EPI vs EWU
WisdomTree India Earnings Fund vs iShares MSCI United Kingdom ETF
EPI$44.26
WisdomTree India Earnings Fund
Indian companies weighted by earnings.
Expense: 0.84%Yield: 0.00%
EWU$47.78
iShares MSCI United Kingdom ETF
UK large and mid-cap equities.
Expense: 0.50%Yield: 3.14%
Quick take
- • EWU has the lower expense ratio at 0.50% vs 0.84% for EPI.
- • EWU pays a higher dividend yield (3.14%).
Side-by-side metrics
| Metric | EPI | EWU |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.84% | 0.50% |
Dividend yield Trailing 12-month yield. | 0.00% | 3.14% |
AUM Assets under management — bigger funds are typically more liquid. | $1.78B | $3.73B |
YTD return | -4.97% | 11.45% |
1-year return | — | — |
3-year return Annualized. | — | — |
5-year return Annualized. | — | — |
10-year return Annualized. | — | — |
Beta (3Y) Volatility relative to the market. Closer to 1 = market-like. | 0.67 | 0.66 |
P/E ratio | 18.92 | 16.65 |
Last price | $44.26 | $47.78 |
Inception | — | — |
Issuer | WisdomTree | iShares |
EPI top holdings
Top holdings · EPI
| RELIANCE.NS | Reliance Industries Ltd | 0.69% |
| HINDPETRO.NS | Hindustan Petroleum Corp Ltd | 0.57% |
| ICICIBANK.NS | ICICI Bank Ltd | 0.55% |
| POWERGRID.BO | Power Grid Corp Of India Ltd | 0.52% |
| NTPC.BO | NTPC Ltd | 0.51% |
| HDFCBANK.NS | HDFC Bank Ltd | 0.51% |
| LT.NS | Larsen & Toubro Ltd | 0.46% |
Sector breakdown · EPI
Real Estate0.9%
Consumer Cyclical9.7%
Basic Materials14.5%
Consumer Defensive5.7%
Technology11.7%
Communication Services1.8%
Financial Services16.8%
Utilities7.7%
Industrials11.9%
Energy12.0%
Healthcare7.3%
EWU top holdings
Top holdings · EWU
| SHEL.L | Shell PLC | 9.88% |
| HSBA.L | HSBC Holdings PLC | 9.30% |
| AZN.L | AstraZeneca PLC | 8.93% |
| ULVR.L | Unilever PLC | 4.44% |
| RR.L | Rolls-Royce Holdings PLC | 4.37% |
| BP.L | BP PLC | 4.17% |
| BATS.L | British American Tobacco PLC | 3.89% |
| GSK.L | GSK PLC | 3.17% |
| RIO.L | Rio Tinto PLC Ordinary Shares | 2.75% |
| NG.L | National Grid PLC | 2.64% |
Sector breakdown · EWU
Real Estate0.7%
Consumer Cyclical4.0%
Basic Materials7.6%
Consumer Defensive15.3%
Technology0.7%
Communication Services2.3%
Financial Services23.1%
Utilities5.2%
Industrials13.0%
Energy14.3%
Healthcare13.8%
About EPI
EPI (WisdomTree India Earnings Fund) is Indian companies weighted by earnings. Managed by WisdomTree, the fund carries $1.8B in assets under management, an expense ratio of 0.84%. Its largest holding is Reliance Industries Ltd (RELIANCE.NS), which represents 0.7% of the portfolio. Real Estate is the fund's largest sector exposure at 0.9%.
About EWU
EWU (iShares MSCI United Kingdom ETF) is UK large and mid-cap equities. Managed by iShares, the fund carries $3.7B in assets under management, an expense ratio of 0.50%, a dividend yield of 3.14%. Its largest holding is Shell PLC (SHEL.L), which represents 9.9% of the portfolio. Real Estate is the fund's largest sector exposure at 0.7%.