Screener
EPI vs NTSX
WisdomTree India Earnings Fund vs WisdomTree U.S. Efficient Core Fund
Key differences
Both EPI and NTSX are equity ETFs. EPI charges 0.84% a year and NTSX 0.20%. The main difference: EPI follows a index tracking strategy; NTSX uses active selection.
- EPI follows a index tracking strategy; NTSX uses active selection.
- EPI covers the Asia-Pacific region; NTSX covers North America.
- NTSX costs 0.64% less per year.
- Over the last three years, NTSX has delivered higher annualized returns.
- EPI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPI | NTSX | |
|---|---|---|
| Annual cost (TER) | 0.84% | 0.20% |
| Fund size (AUM) | $2.2B | $1.4B |
| Since | 2008 | 2018 |
| Dividend yield | 0.00% | 1.07% |
| Asset class | equity | equity |
| Region | asia pacific | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | -12.2% | +19.9% |
| CAGR 3Y | +7.4% | +17.9% |
| CAGR 5Y | +5.5% | +9.0% |
| Sharpe 3Y | 0.30 | 0.92 |
| Volatility 1Y | 15.01% | 12.76% |
| Max drawdown | -50.29% | -31.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.