WisdomTree India Earnings Fund (EPI)
EPI is a passive ETF by WisdomTree tracking the investment results of the WisdomTree India Earnings Index. EPI launched on Feb 22, 2008 and has a 0.84% expense ratio.
ETF Info
US97717W4226
97717W422
Feb 22, 2008
Emerging Asia Pacific (India)
1x
WisdomTree India Earnings Index
Large-Cap
Blend
Expense Ratio
EPI has an expense ratio of 0.84%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
WisdomTree India Earnings Fund (EPI) returned 2.94% year-to-date (YTD) and 3.76% over the past 12 months. Over the past 10 years, EPI returned 9.37% annually, underperforming the S&P 500 benchmark at 10.79%.
EPI
2.94%
8.15%
2.01%
3.76%
23.69%
9.37%
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
Monthly Returns
The table below presents the monthly returns of EPI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.67% | -7.02% | 7.79% | 3.68% | 2.82% | 2.94% | |||||||
| 2024 | 4.12% | 2.44% | -0.39% | 3.67% | 1.62% | 5.21% | 3.54% | -0.04% | 0.98% | -6.14% | 0.04% | -4.20% | 10.71% |
| 2023 | 0.83% | -5.02% | 1.06% | 4.79% | 0.21% | 5.26% | 5.11% | -1.04% | 1.55% | -2.42% | 6.89% | 6.94% | 26.03% |
| 2022 | 2.11% | -4.94% | 2.02% | -1.25% | -5.88% | -5.81% | 7.69% | 1.47% | -5.77% | 4.22% | 6.72% | -4.06% | -4.74% |
| 2021 | -1.92% | 7.19% | 2.78% | -1.40% | 8.91% | 0.28% | 2.33% | 5.63% | 2.48% | 0.19% | -4.08% | 2.04% | 26.41% |
| 2020 | -2.45% | -8.40% | -27.07% | 12.78% | 1.48% | 8.54% | 9.83% | 5.95% | 1.39% | -0.00% | 12.20% | 10.62% | 18.55% |
| 2019 | -3.06% | -0.37% | 10.45% | -0.84% | 1.23% | -1.40% | -7.44% | -3.61% | 3.13% | 2.98% | -0.04% | 1.55% | 1.53% |
| 2018 | 3.74% | -6.99% | -2.15% | 2.06% | -3.89% | -1.81% | 6.40% | 0.19% | -9.73% | -6.84% | 8.77% | 1.66% | -9.88% |
| 2017 | 6.09% | 5.74% | 6.82% | 2.94% | 0.32% | -1.43% | 7.92% | -0.64% | -3.92% | 7.31% | -1.00% | 4.21% | 39.14% |
| 2016 | -6.39% | -9.20% | 15.64% | 0.36% | 0.97% | 2.77% | 5.89% | 1.40% | 0.04% | 0.46% | -6.81% | -0.17% | 2.76% |
| 2015 | 6.35% | 3.16% | -5.62% | -6.27% | 3.23% | -1.46% | 2.08% | -11.17% | 1.97% | 0.90% | -1.24% | 0.17% | -8.88% |
| 2014 | -7.23% | 4.45% | 12.82% | 0.74% | 12.46% | 4.89% | -2.45% | 3.88% | -3.49% | 5.93% | 0.09% | -5.08% | 27.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EPI is 31, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
WisdomTree India Earnings Fund provided a 0.26% dividend yield over the last twelve months, with an annual payout of $0.12 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.12 | $0.12 | $0.06 | $1.96 | $0.43 | $0.23 | $0.29 | $0.29 | $0.24 | $0.21 | $0.24 | $0.23 |
Dividend yield | 0.26% | 0.27% | 0.15% | 6.01% | 1.18% | 0.78% | 1.17% | 1.18% | 0.85% | 1.05% | 1.20% | 1.02% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree India Earnings Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
| 2022 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $1.85 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.96 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.19 | $0.43 |
| 2020 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.08 | $0.23 |
| 2019 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.04 | $0.29 |
| 2018 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.04 | $0.29 |
| 2017 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.03 | $0.24 |
| 2016 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.01 | $0.21 |
| 2015 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.02 | $0.24 |
| 2014 | $0.10 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.23 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree India Earnings Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WisdomTree India Earnings Fund was 66.21%, occurring on Nov 20, 2008. Recovery took 459 trading sessions.
The current WisdomTree India Earnings Fund drawdown is 8.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.21% | Feb 27, 2008 | 188 | Nov 20, 2008 | 459 | Sep 20, 2010 | 647 |
| -52.6% | Nov 8, 2010 | 706 | Aug 28, 2013 | 1050 | Oct 27, 2017 | 1756 |
| -50.29% | Jan 25, 2018 | 543 | Mar 23, 2020 | 186 | Dec 15, 2020 | 729 |
| -20.93% | Sep 30, 2024 | 105 | Mar 3, 2025 | — | — | — |
| -20.37% | Oct 19, 2021 | 170 | Jun 22, 2022 | 277 | Jul 31, 2023 | 447 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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