Compare · 2 funds side by side · dividends reinvested

EPI and PEMX

EPIWisdomTree×PEMXFranklin Templeton×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,097EPI · best of the two

02 / 04

EPI and PEMX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Emerging Markets Ex-China ETFInternational · Emerging0.71%5.82%+20.3%+21.7%+29.8%[…]−19.0%29.0%$29M1.3

WisdomTree India Earnings FundInternational · Region & country0.84%0.00%−7.3%−7.5%+6.2%+3.9%−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 4, 2026 · returns include dividends · since: EPI 2008 · PEMX 2023

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree India Earnings Fund · $1.8B$12,097

EPI

PEMX

Putnam Emerging Markets Ex-China ETF · $29M[…]

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

EPIMeasurePEMX

−7.3%Year to dateJan 1 → Nov 4+20.3%

−7.5%1 yearTotal return+21.7%

+6.2%3 years · per year$10,000 became $11,985 · $21,882+29.8%

+3.9%5 years · per year$10,000 became $12,097 · […][…]

0.84%Expense ratio$84 · $71 a year on $10k · lower is better0.71%

0.00%Trailing 12-mo yield$0 · $582 a year on $10k5.82%

−15.5%Worst dropSmaller is better−19.0%

16.1%VolatilityLower is calmer29.0%

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

2–5PEMX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPI vs PEMX: Top 5 Holdings

Today

EPI

21.9%in top 5

PEMX

in top 542.5%

EPIStockPEMX

not top 52330.TW21.4%

not top 5005930.K10.9%

6.3%RELIANCEnot top 5

5.7%ICICIBAN3.4%

4.5%HDFCBANKnot top 5

not top 5000660.K4.1%

2.8%INFY.BOnot top 5

not top 5402340.K2.7%

2.6%ONGC.BOnot top 5

Held in common8.0%

End-of-day Nov 4, 2026 · share of each fund

EPI vs PEMX Returns, Every Period

WisdomTreeEPI

−7.5%

past year

PEMXFranklin Templeton

+21.7%

past year

EPIPEMXFaded: behind in that period

0–3PEMX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EPI vs PEMX

YTD

WisdomTreeEPI

−7.3%

PEMXFranklin Templeton

+20.3%

−7.3%Year to date+20.3%

−15.5%Worst drop · 1Y−19.0%

16.1%Volatility · 1Y29.0%

0.0%Yield5.8%

$1.8BAssets$29.5M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPI, PEMX

Today

0.71%lowest, PEMX

FundExpense ratioFee$10k

PEMX0.71%$71

EPI0.84%$84

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EPI, PEMX

5.82%highest, PEMX

FundTrailing yieldYield$10k

PEMX5.82%$582

EPI0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$511most kept, PEMX

PEMX$582 − $71 = $511

EPI$0 − $84 = −$84

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EPI, PEMX

Today

8.0%most shared, EPI and PEMX

EPIPEMX

EPI—8.0%

PEMX8.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.7%PEMX, at 29.0% volatility

EPIWorst drop−15.5%16.1% vol

PEMXWorst drop−19.0%29.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PEMXEPI

+20.3%Year to date−7.3%

5.8%Yield0.0%

+21.7%Past year−7.5%

0.71%Fee0.84%

4–0PEMX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026