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WDEF vs EPI

WisdomTree Europe Defense Fund vs WisdomTree India Earnings Fund

WDEF

WisdomTree Europe Defense Fund

Annual cost

0.45%

Fund size

$71M

EPI

WisdomTree India Earnings Fund

Annual cost

0.84%

Fund size

$2.2B

Key differences

Both WDEF and EPI are equity ETFs. WDEF charges 0.45% a year and EPI 0.84%. The main difference: WDEF covers Europe; EPI covers the Asia-Pacific region.

  • WDEF covers Europe; EPI covers the Asia-Pacific region.
  • WDEF costs 0.39% less per year.
  • EPI is much larger than WDEF. Larger funds are usually 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

WDEFEPI
Annual cost (TER)0.45%0.84%
Fund size (AUM)$71M$2.2B
Since20252008
Dividend yield0.00%
Asset classequityequity
Regioneuropeasia pacific
Strategyindex trackingindex tracking
CAGR 1YN/A-12.2%
CAGR 3YN/A+7.4%
CAGR 5YN/A+5.5%
Sharpe 3YN/A0.30
Volatility 1Y15.01%
Max drawdown-21.79%-50.29%

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

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