EPI vs VTI
WisdomTree India Earnings Fund vs Vanguard Morningstar Total Stock Market ETF
Which is better, EPI or VTI?
VTI has been ahead.
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.
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 | VTI |
|---|---|---|
| Expense Ratio | 0.84% | 0.03%Best |
| AUM | $2.0B | $666.9B |
| Dividend Yield | 0.00% | 1.03% |
| Holdings | 573 | 3,543 |
| YTD Return | -10.29% | +11.65%Best |
| 1Y Return | -6.60% | +17.34%Best |
| 3Y Return (annualized) | +3.56% | +20.35%Best |
| 5Y Return (annualized) | +4.09% | +11.72%Best |
| Volatility (annualized) | 26.1% | 16.1%Best |
| Max Drawdown | -66.2% | -52.6%Best |
| $10,000 over 5 years | $12,219 | $17,404Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2008 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 22, 2008 to Sep 10, 2026 (18.5 years).
EPI vs VTI 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 18.5 years both funds cover.
EPI vs VTI Performance
WisdomTree India Earnings Fund (EPI) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year EPI returned -6.60% while VTI returned +17.34%. Year to date, EPI is down 10.29% versus a gain of 11.65% for VTI.
Over three years, EPI compounded at +3.56% per year against +20.35% for VTI; over five years the annualized figures are +4.09% and +11.72% respectively. Across the full 19-year window we track, VTI has the edge at +10.14% annualized vs +3.91%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPI has been the more volatile fund, with annualized monthly volatility of 26.1% compared with 16.1% for VTI. 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 -52.6% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EPI charges 0.84% per year while VTI 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 1.03% for VTI.
Holdings Overlap
At least 1.4% of EPI's money is in holdings VTI also owns.
Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
EPI and VTI share little of their money.
3 positions in common, counted across the 565 positions we hold weights for in EPI and 2,787 in VTI, against full books of 573 and 3,543.
You are not choosing between two funds in isolation.
Whichever of EPI and VTI 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 VTI?
EPI has an expense ratio of 0.84% while VTI charges 0.03%. VTI is the cheaper option, by $81 a year on a $10,000 investment.
Which performed better, EPI or VTI?
Over the past year EPI returned -6.60% vs +17.34% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (19 years), EPI annualized +3.91% vs +10.14% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EPI or VTI?
EPI has been the more volatile fund at 26.1% annualized versus 16.1% for VTI. Worst drawdown: EPI -66.2% vs VTI -52.6%.
Should I hold both EPI and VTI?
EPI and VTI have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EPI and VTI?
At least 1.4% of EPI's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 565 positions we hold weights for in EPI and 2,787 in VTI.
Which pays a higher dividend, EPI or VTI?
EPI yields 0.00% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than EPI?
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.