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ETF comparison

EPI vs SPEM

Both International Emerging.

WisdomTree India Earnings Fund · State Street SPDR Portfolio Emerging Markets ETF

Holdings overlap

Weighted by ISIN/CUSIP
10.9 %

353 positions appear in both funds. Buying equal dollars of EPI and SPEM would leave roughly 10.9% of each dollar exposed to the same underlying securities.

EPI unmatched 91.3% Shared 10.9% SPEM unmatched 89.1%

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
217 positions
Shared
353 positions
In SPEM only
2,562 positions

Side by side

EPI

WisdomTree India Earnings Fund

WisdomTree · International Emerging

49 composite / 100
Expense ratio
0.84%
Net assets
$1.83B
TTM yield
1.00%
Top-10 conc.
35.1%
SPEM

State Street SPDR Portfolio Emerging Markets ETF

State Street · International Emerging

89 composite / 100
Expense ratio
0.070%
Net assets
$17.54B
TTM yield
2.62%
Top-10 conc.
26.3%

Sub-score comparison

16
Cost
93
79
Tax efficiency
75
68
Liquidity
100
64
Concentration
77
—
Tracking quality
—
EPI sub-score SPEM

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

Cost difference

SPEM is 77 bps cheaper than EPI. On a $100,000 position that's about $770/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 SPEM.

Top shared holdings

353 shared in total
# Holding In EPI In SPEM Overlap
1 HDFC BANK LTD 5.13% 0.83% 0.83%
2 BHARTI AIRTEL LTD 1.42% 0.53% 0.53%
3 AXIS BANK LTD 1.69% 0.33% 0.33%
4 SUN PHARMACEUTICAL INDUSTRIES LTD 1.14% 0.25% 0.25%
5 MARUTI SUZUKI INDIA LTD 0.89% 0.23% 0.23%
6 KOTAK MAHINDRA BANK LTD 1.38% 0.23% 0.23%
7 HINDUSTAN UNILEVER LTD 0.59% 0.21% 0.21%
8 TATA CONSULTANCY SERVICES LTD 1.11% 0.21% 0.21%
9 TITAN COMPANY LTD 0.37% 0.17% 0.17%
10 ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD 0.72% 0.15% 0.15%
11 HCL TECHNOLOGIES LTD 0.84% 0.15% 0.15%
12 ULTRATECH CEMENT LTD 0.48% 0.14% 0.14%

Only in EPI

217 total
  • RELIANCE INDUSTRIES LTD 6.74%
  • STATE BANK OF INDIA 3.06%
  • INFOSYS LTD 2.55%
  • MAHINDRA & MAHINDRA LTD 1.53%
  • LARSEN & TOUBRO LTD 1.33%
  • DR. REDDY'S LABORATORIES LTD 0.74%
  • CANARA BANK LTD 0.63%
  • BANK OF BARODA 0.62%
  • INDIAN BANK 0.38%
  • WIPRO LTD 0.34%

Only in SPEM

2,562 total
  • Taiwan Semiconductor Manufacturing Co Ltd 14.65%
  • Tencent Holdings Ltd 2.74%
  • MediaTek Inc 1.82%
  • Alibaba Group Holding Ltd 1.79%
  • Delta Electronics Inc 1.13%
  • Hon Hai Precision Industry Co Ltd 0.93%
  • ASE Technology Holding Co Ltd 0.82%
  • China Construction Bank Corp 0.81%
  • Reliance Industries Ltd 0.80%
  • ICICI Bank Ltd 0.71%

Percentages are holdings overlap with the named fund.

Open EPI or SPEM 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.