EPI vs PEMX

AEPI

BPEMX

Measures won2–3PEMX wins · of 6 · 5Y

$10,000 · 5Y$12,483EPI

Lowest cost0.71%PEMX · $71 on $10k

Most income6.13%PEMX · $613 on $10k

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

Held in common8.5%EPI and PEMX

EPI

PEMX

WisdomTree India Earnings Fund · $1.8BPutnam Emerging Markets Ex-China ETF · $27M

+6.6%3 years · per year$12,107 · $20,542+27.1%

+4.5%5 years · per year$12,483 · […][…]

0.84%Expense ratio$84 · $71 on $10k · lower wins0.71%

0.00%12-mo yield$0 · $613 on $10k6.13%

−15.5%Worst dropSmaller wins−24.9%

16.1%VolatilityLower wins30.2%

2–3PEMX wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPI · PEMX

5.7%ICICIBANK.BO3.9%

2.0%NTPC.BO2.5%

1.6%BHARTIARTL.BO2.8%

1.2%TCS.BO0.9%

Held in common8.5%

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	AEPI	WisdomTree India Earnings FundRead Desk		0.84%	0.00%	+1.5%	−6.2%	−6.2%	+6.6%	+4.5%	−15.5%	$1.8B
2	BPEMX	Putnam Emerging Markets Ex-China ETFRead Desk		0.71%	6.13%	+3.0%	+14.3%	+17.2%	+27.1%	new	−24.9%	$27M

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	AEPI	WisdomTree India Earnings FundRead Desk		0.84%	0.00%	+1.5%	−6.2%	−6.2%	+6.6%	+4.5%	−15.5%	$1.8B
2	BPEMX	Putnam Emerging Markets Ex-China ETFRead Desk		0.71%	6.13%	+3.0%	+14.3%	+17.2%	+27.1%	new	−24.9%	$27M

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 PEMX

EPI

WisdomTree India Earnings Fund

$12,483

PEMX

Putnam Emerging Markets Ex-China

[…]

MeasureEPIPEMX

Fee0.84%0.71%

Cost on $10k a year$84$71

Yield0.00%6.13%

5 years, per year+4.5%[…]

3 years, per year+6.6%+27.1%

Worst drop · 1Y−15.5%−24.9%

Volatility · 1Y16.1%30.2%

3–2measures won
PEMX first

8.5%

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, PEMX

Today

8.5%most shared, EPI and PEMX

EPIPEMX

EPI—8.5%

PEMX8.5%—

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

Income After Fees on $10,000

$542most kept, PEMX

PEMX$613 − $71 = $542

EPI$0 − $84 = −$84

KeptFee

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