VT vs EPI

AVT

BEPI

Measures won6–0VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · EFA $14,818

Lowest cost0.06%VT · $6 on $10k

Most income3.30%EFA · $330 on $10k

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

Held in common0.3%VT and EPI

EPI

Vanguard Total World Stock ETF · $81.8BWisdomTree India Earnings Fund · $1.8B

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

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

0.06%Expense ratio$6 · $84 on $10k · lower wins0.84%

1.59%12-mo yield$159 · $0 on $10k0.00%

−9.7%Worst dropSmaller wins−15.5%

14.7%VolatilityLower wins16.1%

6–0VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · EPI

0.1%RELIANCE.BO6.3%

0.1%ABBN.SW0.1%

0.0%BHARTIARTL.BO1.6%

0.0%INFY.BO2.8%

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

All Three

5Y3 funds

#
1	AVT	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	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
3	BEPI	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

All Three

5Y3 funds

#
1	AVT	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	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
3	BEPI	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

VT vs EPI

Vanguard Total World Stock

$15,649

EPI

WisdomTree India Earnings Fund

$12,483

MeasureVTEPI

Fee0.06%0.84%

Cost on $10k a year$6$84

Yield1.59%0.00%

5 years, per year+9.4%+4.5%

3 years, per year+20.7%+6.6%

Worst drop · 1Y−9.7%−15.5%

Volatility · 1Y14.7%16.1%

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: VT, EPI, EFA

Today

17.5%most shared, VT and EFA

VTEPIEFA

VT—0.3%17.5%

EPI0.3%—0.1%

EFA17.5%0.1%—

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

VT$159 − $6 = $153

EPI$0 − $84 = −$84

KeptFee

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