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EPI vs DGS

WisdomTree India Earnings Fund vs WisdomTree Emerging Markets SmallCap Dividend Fund

EPI

WisdomTree India Earnings Fund

WisdomTree

Annual cost

0.84%

Fund size

$2.2B

DGS

WisdomTree Emerging Markets SmallCap Dividend Fund

WisdomTree

Annual cost

0.58%

Fund size

$1.8B

Key differences

  • DGS costs 0.26% less per year.
  • Over the last 3 years, DGS has delivered higher annualized returns.

Side-by-side comparison

EPIDGS
Annual cost (TER)0.84%0.58%
Fund size (AUM)$2.2B$1.8B
Since20082007
Dividend yield0.00%3.31%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y-7.9%+27.7%
CAGR 3Y+8.9%+16.7%
CAGR 5Y+7.0%+9.3%
Sharpe 3Y0.400.89
Volatility 1Y14.95%15.41%
Max drawdown-50.29%-44.08%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EPI and DGS