BSV vs. EPI
BSV (Vanguard Short-Term Bond Index Fund ETF Shares) and EPI (WisdomTree India Earnings Fund) are both exchange-traded funds - BSV is a Short-Term Bond fund tracking the Bloomberg U.S. 1–5 Year Government/Credit Float Adjusted Index, while EPI is a Asia Pacific Equities fund tracking the WisdomTree India Earnings Index. Both are passively managed. Over the past 10 years, BSV returned 1.91%/yr vs 9.04%/yr for EPI. At a correlation of -0.06, they often move in opposite directions. BSV charges 0.03%/yr vs 0.84%/yr for EPI.
Performance
BSV vs. EPI - Performance Comparison
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Returns By Period
In the year-to-date period, BSV achieves a 0.10% return, which is significantly higher than EPI's -10.46% return. Over the past 10 years, BSV has underperformed EPI with an annualized return of 1.91%, while EPI has yielded a comparatively higher 9.04% annualized return.
BSV
- 1D
- -0.01%
- 1M
- -0.38%
- YTD
- 0.10%
- 6M
- 0.53%
- 1Y
- 3.66%
- 3Y*
- 4.42%
- 5Y*
- 1.57%
- 10Y*
- 1.91%
EPI
- 1D
- -0.17%
- 1M
- -5.15%
- YTD
- -10.46%
- 6M
- -7.79%
- 1Y
- -11.22%
- 3Y*
- 7.35%
- 5Y*
- 5.30%
- 10Y*
- 9.04%
BSV vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 0.10% | 6.00% | 3.78% | 4.90% | -5.49% | -1.09% | 4.70% | 4.98% | 1.34% | 1.20% |
EPI WisdomTree India Earnings Fund | -10.46% | 2.25% | 10.70% | 26.03% | -4.74% | 26.41% | 18.55% | 1.53% | -9.88% | 39.14% |
Correlation
The correlation between BSV and EPI is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2008 | -0.06 |
The correlation between BSV and EPI shifts across timeframes, from -0.06 (all time) to 0.23 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
BSV vs. EPI — Risk / Return Rank
BSV
EPI
BSV vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund ETF Shares (BSV) 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.
| BSV | EPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.81 | ||
| Sortino ratioReturn per unit of downside risk | +4.31 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 0.89 | +0.51 |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | -0.67 | +3.52 |
| Martin ratioReturn relative to average drawdown | 9.83 | -1.61 | +11.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSV | EPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | -0.75 | +2.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.33 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.45 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.13 | +0.72 |
Drawdowns
BSV vs. EPI - Drawdown Comparison
The maximum BSV drawdown since its inception was -8.54%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for BSV and EPI.
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Drawdown Indicators
| BSV | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.54% | -66.21% | +57.67% |
Max Drawdown (1Y)Largest decline over 1 year | -1.29% | -16.88% | +15.59% |
Max Drawdown (3Y)Largest decline over 3 years | -1.53% | -21.89% | +20.36% |
Max Drawdown (5Y)Largest decline over 5 years | -8.54% | -21.89% | +13.35% |
Max Drawdown (10Y)Largest decline over 10 years | -8.54% | -50.29% | +41.75% |
Current DrawdownCurrent decline from peak | -0.82% | -18.22% | +17.40% |
Average DrawdownAverage peak-to-trough decline | -0.97% | -18.65% | +17.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.37% | 7.00% | -6.63% |
Volatility
BSV vs. EPI - Volatility Comparison
The current volatility for Vanguard Short-Term Bond Index Fund ETF Shares (BSV) is 0.54%, while WisdomTree India Earnings Fund (EPI) has a volatility of 4.88%. This indicates that BSV experiences smaller price fluctuations and is considered to be less risky than EPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSV | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.54% | 4.88% | -4.34% |
Volatility (6M)Calculated over the trailing 6-month period | 1.28% | 12.90% | -11.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.79% | 15.03% | -13.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.73% | 16.22% | -13.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.38% | 20.36% | -17.98% |
BSV vs. EPI - Expense Ratio Comparison
BSV has a 0.03% expense ratio, which is lower than EPI's 0.84% expense ratio.
Dividends
BSV vs. EPI - Dividend Comparison
BSV's dividend yield for the trailing twelve months is around 4.00%, while EPI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 4.00% | 3.83% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.48% | 1.40% |
EPI WisdomTree India Earnings Fund | 0.00% | 0.00% | 0.27% | 0.15% | 6.01% | 1.18% | 0.78% | 1.17% | 1.18% | 0.85% | 1.05% | 1.20% |
Frequently Asked Questions
BSV and EPI have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPI has higher volatility (4.88%) compared to BSV (0.54%). In terms of maximum drawdown, BSV dropped -8.54% vs EPI's -66.21%.
On 10-year performance, EPI leads with 9.04% vs 1.91% for BSV. On fees, BSV is cheaper at 0.03% per year. On volatility, BSV has been the lower-risk option at 0.54%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, EPI has performed better with a 9.04% return vs 1.91%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSV is cheaper with a 0.03% expense ratio, compared with 0.84% for EPI.
BSV has the higher dividend yield at 4.00%, compared with 0.00% for EPI.
BSV is categorized as Short-Term Bond, while EPI is Asia Pacific Equities. BSV tracks Bloomberg U.S. 1–5 Year Government/Credit Float Adjusted Index, while EPI tracks WisdomTree India Earnings Index. They also come from different issuers: Vanguard and WisdomTree. Their fees differ too: 0.03% for BSV and 0.84% for EPI.
BSV currently has the higher Sharpe Ratio (2.06 vs -0.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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