EPI vs. IBID
EPI (WisdomTree India Earnings Fund) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - EPI is a Emerging Markets Equities fund tracking the WisdomTree India Earnings Index, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. Both are passively managed. Over the past year, EPI returned -7.64% vs 3.92% for IBID. At a 0.03 correlation, their price movements are largely independent. EPI charges 0.84%/yr vs 0.10%/yr for IBID.
Performance
EPI vs. IBID - Performance Comparison
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Returns By Period
In the year-to-date period, EPI achieves a -7.84% return, which is significantly lower than IBID's 1.94% return.
EPI
- 1D
- -1.80%
- 1M
- 0.68%
- YTD
- -7.84%
- 6M
- -8.06%
- 1Y
- -7.64%
- 3Y*
- 7.99%
- 5Y*
- 6.29%
- 10Y*
- 9.68%
IBID
- 1D
- -0.05%
- 1M
- -0.25%
- YTD
- 1.94%
- 6M
- 2.03%
- 1Y
- 3.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EPI vs. IBID - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EPI WisdomTree India Earnings Fund | -7.84% | 2.25% | 10.70% | 8.58% |
IBID iShares iBonds Oct 2027 Term TIPS ETF | 1.94% | 5.66% | 4.71% | 2.61% |
Correlation
The correlation between EPI and IBID is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.16 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | 0.03 |
The correlation between EPI and IBID shifts across timeframes, from -0.16 (1 year) to 0.03 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EPI vs. IBID — Risk / Return Rank
EPI
IBID
EPI vs. IBID - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). 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 | IBID | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.70 | ||
| Sortino ratioReturn per unit of downside risk | -6.01 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.72 | -0.79 |
| Calmar ratioReturn relative to maximum drawdown | -0.45 | 7.20 | -7.66 |
| Martin ratioReturn relative to average drawdown | -1.05 | 29.14 | -30.18 |
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Drawdowns
EPI vs. IBID - Drawdown Comparison
The maximum EPI drawdown since its inception was -66.21%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for EPI and IBID.
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Drawdown Indicators
| EPI | IBID | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.21% | -1.28% | -64.93% |
Max Drawdown (1Y)Largest decline over 1 year | -16.88% | -0.55% | -16.33% |
Max Drawdown (3Y)Largest decline over 3 years | -21.89% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -21.89% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -50.29% | — | — |
Current DrawdownCurrent decline from peak | -15.84% | -0.55% | -15.29% |
Average DrawdownAverage peak-to-trough decline | -18.64% | -0.22% | -18.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.33% | 0.13% | +7.20% |
Volatility
EPI vs. IBID - Volatility Comparison
WisdomTree India Earnings Fund (EPI) has a higher volatility of 4.49% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.35%. This indicates that EPI's price experiences larger fluctuations and is considered to be riskier than IBID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPI | IBID | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 0.35% | +4.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.15% | 0.86% | +12.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.21% | 1.23% | +13.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.26% | 2.24% | +14.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.30% | 2.24% | +18.06% |
EPI vs. IBID - Expense Ratio Comparison
EPI has a 0.84% expense ratio, which is higher than IBID's 0.10% expense ratio.
Dividends
EPI vs. IBID - Dividend Comparison
EPI has not paid dividends to shareholders, while IBID's dividend yield for the trailing twelve months is around 3.68%.
| 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% |
IBID iShares iBonds Oct 2027 Term TIPS ETF | 3.68% | 4.43% | 4.24% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EPI and IBID have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPI has higher volatility (4.49%) compared to IBID (0.35%). In terms of maximum drawdown, EPI dropped -66.21% vs IBID's -1.28%.
On 1-year performance, IBID leads with 3.92% vs -7.64% for EPI. On fees, IBID is cheaper at 0.10% per year. On volatility, IBID has been the lower-risk option at 0.35%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IBID has performed better with a 3.92% return vs -7.64%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBID is cheaper with a 0.10% expense ratio, compared with 0.84% for EPI.
IBID has the higher dividend yield at 3.68%, compared with 0.00% for EPI.
EPI is categorized as Emerging Markets Equities, while IBID is Inflation-Protected Bonds. EPI tracks WisdomTree India Earnings Index, while IBID tracks ICE 2027 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.84% for EPI and 0.10% for IBID.
IBID currently has the higher Sharpe Ratio (3.19 vs -0.50), 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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