Screener
NTSE vs EPI
WisdomTree Emerging Markets Efficient Core Fund vs WisdomTree India Earnings Fund
Key differences
Both NTSE and EPI are equity ETFs. NTSE charges 0.32% a year and EPI 0.84%. The main difference: NTSE follows a active selection strategy; EPI uses index tracking.
- NTSE follows a active selection strategy; EPI uses index tracking.
- NTSE covers emerging markets; EPI covers the Asia-Pacific region.
- 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
| NTSE | EPI | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.84% |
| Fund size (AUM) | $58M | $2.2B |
| Since | 2021 | 2008 |
| Dividend yield | 2.59% | 0.00% |
| Asset class | equity | equity |
| Region | emerging markets | asia pacific |
| Strategy | active selection | index tracking |
| CAGR 1Y | +50.7% | -12.2% |
| CAGR 3Y | +22.3% | +7.4% |
| CAGR 5Y | +5.1% | +5.5% |
| Sharpe 3Y | 0.96 | 0.30 |
| Volatility 1Y | 21.93% | 15.01% |
| Max drawdown | -42.84% | -50.29% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.