EPI vs. INQQ
EPI (WisdomTree India Earnings Fund) and INQQ (INQQ The India Internet ETF) are both India Equities funds - EPI tracks the WisdomTree India Earnings Index while INQQ tracks the INQQ The India Internet & Ecommerce Index - Benchmark TR Gross. Both are passively managed. Over the past 3 years, EPI returned 5.78%/yr vs 2.99%/yr for INQQ. Their 0.75 correlation means they have sometimes moved together and sometimes differently. EPI charges 0.84%/yr vs 0.86%/yr for INQQ.
Performance
EPI vs. INQQ - Performance Comparison
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Returns By Period
In the year-to-date period, EPI achieves a -7.13% return, which is significantly higher than INQQ's -9.24% return.
EPI
- 1D
- 0.07%
- 1M
- 0.16%
- 6M
- -4.00%
- YTD
- -7.13%
- 1Y
- -3.95%
- 3Y*
- 5.78%
- 5Y*
- 6.02%
- 10Y*
- 8.68%
- ALL TIME*
- 3.91%
INQQ
- 1D
- 0.71%
- 1M
- 1.78%
- 6M
- -1.28%
- YTD
- -9.24%
- 1Y
- -13.28%
- 3Y*
- 2.99%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -3.37%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $17.75M | $16.45M | $21.29M | |
| $156.31K | $248.20K | $372.41K |
EPI vs. INQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EPI WisdomTree India Earnings Fund | -7.13% | 2.25% | 10.70% | 26.03% | -7.70% |
INQQ INQQ The India Internet ETF | -9.24% | -7.05% | 19.12% | 31.45% | -34.72% |
Correlation
The correlation between EPI and INQQ is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.77 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Apr 6, 2022 | 0.75 |
The correlation between EPI and INQQ has been stable across timeframes, ranging from 0.75 to 0.77 - a consistent structural relationship.
EPI vs. INQQ - Sectors Allocation Comparison
Sectors
EPI
INQQ
Financial Services
Energy
Basic Materials
-
Industrials
-
Utilities
-
Consumer Cyclical
Technology
Healthcare
Consumer Defensive
Communication Services
Real Estate
-
Financial Services
EPI
INQQ
Energy
EPI
INQQ
Basic Materials
EPI
INQQ
-
Industrials
EPI
INQQ
-
Utilities
EPI
INQQ
-
Consumer Cyclical
EPI
INQQ
Technology
EPI
INQQ
Healthcare
EPI
INQQ
Consumer Defensive
EPI
INQQ
Communication Services
EPI
INQQ
Real Estate
EPI
INQQ
-
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Return for Risk
EPI vs. INQQ — Risk / Return Rank
EPI
INQQ
EPI vs. INQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and INQQ The India Internet ETF (INQQ). 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 | INQQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.71 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.89 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | -0.44 | +0.19 |
| Martin ratioReturn relative to average drawdown | -0.59 | -0.82 | +0.23 |
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Drawdowns
EPI vs. INQQ - Drawdown Comparison
The maximum EPI drawdown since its inception was -66.21%, which is greater than INQQ's maximum drawdown of -40.53%. Use the drawdown chart below to compare losses from any high point for EPI and INQQ.
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Drawdown Indicators
| EPI | INQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.21% | -40.53% | -25.68% |
Max Drawdown (1Y)Largest decline over 1 year | -15.69% | -30.07% | +14.38% |
Max Drawdown (3Y)Largest decline over 3 years | -21.89% | -32.45% | +10.56% |
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 | -15.19% | -20.13% | +4.94% |
Average DrawdownAverage peak-to-trough decline | -18.63% | -17.28% | -1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.67% | 16.21% | -9.54% |
Volatility
EPI vs. INQQ - Volatility Comparison
The current volatility for WisdomTree India Earnings Fund (EPI) is 3.62%, while INQQ The India Internet ETF (INQQ) has a volatility of 5.80%. This indicates that EPI experiences smaller price fluctuations and is considered to be less risky than INQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPI | INQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 5.80% | -2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 13.01% | 15.41% | -2.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.28% | 18.23% | -2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.29% | 19.94% | -3.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.27% | 19.94% | +0.33% |
EPI vs. INQQ - Expense Ratio Comparison
EPI has a 0.84% expense ratio, which is lower than INQQ's 0.86% expense ratio.
Dividends
EPI vs. INQQ - Dividend Comparison
EPI has not paid dividends to shareholders, while INQQ's dividend yield for the trailing twelve months is around 2.46%.
| 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% |
INQQ INQQ The India Internet ETF | 2.46% | 2.23% | 1.18% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EPI and INQQ have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
INQQ has higher volatility (5.80%) compared to EPI (3.62%). In terms of maximum drawdown, EPI dropped -66.21% vs INQQ's -40.53%.
On 3-year performance, EPI leads with 5.78% vs 2.99% for INQQ. On fees, EPI is cheaper at 0.84% per year. On volatility, EPI has been the lower-risk option at 3.62%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, EPI has performed better with a 5.78% return vs 2.99%. 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 0.86% for INQQ.
INQQ has the higher dividend yield at 2.46%, compared with 0.00% for EPI.
EPI tracks WisdomTree India Earnings Index, while INQQ tracks INQQ The India Internet & Ecommerce Index - Benchmark TR Gross. They also come from different issuers: WisdomTree and EMQQ Global. Their fees differ too: 0.84% for EPI and 0.86% for INQQ.
EPI currently has the higher Sharpe Ratio (-0.26 vs -0.73), 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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