EPI vs VT

AEPI

BVT

Measures won0–6VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · EPI $12,483

Lowest cost0.06%VT · $6 on $10k

Most income1.59%VT · $159 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common0.3%EPI and VT

EPI

WisdomTree India Earnings Fund · $1.8BVanguard Total World Stock ETF · $81.8B

+6.6%3 years · per year$12,107 · $17,563+20.7%

+4.5%5 years · per year$12,483 · $15,649+9.4%

0.84%Expense ratio$84 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $159 on $10k1.59%

−15.5%Worst dropSmaller wins−9.7%

16.1%VolatilityLower wins14.7%

0–6VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPI · VT

6.3%RELIANCE.BO0.1%

0.1%ABBN.SW0.1%

1.6%BHARTIARTL.BO0.0%

2.8%INFY.BO0.0%

Held in common0.3%

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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
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 VT

EPI

WisdomTree India Earnings Fund

$12,483

Vanguard Total World Stock

$15,649

MeasureEPIVT

Fee0.84%0.06%

Cost on $10k a year$84$6

Yield0.00%1.59%

5 years, per year+4.5%+9.4%

3 years, per year+6.6%+20.7%

Worst drop · 1Y−15.5%−9.7%

Volatility · 1Y16.1%14.7%

6–0measures won
VT first

0.3%

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, VT

Today

0.3%most shared, EPI and VT

EPIVT

EPI—0.3%

VT0.3%—

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

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

EPI$0 − $84 = −$84

KeptFee

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