EPI vs EWY

WisdomTree India Earnings Fund vs iShares MSCI South Korea ETF

Quick take
  • EWY has the lower expense ratio at 0.59% vs 0.84% for EPI.
  • EWY pays a higher dividend yield (1.29%).

Side-by-side metrics

MetricEPIEWY
Expense ratio
Annual fee. Lower is better.
0.84%0.59%
Dividend yield
Trailing 12-month yield.
0.00%1.29%
AUM
Assets under management — bigger funds are typically more liquid.
$2.19B$21.05B
YTD return
-5.21%87.18%
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.
0.602.13
P/E ratio
17.7723.20
Last price
$43.71$176.75
Inception
Issuer
WisdomTreeiShares

EPI top holdings

Top holdings · EPI
RELIANCE.NSReliance Industries Ltd6.94%
HDFCBANK.NSHDFC Bank Ltd5.45%
ICICIBANK.NSICICI Bank Ltd5.28%
SBIN.NSState Bank of India3.42%
INFY.NSInfosys Ltd3.21%
500312Oil & Natural Gas Corp Ltd2.98%
COALINDIA.NSCoal India Ltd2.60%
NTPC.BONTPC Ltd2.25%
HINDALCO.NSHindalco Industries Ltd2.23%
POWERGRID.BOPower Grid Corp Of India Ltd2.03%
Sector breakdown · EPI
Real Estate0.8%
Consumer Cyclical7.6%
Basic Materials13.8%
Consumer Defensive3.5%
Technology8.7%
Communication Services1.9%
Financial Services25.3%
Utilities7.4%
Industrials9.1%
Energy16.6%
Healthcare5.2%

EWY top holdings

Top holdings · EWY
000660.KSSK Hynix Inc22.69%
005930.KSSamsung Electronics Co Ltd22.34%
402340.KSSK Square2.78%
005380.KSHyundai Motor Co2.40%
105560.KSKB Financial Group Inc1.99%
034020.KSDoosan Enerbility Co Ltd1.95%
009150.KSSamsung Electro-Mechanics Co Ltd1.79%
012450.KSHanwha Aerospace Co Ltd1.64%
006400.KSSamsung SDI Co Ltd1.54%
055550.KSShinhan Financial Group Co Ltd1.48%
Sector breakdown · EWY
Consumer Cyclical5.7%
Basic Materials2.0%
Consumer Defensive1.7%
Technology52.4%
Communication Services2.9%
Financial Services9.6%
Utilities0.4%
Industrials20.4%
Energy1.4%
Healthcare3.5%

About EPI

EPI (WisdomTree India Earnings Fund) is Indian companies weighted by earnings. Managed by WisdomTree, the fund carries $2.2B in assets under management, an expense ratio of 0.84%. Its largest holding is Reliance Industries Ltd (RELIANCE.NS), which represents 6.9% of the portfolio. Real Estate is the fund's largest sector exposure at 0.8%.

About EWY

EWY (iShares MSCI South Korea ETF) is South Korean large and mid-cap equities. Managed by iShares, the fund carries $21.0B in assets under management, an expense ratio of 0.59%, a dividend yield of 1.29%. Its largest holding is SK Hynix Inc (000660.KS), which represents 22.7% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 5.7%.