EPI vs. INDY
Compare and contrast key facts about WisdomTree India Earnings Fund (EPI) and iShares India 50 ETF (INDY).
EPI and INDY 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. INDY is a passively managed fund by iShares that tracks the performance of the S&P CNX Nifty Index. It was launched on Nov 18, 2009. Both EPI and INDY 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. INDY - Performance Comparison
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EPI vs. INDY - 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% |
INDY iShares India 50 ETF | -14.40% | 4.97% | 3.47% | 16.88% | -7.31% | 19.43% | 10.01% | 9.99% | -4.32% | 36.15% |
Returns By Period
In the year-to-date period, EPI achieves a -11.92% return, which is significantly higher than INDY's -14.40% return. Over the past 10 years, EPI has outperformed INDY with an annualized return of 9.10%, while INDY has yielded a comparatively lower 6.83% 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%
INDY
- 1D
- -0.12%
- 1M
- -8.60%
- YTD
- -14.40%
- 6M
- -10.88%
- 1Y
- -9.29%
- 3Y*
- 3.80%
- 5Y*
- 2.43%
- 10Y*
- 6.83%
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EPI vs. INDY - Expense Ratio Comparison
EPI has a 0.84% expense ratio, which is lower than INDY's 0.94% expense ratio.
Return for Risk
EPI vs. INDY — Risk / Return Rank
EPI
INDY
EPI vs. INDY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and iShares India 50 ETF (INDY). 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 | INDY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.39 | -0.63 | +0.24 |
Sortino ratioReturn per unit of downside risk | -0.45 | -0.84 | +0.39 |
Omega ratioGain probability vs. loss probability | 0.95 | 0.90 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.40 | -0.53 | +0.13 |
Martin ratioReturn relative to average drawdown | -1.24 | -1.75 | +0.52 |
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 | INDY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.39 | -0.63 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.16 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.35 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.22 | -0.09 |
Correlation
The correlation between EPI and INDY is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EPI vs. INDY - Dividend Comparison
EPI has not paid dividends to shareholders, while INDY's dividend yield for the trailing twelve months is around 9.47%.
| 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% |
INDY iShares India 50 ETF | 9.47% | 8.11% | 0.24% | 0.38% | 3.75% | 7.12% | 0.08% | 0.58% | 0.55% | 0.27% | 0.48% | 0.57% |
Drawdowns
EPI vs. INDY - Drawdown Comparison
The maximum EPI drawdown since its inception was -66.21%, which is greater than INDY's maximum drawdown of -44.74%. Use the drawdown chart below to compare losses from any high point for EPI and INDY.
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Drawdown Indicators
| EPI | INDY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.21% | -44.74% | -21.47% |
Max Drawdown (1Y)Largest decline over 1 year | -16.88% | -18.95% | +2.07% |
Max Drawdown (5Y)Largest decline over 5 years | -21.89% | -22.40% | +0.51% |
Max Drawdown (10Y)Largest decline over 10 years | -50.29% | -43.50% | -6.79% |
Current DrawdownCurrent decline from peak | -19.56% | -20.09% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -18.68% | -12.16% | -6.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.45% | 5.71% | -0.26% |
Volatility
EPI vs. INDY - Volatility Comparison
The current volatility for WisdomTree India Earnings Fund (EPI) is 6.84%, while iShares India 50 ETF (INDY) has a volatility of 7.22%. This indicates that EPI experiences smaller price fluctuations and is considered to be less risky than INDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPI | INDY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.84% | 7.22% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 11.47% | 10.91% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.34% | 14.85% | +1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.27% | 15.04% | +1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.37% | 19.62% | +0.75% |