Compare · 3 funds side by side · dividends reinvested

EPI, VOO and IVV

EPIWisdomTree×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

EPI, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.5

WisdomTree India Earnings FundInternational · Region & country0.84%0.00%−6.2%−6.2%+6.6%+4.5%−15.5%16.1%$1.8B3.0

Rank among the three1st → 3rdFee, 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 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

EPI

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

EPIMeasureVOO

−6.2%Year to dateJan 1 → Nov 6+8.7%

−6.2%1 yearTotal return+9.8%

+6.6%3 years · per year$10,000 became $12,107 · $18,079+21.8%

+4.5%5 years · per year$10,000 became $12,483 · $17,177+11.4%

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

0.00%Trailing 12-mo yield$0 · $110 a year on $10k1.10%

−15.5%Worst dropSmaller is better−8.9%

16.1%VolatilityLower is calmer13.5%

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

0–8VOO 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 VOO: Top 5 Holdings

Today

EPI

21.9%in top 5

VOO

in top 528.3%

EPIStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

6.3%RELIANCEnot top 5

not top 5MSFT5.8%

5.7%ICICIBANnot top 5

4.5%HDFCBANKnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.8%INFY.BOnot top 5

2.6%ONGC.BOnot top 5

Held in common0.0%

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

EPI vs VOO Returns, Every Period

WisdomTreeEPI

+4.5%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

EPIVOOFaded: behind in that period

0–4VOO wins

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

International vs Core: EPI vs IVV

YTD

WisdomTreeEPI

−6.2%

IVViShares

+8.7%

−6.2%Year to date+8.7%

−15.5%Worst drop · 1Y−8.9%

16.1%Volatility · 1Y13.6%

0.0%Yield1.1%

$1.8BAssets$853B

4–0IVV wins

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

Cost, Income and Risk

Fees: EPI, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

EPI0.84%$84

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

Yields: EPI, VOO, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

EPI0.00%$0

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

EPI$0 − $84 = −$84

KeptFee

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

Overlap: EPI, VOO, IVV

Today

92.2%most shared, VOO and IVV

EPIVOOIVV

EPI—0.0%0.0%

VOO0.0%—92.2%

IVV0.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% 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

IVVVOO

+8.7%Year to date+8.7%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.03%

0–0level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026