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 (1.07%).

Side-by-side metrics

MetricEPIVOX
Expense ratio
Annual fee. Lower is better.
0.84%0.09%
Dividend yield
Trailing 12-month yield.
0.00%1.07%
AUM
Assets under management — bigger funds are typically more liquid.
$2.12B$5.93B
YTD return
-9.01%-2.72%
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.
0.591.00
P/E ratio
16.7516.84
Last price
$42.40$187.57
Inception
Issuer
WisdomTreeVanguard

EPI top holdings

Top holdings · EPI
RELIANCE.NSReliance Industries Ltd6.59%
ICICIBANK.NSICICI Bank Ltd5.38%
HDFCBANK.NSHDFC Bank Ltd5.01%
SBIN.NSState Bank of India2.99%
COALINDIA.NSCoal India Ltd2.71%
500312Oil & Natural Gas Corp Ltd2.57%
INFY.NSInfosys Ltd2.50%
HINDALCO.NSHindalco Industries Ltd2.36%
NTPC.BONTPC Ltd2.17%
POWERGRID.BOPower Grid Corp Of India Ltd2.01%
Sector breakdown · EPI
Real Estate0.9%
Consumer Cyclical7.7%
Basic Materials14.3%
Consumer Defensive3.4%
Technology7.5%
Communication Services2.0%
Financial Services24.3%
Utilities8.0%
Industrials10.1%
Energy15.6%
Healthcare6.1%

VOX top holdings

Top holdings · VOX
METAMeta Platforms Inc Class A22.12%
GOOGLAlphabet Inc Class A14.10%
GOOGAlphabet Inc Class C7.51%
VZVerizon Communications Inc4.42%
DISThe Walt Disney Co4.39%
TAT&T Inc4.38%
NFLXNetflix Inc4.25%
CMCSAComcast Corp Class A3.82%
TMUST-Mobile US Inc3.78%
WBDWarner Bros. Discovery Inc Ordinary Shares - Class A3.44%
Sector breakdown · VOX
Real Estate0.1%
Consumer Cyclical0.2%
Technology1.7%
Communication Services98.0%
Industrials0.0%
Healthcare0.0%

About EPI

EPI (WisdomTree India Earnings Fund) is Indian companies weighted by earnings. Managed by WisdomTree, the fund carries $2.1B in assets under management, an expense ratio of 0.84%. Its largest holding is Reliance Industries Ltd (RELIANCE.NS), which represents 6.6% of the portfolio. Real Estate is the fund's largest sector exposure at 0.9%.

About VOX

VOX (Vanguard Communication Services ETF) is US communication services sector stocks. Managed by Vanguard, the fund carries $5.9B in assets under management, an expense ratio of 0.09%, a dividend yield of 1.07%. Its largest holding is Meta Platforms Inc Class A (META), which represents 22.1% of the portfolio. Real Estate is the fund's largest sector exposure at 0.1%.