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Compare EPI vs. IVV
Compare shares and ETFs on the US stock markets that you can trade on Pearler.
Overview
When it comes to investing in the US stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the US stock exchanges are the WisdomTree India Earnings Fund ETF (EPI) and the iShares Core S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
EPI | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 662 |
Median incremental investment | $0 | $0 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $597.84 | $895.52 |
Average age group | > 35 | 26 - 35 |
Key Summary
EPI | IVV | |
|---|---|---|
Strategy | EPI was created on 2008-02-22 by WisdomTree. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 2726.58m in AUM and 380 holdings. EPI tracks a total market index of Indian companies selected and weighted by earnings. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 759845.55m in AUM and 503 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Reliance Industries Ltd (7.23 %) HDFC Bank Ltd (5.66 %) ICICI Bank Ltd (5.41 %) | NVIDIA CORP (7.62 %) APPLE INC (6.36 %) MICROSOFT CORP (5.75 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.84 % | 0.03 % |
Key Summary
EPI | IVV | |
|---|---|---|
Issuer | WisdomTree | iShares |
Tracking index | WisdomTree India Earnings Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.84 % | 0.03 % |
Price | $44.39 USD | $681.72 USD |
Size | $2.698 billion | $768.435 billion |
10Y return | 150.65 % | 263.91 % |
Annual distribution yield (5Y) | 4.11 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
EPI | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 662 |
Median incremental investment | $0 | $0 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $597.84 | $895.52 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
EPI | IVV | |
|---|---|---|
Pros |
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Cons |
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EPI | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |