EPI vs VWO: Holdings Overlap
EPIWisdomTree India Earnings Fund
WisdomTree · 568 holdings · $2.0B · as of 2026-03-31
VWOVanguard Emerging Markets Stock Index Fund
Vanguard · 5015 holdings · $124.9B · as of 2026-04-30
Holdings snapshots are 30 days apart (EPI: 2026-03-31, VWO: 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 VWO?
WisdomTree India Earnings Fund (EPI, by WisdomTree) holds 568 positions; Vanguard Emerging Markets Stock Index Fund (VWO, by Vanguard) holds 5015. They have 476 holdings in common, and by portfolio weight the two funds are 13.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 13.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 476EPI holds 568 · VWO holds 5015
- Weight in Shared Holdings
- EPI 100%·VWO 14%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
92 of 568 positions (1.5% of the fund) are not held by VWO. Showing the top 30 by weight.
- Life Insurance Corp. Of India INR100.21%
- Welspun Enterprises Ltd INR100.08%
- Anupam Rasayan India Ltd. INR10.000.05%
- LG Balakrishna & Bros Ltd. INR100.04%
SANDUMASandur Manganese And Iron Ores Limited (The) INR10 (DEMAT)0.04%
- Cigniti Technologies Ltd. INR100.04%
Only in VWO
4539 of 5015 positions (85.0% of the fund) are not held by EPI. Showing the top 30 by weight.
Sector Breakdown
| Sector | EPI | VWO |
|---|---|---|
| Information Technology | 7.3% | 23.7% |
| Financials | 17.8% | 12.6% |
| Energy | 17.1% | 3.1% |
| Materials | 9.9% | 3.4% |
| Consumer Discretionary | 5.2% | 7.0% |
| Other Sectors | 17.7% | 12.1% |
| Unclassified | 26.7% | 37.4% |
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, 38% of VWO).
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% | — |
| VWO | +2.7% | +12.6% | +22.3% | +16.6% | +6.6% | +7.9% | 2.29% |
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 VWO →
Shared Holdings(476)
The top 10 shared positions account for 32% of the overlap, led by RELIANCE, HDFCB and ICICIBC.
 RELIANCEReliance Industries Ltd. INR10(100%DEMAT) | 7.52% | 0.90% | 0.90% |
|---|---|---|---|
 HDFCBHDFC Bank Ltd. INR1 | 5.05% | 0.80% | 0.80% |
 ICICIBCICICI Bank Ltd. INR2 | 5.19% | 0.61% | 0.61% |
 BHARTIBharti Airtel Ltd. INR5 | 1.47% | 0.51% | 0.51% |
 INFOInfosys Ltd. INR5 | 3.43% | 0.38% | 0.38% |
 AXSBAxis Bank Ltd. INR2 | 1.57% | 0.27% | 0.27% |
 MMMahindra & Mahindra Ltd. INR5 | 1.58% | 0.26% | 0.26% |
 LTLarsen & Toubro Ltd. INR2 | 1.21% | 0.25% | 0.25% |
 TCSTata Consultancy Services Ltd. INR1 | 1.39% | 0.23% | 0.23% |
 KMBKotak Mahindra Bank Ltd. INR1(POST SUBD) | 1.33% | 0.19% | 0.19% |
 HUVRHindustan Unilever Ltd. INR1 | 0.62% | 0.18% | 0.18% |
 SUNPSun Pharmaceutical Industries Ltd. INR1(DEMAT) | 1.15% | 0.18% | 0.18% |
 NTPCNTPC Ltd. INR10 | 2.49% | 0.17% | 0.17% |
 MSILMaruti Suzuki India Ltd. INR5 | 0.84% | 0.16% | 0.16% |
 TATATata Steel Ltd. INR1.00(POST SUBDIVISION) | 1.73% | 0.16% | 0.16% |
 SBINState Bank of India INR1 | 3.14% | 0.16% | 0.16% |
 TTANTitan Co Ltd. INR1 | 0.35% | 0.15% | 0.15% |
 BHEBharat Electronics Ltd. INR1 | 0.80% | 0.14% | 0.14% |
 HNDLHindalco Industries Ltd. INR1 | 2.39% | 0.14% | 0.14% |
 PWGRPower Grid Corporation of India Ltd. INR10 | 2.28% | 0.13% | 0.13% |
 UTCEMUltratech Cement Ltd. INR10 | 0.49% | 0.13% | 0.13% |
 ADSEZAdani Ports And Special Economic Zone Ltd. LIMITED | 0.56% | 0.12% | 0.12% |
 HCLTHCL Technologies Ltd. INR2 | 1.13% | 0.12% | 0.12% |
 ADANIAdani Power Limited INR2 (POST SUBD) | 0.81% | 0.11% | 0.11% |
 ONGCOil & Natural Gas Corp Ltd. INR5 | 3.42% | 0.11% | 0.11% |
Showing the top 250 of 476 shared holdings by overlap weight.
Frequently Asked Questions
How much do EPI and VWO overlap?
EPI and VWO overlap by 13.9% of portfolio weight. They share 476 holdings (EPI holds 568 positions and VWO holds 5015), based on each fund's latest SEC-reported holdings.
Is it redundant to own both EPI and VWO?
The two portfolios are 13.9% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of EPI and VWO?
The largest positions held by both funds are RELIANCE, HDFCB, ICICIBC, BHARTI and INFO. Together the top 10 shared positions account for 32% of the total overlap.
What does EPI own that VWO doesn't?
92 positions (1.5% of EPI) are unique to EPI, led by Life Insurance Corp. Of India INR10, Welspun Enterprises Ltd INR10 and Anupam Rasayan India Ltd. INR10.00. In the other direction, 4539 positions (85.0% of VWO) are unique to VWO.