VT vs EPI

AVT

BEPI

Measures won6–0VT wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · EFA $15,117

Lowest cost0.06%VT · $6 on $10k

Most income3.21%EFA · $321 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 · $1.9B

+20.9%3 years · per year$17,661 · $12,135+6.7%

+9.8%5 years · per year$15,957 · $12,504+4.6%

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

1.55%12-mo yield$155 · $0 on $10k0.00%

−9.7%Worst dropSmaller wins−15.5%

14.9%VolatilityLower wins16.1%

6–0VT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · EPI

0.1%RELIANCE.BO6.7%

0.1%ABBN.SW0.1%

0.0%BHARTIARTL.BO1.6%

0.0%TCS.BO1.4%

Held in common0.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$75.5B
3	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$142.1B
4	BEPI	WisdomTree India Earnings FundRead Desk	0.84%	0.00%	+1.3%	−5.0%	−3.5%	+6.7%	+4.6%	−15.5%	$1.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$75.5B
3	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$142.1B
4	BEPI	WisdomTree India Earnings FundRead Desk	0.84%	0.00%	+1.3%	−5.0%	−3.5%	+6.7%	+4.6%	−15.5%	$1.9B

End-of-day Nov 9, 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

$15,957

EPI

WisdomTree India Earnings Fund

$12,504

MeasureVTEPI

Fee0.06%0.84%

Cost on $10k a year$6$84

Yield1.55%0.00%

5 years, per year+9.8%+4.6%

3 years, per year+20.9%+6.7%

Worst drop · 1Y−9.7%−15.5%

Volatility · 1Y14.9%16.1%

6–0measures won
VT first

0.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$142B

2–0IEMG wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VT, EPI, IEMG, EFA

Today

17.5%most shared, VT and EFA

VTEPIIEMGEFA

VT—0.3%8.5%17.5%

EPI0.3%—1.5%0.1%

IEMG8.5%1.5%—0.0%

EFA17.5%0.1%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$289most kept, EFA

EFA$321 − $32 = $289

IEMG$242 − $9 = $233

VT$155 − $6 = $149

EPI$0 − $84 = −$84

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee