DHS vs. EPI
DHS (WisdomTree US High Dividend Fund) and EPI (WisdomTree India Earnings Fund) are both exchange-traded funds - DHS is a Large Cap Value Equities fund tracking the WisdomTree U.S. High Dividend Index, while EPI is a India Equities fund tracking the WisdomTree India Earnings Index. Both are passively managed. Over the past 10 years, DHS returned 9.67%/yr vs 8.60%/yr for EPI. Their 0.52 correlation means they have sometimes moved together and sometimes differently. DHS charges 0.38%/yr vs 0.84%/yr for EPI.
Performance
DHS vs. EPI - Performance Comparison
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Returns By Period
In the year-to-date period, DHS achieves a 17.07% return, which is significantly higher than EPI's -6.50% return. Over the past 10 years, DHS has outperformed EPI with an annualized return of 9.67%, while EPI has yielded a comparatively lower 8.60% annualized return.
DHS
- 1D
- 0.35%
- 1M
- 1.94%
- 6M
- 9.42%
- YTD
- 17.07%
- 1Y
- 25.65%
- 3Y*
- 17.11%
- 5Y*
- 12.40%
- 10Y*
- 9.67%
- ALL TIME*
- 8.26%
EPI
- 1D
- 0.67%
- 1M
- 0.84%
- 6M
- -6.20%
- YTD
- -6.50%
- 1Y
- -3.31%
- 3Y*
- 6.62%
- 5Y*
- 5.85%
- 10Y*
- 8.60%
- ALL TIME*
- 3.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.47M | $3.71M | $2.99M | |
| $16.82M | $16.41M | $21.21M |
DHS vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 17.07% | 12.87% | 18.02% | -0.19% | 7.97% | 23.20% | -5.70% | 22.59% | -7.41% | 11.69% |
EPI WisdomTree India Earnings Fund | -6.50% | 2.25% | 10.70% | 26.03% | -4.74% | 26.41% | 18.55% | 1.53% | -9.88% | 39.14% |
Correlation
The correlation between DHS and EPI is 0.21, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.21 |
Correlation (3Y) Balances recent behavior with more history. | 0.31 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.38 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.41 |
Correlation (All Time) Calculated using the full available price history since Feb 26, 2008 | 0.52 |
Over the past year, the correlation between DHS and EPI has dropped to 0.21 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
DHS vs. EPI - Sectors Allocation Comparison
Sectors
DHS
EPI
Financial Services
Healthcare
Consumer Defensive
Utilities
Energy
Communication Services
Technology
Consumer Cyclical
Industrials
Real Estate
Basic Materials
Financial Services
DHS
EPI
Healthcare
DHS
EPI
Consumer Defensive
DHS
EPI
Utilities
DHS
EPI
Energy
DHS
EPI
Communication Services
DHS
EPI
Technology
DHS
EPI
Consumer Cyclical
DHS
EPI
Industrials
DHS
EPI
Real Estate
DHS
EPI
Basic Materials
DHS
EPI
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Return for Risk
DHS vs. EPI — Risk / Return Rank
DHS
EPI
DHS vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DHS | EPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.70 | ||
| Sortino ratioReturn per unit of downside risk | +3.92 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 0.98 | +0.45 |
| Calmar ratioReturn relative to maximum drawdown | 4.09 | -0.21 | +4.30 |
| Martin ratioReturn relative to average drawdown | 15.00 | -0.50 | +15.50 |
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Drawdowns
DHS vs. EPI - Drawdown Comparison
The maximum DHS drawdown since its inception was -67.25%, roughly equal to the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for DHS and EPI.
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Drawdown Indicators
| DHS | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.25% | -66.21% | -1.04% |
Max Drawdown (1Y)Largest decline over 1 year | -6.30% | -15.69% | +9.39% |
Max Drawdown (3Y)Largest decline over 3 years | -11.87% | -21.89% | +10.02% |
Max Drawdown (5Y)Largest decline over 5 years | -15.28% | -21.89% | +6.61% |
Max Drawdown (10Y)Largest decline over 10 years | -37.35% | -50.29% | +12.94% |
Current DrawdownCurrent decline from peak | -1.89% | -14.61% | +12.72% |
Average DrawdownAverage peak-to-trough decline | -9.48% | -18.63% | +9.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 6.69% | -4.98% |
Volatility
DHS vs. EPI - Volatility Comparison
WisdomTree US High Dividend Fund (DHS) has a higher volatility of 3.77% compared to WisdomTree India Earnings Fund (EPI) at 3.55%. This indicates that DHS'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.
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Volatility by Period
| DHS | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 3.55% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 7.84% | 13.03% | -5.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.40% | 15.33% | -4.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.91% | 16.28% | -2.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 20.28% | -4.18% |
DHS vs. EPI - Expense Ratio Comparison
DHS has a 0.38% expense ratio, which is lower than EPI's 0.84% expense ratio.
Dividends
DHS vs. EPI - Dividend Comparison
DHS's dividend yield for the trailing twelve months is around 3.18%, while EPI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 3.18% | 3.32% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% |
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
DHS and EPI have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DHS has higher volatility (3.77%) compared to EPI (3.55%). In terms of maximum drawdown, DHS dropped -67.25% vs EPI's -66.21%.
On 10-year performance, DHS leads with 9.67% vs 8.60% for EPI. On fees, DHS is cheaper at 0.38% per year. On volatility, EPI has been the lower-risk option at 3.55%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, DHS has performed better with a 9.67% return vs 8.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DHS is cheaper with a 0.38% expense ratio, compared with 0.84% for EPI.
DHS has the higher dividend yield at 3.18%, compared with 0.00% for EPI.
DHS is categorized as Large Cap Value Equities, while EPI is India Equities. DHS tracks WisdomTree U.S. High Dividend Index, while EPI tracks WisdomTree India Earnings Index. Their fees differ too: 0.38% for DHS and 0.84% for EPI.
DHS currently has the higher Sharpe Ratio (2.48 vs -0.22), 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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