Screener
EPI vs NTSE
WisdomTree India Earnings Fund vs WisdomTree Emerging Markets Efficient Core Fund
Key differences
Both EPI and NTSE are equity ETFs. EPI charges 0.84% a year and NTSE 0.32%. The main difference: EPI follows a index tracking strategy; NTSE uses active selection.
- EPI follows a index tracking strategy; NTSE uses active selection.
- EPI covers the Asia-Pacific region; NTSE covers emerging markets.
- NTSE costs 0.52% less per year.
- EPI is much larger than NTSE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, NTSE has delivered higher annualized returns.
- EPI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPI | NTSE | |
|---|---|---|
| Annual cost (TER) | 0.84% | 0.32% |
| Fund size (AUM) | $2.2B | $58M |
| Since | 2008 | 2021 |
| Dividend yield | 0.00% | 2.59% |
| Asset class | equity | equity |
| Region | asia pacific | emerging markets |
| Strategy | index tracking | active selection |
| CAGR 1Y | -12.2% | +50.7% |
| CAGR 3Y | +7.4% | +22.3% |
| CAGR 5Y | +5.5% | +5.1% |
| Sharpe 3Y | 0.30 | 0.96 |
| Volatility 1Y | 15.01% | 21.93% |
| Max drawdown | -50.29% | -42.84% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.