EPI vs VGT

WisdomTree India Earnings Fund vs Vanguard Information Technology ETF

Quick take
  • VGT has the lower expense ratio at 0.09% vs 0.84% for EPI.
  • VGT pays a higher dividend yield (0.37%).

Side-by-side metrics

MetricEPIVGT
Expense ratio
Annual fee. Lower is better.
0.84%0.09%
Dividend yield
Trailing 12-month yield.
0.00%0.37%
AUM
Assets under management — bigger funds are typically more liquid.
$2.19B$146.53B
YTD return
-5.21%16.40%
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.
0.601.29
P/E ratio
17.7739.12
Last price
$43.71$109.50
Inception
Issuer
WisdomTreeVanguard

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%

VGT top holdings

Top holdings · VGT
NVDANVIDIA Corp18.52%
AAPLApple Inc15.85%
MSFTMicrosoft Corp10.20%
AVGOBroadcom Inc4.38%
MUMicron Technology Inc2.02%
AMDAdvanced Micro Devices Inc1.75%
PLTRPalantir Technologies Inc Ordinary Shares - Class A1.74%
CSCOCisco Systems Inc1.65%
AMATApplied Materials Inc1.47%
LRCXLam Research Corp1.45%
Sector breakdown · VGT
Basic Materials0.0%
Technology98.5%
Communication Services0.5%
Financial Services0.5%
Industrials0.5%
Healthcare0.0%

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 VGT

VGT (Vanguard Information Technology ETF) is US technology sector stocks. Managed by Vanguard, the fund carries $146.5B in assets under management, an expense ratio of 0.09%, a dividend yield of 0.37%. Its largest holding is NVIDIA Corp (NVDA), which represents 18.5% of the portfolio. Basic Materials is the fund's largest sector exposure at 0.0%.