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EPI vs WDGF

WisdomTree India Earnings Fund vs WisdomTree Global Defense Fund

EPI

WisdomTree India Earnings Fund

WisdomTree

Annual cost

0.84%

Fund size

$2.2B

WDGF

WisdomTree Global Defense Fund

WisdomTree

Annual cost

0.45%

Fund size

$13M

Key differences

  • WDGF costs 0.39% less per year.
  • EPI is significantly larger than WDGF — larger funds tend to be more liquid and less likely to close.
  • EPI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPIWDGF
Annual cost (TER)0.84%0.45%
Fund size (AUM)$2.2B$13M
Since20082025
Dividend yield0.00%
Asset classequityequity
Regionemerging markets
Strategyindex trackingindex tracking
CAGR 1Y-7.9%N/A
CAGR 3Y+8.9%N/A
CAGR 5Y+7.0%N/A
Sharpe 3Y0.40N/A
Volatility 1Y14.95%
Max drawdown-50.29%-14.36%

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

Similar to EPI and WDGF