Compare · 3 funds side by side · dividends reinvested

EPI, INDH and IND

EPIWisdomTree×INDHWisdomTree×INDXtrackers×

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

02 / 04

EPI, INDH and IND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree India Hedged Equity FundInternational · Region & country0.64%5.69%−7.7%−6.2%[…][…]−14.6%14.0%$6M1.5

Xtrackers Nifty 500 India ETFInternational · Region & country0.19%0.34%−7.5%[…][…][…][…][…]$4M1.7

WisdomTree India Earnings FundInternational · Region & country0.84%0.00%−7.5%−7.0%+6.2%+4.1%−15.5%16.0%$1.8B1.9

Rank among the three1st → 3rdFee, 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 · INDH 2024 · IND 2025

Head to Head

Swap sides Versus in desk

Head to Head

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

EPI

INDH

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

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

EPIMeasureINDH

−7.5%Year to dateJan 1 → Nov 5−7.7%

−7.0%1 yearTotal return−6.2%

+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 · $64 a year on $10k · lower is better0.64%

0.00%Trailing 12-mo yield$0 · $569 a year on $10k5.69%

−15.5%Worst dropSmaller is better−14.6%

16.0%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 5, 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 5, 2026 · share of each fund

EPI vs INDH Returns, Every Period

WisdomTreeEPI

−7.0%

past year

INDHWisdomTree

−6.2%

past year

EPIINDHFaded: behind in that period

1–1Level

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

EPI vs INDH

YTD

WisdomTreeEPI

−7.5%

INDHWisdomTree

−7.7%

−7.5%Year to date−7.7%

−15.5%Worst drop · 1Y−14.6%

16.0%Volatility · 1Y14.0%

0.0%Yield5.7%

$1.8BAssets$5.6M

3–1INDH wins

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

Cost, Income and Risk

Fees: EPI, INDH, IND

Today

0.19%lowest, IND

FundExpense ratioFee$10k

IND0.19%$19

INDH0.64%$64

EPI0.84%$84

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

Yields: EPI, INDH, IND

5.69%highest, INDH

FundTrailing yieldYield$10k

INDH5.69%$569

IND0.34%$34

EPI0.00%$0

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

Income After Fees on $10,000

$505most kept, INDH

INDH$569 − $64 = $505

IND$34 − $19 = $15

EPI$0 − $84 = −$84

KeptFee

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

Overlap: EPI, INDH, IND

Today

55.7%most shared, EPI and INDH

EPIINDHIND

EPI—55.7%52.5%

INDH55.7%—47.4%

IND52.5%47.4%—

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

Return vs Bumpiness: 3 ETFs

−6.2%INDH, at 14.0% volatility

INDHWorst drop−14.6%14.0% vol

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

INDHEPI

−7.7%Year to date−7.5%

5.7%Yield0.0%

−6.2%Past year−7.0%

0.64%Fee0.84%

3–1INDH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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