EPI vs. DHS
Compare and contrast key facts about WisdomTree India Earnings Fund (EPI) and WisdomTree US High Dividend Fund (DHS).
EPI and DHS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. DHS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. High Dividend Index. It was launched on Jun 16, 2006. Both EPI and DHS 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
EPI vs. DHS - Performance Comparison
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EPI vs. DHS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
DHS WisdomTree US High Dividend Fund | 8.00% | 12.87% | 18.02% | -0.19% | 7.97% | 23.20% | -5.70% | 22.59% | -7.41% | 11.69% |
Returns By Period
In the year-to-date period, EPI achieves a -11.86% return, which is significantly lower than DHS's 8.00% return. Both investments have delivered pretty close results over the past 10 years, with EPI having a 9.11% annualized return and DHS not far ahead at 9.56%.
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%
DHS
- 1D
- 0.91%
- 1M
- -2.77%
- YTD
- 8.00%
- 6M
- 10.21%
- 1Y
- 14.07%
- 3Y*
- 14.13%
- 5Y*
- 11.42%
- 10Y*
- 9.56%
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EPI vs. DHS - Expense Ratio Comparison
EPI has a 0.84% expense ratio, which is higher than DHS's 0.38% expense ratio.
Return for Risk
EPI vs. DHS — Risk / Return Rank
EPI
DHS
EPI vs. DHS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and WisdomTree US High Dividend Fund (DHS). 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.
| EPI | DHS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.41 | 1.06 | -1.47 |
Sortino ratioReturn per unit of downside risk | -0.48 | 1.49 | -1.97 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.21 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.37 | 1.34 | -1.71 |
Martin ratioReturn relative to average drawdown | -1.15 | 5.00 | -6.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EPI | DHS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.41 | 1.06 | -1.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.83 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.60 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.40 | -0.27 |
Correlation
The correlation between EPI and DHS is 0.52, 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
EPI vs. DHS - Dividend Comparison
EPI has not paid dividends to shareholders, while DHS's dividend yield for the trailing twelve months is around 3.23%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DHS WisdomTree US High Dividend Fund | 3.23% | 3.32% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% |
Drawdowns
EPI vs. DHS - Drawdown Comparison
The maximum EPI drawdown since its inception was -66.21%, roughly equal to the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for EPI and DHS.
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Drawdown Indicators
| EPI | DHS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.21% | -67.25% | +1.04% |
Max Drawdown (1Y)Largest decline over 1 year | -16.88% | -10.84% | -6.04% |
Max Drawdown (5Y)Largest decline over 5 years | -21.89% | -15.28% | -6.61% |
Max Drawdown (10Y)Largest decline over 10 years | -50.29% | -37.35% | -12.94% |
Current DrawdownCurrent decline from peak | -19.51% | -3.23% | -16.28% |
Average DrawdownAverage peak-to-trough decline | -18.68% | -9.62% | -9.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.37% | 3.10% | +2.27% |
Volatility
EPI vs. DHS - Volatility Comparison
WisdomTree India Earnings Fund (EPI) has a higher volatility of 7.00% compared to WisdomTree US High Dividend Fund (DHS) at 3.13%. This indicates that EPI's price experiences larger fluctuations and is considered to be riskier than DHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPI | DHS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.00% | 3.13% | +3.87% |
Volatility (6M)Calculated over the trailing 6-month period | 11.47% | 7.12% | +4.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 13.35% | +3.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.28% | 13.87% | +2.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.38% | 16.06% | +4.32% |