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EPI vs NTSD

WisdomTree India Earnings Fund vs Wisdomtree Efficient U.S. Plus International Equity Fund

EPI

WisdomTree India Earnings Fund

Annual cost

0.84%

Fund size

$2.2B

NTSD

Wisdomtree Efficient U.S. Plus International Equity Fund

Annual cost

Fund size

Key differences

Both EPI and NTSD are equity ETFs. The main difference: EPI follows a index tracking strategy; NTSD uses active selection.

  • EPI follows a index tracking strategy; NTSD uses active selection.
  • EPI covers the Asia-Pacific region; NTSD covers global markets excluding the US.

Side-by-side comparison

EPINTSD
Annual cost (TER)0.84%
Fund size (AUM)$2.2B
Since2008
Dividend yield0.00%
Asset classequityequity
Regionasia pacificglobal ex us
Strategyindex trackingactive selection
CAGR 1Y-12.2%N/A
CAGR 3Y+7.4%N/A
CAGR 5Y+5.5%N/A
Sharpe 3Y0.30N/A
Volatility 1Y15.01%
Max drawdown-50.29%-5.58%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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