ETF comparison

EPI vs SCHE

Both International Emerging.

WisdomTree India Earnings Fund · Schwab Emerging Markets Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
14.9 %

231 positions appear in both funds. Buying equal dollars of EPI and SCHE would leave roughly 14.9% of each dollar exposed to the same underlying securities.

EPI only 86.8% Shared 14.9% SCHE only 85.2%
In EPI only
337 positions
Shared
231 positions
In SCHE only
1,901 positions

Side by side

EPI

WisdomTree India Earnings Fund

WisdomTree · International Emerging

49 composite / 100
Expense ratio
0.84%
Net assets
$2.12B
TTM yield
1.00%
Top-10 conc.
38.0%
SCHE

Schwab Emerging Markets Equity ETF

Schwab · International Emerging

89 composite / 100
Expense ratio
0.060%
Net assets
$12.49B
TTM yield
2.62%
Top-10 conc.
28.7%

Sub-score comparison

16
Cost
94
79
Tax efficiency
75
71
Liquidity
100
60
Concentration
73
Tracking quality
EPI sub-score SCHE

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

Cost difference

SCHE is 78 bps cheaper than EPI. On a $100,000 position that's about $780/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 SCHE.

Top shared holdings

231 shared in total
# Holding In EPI In SCHE Overlap
1 HDFC Bank Ltd. 5.05% 1.07% 1.07%
2 Reliance Industries Ltd. 7.52% 1.01% 1.01%
3 ICICI Bank Ltd. 5.19% 0.77% 0.77%
4 Bharti Airtel Ltd. 1.47% 0.55% 0.55%
5 Infosys Ltd. 3.43% 0.48% 0.48%
6 Axis Bank Ltd. 1.57% 0.34% 0.34%
7 Mahindra & Mahindra Ltd. 1.58% 0.33% 0.33%
8 Larsen & Toubro Ltd. 1.21% 0.30% 0.30%
9 Tata Consultancy Services Ltd. 1.39% 0.28% 0.28%
10 Kotak Mahindra Bank Ltd. 1.33% 0.24% 0.24%
11 State Bank of India 3.14% 0.24% 0.24%
12 Hindustan Unilever Ltd. 0.62% 0.22% 0.22%

Only in EPI

337 total
  • Great Eastern Shipping Co Ltd 0.61%
  • Redington Ltd. 0.26%
  • Karur Vysya Bank Ltd. 0.26%
  • Nava Ltd. 0.23%
  • CESC Limited 0.21%
  • Life Insurance Corp. Of India 0.21%
  • EID-Parry(India) Ltd 0.21%
  • Deepak Fertilisers and Petrochemicals Corp Ltd 0.18%
  • City Union Bank Limited 0.15%
  • Radico Khaitan Ltd 0.12%

Only in SCHE

1,901 total
  • Taiwan Semiconductor Manufacturing Co Ltd 14.94%
  • Tencent Holdings Ltd 3.94%
  • Alibaba Group Holding Ltd 3.14%
  • Hon Hai Precision Industry Co Ltd 0.91%
  • MediaTek Inc 0.88%
  • China Construction Bank Corp 0.86%
  • Delta Electronics Inc 0.85%
  • PDD Holdings Inc 0.76%
  • Xiaomi Corp 0.74%
  • Industrial & Commercial Bank of China Ltd 0.63%

Open EPI or SCHE 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.