EPI vs VXUS: Holdings Overlap
EPIWisdomTree India Earnings Fund
WisdomTree · 568 holdings · $2.0B · as of 2026-03-31
VXUSVanguard Total International Stock Index Fund
Vanguard · 8752 holdings · $161.3B · as of 2026-04-30
Holdings snapshots are 30 days apart (EPI: 2026-03-31, VXUS: 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 VXUS?
WisdomTree India Earnings Fund (EPI, by WisdomTree) holds 568 positions; Vanguard Total International Stock Index Fund (VXUS, by Vanguard) holds 8752. They have 476 holdings in common, and by portfolio weight the two funds are 3.8% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 3.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 476EPI holds 568 · VXUS holds 8752
- Weight in Shared Holdings
- EPI 100%·VXUS 4%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 VXUS. 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%
Sector Breakdown
| Sector | EPI | VXUS |
|---|---|---|
| Financials | 17.8% | 18.3% |
| Energy | 17.1% | 4.1% |
| Information Technology | 7.3% | 14.7% |
| Industrials | 4.2% | 10.7% |
| Materials | 9.9% | 5.3% |
| Other Sectors | 18.7% | 22.1% |
| Unclassified | 26.7% | 23.6% |
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, 24% of VXUS).
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% | — |
| VXUS | +3.0% | +16.2% | +27.8% | +18.9% | +9.3% | +9.7% | 2.51% |
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 VXUS →
Shared Holdings(476)
The top 10 shared positions account for 31% of the overlap, led by RELIANCE, HDFCB and ICICIBC.
 RELIANCEReliance Industries Ltd. INR10(100%DEMAT) | 7.52% | 0.24% | 0.24% |
|---|---|---|---|
 HDFCBHDFC Bank Ltd. INR1 | 5.05% | 0.22% | 0.22% |
 ICICIBCICICI Bank Ltd. INR2 | 5.19% | 0.17% | 0.17% |
 BHARTIBharti Airtel Ltd. INR5 | 1.47% | 0.14% | 0.14% |
 INFOInfosys Ltd. INR5 | 3.43% | 0.10% | 0.10% |
 AXSBAxis Bank Ltd. INR2 | 1.57% | 0.07% | 0.07% |
 MMMahindra & Mahindra Ltd. INR5 | 1.58% | 0.07% | 0.07% |
 LTLarsen & Toubro Ltd. INR2 | 1.21% | 0.07% | 0.07% |
 TCSTata Consultancy Services Ltd. INR1 | 1.39% | 0.06% | 0.06% |
 KMBKotak Mahindra Bank Ltd. INR1(POST SUBD) | 1.33% | 0.05% | 0.05% |
 HUVRHindustan Unilever Ltd. INR1 | 0.62% | 0.05% | 0.05% |
 SUNPSun Pharmaceutical Industries Ltd. INR1(DEMAT) | 1.15% | 0.05% | 0.05% |
 NTPCNTPC Ltd. INR10 | 2.49% | 0.05% | 0.05% |
 MSILMaruti Suzuki India Ltd. INR5 | 0.84% | 0.04% | 0.04% |
 TATATata Steel Ltd. INR1.00(POST SUBDIVISION) | 1.73% | 0.04% | 0.04% |
 TTANTitan Co Ltd. INR1 | 0.35% | 0.04% | 0.04% |
 SBINState Bank of India INR1 | 3.14% | 0.04% | 0.04% |
 BHEBharat Electronics Ltd. INR1 | 0.80% | 0.04% | 0.04% |
 HNDLHindalco Industries Ltd. INR1 | 2.39% | 0.04% | 0.04% |
 PWGRPower Grid Corporation of India Ltd. INR10 | 2.28% | 0.04% | 0.04% |
 UTCEMUltratech Cement Ltd. INR10 | 0.49% | 0.03% | 0.03% |
 ADSEZAdani Ports And Special Economic Zone Ltd. LIMITED | 0.56% | 0.03% | 0.03% |
 HCLTHCL Technologies Ltd. INR2 | 1.13% | 0.03% | 0.03% |
 ONGCOil & Natural Gas Corp Ltd. INR5 | 3.42% | 0.03% | 0.03% |
 ADANIAdani Power Limited INR2 (POST SUBD) | 0.81% | 0.03% | 0.03% |
Showing the top 250 of 476 shared holdings by overlap weight.
Frequently Asked Questions
How much do EPI and VXUS overlap?
EPI and VXUS overlap by 3.8% of portfolio weight. They share 476 holdings (EPI holds 568 positions and VXUS holds 8752), based on each fund's latest SEC-reported holdings.
Is it redundant to own both EPI and VXUS?
The two portfolios are 3.8% 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 VXUS?
The largest positions held by both funds are RELIANCE, HDFCB, ICICIBC, BHARTI and INFO. Together the top 10 shared positions account for 31% of the total overlap.
What does EPI own that VXUS 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, 8276 positions (95.0% of VXUS) are unique to VXUS.