DGIN vs. EPI
Compare and contrast key facts about VanEck Digital India ETF (DGIN) and WisdomTree India Earnings Fund (EPI).
DGIN and EPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DGIN is a passively managed fund by VanEck that tracks the performance of the MVIS Digital India. It was launched on Feb 15, 2022. 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 DGIN 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: DGIN or EPI.
Key characteristics
| DGIN | EPI | |
|---|---|---|
| YTD Return | 18.37% | 15.46% |
| 1Y Return | 30.09% | 29.17% |
| Sharpe Ratio | 1.83 | 1.78 |
| Sortino Ratio | 2.48 | 2.17 |
| Omega Ratio | 1.33 | 1.36 |
| Calmar Ratio | 2.34 | 3.71 |
| Martin Ratio | 10.58 | 11.68 |
| Ulcer Index | 2.86% | 2.50% |
| Daily Std Dev | 16.55% | 16.39% |
| Max Drawdown | -28.61% | -66.21% |
| Current Drawdown | -7.30% | -6.85% |
Correlation
The correlation between DGIN and EPI is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DGIN vs. EPI - Performance Comparison
In the year-to-date period, DGIN achieves a 18.37% return, which is significantly higher than EPI's 15.46% 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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DGIN vs. EPI - Expense Ratio Comparison
DGIN has a 0.76% expense ratio, which is lower than EPI's 0.84% expense ratio.
Risk-Adjusted Performance
DGIN vs. EPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Digital India ETF (DGIN) 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
DGIN vs. EPI - Dividend Comparison
DGIN's dividend yield for the trailing twelve months is around 0.21%, while EPI has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGIN VanEck Digital India ETF | 0.21% | 0.24% | 0.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EPI WisdomTree India Earnings Fund | 0.00% | 0.15% | 6.01% | 1.18% | 0.78% | 1.17% | 1.18% | 0.85% | 1.04% | 1.20% | 1.02% | 0.75% |
Drawdowns
DGIN vs. EPI - Drawdown Comparison
The maximum DGIN drawdown since its inception was -28.61%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for DGIN and EPI. For additional features, visit the drawdowns tool.
Volatility
DGIN vs. EPI - Volatility Comparison
VanEck Digital India ETF (DGIN) has a higher volatility of 4.85% compared to WisdomTree India Earnings Fund (EPI) at 3.93%. This indicates that DGIN'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.