Compare · 2 funds side by side · dividends reinvested

EPI and BBCA

EPIWisdomTree×BBCAJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,123BBCA · best of the two

02 / 04

EPI and BBCA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders Canada ETFInternational · Region & country0.19%1.69%+12.9%+21.3%+26.5%+11.4%−8.4%14.4%$12.0B1.0

WisdomTree India Earnings FundInternational · Region & country0.84%0.00%−10.0%−9.8%+5.4%+3.1%−15.5%15.8%$1.8B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: EPI 2008 · BBCA 2018

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree India Earnings Fund · $1.8B$11,676

EPI

BBCA

JPMorgan BetaBuilders Canada ETF · $12.0B$17,123

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EPIMeasureBBCA

−10.0%Year to dateJan 1 → Nov 3+12.9%

−9.8%1 yearTotal return+21.3%

+5.4%3 years · per year$10,000 became $11,719 · $20,222+26.5%

+3.1%5 years · per year$10,000 became $11,676 · $17,123+11.4%

0.84%Expense ratio$84 · $19 a year on $10k · lower is better0.19%

0.00%Trailing 12-mo yield$0 · $169 a year on $10k1.69%

−15.5%Worst dropSmaller is better−8.4%

15.8%VolatilityLower is calmer14.4%

EPIBBCA Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8BBCA wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPI vs BBCA: Top 5 Holdings

Today

EPI

21.9%in top 5

BBCA

in top 529.3%

EPIStockBBCA

not top 5RY.TO9.1%

not top 5TD.TO6.6%

6.3%RELIANCEnot top 5

not top 5SHOP.TO6.0%

5.7%ICICIBANnot top 5

4.5%HDFCBANKnot top 5

not top 5BMO.TO3.9%

not top 5BNS.TO3.7%

2.8%INFY.BOnot top 5

2.6%ONGC.BOnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

EPI vs BBCA Returns, Every Period

WisdomTreeEPI

+3.1%

5 years, per year

BBCAJ.P. Morgan

+11.4%

5 years, per year

EPIBBCAFaded: behind in that period

0–4BBCA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EPI vs BBCA

YTD

WisdomTreeEPI

−10.0%

BBCAJ.P. Morgan

+12.9%

−10.0%Year to date+12.9%

−15.5%Worst drop · 1Y−8.4%

15.8%Volatility · 1Y14.4%

0.0%Yield1.7%

$1.8BAssets$12.0B

4–0BBCA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPI, BBCA

Today

0.19%lowest, BBCA

FundExpense ratioFee$10k

BBCA0.19%$19

EPI0.84%$84

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EPI, BBCA

1.69%highest, BBCA

FundTrailing yieldYield$10k

BBCA1.69%$169

EPI0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$150most kept, BBCA

BBCA$169 − $19 = $150

EPI$0 − $84 = −$84

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EPI, BBCA

Today

0.0%most shared, EPI and BBCA

EPIBBCA

EPI—0.0%

BBCA0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.3%BBCA, at 14.4% volatility

BBCAWorst drop−8.4%14.4% vol

EPIWorst drop−15.5%15.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BBCAEPI

+12.9%Year to date−10.0%

1.7%Yield0.0%

+21.3%Past year−9.8%

0.19%Fee0.84%

4–0BBCA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026