VXUS vs EPI

AVXUS

BEPI

Measures won5–1VXUS wins · of 6 · 5Y

$10,000 · 5Y$15,117EFA · VXUS $14,758

Lowest cost0.05%VXUS · $5 on $10k

Most income3.21%EFA · $321 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common0.9%VXUS and EPI

VXUS

EPI

Vanguard Total International Stock ETF · $163BWisdomTree India Earnings Fund · $1.9B

+19.5%3 years · per year$17,060 · $12,135+6.7%

+8.1%5 years · per year$14,758 · $12,504+4.6%

0.05%Expense ratio$5 · $84 on $10k · lower wins0.84%

2.39%12-mo yield$239 · $0 on $10k0.00%

−11.3%Worst dropSmaller wins−15.5%

17.9%VolatilityLower wins16.1%

5–1VXUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVXUS · EPI

0.2%RELIANCE.BO6.7%

0.1%BHARTIARTL.BO1.6%

0.3%ABBN.SW0.1%

0.0%TCS.BO1.4%

Held in common0.9%

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 Three

5Y3 funds

#
1	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B
2	AVXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	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 Three

5Y3 funds

#
1	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B
2	AVXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	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

VXUS vs EPI

VXUS

Vanguard Total International Stock

$14,758

EPI

WisdomTree India Earnings Fund

$12,504

MeasureVXUSEPI

Fee0.05%0.84%

Cost on $10k a year$5$84

Yield2.39%0.00%

5 years, per year+8.1%+4.6%

3 years, per year+19.5%+6.7%

Worst drop · 1Y−11.3%−15.5%

Volatility · 1Y17.9%16.1%

5–1measures won
VXUS first

0.9%

holdings shared

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

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$58.0B

2–0IXUS 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%

$122BAssets$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: VXUS, EPI, EFA

Today

45.7%most shared, VXUS and EFA

VXUSEPIEFA

VXUS—0.9%45.7%

EPI0.9%—0.1%

EFA45.7%0.1%—

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

VXUS$239 − $5 = $234

EPI$0 − $84 = −$84

KeptFee

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