Compare · 2 funds side by side · dividends reinvested

EPI and IEFA

EPIWisdomTree×IEFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,591IEFA · best of the two

02 / 04

EPI and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.47%+7.7%+11.9%+18.5%+7.8%−11.5%16.2%$187B1.1

WisdomTree India Earnings FundInternational · Region & country0.84%0.00%−6.2%−6.2%+6.6%+4.5%−15.5%16.1%$1.8B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: EPI 2008 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree India Earnings Fund · $1.8B$12,483

EPI

IEFA

iShares Core MSCI EAFE ETF · $187B$14,591

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

EPIMeasureIEFA

−6.2%Year to dateJan 1 → Nov 6+7.7%

−6.2%1 yearTotal return+11.9%

+6.6%3 years · per year$10,000 became $12,107 · $16,646+18.5%

+4.5%5 years · per year$10,000 became $12,483 · $14,591+7.8%

0.84%Expense ratio$84 · $7 a year on $10k · lower is better0.07%

0.00%Trailing 12-mo yield$0 · $347 a year on $10k3.47%

−15.5%Worst dropSmaller is better−11.5%

16.1%VolatilityLower is calmer16.2%

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

1–7IEFA wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPI vs IEFA: Top 5 Holdings

Today

EPI

21.9%in top 5

IEFA

in top 57.1%

EPIStockIEFA

6.3%RELIANCEnot top 5

5.7%ICICIBANnot top 5

4.5%HDFCBANKnot top 5

2.8%INFY.BOnot top 5

2.6%ONGC.BOnot top 5

not top 5ASML.AS2.2%

not top 5ROP.SW1.3%

not top 5NOVN.SW1.2%

not top 5HSBA.L1.2%

not top 5SHEL.L1.2%

Held in common0.1%

End-of-day Nov 6, 2026 · share of each fund

EPI vs IEFA Returns, Every Period

WisdomTreeEPI

+4.5%

5 years, per year

IEFAiShares

+7.8%

5 years, per year

EPIIEFAFaded: behind in that period

0–4IEFA wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

EPI vs IEFA

YTD

WisdomTreeEPI

−6.2%

IEFAiShares

+7.7%

−6.2%Year to date+7.7%

−15.5%Worst drop · 1Y−11.5%

16.1%Volatility · 1Y16.2%

0.0%Yield3.5%

$1.8BAssets$187B

3–1IEFA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPI, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

EPI0.84%$84

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EPI, IEFA

3.47%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.47%$347

EPI0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$340most kept, IEFA

IEFA$347 − $7 = $340

EPI$0 − $84 = −$84

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EPI, IEFA

Today

0.1%most shared, EPI and IEFA

EPIIEFA

EPI—0.1%

IEFA0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%IEFA, at 16.2% volatility

EPIWorst drop−15.5%16.1% vol

IEFAWorst drop−11.5%16.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IEFAEPI

+7.7%Year to date−6.2%

3.5%Yield0.0%

+11.9%Past year−6.2%

0.07%Fee0.84%

4–0IEFA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026