EPI vs. IND

Last updated Jul 14, 2026

EPI (WisdomTree India Earnings Fund) and IND (Xtrackers Nifty 500 India ETF) are both India Equities funds - EPI tracks the WisdomTree India Earnings Index while IND tracks the Nifty 500 Index. Both are passively managed. Their correlation of 0.83 suggests significant overlap in exposure. EPI charges 0.84%/yr vs 0.19%/yr for IND.

Performance

EPI vs. IND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree India Earnings Fund (EPI) and Xtrackers Nifty 500 India ETF (IND). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with EPI having a -8.55% return and IND slightly higher at -8.13%.

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%

IND

• 1D: -0.09%
• 1M: 2.98%
• 6M: -6.90%
• YTD: -8.13%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EPI vs. IND - Yearly Performance Comparison

	2026 (YTD)	2025
EPI WisdomTree India Earnings Fund	-8.55%	0.83%
IND Xtrackers Nifty 500 India ETF	-8.13%	-0.34%

Correlation

The correlation between EPI and IND is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 25, 2025	0.83

Return for Risk

EPI vs. IND — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EPI

EPI Risk / Return Rank: 4
EPI Sharpe Ratio Rank: 4
EPI Sortino Ratio Rank: 4
EPI Omega Ratio Rank: 4
EPI Calmar Ratio Rank: 4
EPI Martin Ratio Rank: 2

IND

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EPI vs. IND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and Xtrackers Nifty 500 India ETF (IND). 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	IND	Difference
Sharpe ratio: Return per unit of total volatility	-0.62	—	—
Sortino ratio: Return per unit of downside risk	-0.80	—	—
Omega ratio: Gain probability vs. loss probability	0.91	—	—
Calmar ratio: Return relative to maximum drawdown	-0.59	—	—
Martin ratio: Return relative to average drawdown	-1.39	—	—

Drawdowns

EPI vs. IND - Drawdown Comparison

The maximum EPI drawdown since its inception was -66.21%, which is greater than IND's maximum drawdown of -18.75%. Use the drawdown chart below to compare losses from any high point for EPI and IND.

Drawdown Indicators

	EPI	IND	Difference
Max Drawdown Largest peak-to-trough decline	-66.21%	-18.75%	-47.46%
Max Drawdown (1Y) Largest decline over 1 year	-15.94%	—	—
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 Drawdown Current decline from peak	-16.49%	-9.32%	-7.17%
Average Drawdown Average peak-to-trough decline	-18.63%	-7.86%	-10.77%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.81%	—	—

Volatility

Volatility by Period

	EPI	IND	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.28%	—	—
Volatility (6M) Calculated over the trailing 6-month period	13.09%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.30%	19.29%	-3.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.28%	19.29%	-3.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.27%	19.29%	+0.98%

EPI vs. IND - Expense Ratio Comparison

EPI has a 0.84% expense ratio, which is higher than IND's 0.19% expense ratio.

Dividends

EPI vs. IND - Dividend Comparison

EPI has not paid dividends to shareholders, while IND's dividend yield for the trailing twelve months is around 0.34%.

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%
IND Xtrackers Nifty 500 India ETF	0.34%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both EPI and IND in my portfolio?

EPI and IND have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, EPI or IND?

On fees, IND is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EPI or IND?

IND is cheaper with a 0.19% expense ratio, compared with 0.84% for EPI.

Which ETF pays a higher dividend yield, EPI or IND?

IND has the higher dividend yield at 0.34%, compared with 0.00% for EPI.

What is the main difference between EPI and IND?

EPI tracks WisdomTree India Earnings Index, while IND tracks Nifty 500 Index. They also come from different issuers: WisdomTree and Xtrackers. Their fees differ too: 0.84% for EPI and 0.19% for IND.