EPI vs EFA

AEPI

BEFA

Measures won1–5EFA wins · of 6 · 5Y

$10,000 · 5Y$14,818EFA · EPI $12,483

Lowest cost0.32%EFA · $32 on $10k

Most income3.30%EFA · $330 on $10k

Smallest drop−11.4%EFA · worst fall in 1Y

Held in common0.1%EPI and EFA

EPI

EFA

WisdomTree India Earnings Fund · $1.8BiShares MSCI EAFE ETF · $75.5B

+6.6%3 years · per year$12,107 · $16,576+18.3%

+4.5%5 years · per year$12,483 · $14,818+8.2%

0.84%Expense ratio$84 · $32 on $10k · lower wins0.32%

0.00%12-mo yield$0 · $330 on $10k3.30%

−15.5%Worst dropSmaller wins−11.4%

16.1%VolatilityLower wins16.3%

1–5EFA wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPI · EFA

0.1%ABBN.SW0.6%

Held in common0.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
2	AEPI	WisdomTree India Earnings FundRead Desk		0.84%	0.00%	+1.5%	−6.2%	−6.2%	+6.6%	+4.5%	−15.5%	$1.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
2	AEPI	WisdomTree India Earnings FundRead Desk		0.84%	0.00%	+1.5%	−6.2%	−6.2%	+6.6%	+4.5%	−15.5%	$1.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EPI vs EFA

EPI

WisdomTree India Earnings Fund

$12,483

EFA

iShares MSCI EAFE

$14,818

MeasureEPIEFA

Fee0.84%0.32%

Cost on $10k a year$84$32

Yield0.00%3.30%

5 years, per year+4.5%+8.2%

3 years, per year+6.6%+18.3%

Worst drop · 1Y−15.5%−11.4%

Volatility · 1Y16.1%16.3%

5–1measures won
EFA first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: EPI, EFA

Today

0.1%most shared, EPI and EFA

EPIEFA

EPI—0.1%

EFA0.1%—

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

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

EPI$0 − $84 = −$84

KeptFee

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