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% |
Sunny
2024-02-29
Nic's vast knowledge in financial investments is exceptional. Highly recommended.
Peter Vigna
2024-01-27
Nic is the best source for financial education on social media best etf recommendations.
519 Painting
2023-05-01
Nick was a tremendous help with our financial planning for our new company!
Shiella A
2022-06-30
Nic is professional, intuitive, personable and passionate about his role. We are so gald to have Nic as our financial advisor; our portfolios are well managed and we have been happy with the outcomes over the years. Nic always goes out of his way to help us.We had a bad experience with our Canada life mortgage broker, his lack of support and responsiveness almost cost our family a great opportunity so we had to move on. We honestly wish Nic was able to handle our mortgage needs as well. This will ensure that all our service needs will be well managed.Thank you Nic for everything you do!
Jake Thuss
2022-06-25
Nic is the best financial advisor I have come across in London, Ontario. He knowledgeably helped us with our investments, life insurance and a mortgage. He is a great financial planner to deal with!
John Vella
2021-06-10
This was my first experience with a financial planner. Nic took the time to explain everything to me. He is very patient and thorough. We talked about my goals and plans for retirement. We also talked about my comfort level when it comes to the the ups and downs of investing.I felt very comfortable with Nic. He is down to earth and very knowledgeable.I would highly recommend Nic to anyone needing a financial planner.I feel much more comfortable with my investment plan because of Nic and look forward to working with him for all my investment needs.
Jimal Isovski
2021-05-11
My experience dealing with Nic was flawless. He was extremely informative, supportive and organized when dealing with all my questions and investments. He truly looks out for his clients and does whatever it takes to go above and beyond for their success.
Karen Campbell
2021-05-10
Nic always has your best interest in mind. Very knowledgeable, respectful of your time and very keen. Trust-worthy too.
Familia Homes Inc.
2021-05-10
Really enjoy working with Nic on everything from insurance, to retirement savings and child education plans. He is extremely knowledgeable and his results have proven he is trustworthy.
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.
View all posts by Nic Tustin, BA Econ
