EPI vs. GREK
Compare and contrast key facts about WisdomTree India Earnings Fund (EPI) and Global X MSCI Greece ETF (GREK).
EPI and GREK 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. GREK is a passively managed fund by Global X that tracks the performance of the MSCI All Greece Select 25-50. It was launched on Dec 7, 2011. Both EPI and GREK 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. GREK - Performance Comparison
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EPI vs. GREK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPI WisdomTree India Earnings Fund | -11.92% | 2.25% | 10.70% | 26.03% | -4.74% | 26.41% | 18.55% | 1.53% | -9.88% | 39.14% |
GREK Global X MSCI Greece ETF | 0.14% | 76.11% | 9.53% | 42.72% | 3.64% | 6.14% | -13.89% | 50.20% | -31.25% | 34.80% |
Returns By Period
In the year-to-date period, EPI achieves a -11.92% return, which is significantly lower than GREK's 0.14% return. Over the past 10 years, EPI has underperformed GREK with an annualized return of 9.10%, while GREK has yielded a comparatively higher 14.28% annualized return.
EPI
- 1D
- -0.07%
- 1M
- -7.80%
- YTD
- -11.92%
- 6M
- -8.30%
- 1Y
- -6.28%
- 3Y*
- 9.09%
- 5Y*
- 6.70%
- 10Y*
- 9.10%
GREK
- 1D
- 3.33%
- 1M
- -2.47%
- YTD
- 0.14%
- 6M
- 2.79%
- 1Y
- 43.62%
- 3Y*
- 34.24%
- 5Y*
- 23.44%
- 10Y*
- 14.28%
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EPI vs. GREK - Expense Ratio Comparison
EPI has a 0.84% expense ratio, which is higher than GREK's 0.58% expense ratio.
Return for Risk
EPI vs. GREK — Risk / Return Rank
EPI
GREK
EPI vs. GREK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and Global X MSCI Greece ETF (GREK). 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 | GREK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.39 | 1.74 | -2.12 |
Sortino ratioReturn per unit of downside risk | -0.45 | 2.32 | -2.77 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.32 | -0.37 |
Calmar ratioReturn relative to maximum drawdown | -0.40 | 2.14 | -2.54 |
Martin ratioReturn relative to average drawdown | -1.24 | 7.50 | -8.74 |
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 | GREK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.39 | 1.74 | -2.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.98 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.48 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.14 | -0.01 |
Correlation
The correlation between EPI and GREK is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EPI vs. GREK - Dividend Comparison
EPI has not paid dividends to shareholders, while GREK's dividend yield for the trailing twelve months is around 3.46%.
| 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% |
GREK Global X MSCI Greece ETF | 3.46% | 3.46% | 4.63% | 2.61% | 2.82% | 2.16% | 2.62% | 2.25% | 2.41% | 2.13% | 1.95% | 1.52% |
Drawdowns
EPI vs. GREK - Drawdown Comparison
The maximum EPI drawdown since its inception was -66.21%, smaller than the maximum GREK drawdown of -79.50%. Use the drawdown chart below to compare losses from any high point for EPI and GREK.
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Drawdown Indicators
| EPI | GREK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.21% | -79.50% | +13.29% |
Max Drawdown (1Y)Largest decline over 1 year | -16.88% | -21.32% | +4.44% |
Max Drawdown (5Y)Largest decline over 5 years | -21.89% | -30.46% | +8.57% |
Max Drawdown (10Y)Largest decline over 10 years | -50.29% | -57.04% | +6.75% |
Current DrawdownCurrent decline from peak | -19.56% | -14.51% | -5.05% |
Average DrawdownAverage peak-to-trough decline | -18.68% | -45.78% | +27.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.45% | 6.08% | -0.63% |
Volatility
EPI vs. GREK - Volatility Comparison
The current volatility for WisdomTree India Earnings Fund (EPI) is 6.84%, while Global X MSCI Greece ETF (GREK) has a volatility of 10.17%. This indicates that EPI experiences smaller price fluctuations and is considered to be less risky than GREK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPI | GREK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.84% | 10.17% | -3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 11.47% | 17.79% | -6.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.34% | 25.29% | -8.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.27% | 24.08% | -7.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.37% | 29.93% | -9.56% |