EPI vs VOO
WisdomTree India Earnings Fund vs Vanguard S&P 500 ETF
Which is better, EPI or VOO?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. EPI is less concentrated, with 33.7% of the fund in its ten largest positions against 36.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EPI | VOO |
|---|---|---|
| Expense Ratio | 0.84% | 0.03%Best |
| AUM | $2.0B | $997.4B |
| Dividend Yield | 0.00% | 1.04% |
| Holdings | 573 | 509 |
| YTD Return | -10.29% | +11.55%Best |
| 1Y Return | -6.60% | +17.54%Best |
| 3Y Return (annualized) | +3.56% | +20.71%Best |
| 5Y Return (annualized) | +4.09% | +12.80%Best |
| Volatility (annualized) | 21.7% | 14.1%Best |
| Max Drawdown | -52.6% | -34.3%Best |
| $10,000 over 5 years | $12,219 | $18,262Best |
| Top 10 Weight | 33.7%Best | 36.4% |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2008 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 10, 2026 (16 years).
EPI vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 16 years both funds cover.
EPI vs VOO Performance
WisdomTree India Earnings Fund (EPI) is an ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year EPI returned -6.60% while VOO returned +17.54%. Year to date, EPI is down 10.29% versus a gain of 11.55% for VOO.
Over three years, EPI compounded at +3.56% per year against +20.71% for VOO; over five years the annualized figures are +4.09% and +12.80% respectively. Across the full 16-year window we track, VOO has the edge at +13.35% annualized vs +4.61%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPI has been the more volatile fund, with annualized monthly volatility of 21.7% 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 -52.6% for EPI and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
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 1.04% for VOO.
Holdings Overlap
0.6% of EPI's money is in holdings VOO also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 565 positions we hold weights for in EPI and 505 in VOO, against full books of 573 and 509.
What only one of them owns
Our book lists 496 positions for VOO that do not appear in our book for EPI (99.4% of the fund), and 8 for EPI that do not appear in VOO (5.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in EPI | Weight in VOO | Difference |
|---|---|---|---|
| HAL:MBHindustan Aeronautics Ltd | 0.61% | 0.04% | 0.57% |
You are not choosing between two funds in isolation.
Whichever of EPI and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $81 a year on a $10,000 investment.
Which performed better, EPI or VOO?
Over the past year EPI returned -6.60% vs +17.54% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), EPI annualized +4.61% vs +13.35% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EPI or VOO?
EPI has been the more volatile fund at 21.7% annualized versus 14.1% for VOO. Worst drawdown: EPI -52.6% vs VOO -34.3%.
Should I hold both EPI and VOO?
EPI and VOO have a monthly-return correlation of 0.52, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EPI or VOO?
EPI yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than EPI?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. EPI is less concentrated, with 33.7% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.