EPI vs. EWI
Compare and contrast key facts about WisdomTree India Earnings Fund (EPI) and iShares MSCI Italy ETF (EWI).
EPI and EWI 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. EWI is a passively managed fund by iShares that tracks the performance of the MSCI Italy Index. It was launched on Mar 12, 1996. Both EPI and EWI 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. EWI - Performance Comparison
Loading graphics...
EPI vs. EWI - 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% |
EWI iShares MSCI Italy ETF | -1.67% | 55.72% | 10.23% | 30.63% | -14.16% | 14.38% | 1.69% | 26.98% | -17.18% | 28.70% |
Returns By Period
In the year-to-date period, EPI achieves a -11.86% return, which is significantly lower than EWI's -1.67% return. Over the past 10 years, EPI has underperformed EWI with an annualized return of 9.11%, while EWI has yielded a comparatively higher 12.01% annualized return.
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%
EWI
- 1D
- 4.11%
- 1M
- -6.82%
- YTD
- -1.67%
- 6M
- 4.18%
- 1Y
- 30.14%
- 3Y*
- 24.97%
- 5Y*
- 14.90%
- 10Y*
- 12.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EPI vs. EWI - Expense Ratio Comparison
EPI has a 0.84% expense ratio, which is higher than EWI's 0.49% expense ratio.
Return for Risk
EPI vs. EWI — Risk / Return Rank
EPI
EWI
EPI vs. EWI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and iShares MSCI Italy ETF (EWI). 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 | EWI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.41 | 1.41 | -1.82 |
Sortino ratioReturn per unit of downside risk | -0.48 | 2.00 | -2.48 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.28 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | -0.37 | 2.02 | -2.38 |
Martin ratioReturn relative to average drawdown | -1.15 | 8.08 | -9.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EPI | EWI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.41 | 1.41 | -1.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.72 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.52 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.22 | -0.09 |
Correlation
The correlation between EPI and EWI is 0.55, 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. EWI - Dividend Comparison
EPI has not paid dividends to shareholders, while EWI's dividend yield for the trailing twelve months is around 2.85%.
| 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% |
EWI iShares MSCI Italy ETF | 2.85% | 2.80% | 4.07% | 3.40% | 4.57% | 2.63% | 1.66% | 3.80% | 4.71% | 2.19% | 3.64% | 2.31% |
Drawdowns
EPI vs. EWI - Drawdown Comparison
The maximum EPI drawdown since its inception was -66.21%, smaller than the maximum EWI drawdown of -70.38%. Use the drawdown chart below to compare losses from any high point for EPI and EWI.
Loading graphics...
Drawdown Indicators
| EPI | EWI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.21% | -70.38% | +4.17% |
Max Drawdown (1Y)Largest decline over 1 year | -16.88% | -14.21% | -2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -21.89% | -35.25% | +13.36% |
Max Drawdown (10Y)Largest decline over 10 years | -50.29% | -43.00% | -7.29% |
Current DrawdownCurrent decline from peak | -19.51% | -7.79% | -11.72% |
Average DrawdownAverage peak-to-trough decline | -18.68% | -29.10% | +10.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.37% | 3.55% | +1.82% |
Volatility
EPI vs. EWI - Volatility Comparison
The current volatility for WisdomTree India Earnings Fund (EPI) is 7.00%, while iShares MSCI Italy ETF (EWI) has a volatility of 8.91%. This indicates that EPI experiences smaller price fluctuations and is considered to be less risky than EWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EPI | EWI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.00% | 8.91% | -1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 11.47% | 13.16% | -1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 21.46% | -5.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.28% | 20.95% | -4.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.38% | 23.29% | -2.91% |