Correlation
The correlation between EPI and INDA is 0.55, 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.
EPI vs. INDA
Compare and contrast key facts about WisdomTree India Earnings Fund (EPI) and iShares MSCI India ETF (INDA).
EPI and INDA 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. INDA is a passively managed fund by iShares that tracks the performance of the MSCI India Index. It was launched on Feb 2, 2012. Both EPI and INDA 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 INDA.
Performance
EPI vs. INDA - Performance Comparison
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Key characteristics
EPI:
0.01
INDA:
0.13
EPI:
0.19
INDA:
0.39
EPI:
1.03
INDA:
1.05
EPI:
0.04
INDA:
0.18
EPI:
0.09
INDA:
0.37
EPI:
9.77%
INDA:
9.02%
EPI:
18.42%
INDA:
16.62%
EPI:
-66.21%
INDA:
-45.06%
EPI:
-8.46%
INDA:
-7.14%
Returns By Period
In the year-to-date period, EPI achieves a 2.50% return, which is significantly lower than INDA's 3.69% return. Over the past 10 years, EPI has outperformed INDA with an annualized return of 9.41%, while INDA has yielded a comparatively lower 7.43% annualized return.
EPI
2.50%
3.50%
-0.19%
-0.51%
14.26%
23.48%
9.41%
INDA
3.69%
3.27%
1.37%
1.67%
10.39%
17.64%
7.43%
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EPI vs. INDA - Expense Ratio Comparison
EPI has a 0.84% expense ratio, which is higher than INDA's 0.69% expense ratio.
Risk-Adjusted Performance
EPI vs. INDA — Risk-Adjusted Performance Rank
EPI
INDA
EPI vs. INDA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and iShares MSCI India ETF (INDA). 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. INDA - Dividend Comparison
EPI's dividend yield for the trailing twelve months is around 0.26%, less than INDA's 0.73% 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% |
INDA iShares MSCI India ETF | 0.73% | 0.76% | 0.16% | 0.00% | 6.44% | 0.27% | 0.99% | 0.94% | 1.09% | 0.90% | 1.19% | 0.63% |
Drawdowns
EPI vs. INDA - Drawdown Comparison
The maximum EPI drawdown since its inception was -66.21%, which is greater than INDA's maximum drawdown of -45.06%. Use the drawdown chart below to compare losses from any high point for EPI and INDA.
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Volatility
EPI vs. INDA - Volatility Comparison
WisdomTree India Earnings Fund (EPI) and iShares MSCI India ETF (INDA) have volatilities of 6.35% and 6.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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