IVV vs EPI

AIVV

BEPI

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · EPI $12,547

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%IVV and EPI

iShares Core S&P 500 ETF · $875BWisdomTree India Earnings Fund · $1.9B

+21.5%3 years · per year$17,934 · $12,107+6.6%

+11.7%5 years · per year$17,414 · $12,547+4.6%

0.03%Expense ratio$3 · $84 on $10k · lower wins0.84%

1.11%12-mo yield$111 · $0 on $10k0.00%

−8.9%

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

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	BEPI	WisdomTree India Earnings FundRead Desk		0.84%	0.00%	+0.6%	−4.4%	−3.4%	+6.6%	+4.6%	−15.5%	$1.9B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	BEPI	WisdomTree India Earnings FundRead Desk		0.84%	0.00%	+0.6%	−4.4%	−3.4%	+6.6%	+4.6%	−15.5%	$1.9B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV

iShares Core S&P 500

$17,414

EPI

WisdomTree India Earnings Fund

$12,547

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