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3 ETFs to Own If a U.S.-India Trade Deal Succeeds (Plus a Bonus)Submitted by Nathan Reiff. Posted: 4/25/2026. 
Key Points
- India's economy is projected to grow by 6.6% in fiscal 2027 and could be buoyed by a potential trade agreement with the U.S. government.
- While accessing individual Indian stocks can be tricky for U.S. investors, India-focused ETFs make building exposure much more straightforward.
- EPI, SMIN, and INDH offer varying strategies that may appeal to different investors seeking to bulk up their exposure to Indian equities.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
The United States and India are continuing negotiations toward an agreement aimed at reaching a trade target of $500 billion by 2030, although as of mid-April 2026, no official deal has been reached. An agreement of this kind could lower U.S. tariffs on Indian goods and increase flows of industrial, agricultural, and technology products, among others. Without a deal in hand, investors who believe the two governments will eventually reach an agreement may still have time to build positions in companies poised to benefit from a positive outcome. A mutually beneficial trade arrangement may also help further boost India's economy. Despite an expected slowdown tied in part to oil prices amid the Iran war, the world's most populous country is forecast to grow 6.6% in fiscal 2027. As a result, Indian companies could gain additional momentum.
Amazon's 1997 IPO turned $100 into more than $250,000 - a gain of over 255,000%. Now, Fortune magazine is calling the anticipated Starlink IPO the biggest in history, with an estimated value above $100 billion.
That would make it 287 times larger than Amazon's debut. Venture capitalist James Altucher is sharing how investors can pursue a pre-IPO position in Starlink with as little as $100, before the offering takes place. Learn how to position yourself in Starlink before the IPO
While it can be difficult for U.S. investors to access individual Indian equities, exchange-traded funds (ETFs) focused on the country may be one of the easiest ways to gain exposure to the broader market. An Earnings-Weighted India Fund Focuses on ProfitabilityThe WisdomTree India Earnings Fund (NYSEARCA: EPI) offers broad exposure to about 350 Indian stocks, but what makes the fund stand out is its avoidance of common market-capitalization weighting methods. Instead, EPI weights its holdings by earnings, an approach that may help ensure its portfolio is focused on profitability relative to the broader Indian equities space and that it gives investors access to smaller firms, not just large companies. The result is a fund with a handful of several hundred positions that each represent 5% or more of the portfolio, so EPI's broad basket does not necessarily mean it is widely diversified in practice. The fund's unique weighting approach and specialized international focus also mean its expense ratio is on the high side at 0.84%. However, for a well-rounded approach covering substantial portions of India's financials, energy, materials, and industrials sectors, among others, EPI can be a strong contender. Its one-year return is -4%, although it has climbed about 4% in the past month alone. Pure-Play Exposure Via a Small-Cap StrategyIn a booming economy, small-cap names may have greater growth potential, and the iShares MSCI India Small-Cap ETF (BATS: SMIN) targets this segment of the Indian equities market. SMIN holds hundreds of small-cap names across virtually all sectors, offering true breadth of exposure to Indian stocks. Because the largest position in SMIN's portfolio accounts for only 1.7% of invested assets, the fund may be less exposed to concentration risk than EPI or other India-focused ETFs. On top of this, with an expense ratio of 0.74%, SMIN also provides a dividend yield that may appeal to investors seeking to balance the small-cap segment's volatility with steadier income. Indeed, that volatility has been on display over the past year: SMIN is down almost 4% in the last 12 months, but it has surged 10% in the past month alone. If a targeted focus on India's small-cap segment is too narrow for investors, iShares designed SMIN to complement its much larger large-cap India play, the iShares MSCI India ETF (BATS: INDA). That fund has a smaller portfolio that is more heavily concentrated in a select group of major Indian companies, including Reliance Industries Ltd. and Infosys Ltd. (NYSE: INFY). With an expense ratio of 0.61%, INDA is also among the least expensive ETFs focused on the Indian market available to U.S. investors. An Alternative Approach: Equities Exposure With a Currency Hedge OverlayAn investor looking to build exposure to India amid the possibility of a major new trade agreement, but worried about the impact of currency fluctuations, might consider the WisdomTree India Hedged Equity Fund (NASDAQ: INDH). INDH has a much narrower portfolio than EPI, despite being offered by the same fund provider, and is therefore fairly heavily concentrated in its top positions. The benefit of INDH, despite that concentration, is its currency hedge strategy, which is designed to minimize the impact of fluctuations between the dollar and the Indian rupee. INDH may be a somewhat more conservative India ETF, but its expense ratio doesn't necessarily reflect its specialized approach: the fund has an annual fee of just 0.64%, placing it just above INDA. |
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