ARGT vs. EPI
Compare and contrast key facts about Global X MSCI Argentina ETF (ARGT) and WisdomTree India Earnings Fund (EPI).
ARGT and EPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ARGT is a passively managed fund by Global X that tracks the performance of the MSCI All Argentina 25/50. It was launched on Mar 2, 2011. EPI is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree India Earnings Index. It was launched on Feb 22, 2008. Both ARGT and EPI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARGT or EPI.
Key characteristics
| ARGT | EPI | |
|---|---|---|
| YTD Return | 19.46% | 11.12% |
| 1Y Return | 62.72% | 37.72% |
| 3Y Return (Ann) | 30.30% | 16.55% |
| 5Y Return (Ann) | 18.35% | 13.88% |
| 10Y Return (Ann) | 13.03% | 10.64% |
| Sharpe Ratio | 2.10 | 2.97 |
| Daily Std Dev | 28.73% | 12.97% |
| Max Drawdown | -61.68% | -66.21% |
| Current Drawdown | 0.00% | -0.31% |
Correlation
The correlation between ARGT and EPI is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ARGT vs. EPI - Performance Comparison
In the year-to-date period, ARGT achieves a 19.46% return, which is significantly higher than EPI's 11.12% return. Over the past 10 years, ARGT has outperformed EPI with an annualized return of 13.03%, while EPI has yielded a comparatively lower 10.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ARGT vs. EPI - Expense Ratio Comparison
ARGT has a 0.60% expense ratio, which is lower than EPI's 0.84% expense ratio.
Risk-Adjusted Performance
ARGT vs. EPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X MSCI Argentina ETF (ARGT) and WisdomTree India Earnings Fund (EPI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ARGT vs. EPI - Dividend Comparison
ARGT's dividend yield for the trailing twelve months is around 1.33%, more than EPI's 0.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARGT Global X MSCI Argentina ETF | 1.33% | 1.59% | 2.45% | 0.93% | 0.28% | 1.21% | 1.34% | 0.49% | 0.36% | 0.89% | 0.47% | 0.62% |
EPI WisdomTree India Earnings Fund | 0.13% | 0.15% | 6.01% | 1.18% | 0.78% | 1.17% | 1.18% | 0.85% | 1.05% | 1.20% | 1.02% | 0.75% |
Drawdowns
ARGT vs. EPI - Drawdown Comparison
The maximum ARGT drawdown since its inception was -61.68%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for ARGT and EPI. For additional features, visit the drawdowns tool.
Volatility
ARGT vs. EPI - Volatility Comparison
Global X MSCI Argentina ETF (ARGT) has a higher volatility of 9.80% compared to WisdomTree India Earnings Fund (EPI) at 2.82%. This indicates that ARGT's price experiences larger fluctuations and is considered to be riskier than EPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.