EPI vs. HTUS
EPI (WisdomTree India Earnings Fund) and HTUS (Hull Tactical US ETF) are both exchange-traded funds - EPI is a India Equities fund tracking the WisdomTree India Earnings Index, while HTUS is a Long-Short fund actively managed by Exchange Traded Concepts. EPI is passively managed, while HTUS is actively managed. Over the past 10 years, EPI returned 8.67%/yr vs 12.40%/yr for HTUS. At a 0.36 correlation, their price movements are largely independent. EPI charges 0.84%/yr vs 0.97%/yr for HTUS.
Performance
EPI vs. HTUS - Performance Comparison
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Returns By Period
In the year-to-date period, EPI achieves a -8.55% return, which is significantly lower than HTUS's 10.92% return. Over the past 10 years, EPI has underperformed HTUS with an annualized return of 8.67%, while HTUS has yielded a comparatively higher 12.40% annualized return.
EPI
- 1D
- -0.68%
- 1M
- 0.62%
- 6M
- -7.39%
- YTD
- -8.55%
- 1Y
- -9.44%
- 3Y*
- 6.02%
- 5Y*
- 5.95%
- 10Y*
- 8.67%
HTUS
- 1D
- -0.75%
- 1M
- 1.04%
- 6M
- 10.17%
- YTD
- 10.92%
- 1Y
- 22.20%
- 3Y*
- 20.07%
- 5Y*
- 14.57%
- 10Y*
- 12.40%
EPI vs. HTUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPI WisdomTree India Earnings Fund | -8.55% | 2.25% | 10.70% | 26.03% | -4.74% | 26.41% | 18.55% | 1.53% | -9.88% | 39.14% |
HTUS Hull Tactical US ETF | 10.92% | 16.57% | 25.02% | 30.11% | -13.00% | 24.29% | 13.21% | 20.27% | -10.04% | 14.19% |
Correlation
The correlation between EPI and HTUS is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2015 | 0.36 |
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Return for Risk
EPI vs. HTUS — Risk / Return Rank
EPI
HTUS
EPI vs. HTUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and Hull Tactical US ETF (HTUS). 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 | HTUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.47 | ||
| Sortino ratioReturn per unit of downside risk | -3.53 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.35 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 2.57 | -3.16 |
| Martin ratioReturn relative to average drawdown | -1.39 | 12.43 | -13.81 |
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Drawdowns
EPI vs. HTUS - Drawdown Comparison
The maximum EPI drawdown since its inception was -66.21%, which is greater than HTUS's maximum drawdown of -47.50%. Use the drawdown chart below to compare losses from any high point for EPI and HTUS.
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Drawdown Indicators
| EPI | HTUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.21% | -47.50% | -18.71% |
Max Drawdown (1Y)Largest decline over 1 year | -15.94% | -8.68% | -7.26% |
Max Drawdown (3Y)Largest decline over 3 years | -21.89% | -24.41% | +2.52% |
Max Drawdown (5Y)Largest decline over 5 years | -21.89% | -24.41% | +2.52% |
Max Drawdown (10Y)Largest decline over 10 years | -50.29% | -47.50% | -2.79% |
Current DrawdownCurrent decline from peak | -16.49% | -0.91% | -15.58% |
Average DrawdownAverage peak-to-trough decline | -18.63% | -4.04% | -14.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.81% | 1.79% | +5.02% |
Volatility
EPI vs. HTUS - Volatility Comparison
WisdomTree India Earnings Fund (EPI) has a higher volatility of 4.28% compared to Hull Tactical US ETF (HTUS) at 3.48%. This indicates that EPI's price experiences larger fluctuations and is considered to be riskier than HTUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPI | HTUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 3.48% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 13.09% | 10.06% | +3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 12.06% | +3.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.28% | 19.10% | -2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.27% | 21.50% | -1.23% |
EPI vs. HTUS - Expense Ratio Comparison
EPI has a 0.84% expense ratio, which is lower than HTUS's 0.97% expense ratio.
Dividends
EPI vs. HTUS - Dividend Comparison
EPI has not paid dividends to shareholders, while HTUS's dividend yield for the trailing twelve months is around 10.72%.
| 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% |
HTUS Hull Tactical US ETF | 10.72% | 11.89% | 17.80% | 1.18% | 5.63% | 7.20% | 3.77% | 0.92% | 8.69% | 8.29% | 3.02% | 0.00% |
Frequently Asked Questions
EPI and HTUS have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPI has higher volatility (4.28%) compared to HTUS (3.48%). In terms of maximum drawdown, EPI dropped -66.21% vs HTUS's -47.50%.
On 10-year performance, HTUS leads with 12.40% vs 8.67% for EPI. On fees, EPI is cheaper at 0.84% per year. On volatility, HTUS has been the lower-risk option at 3.48%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, HTUS has performed better with a 12.40% return vs 8.67%. 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 0.97% for HTUS.
HTUS has the higher dividend yield at 10.72%, compared with 0.00% for EPI.
EPI is categorized as India Equities, while HTUS is Long-Short. They also come from different issuers: WisdomTree and Exchange Traded Concepts. Their fees differ too: 0.84% for EPI and 0.97% for HTUS.
HTUS currently has the higher Sharpe Ratio (1.85 vs -0.62), 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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