EPI vs VXUS
WisdomTree India Earnings Fund vs Vanguard Total International Stock ETF
Which is better, EPI or VXUS?
Each has led over a different period.
VXUS has a lower expense ratio. EPI led over the full window, VXUS over 1Y, 3Y and 5Y.
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 | VXUS |
|---|---|---|
| Expense Ratio | 0.84% | 0.05%Best |
| AUM | $1.8B | $163.2B |
| Dividend Yield | 0.00% | 2.34% |
| Holdings | 577 | 8,844 |
| YTD Return | -12.86% | +10.00%Best |
| 1Y Return | -9.01% | +17.01%Best |
| 3Y Return (annualized) | +3.18% | +19.55%Best |
| 5Y Return (annualized) | +2.43% | +8.55%Best |
| Volatility (annualized) | 21.5% | 15.0%Best |
| Max Drawdown | -50.3% | -39.9%Best |
| $10,000 over 5 years | $11,276 | $15,071Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2008 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Oct 14, 2026 (15.7 years).
EPI vs VXUS 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 15.7 years both funds cover.
EPI vs VXUS Performance
WisdomTree India Earnings Fund (EPI) is an ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EPI returned -9.01% while VXUS returned +17.01%. Year to date, EPI is down 12.86% versus a gain of 10.00% for VXUS.
Over three years, EPI compounded at +3.18% per year against +19.55% for VXUS; over five years the annualized figures are +2.43% and +8.55% respectively. Across the full 16-year window we track, EPI has the edge at +4.97% annualized vs +4.53%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPI has been the more volatile fund, with annualized monthly volatility of 21.5% compared with 15.0% for VXUS. 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 -50.3% for EPI and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EPI charges 0.84% per year while VXUS charges 0.05%. On a $10,000 position that is $84 vs $5 annually, a gap of $79 per year that compounds over a long holding period. On income, EPI currently yields 0.00% against 2.34% for VXUS.
Holdings Overlap
At least 11.3% of EPI's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 91.3% 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 VXUS share little of their money.
171 positions in common, counted across the 568 positions we hold weights for in EPI and 8,425 in VXUS, against full books of 577 and 8,844.
Top Shared Holdings
| Stock | Weight in EPI | Weight in VXUS | Difference |
|---|---|---|---|
| CRAF:MBCraftsman Automation Ltd | 0.07% | 1.83% | 1.76% |
| RELIANCE:MBReliance Industries Limited | 0.58% | 0.20% | 0.38% |
| HPCL:MBHindustan Petroleum Corp, Ltd. | 0.57% | 0.01% | 0.56% |
| NTPC:MBNtpc Limited | 0.49% | 0.04% | 0.45% |
| 532898:MBPower Grid Corp Of India Ltd | 0.49% | 0.03% | 0.46% |
| LT:MBLarsen & Toubro Ltd | 0.42% | 0.06% | 0.36% |
| HALC:MBHindalco Industries Ltd | 0.45% | 0.03% | 0.42% |
| 500209:MBInfosys Ltd | 0.38% | 0.09% | 0.29% |
| COAL:MBCoal India Ltd | 0.44% | 0.02% | 0.42% |
| MM:MBMahindra & Mahindra Ltd | 0.33% | 0.07% | 0.26% |
You are not choosing between two funds in isolation.
Whichever of EPI and VXUS 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 VXUS?
EPI has an expense ratio of 0.84% while VXUS charges 0.05%. VXUS is the cheaper option, by $79 a year on a $10,000 investment.
Which performed better, EPI or VXUS?
Over the past year EPI returned -9.01% vs +17.01% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), EPI annualized +4.97% vs +4.53% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EPI or VXUS?
EPI has been the more volatile fund at 21.5% annualized versus 15.0% for VXUS. Worst drawdown: EPI -50.3% vs VXUS -39.9%.
Should I hold both EPI and VXUS?
EPI and VXUS have a monthly-return correlation of 0.66, 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 VXUS?
At least 11.3% of EPI's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 171 positions in common, counted across the 568 positions we hold weights for in EPI and 8,425 in VXUS.
Which pays a higher dividend, EPI or VXUS?
EPI yields 0.00% while VXUS yields 2.34%, so VXUS currently pays the higher dividend yield.
Is VXUS better than EPI?
VXUS has a lower expense ratio. EPI led over the full window, VXUS over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.