EPI vs. GLIN
Compare and contrast key facts about WisdomTree India Earnings Fund (EPI) and VanEck Vectors India Growth Leaders ETF (GLIN).
EPI and GLIN 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. GLIN is a passively managed fund by VanEck that tracks the performance of the MarketGrader India All-Cap Growth Leaders Index. It was launched on Aug 24, 2010. Both EPI and GLIN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPI or GLIN.
Correlation
The correlation between EPI and GLIN is 0.50, 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.
Performance
EPI vs. GLIN - Performance Comparison
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Key characteristics
EPI:
0.17
GLIN:
-0.08
EPI:
0.49
GLIN:
0.17
EPI:
1.07
GLIN:
1.02
EPI:
0.24
GLIN:
0.01
EPI:
0.53
GLIN:
0.03
EPI:
9.66%
GLIN:
12.23%
EPI:
18.38%
GLIN:
20.74%
EPI:
-66.21%
GLIN:
-79.39%
EPI:
-9.21%
GLIN:
-44.72%
Returns By Period
In the year-to-date period, EPI achieves a 1.66% return, which is significantly higher than GLIN's -7.95% return. Over the past 10 years, EPI has outperformed GLIN with an annualized return of 9.26%, while GLIN has yielded a comparatively lower 1.50% annualized return.
EPI
1.66%
6.77%
0.83%
3.02%
23.41%
9.26%
GLIN
-7.95%
8.30%
-6.82%
-1.62%
17.82%
1.50%
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EPI vs. GLIN - Expense Ratio Comparison
EPI has a 0.84% expense ratio, which is higher than GLIN's 0.82% expense ratio.
Risk-Adjusted Performance
EPI vs. GLIN — Risk-Adjusted Performance Rank
EPI
GLIN
EPI vs. GLIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and VanEck Vectors India Growth Leaders ETF (GLIN). 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.
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Dividends
EPI vs. GLIN - Dividend Comparison
EPI's dividend yield for the trailing twelve months is around 0.26%, less than GLIN's 3.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPI WisdomTree India Earnings Fund | 0.26% | 0.27% | 0.15% | 6.01% | 1.18% | 0.78% | 1.17% | 1.18% | 0.85% | 1.05% | 1.20% | 1.02% |
GLIN VanEck Vectors India Growth Leaders ETF | 3.89% | 3.58% | 0.96% | 1.70% | 0.00% | 0.24% | 1.29% | 0.12% | 0.10% | 1.39% | 3.11% | 0.97% |
Drawdowns
EPI vs. GLIN - Drawdown Comparison
The maximum EPI drawdown since its inception was -66.21%, smaller than the maximum GLIN drawdown of -79.39%. Use the drawdown chart below to compare losses from any high point for EPI and GLIN. For additional features, visit the drawdowns tool.
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Volatility
EPI vs. GLIN - Volatility Comparison
The current volatility for WisdomTree India Earnings Fund (EPI) is 6.71%, while VanEck Vectors India Growth Leaders ETF (GLIN) has a volatility of 8.55%. This indicates that EPI experiences smaller price fluctuations and is considered to be less risky than GLIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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