EPI vs IND

AEPI

BIND

Measures won0–2IND wins · of 6 · 5Y

$10,000 · 5Y$12,221EPI

Lowest cost0.19%IND · $19 on $10k

Most income0.34%IND · $34 on $10k

Smallest drop−15.5%EPI · worst fall in 1Y

Held in common52.5%EPI and IND

EPI

IND

WisdomTree India Earnings Fund · $1.8BXtrackers Nifty 500 India ETF · $4M

+6.2%3 years · per year$11,965 · […][…]

+4.1%5 years · per year$12,221 · […][…]

0.84%Expense ratio$84 · $19 on $10k · lower wins0.19%

0.00%12-mo yield$0 · $34 on $10k0.34%

−15.5%Worst dropSmaller wins[…]

16.0%VolatilityLower wins[…]

0–2IND wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPI · IND

5.7%ICICIBANK.BO5.0%

4.5%HDFCBANK.BO5.6%

6.3%RELIANCE.BO4.3%

2.8%INFY.BO2.0%

Held in common52.5%

End-of-day Nov 5, 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	AEPI	WisdomTree India Earnings FundRead Desk		0.84%	0.00%	−0.3%	−7.5%	−7.0%	+6.2%	+4.1%	−15.5%	$1.8B
2	BIND	Xtrackers Nifty 500 India ETFRead Desk		0.19%	0.34%	+0.3%	−7.5%	new	new	new	[…]	$4M

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

Both

5Y2 funds

#			Trend
1	AEPI	WisdomTree India Earnings FundRead Desk		0.84%	0.00%	−0.3%	−7.5%	−7.0%	+6.2%	+4.1%	−15.5%	$1.8B
2	BIND	Xtrackers Nifty 500 India ETFRead Desk		0.19%	0.34%	+0.3%	−7.5%	new	new	new	[…]	$4M

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

Cards for this view

EPI vs IND

EPI

WisdomTree India Earnings Fund

$12,221

IND

Xtrackers Nifty 500 India

[…]

MeasureEPIIND

Fee0.84%0.19%

Cost on $10k a year$84$19

Yield0.00%0.34%

5 years, per year+4.1%[…]

3 years, per year+6.2%[…]

Worst drop · 1Y−15.5%[…]

Volatility · 1Y16.0%[…]

2–0measures won
IND first

52.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: EPI, IND

Today

52.5%most shared, EPI and IND

EPIIND

EPI—52.5%

IND52.5%—

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

Income After Fees on $10,000

$15most kept, IND

IND$34 − $19 = $15

EPI$0 − $84 = −$84

KeptFee

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