EPI vs VOX

WisdomTree India Earnings Fund vs Vanguard Communication Services ETF

Quick take
  • VOX has the lower expense ratio at 0.09% vs 0.84% for EPI.
  • VOX pays a higher dividend yield (0.96%).

Side-by-side metrics

MetricEPIVOX
Expense ratio
Annual fee. Lower is better.
0.84%0.09%
Dividend yield
Trailing 12-month yield.
0.00%0.96%
AUM
Assets under management — bigger funds are typically more liquid.
$2.19B$6.32B
YTD return
-5.21%2.67%
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.
0.600.98
P/E ratio
17.7721.09
Last price
$43.71$198.12
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%

VOX top holdings

Top holdings · VOX
METAMeta Platforms Inc Class A20.58%
GOOGLAlphabet Inc Class A13.14%
GOOGAlphabet Inc Class C8.71%
NFLXNetflix Inc5.74%
VZVerizon Communications Inc4.72%
TAT&T Inc4.65%
DISThe Walt Disney Co4.04%
TMUST-Mobile US Inc3.02%
WBDWarner Bros. Discovery Inc Ordinary Shares - Class A3.00%
CMCSAComcast Corp Class A2.93%
Sector breakdown · VOX
Real Estate0.1%
Consumer Cyclical0.4%
Technology1.4%
Communication Services98.1%
Industrials0.0%
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 VOX

VOX (Vanguard Communication Services ETF) is US communication services sector stocks. Managed by Vanguard, the fund carries $6.3B in assets under management, an expense ratio of 0.09%, a dividend yield of 0.96%. Its largest holding is Meta Platforms Inc Class A (META), which represents 20.6% of the portfolio. Real Estate is the fund's largest sector exposure at 0.1%.