Compare · 2 funds side by side · dividends reinvested

EPI and INDH

EPIWisdomTree×INDHWisdomTree×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,483EPI · best of the two

02 / 04

EPI and INDH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree India Hedged Equity FundInternational · Region & country0.64%5.60%−6.3%−5.1%[…][…]−14.6%14.0%$6M1.2

WisdomTree India Earnings FundInternational · Region & country0.84%0.00%−6.2%−6.2%+6.6%+4.5%−15.5%16.1%$1.8B1.6

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 · INDH 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

EPI

INDH

WisdomTree India Hedged Equity Fund · $6M[…]

$10,000 five years ago, dividends reinvested · they hold 55.7% in common

EPIMeasureINDH

−6.2%Year to dateJan 1 → Nov 6−6.3%

−6.2%1 yearTotal return−5.1%

+6.6%3 years · per year$10,000 became $12,107 · […][…]

+4.5%5 years · per year$10,000 became $12,483 · […][…]

0.84%Expense ratio$84 · $64 a year on $10k · lower is better0.64%

0.00%Trailing 12-mo yield$0 · $560 a year on $10k5.60%

−15.5%Worst dropSmaller is better−14.6%

16.1%VolatilityLower is calmer14.0%

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

1–5INDH 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 INDH: Top 5 Holdings

Today

EPI

21.9%in top 5

INDH

in top 531.7%

EPIStockINDH

6.3%RELIANCE8.0%

5.7%ICICIBAN7.4%

4.5%HDFCBANK6.9%

not top 5BHARTIAR5.1%

2.8%INFY.BO4.2%

2.6%ONGC.BOnot top 5

Held in common55.7%

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

EPI vs INDH Returns, Every Period

WisdomTreeEPI

−6.2%

past year

INDHWisdomTree

−5.1%

past year

EPIINDHFaded: behind in that period

1–1Level

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

EPI vs INDH

YTD

WisdomTreeEPI

−6.2%

INDHWisdomTree

−6.3%

−6.2%Year to date−6.3%

−15.5%Worst drop · 1Y−14.6%

16.1%Volatility · 1Y14.0%

0.0%Yield5.6%

$1.8BAssets$5.8M

3–1INDH wins

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

Cost, Income and Risk

Fees: EPI, INDH

Today

0.64%lowest, INDH

FundExpense ratioFee$10k

INDH0.64%$64

EPI0.84%$84

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

Yields: EPI, INDH

5.60%highest, INDH

FundTrailing yieldYield$10k

INDH5.60%$560

EPI0.00%$0

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

Income After Fees on $10,000

$496most kept, INDH

INDH$560 − $64 = $496

EPI$0 − $84 = −$84

KeptFee

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

Overlap: EPI, INDH

Today

55.7%most shared, EPI and INDH

EPIINDH

EPI—55.7%

INDH55.7%—

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

Return vs Bumpiness: 2 ETFs

−5.1%INDH, at 14.0% volatility

INDHWorst drop−14.6%14.0% vol

EPIWorst drop−15.5%16.1% vol

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

Paid More vs Made More

YTD

INDHEPI

−6.3%Year to date−6.2%

5.6%Yield0.0%

−5.1%Past year−6.2%

0.64%Fee0.84%

3–1INDH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026