EPI vs RSP

WisdomTree India Earnings Fund vs Invesco S&P 500 Equal Weight ETF

Quick take
  • RSP has the lower expense ratio at 0.20% vs 0.84% for EPI.
  • RSP pays a higher dividend yield (1.53%).

Side-by-side metrics

MetricEPIRSP
Expense ratio
Annual fee. Lower is better.
0.84%0.20%
Dividend yield
Trailing 12-month yield.
0.00%1.53%
AUM
Assets under management — bigger funds are typically more liquid.
$2.19B$86.40B
YTD return
-5.21%7.39%
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.
0.600.91
P/E ratio
17.7722.33
Last price
$43.71$203.54
Inception
Issuer
WisdomTreeInvesco

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%

RSP top holdings

Top holdings · RSP
INTCIntel Corp0.38%
STXSeagate Technology Holdings PLC0.34%
AMDAdvanced Micro Devices Inc0.33%
ONON Semiconductor Corp0.33%
SNDKSanDisk Corp Ordinary Shares0.32%
WDCWestern Digital Corp0.31%
CIENCiena Corp0.30%
MPWRMonolithic Power Systems Inc0.29%
CNCCentene Corp0.29%
NXPINXP Semiconductors NV0.28%
Sector breakdown · RSP
Real Estate6.2%
Consumer Cyclical10.3%
Basic Materials4.1%
Consumer Defensive6.5%
Technology18.3%
Communication Services4.0%
Financial Services14.4%
Utilities6.1%
Industrials14.7%
Energy4.6%
Healthcare10.9%

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 RSP

RSP (Invesco S&P 500 Equal Weight ETF) is S&P 500 with each stock equally weighted. Managed by Invesco, the fund carries $86.4B in assets under management, an expense ratio of 0.20%, a dividend yield of 1.53%. Its largest holding is Intel Corp (INTC), which represents 0.4% of the portfolio. Real Estate is the fund's largest sector exposure at 6.2%.