EPI vs. BSV
EPI (WisdomTree India Earnings Fund) and BSV (Vanguard Short-Term Bond Index Fund ETF Shares) are both exchange-traded funds - EPI is a Asia Pacific Equities fund tracking the WisdomTree India Earnings Index, while BSV is a Short-Term Bond fund tracking the Bloomberg U.S. 1–5 Year Government/Credit Float Adjusted Index. Both are passively managed. Over the past 10 years, EPI returned 9.31%/yr vs 1.94%/yr for BSV. At a correlation of -0.05, they often move in opposite directions. EPI charges 0.84%/yr vs 0.03%/yr for BSV.
Performance
EPI vs. BSV - Performance Comparison
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Returns By Period
In the year-to-date period, EPI achieves a -9.12% return, which is significantly lower than BSV's 0.42% return. Over the past 10 years, EPI has outperformed BSV with an annualized return of 9.31%, while BSV has yielded a comparatively lower 1.94% annualized return.
EPI
- 1D
- 0.65%
- 1M
- -0.33%
- YTD
- -9.12%
- 6M
- -6.55%
- 1Y
- -10.30%
- 3Y*
- 7.36%
- 5Y*
- 5.53%
- 10Y*
- 9.31%
BSV
- 1D
- 0.00%
- 1M
- 0.14%
- YTD
- 0.42%
- 6M
- 0.75%
- 1Y
- 3.58%
- 3Y*
- 4.57%
- 5Y*
- 1.63%
- 10Y*
- 1.94%
EPI vs. BSV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPI WisdomTree India Earnings Fund | -9.12% | 2.25% | 10.70% | 26.03% | -4.74% | 26.41% | 18.55% | 1.53% | -9.88% | 39.14% |
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 0.42% | 6.00% | 3.78% | 4.90% | -5.49% | -1.09% | 4.70% | 4.98% | 1.34% | 1.20% |
Correlation
The correlation between EPI and BSV is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Feb 26, 2008 | -0.05 |
The correlation between EPI and BSV shifts across timeframes, from -0.05 (all time) to 0.25 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
EPI vs. BSV — Risk / Return Rank
EPI
BSV
EPI vs. BSV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and Vanguard Short-Term Bond Index Fund ETF Shares (BSV). 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.
| EPI | BSV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.70 | ||
| Sortino ratioReturn per unit of downside risk | -4.14 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.39 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | -0.61 | 2.79 | -3.40 |
| Martin ratioReturn relative to average drawdown | -1.44 | 9.42 | -10.86 |
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Drawdowns
EPI vs. BSV - Drawdown Comparison
The maximum EPI drawdown since its inception was -66.21%, which is greater than BSV's maximum drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for EPI and BSV.
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Drawdown Indicators
| EPI | BSV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.21% | -8.54% | -57.67% |
Max Drawdown (1Y)Largest decline over 1 year | -16.88% | -1.29% | -15.59% |
Max Drawdown (3Y)Largest decline over 3 years | -21.89% | -1.53% | -20.36% |
Max Drawdown (5Y)Largest decline over 5 years | -21.89% | -8.54% | -13.35% |
Max Drawdown (10Y)Largest decline over 10 years | -50.29% | -8.54% | -41.75% |
Current DrawdownCurrent decline from peak | -17.00% | -0.50% | -16.50% |
Average DrawdownAverage peak-to-trough decline | -18.65% | -0.97% | -17.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.17% | 0.38% | +6.79% |
Volatility
EPI vs. BSV - Volatility Comparison
WisdomTree India Earnings Fund (EPI) has a higher volatility of 4.09% compared to Vanguard Short-Term Bond Index Fund ETF Shares (BSV) at 0.57%. This indicates that EPI's price experiences larger fluctuations and is considered to be riskier than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPI | BSV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.09% | 0.57% | +3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 12.88% | 1.28% | +11.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.07% | 1.79% | +13.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.23% | 2.73% | +13.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.35% | 2.38% | +17.97% |
EPI vs. BSV - Expense Ratio Comparison
EPI has a 0.84% expense ratio, which is higher than BSV's 0.03% expense ratio.
Dividends
EPI vs. BSV - Dividend Comparison
EPI has not paid dividends to shareholders, while BSV's dividend yield for the trailing twelve months is around 3.99%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 3.99% | 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
EPI and BSV have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPI has higher volatility (4.09%) compared to BSV (0.57%). In terms of maximum drawdown, EPI dropped -66.21% vs BSV's -8.54%.
On 10-year performance, EPI leads with 9.31% vs 1.94% for BSV. On fees, BSV is cheaper at 0.03% per year. On volatility, BSV has been the lower-risk option at 0.57%. 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 9.31% return vs 1.94%. 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 3.99%, compared with 0.00% for EPI.
EPI is categorized as Asia Pacific Equities, while BSV is Short-Term Bond. EPI tracks WisdomTree India Earnings Index, while BSV tracks Bloomberg U.S. 1–5 Year Government/Credit Float Adjusted Index. They also come from different issuers: WisdomTree and Vanguard. Their fees differ too: 0.84% for EPI and 0.03% for BSV.
BSV currently has the higher Sharpe Ratio (2.01 vs -0.69), 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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