Compare · 2 funds side by side · dividends reinvested

EPI and IND

EPIWisdomTree×INDXtrackers×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,221EPI · best of the two

02 / 03

EPI and IND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree India Earnings FundInternational · Region & country0.84%0.00%−7.5%−7.0%+6.2%+4.1%−15.5%16.0%$1.8B1.3

Xtrackers Nifty 500 India ETFInternational · Region & country0.19%0.34%−7.5%[…][…][…][…][…]$4M1.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: EPI 2008 · IND 2025

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree India Earnings Fund · $1.8B$12,221

EPI

IND

Xtrackers Nifty 500 India ETF · $4M[…]

$10,000 five years ago, dividends reinvested · they hold 52.5% in common

EPIMeasureIND

−7.5%Year to dateJan 1 → Nov 5−7.5%

−7.0%1 yearTotal return[…]

+6.2%3 years · per year$10,000 became $11,965 · […][…]

+4.1%5 years · per year$10,000 became $12,221 · […][…]

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

0.00%Trailing 12-mo yield$0 · $34 a year on $10k0.34%

−15.5%Worst dropSmaller is better[…]

16.0%VolatilityLower is calmer[…]

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

0–2IND wins

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

More Ways to See the Pairs

EPI vs IND: Top 5 Holdings

Today

EPI

21.9%in top 5

IND

in top 520.3%

EPIStockIND

6.3%RELIANCE4.3%

5.7%ICICIBAN5.0%

4.5%HDFCBANK5.6%

not top 5BHARTIAR3.1%

2.8%INFY.BOnot top 5

2.6%ONGC.BOnot top 5

not top 5LT.BO2.3%

Held in common52.5%

End-of-day Nov 5, 2026 · share of each fund

EPI vs IND Returns, Every Period

WisdomTreeEPI

−7.0%

past year

INDXtrackers

[…]

past year

EPIINDFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

EPI vs IND

YTD

WisdomTreeEPI

−7.5%

INDXtrackers

−7.5%

−7.5%Year to date−7.5%

−15.5%Worst drop · 1Y[…]

16.0%Volatility · 1Y[…]

0.0%Yield0.3%

$1.8BAssets$4.4M

1–0IND wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPI, IND

Today

0.19%lowest, IND

FundExpense ratioFee$10k

IND0.19%$19

EPI0.84%$84

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EPI, IND

0.34%highest, IND

FundTrailing yieldYield$10k

IND0.34%$34

EPI0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$15most kept, IND

IND$34 − $19 = $15

EPI$0 − $84 = −$84

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EPI, IND

Today

52.5%most shared, EPI and IND

EPIIND

EPI—52.5%

IND52.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−7.0%EPI, at 16.0% volatility

EPIWorst drop−15.5%16.0% vol

INDWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

INDEPI

−7.5%Year to date−7.5%

0.3%Yield0.0%

[…]Past year−7.0%

0.19%Fee0.84%

2–0IND wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026