Symbol | Grade | Weight |
---|
INDE Underweight 1 Positions Relative to EPI
Symbol | Grade | Weight | |
---|---|---|---|
WIT | C | -0.56% |
INDE: Top Represented Industries & Keywords
EPI: Top Represented Industries & Keywords