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ETF comparison

EPI vs ESGE

Both International Emerging.

WisdomTree India Earnings Fund · iShares ESG Aware MSCI EM ETF

Holdings overlap

Weighted by ISIN/CUSIP
7.1 %

39 positions appear in both funds. Buying equal dollars of EPI and ESGE would leave roughly 7.1% of each dollar exposed to the same underlying securities.

EPI unmatched 95.2% Shared 7.1% ESGE unmatched 92.4%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In EPI only
531 positions
Shared
39 positions
In ESGE only
248 positions

Side by side

EPI

WisdomTree India Earnings Fund

WisdomTree · International Emerging

49 composite / 100
Expense ratio
0.84%
Net assets
$1.78B
TTM yield
1.00%
Top-10 conc.
35.1%
ESGE

iShares ESG Aware MSCI EM ETF

iShares · International Emerging

77 composite / 100
Expense ratio
0.25%
Net assets
$6.25B
TTM yield
2.31%
Top-10 conc.
37.9%

Sub-score comparison

16
Cost
75
79
Tax efficiency
76
67
Liquidity
91
64
Concentration
60
—
Tracking quality
—
EPI sub-score ESGE

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

ESGE is 59 bps cheaper than EPI. On a $100,000 position that's about $590/yr more in fees for EPI.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with EPI vs ESGE.

Top shared holdings

39 shared in total
# Holding In EPI In ESGE Overlap
1 HDFC BANK LTD 5.13% 0.80% 0.80%
2 ICICI BANK LTD 5.50% 0.55% 0.55%
3 AXIS BANK LTD 1.69% 0.51% 0.51%
4 RELIANCE INDUSTRIES LTD 6.74% 0.44% 0.44%
5 KOTAK MAHINDRA BANK LTD 1.38% 0.41% 0.41%
6 MAHINDRA & MAHINDRA LTD 1.53% 0.38% 0.38%
7 ASIAN PAINT LTD 0.30% 0.35% 0.30%
8 INFOSYS LTD 2.55% 0.30% 0.30%
9 HCL TECHNOLOGIES LTD 0.84% 0.28% 0.28%
10 HINDUSTAN UNILEVER LTD 0.59% 0.28% 0.28%
11 ORACLE FINANCIAL SERVICES SOFTWARE LTD 0.29% 0.19% 0.19%
12 PERSISTENT SYSTEMS LTD 0.20% 0.18% 0.18%

Only in EPI

531 total
  • COAL INDIA LTD 2.78%
  • OIL AND NATURAL GAS CORP LTD 2.63%
  • NTPC LTD 2.22%
  • POWER GRID CORP OF INDIA LTD 2.05%
  • TATA STEEL LTD 1.58%
  • BHARTI AIRTEL LTD 1.42%
  • LARSEN & TOUBRO LTD 1.33%
  • GRASIM INDUSTRIES LTD 1.24%
  • OIL INDIA LTD 1.18%
  • SUN PHARMACEUTICAL INDUSTRIES LTD 1.14%

Only in ESGE

248 total
  • Taiwan Semiconductor Manufacturing Company Limited 15.08%
  • Samsung Electronics Co., Ltd. 7.25%
  • SK hynix Inc. 5.55%
  • Tencent Holdings Limited 2.56%
  • Alibaba Group Holding Limited 1.71%
  • MediaTek Inc. 1.41%
  • CHINA CONSTRUCTION BANK CORPORATION 1.19%
  • DELTA ELECTRONICS, INC. 1.09%
  • Lenovo Group Limited 1.05%
  • Chunghwa Telecom Co., Ltd. 1.05%

Percentages are holdings overlap with the named fund.

Open EPI or ESGE at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.