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WTLS vs EPI

Wisdomtree Efficient Long/Short US Equity Fund vs WisdomTree India Earnings Fund

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

Annual cost

0.88%

Fund size

$12M

EPI

WisdomTree India Earnings Fund

Annual cost

0.84%

Fund size

$2.2B

Key differences

WTLS is an alternative ETF, while EPI is an equity ETF. WTLS charges 0.88% a year and EPI 0.84%.

  • WTLS is an alternative fund, while EPI is an equity fund. They carry different risk/return profiles.
  • WTLS follows a long short strategy; EPI uses index tracking.
  • WTLS covers North America; EPI covers the Asia-Pacific region.
  • EPI is much larger than WTLS. 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

WTLSEPI
Annual cost (TER)0.88%0.84%
Fund size (AUM)$12M$2.2B
Since20262008
Dividend yield0.00%
Asset classalternativeequity
Regionnorth americaasia pacific
Strategylong shortindex 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-8.95%-50.29%

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

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