Screener
EPI vs ELD
WisdomTree India Earnings Fund vs WisdomTree Emerging Markets Local Debt Fund
Key differences
EPI is an equity ETF, while ELD is a fixed income ETF. EPI charges 0.84% a year and ELD 0.55%.
- EPI is an equity fund, while ELD is a fixed income fund. They carry different risk/return profiles.
- EPI follows a index tracking strategy; ELD uses active selection.
- EPI covers the Asia-Pacific region; ELD covers emerging markets.
- ELD costs 0.29% less per year.
- EPI is much larger than ELD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| EPI | ELD | |
|---|---|---|
| Annual cost (TER) | 0.84% | 0.55% |
| Fund size (AUM) | $2.2B | $135M |
| Since | 2008 | 2010 |
| Dividend yield | 0.00% | 5.82% |
| Asset class | equity | fixed income |
| Region | asia pacific | emerging markets |
| Strategy | index tracking | active selection |
| CAGR 1Y | -11.1% | +11.4% |
| CAGR 3Y | +7.7% | +7.7% |
| CAGR 5Y | +5.5% | +2.4% |
| Sharpe 3Y | 0.33 | 0.41 |
| Volatility 1Y | 15.07% | 8.61% |
| Max drawdown | -50.29% | -25.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.