DIM vs. EPI

Last updated Apr 1, 2026

Compare and contrast key facts about WisdomTree International MidCap Dividend Fund (DIM) and WisdomTree India Earnings Fund (EPI).

DIM and EPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIM is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International MidCap Dividend Index. It was launched on Jun 16, 2006. 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 DIM 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.

Performance

DIM vs. EPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree International MidCap Dividend Fund (DIM) and WisdomTree India Earnings Fund (EPI). The values are adjusted to include any dividend payments, if applicable.

DIM vs. EPI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DIM WisdomTree International MidCap Dividend Fund	2.90%	37.25%	3.51%	15.00%	-14.09%	9.55%	-0.40%	19.85%	-15.32%	28.01%
EPI WisdomTree India Earnings Fund	-11.86%	2.25%	10.70%	26.03%	-4.74%	26.41%	18.55%	1.53%	-9.88%	39.14%

Returns By Period

In the year-to-date period, DIM achieves a 2.90% return, which is significantly higher than EPI's -11.86% return. Over the past 10 years, DIM has underperformed EPI with an annualized return of 7.77%, while EPI has yielded a comparatively higher 9.11% annualized return.

DIM

• 1D: 2.85%
• 1M: -7.13%
• YTD: 2.90%
• 6M: 7.82%
• 1Y: 29.23%
• 3Y*: 16.54%
• 5Y*: 8.18%
• 10Y*: 7.77%

EPI

• 1D: 3.06%
• 1M: -10.01%
• YTD: -11.86%
• 6M: -7.69%
• 1Y: -6.66%
• 3Y*: 9.12%
• 5Y*: 6.72%
• 10Y*: 9.11%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DIM vs. EPI - Expense Ratio Comparison

DIM has a 0.58% expense ratio, which is lower than EPI's 0.84% expense ratio.

EPI

WisdomTree India Earnings Fund

DIM

WisdomTree International MidCap Dividend Fund

Return for Risk

DIM vs. EPI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DIM

DIM Risk / Return Rank: 88
DIM Sharpe Ratio Rank: 88
DIM Sortino Ratio Rank: 90
DIM Omega Ratio Rank: 91
DIM Calmar Ratio Rank: 86
DIM Martin Ratio Rank: 87

EPI

EPI Risk / Return Rank: 5
EPI Sharpe Ratio Rank: 5
EPI Sortino Ratio Rank: 4
EPI Omega Ratio Rank: 5
EPI Calmar Ratio Rank: 6
EPI Martin Ratio Rank: 4

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DIM vs. EPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International MidCap Dividend Fund (DIM) 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.

	DIM	EPI	Difference
Sharpe ratio Return per unit of total volatility	1.87	-0.41	+2.28
Sortino ratio Return per unit of downside risk	2.55	-0.48	+3.03
Omega ratio Gain probability vs. loss probability	1.39	0.94	+0.44
Calmar ratio Return relative to maximum drawdown	2.67	-0.37	+3.03
Martin ratio Return relative to average drawdown	10.47	-1.15	+11.62
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DIM vs. EPI - Sharpe Ratio Comparison

The current DIM Sharpe Ratio is 1.87, which is higher than the EPI Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of DIM and EPI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	DIM	EPI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.87	-0.41	+2.28
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.54	0.41	+0.12
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.46	0.45	+0.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.29	0.13	+0.16

Correlation

The correlation between DIM and EPI is 0.62, 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.

Dividends

DIM vs. EPI - Dividend Comparison

DIM's dividend yield for the trailing twelve months is around 2.96%, while EPI has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DIM WisdomTree International MidCap Dividend Fund	2.96%	3.20%	3.58%	4.62%	3.96%	3.65%	2.53%	3.26%	3.28%	2.57%	2.94%	2.81%
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%

Drawdowns

DIM vs. EPI - Drawdown Comparison

The maximum DIM drawdown since its inception was -61.45%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for DIM and EPI.

Drawdown Indicators

	DIM	EPI	Difference
Max Drawdown Largest peak-to-trough decline	-61.45%	-66.21%	+4.76%
Max Drawdown (1Y) Largest decline over 1 year	-10.56%	-16.88%	+6.32%
Max Drawdown (5Y) Largest decline over 5 years	-30.71%	-21.89%	-8.82%
Max Drawdown (10Y) Largest decline over 10 years	-40.89%	-50.29%	+9.40%
Current Drawdown Current decline from peak	-7.25%	-19.51%	+12.26%
Average Drawdown Average peak-to-trough decline	-12.72%	-18.68%	+5.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.69%	5.37%	-2.68%

Volatility

DIM vs. EPI - Volatility Comparison

The current volatility for WisdomTree International MidCap Dividend Fund (DIM) is 6.60%, while WisdomTree India Earnings Fund (EPI) has a volatility of 7.00%. This indicates that DIM 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.

Volatility by Period

	DIM	EPI	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.60%	7.00%	-0.40%
Volatility (6M) Calculated over the trailing 6-month period	9.75%	11.47%	-1.72%
Volatility (1Y) Calculated over the trailing 1-year period	15.76%	16.35%	-0.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.34%	16.28%	-0.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.89%	20.38%	-3.49%