EPI vs. FTHI
EPI (WisdomTree India Earnings Fund) and FTHI (First Trust BuyWrite Income ETF) are both exchange-traded funds - EPI is a India Equities fund tracking the WisdomTree India Earnings Index, while FTHI is a Derivative Income fund actively managed by First Trust. EPI is passively managed, while FTHI is actively managed. Over the past 10 years, EPI returned 8.68%/yr vs 8.29%/yr for FTHI. Their 0.40 correlation means their historical movements had little consistent relationship. EPI charges 0.84%/yr vs 0.85%/yr for FTHI.
Performance
EPI vs. FTHI - Performance Comparison
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Returns By Period
In the year-to-date period, EPI achieves a -7.13% return, which is significantly lower than FTHI's 5.42% return. Both investments have delivered pretty close results over the past 10 years, with EPI having a 8.68% annualized return and FTHI not far behind at 8.29%.
EPI
- 1D
- 0.07%
- 1M
- 0.16%
- 6M
- -4.00%
- YTD
- -7.13%
- 1Y
- -3.95%
- 3Y*
- 5.78%
- 5Y*
- 6.02%
- 10Y*
- 8.68%
- ALL TIME*
- 3.91%
FTHI
- 1D
- 0.08%
- 1M
- 0.46%
- 6M
- 4.06%
- YTD
- 5.42%
- 1Y
- 13.20%
- 3Y*
- 13.23%
- 5Y*
- 11.02%
- 10Y*
- 8.29%
- ALL TIME*
- 7.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $17.75M | $16.45M | $21.29M | |
| $23.68M | $20.77M | $17.60M |
EPI vs. FTHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPI WisdomTree India Earnings Fund | -7.13% | 2.25% | 10.70% | 26.03% | -4.74% | 26.41% | 18.55% | 1.53% | -9.88% | 39.14% |
FTHI First Trust BuyWrite Income ETF | 5.42% | 11.03% | 19.02% | 20.72% | -4.37% | 13.95% | -7.13% | 18.16% | -9.72% | 14.41% |
Correlation
The correlation between EPI and FTHI is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.44 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.49 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.44 |
Correlation (All Time) Calculated using the full available price history since Jan 7, 2014 | 0.40 |
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Return for Risk
EPI vs. FTHI — Risk / Return Rank
EPI
FTHI
EPI vs. FTHI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and First Trust BuyWrite Income ETF (FTHI). 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 | FTHI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.54 | ||
| Sortino ratioReturn per unit of downside risk | -2.16 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.24 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 2.24 | -2.49 |
| Martin ratioReturn relative to average drawdown | -0.59 | 9.35 | -9.94 |
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Drawdowns
EPI vs. FTHI - Drawdown Comparison
The maximum EPI drawdown since its inception was -66.21%, which is greater than FTHI's maximum drawdown of -32.65%. Use the drawdown chart below to compare losses from any high point for EPI and FTHI.
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Drawdown Indicators
| EPI | FTHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.21% | -32.65% | -33.56% |
Max Drawdown (1Y)Largest decline over 1 year | -15.69% | -5.47% | -10.22% |
Max Drawdown (3Y)Largest decline over 3 years | -21.89% | -15.92% | -5.97% |
Max Drawdown (5Y)Largest decline over 5 years | -21.89% | -16.70% | -5.19% |
Max Drawdown (10Y)Largest decline over 10 years | -50.29% | -32.65% | -17.64% |
Current DrawdownCurrent decline from peak | -15.19% | -0.84% | -14.35% |
Average DrawdownAverage peak-to-trough decline | -18.63% | -3.64% | -14.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.67% | 1.31% | +5.36% |
Volatility
EPI vs. FTHI - Volatility Comparison
WisdomTree India Earnings Fund (EPI) has a higher volatility of 3.62% compared to First Trust BuyWrite Income ETF (FTHI) at 2.97%. This indicates that EPI's price experiences larger fluctuations and is considered to be riskier than FTHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPI | FTHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 2.97% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 13.01% | 7.63% | +5.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.28% | 9.50% | +5.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.29% | 13.38% | +2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.27% | 14.17% | +6.10% |
EPI vs. FTHI - Expense Ratio Comparison
EPI has a 0.84% expense ratio, which is lower than FTHI's 0.85% expense ratio.
Dividends
EPI vs. FTHI - Dividend Comparison
EPI has not paid dividends to shareholders, while FTHI's dividend yield for the trailing twelve months is around 8.88%.
| Position | 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% |
FTHI First Trust BuyWrite Income ETF | 8.88% | 8.70% | 8.61% | 8.50% | 9.06% | 4.37% | 4.76% | 4.21% | 4.76% | 4.00% | 4.41% | 4.98% |
Frequently Asked Questions
EPI and FTHI have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPI has higher volatility (3.62%) compared to FTHI (2.97%). In terms of maximum drawdown, EPI dropped -66.21% vs FTHI's -32.65%.
On 10-year performance, EPI leads with 8.68% vs 8.29% for FTHI. On fees, EPI is cheaper at 0.84% per year. On volatility, FTHI has been the lower-risk option at 2.97%. 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 8.68% return vs 8.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
EPI is cheaper with a 0.84% expense ratio, compared with 0.85% for FTHI.
FTHI has the higher dividend yield at 8.88%, compared with 0.00% for EPI.
EPI is categorized as India Equities, while FTHI is Derivative Income. They also come from different issuers: WisdomTree and First Trust. Their fees differ too: 0.84% for EPI and 0.85% for FTHI.
FTHI currently has the higher Sharpe Ratio (1.29 vs -0.26), 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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