EPI vs VIGI: Holdings Overlap
EPIWisdomTree India Earnings Fund
WisdomTree · 568 holdings · $2.0B · as of 2026-03-31
VIGIVanguard International Dividend Appreciation Index Fund
Vanguard · 346 holdings · $9.1B · as of 2026-04-30
Holdings snapshots are 30 days apart (EPI: 2026-03-31, VIGI: 2026-04-30). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are EPI and VIGI?
WisdomTree India Earnings Fund (EPI, by WisdomTree) holds 568 positions; Vanguard International Dividend Appreciation Index Fund (VIGI, by Vanguard) holds 346. They have 14 holdings in common, and by portfolio weight the two funds are 3.5% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 3.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 14EPI holds 568 · VIGI holds 346
- Weight in Shared Holdings
- EPI 13%·VIGI 3%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in EPI
554 of 568 positions (88.4% of the fund) are not held by VIGI. Showing the top 30 by weight.
Only in VIGI
332 of 346 positions (95.4% of the fund) are not held by EPI. Showing the top 30 by weight.
Sector Breakdown
| Sector | EPI | VIGI |
|---|---|---|
| Financials | 17.8% | 26.6% |
| Energy | 17.1% | 2.6% |
| Industrials | 4.2% | 14.9% |
| Health Care | 3.3% | 13.1% |
| Materials | 9.9% | 3.7% |
| Other Sectors | 22.7% | 27.8% |
| Unclassified | 26.7% | 10.3% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (26% of EPI, 10% of VIGI).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| EPI | +2.5% | -5.6% | -2.0% | +6.8% | +6.0% | +8.7% | — |
| VIGI | +4.5% | +10.2% | +15.8% | +12.1% | +5.7% | +8.3% | 2.00% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in EPI vs VIGI →
Shared Holdings(14)
The top 10 shared positions account for 99% of the overlap, led by RELIANCE, INFO and SUNP.
 RELIANCEReliance Industries Ltd. INR10(100%DEMAT) | 7.52% | 1.85% | 1.85% |
|---|---|---|---|
 INFOInfosys Ltd. INR5 | 3.43% | 0.80% | 0.80% |
 SUNPSun Pharmaceutical Industries Ltd. INR1(DEMAT) | 1.15% | 0.37% | 0.37% |
 PSYSPersistent Systems Ltd. INR5(POST SUBD) | 0.24% | 0.10% | 0.10% |
 PIDIPidilite Industries Ltd. INR1(POST SUBDIVISION) | 0.08% | 0.08% | 0.08% |
 KEIIKEI Industries Ltd INR2 | 0.16% | 0.06% | 0.06% |
 MPHLMphasis Ltd. INR10 | 0.09% | 0.06% | 0.06% |
 NHPCNHPC Ltd. INR10 | 0.28% | 0.05% | 0.05% |
 TELXTata Elxsi Ltd. INR10 | 0.08% | 0.03% | 0.03% |
 BRGRBerger Paints India Ltd. INR1 | 0.08% | 0.03% | 0.03% |
 CRISILCrisil Ltd INR1 | 0.03% | 0.02% | 0.02% |
| Kirloskar Pneumati INR2 (POST SUB DIVISION) | 0.01% | 0.01% | 0.01% |
 CLPLCaplin Point Laboratories Ltd | 0.07% | 0.01% | 0.01% |
 FIEMFiem Industries Ltd. INR10 | 0.01% | 0.00% | 0.00% |
Frequently Asked Questions
How much do EPI and VIGI overlap?
EPI and VIGI overlap by 3.5% of portfolio weight. They share 14 holdings (EPI holds 568 positions and VIGI holds 346), based on each fund's latest SEC-reported holdings.
Is it redundant to own both EPI and VIGI?
The two portfolios are 3.5% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of EPI and VIGI?
The largest positions held by both funds are RELIANCE, INFO, SUNP, PSYS and PIDI. Together the top 10 shared positions account for 99% of the total overlap.
What does EPI own that VIGI doesn't?
554 positions (88.4% of EPI) are unique to EPI, led by ICICIBC, HDFCB and ONGC. In the other direction, 332 positions (95.4% of VIGI) are unique to VIGI.