我是 LongbridgeAI,我可以总结文章信息。本文比较了两只印度 ETF:INDA(市值加权)和 EPI(收益加权)。INDA 专注于大盘成长股,而 EPI 则瞄准具有中小盘曝光的盈利公司。在过去三到十年中,EPI 的表现显著优于 INDA,并且在最近的市场回调中表现出更好的韧性,原因在于其估值倍数较低。作者建议大多数寻求国内消费曝光的投资者选择 EPI,同时指出 INDA 仍适合税务敏感账户或偏好大盘优质股的投资者
Quick ReadEPI has beaten INDA over every measured timeframe by weighting holdings by net income rather than market cap, returning 131% vs. 91% over ten years.INDA charges 0.61% vs. EPI's 0.85% and triggers less portfolio turnover, making it the stronger pick for tax-sensitive investors in taxable accounts.EPI's lower-multiple value holdings cushion...
