EPI vs VOO
WisdomTree India Earnings Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. EPI offers more diversification with 568 holdings.
Side-by-Side Comparison
| Metric | EPI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.84% | 0.03% | |
| AUM | $2.0B | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 568 | 509 | |
| YTD Return | -8.37% | +13.20% | |
| 1Y Return | -5.38% | +21.62% | |
| 3Y Return (annualized) | +6.47% | +22.16% | |
| 5Y Return (annualized) | +5.88% | +13.42% | |
| Volatility (annualized) | 26.2% | 14.1% | |
| Max Drawdown | -66.2% | -34.3% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 22, 2008 | Sep 7, 2010 |
EPI vs VOO Performance
WisdomTree India Earnings Fund (EPI) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EPI returned -5.38% while VOO returned +21.62%. Year to date, EPI is down 8.37% versus a gain of 13.20% for VOO.
Over three years, EPI compounded at +6.47% per year against +22.16% for VOO; over five years the annualized figures are +5.88% and +13.42% respectively. Across the full 16-year window we track, VOO has the edge at +13.51% annualized vs +4.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPI has been the more volatile fund, with annualized monthly volatility of 26.2% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -66.2% for EPI and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EPI charges 0.84% per year while VOO charges 0.03%. On a $10,000 position that is $84 vs $3 annually, a gap of $81 per year that compounds over a long holding period. On income, EPI currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
EPI and VOO share 0 holdings out of 1037 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EPI or VOO?
EPI has an expense ratio of 0.84% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $81 per year of difference.
Which performed better, EPI or VOO?
Over the past year EPI returned -5.38% vs +21.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), EPI annualized +4.04% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, EPI or VOO?
EPI has been the more volatile fund at 26.2% annualized versus 14.1% for VOO. Worst drawdown: EPI -66.2% vs VOO -34.3%.
Should I hold both EPI and VOO?
EPI and VOO have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EPI and VOO?
EPI and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1037 unique securities.
Which pays a higher dividend, EPI or VOO?
EPI yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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