Compare · 2 funds side by side · dividends reinvested

EPI and IVV

EPIWisdomTree×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,414IVV · best of the two

02 / 04

EPI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.0

WisdomTree India Earnings FundInternational · Region & country0.84%0.00%−4.4%−3.4%+6.6%+4.6%−15.5%16.1%$1.9B2.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: EPI 2008 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree India Earnings Fund · $1.9B$12,547

EPI

IVV

iShares Core S&P 500 ETF · $875B$17,414

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

EPIMeasureIVV

−4.4%Year to dateJan 1 → Nov 10+10.9%

−3.4%1 yearTotal return+13.0%

+6.6%3 years · per year$10,000 became $12,107 · $17,934+21.5%

+4.6%5 years · per year$10,000 became $12,547 · $17,414+11.7%

0.84%Expense ratio$84 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $111 a year on $10k1.11%

−15.5%Worst dropSmaller is better−8.9%

16.1%VolatilityLower is calmer13.8%

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

0–8IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPI vs IVV: Top 5 Holdings

Today

EPI

22.8%in top 5

IVV

in top 527.3%

EPIStockIVV

not top 5AAPL7.9%

6.7%RELIANCEnot top 5

not top 5NVDA6.6%

not top 5MSFT6.2%

6.0%ICICIBANnot top 5

4.6%HDFCBANKnot top 5

not top 5AMZN4.0%

2.9%INFY.BOnot top 5

not top 5GOOGL2.6%

2.5%ONGC.BOnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

EPI vs IVV Returns, Every Period

WisdomTreeEPI

+4.6%

5 years, per year

IVViShares

+11.7%

5 years, per year

EPIIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

International vs Core: EPI vs IVV

YTD

WisdomTreeEPI

−4.4%

IVViShares

+10.9%

−4.4%Year to date+10.9%

−15.5%Worst drop · 1Y−8.9%

16.1%Volatility · 1Y13.8%

0.0%Yield1.1%

$1.9BAssets$875B

4–0IVV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPI, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

EPI0.84%$84

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

Yields: EPI, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

EPI0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

EPI$0 − $84 = −$84

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: EPI, IVV

Today

0.0%most shared, EPI and IVV

EPIIVV

EPI—0.0%

IVV0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.0%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

EPIWorst drop−15.5%16.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IVVEPI

+10.9%Year to date−4.4%

1.1%Yield0.0%

+13.0%Past year−3.4%

0.03%Fee0.84%

4–0IVV wins

End-of-day Nov 10, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

+10.9%Year to date+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026