DIM vs. EPIN

Last updated Jul 17, 2026

DIM (WisdomTree International MidCap Dividend Fund) and EPIN (Harbor International Equity ETF) are both Foreign Large Cap Equities funds. DIM is passively managed, while EPIN is actively managed. Over the past year, DIM returned 19.36% vs 34.90% for EPIN. A 0.79 correlation means they provide meaningful diversification when combined. DIM charges 0.58%/yr vs 0.80%/yr for EPIN.

Performance

DIM vs. EPIN - Performance Comparison

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

Returns By Period

In the year-to-date period, DIM achieves a 9.20% return, which is significantly lower than EPIN's 21.71% return.

DIM

• 1D: -0.45%
• 1M: -0.61%
• 6M: 6.55%
• YTD: 9.20%
• 1Y: 19.36%
• 3Y*: 17.23%
• 5Y*: 9.11%
• 10Y*: 8.47%

EPIN

• 1D: -1.31%
• 1M: -1.48%
• 6M: 14.51%
• YTD: 21.71%
• 1Y: 34.90%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

DIM vs. EPIN - Yearly Performance Comparison

	2026 (YTD)	2025
DIM WisdomTree International MidCap Dividend Fund	9.20%	12.12%
EPIN Harbor International Equity ETF	21.71%	14.36%

Correlation

The correlation between DIM and EPIN is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.79
Correlation (All Time) Calculated using the full available price history since Jun 5, 2025	0.79

The correlation between DIM and EPIN has been stable across timeframes, ranging from 0.79 to 0.79 - a consistent structural relationship.

DIM vs. EPIN - Sectors Allocation Comparison

Sectors	DIM	EPIN
Financial Services	25.0%	17.7%
Industrials	22.1%	20.4%
Consumer Cyclical	8.2%	6.1%
Real Estate	7.6%	-
Utilities	7.2%	-
Consumer Defensive	6.2%	2.5%
Basic Materials	5.8%	7.3%
Communication Services	5.3%	1.2%
Energy	4.8%	4.2%
Technology	4.1%	34.1%
Healthcare	3.8%	6.6%

Return for Risk

DIM vs. EPIN — Risk / Return Rank

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

DIM

DIM Risk / Return Rank: 50
DIM Sharpe Ratio Rank: 52
DIM Sortino Ratio Rank: 51
DIM Omega Ratio Rank: 50
DIM Calmar Ratio Rank: 44
DIM Martin Ratio Rank: 49

EPIN

EPIN Risk / Return Rank: 72
EPIN Sharpe Ratio Rank: 72
EPIN Sortino Ratio Rank: 69
EPIN Omega Ratio Rank: 71
EPIN Calmar Ratio Rank: 74
EPIN Martin Ratio Rank: 75

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. EPIN - Risk-Adjusted Trends Comparison

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

	DIM	EPIN	Difference
Sharpe ratio: Return per unit of total volatility	1.45	1.84	-0.39
Sortino ratio: Return per unit of downside risk	2.05	2.53	-0.47
Omega ratio: Gain probability vs. loss probability	1.26	1.33	-0.08
Calmar ratio: Return relative to maximum drawdown	1.84	3.01	-1.17
Martin ratio: Return relative to average drawdown	6.64	11.10	-4.46

DIM vs. EPIN - Sharpe Ratio Comparison

The current DIM Sharpe Ratio is 1.45, which is comparable to the EPIN Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of DIM and EPIN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DIM vs. EPIN - Drawdown Comparison

The maximum DIM drawdown since its inception was -61.45%, which is greater than EPIN's maximum drawdown of -11.64%. Use the drawdown chart below to compare losses from any high point for DIM and EPIN.

Drawdown Indicators

	DIM	EPIN	Difference
Max Drawdown Largest peak-to-trough decline	-61.45%	-11.64%	-49.81%
Max Drawdown (1Y) Largest decline over 1 year	-10.56%	-11.64%	+1.08%
Max Drawdown (3Y) Largest decline over 3 years	-12.13%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-30.71%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-40.89%	—	—
Current Drawdown Current decline from peak	-1.57%	-3.78%	+2.21%
Average Drawdown Average peak-to-trough decline	-12.57%	-1.84%	-10.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.92%	3.15%	-0.23%

Volatility

DIM vs. EPIN - Volatility Comparison

The current volatility for WisdomTree International MidCap Dividend Fund (DIM) is 3.40%, while Harbor International Equity ETF (EPIN) has a volatility of 5.63%. This indicates that DIM experiences smaller price fluctuations and is considered to be less risky than EPIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DIM	EPIN	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.40%	5.63%	-2.23%
Volatility (6M) Calculated over the trailing 6-month period	11.35%	16.97%	-5.62%
Volatility (1Y) Calculated over the trailing 1-year period	13.44%	19.04%	-5.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.47%	18.47%	-3.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.51%	18.47%	-1.96%

DIM vs. EPIN - Expense Ratio Comparison

DIM has a 0.58% expense ratio, which is lower than EPIN's 0.80% expense ratio.

Dividends

DIM vs. EPIN - Dividend Comparison

DIM's dividend yield for the trailing twelve months is around 3.03%, more than EPIN's 0.65% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DIM WisdomTree International MidCap Dividend Fund	3.03%	3.20%	3.58%	4.62%	3.96%	3.65%	2.53%	3.26%	3.28%	2.57%	2.94%	2.81%
EPIN Harbor International Equity ETF	0.65%	0.79%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DIM and EPIN in my portfolio?

DIM and EPIN have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DIM or EPIN?

EPIN has higher volatility (5.63%) compared to DIM (3.40%). In terms of maximum drawdown, DIM dropped -61.45% vs EPIN's -11.64%.

Which ETF is better, DIM or EPIN?

On 1-year performance, EPIN leads with 34.90% vs 19.36% for DIM. On fees, DIM is cheaper at 0.58% per year. On volatility, DIM has been the lower-risk option at 3.40%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DIM or EPIN?

Over the 1-year period, EPIN has performed better with a 34.90% return vs 19.36%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DIM or EPIN?

DIM is cheaper with a 0.58% expense ratio, compared with 0.80% for EPIN.

Which ETF pays a higher dividend yield, DIM or EPIN?

DIM has the higher dividend yield at 3.03%, compared with 0.65% for EPIN.

What is the main difference between DIM and EPIN?

They also come from different issuers: WisdomTree and Harbor. Their fees differ too: 0.58% for DIM and 0.80% for EPIN.

Which has better risk-adjusted returns?

EPIN currently has the higher Sharpe Ratio (1.84 vs 1.45), 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.