EPI vs. RBIL
EPI (WisdomTree India Earnings Fund) and RBIL (F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF) are both exchange-traded funds - EPI is a Emerging Markets Equities fund tracking the WisdomTree India Earnings Index, while RBIL is a Inflation-Protected Bonds fund tracking the Bloomberg US Ultrashort TIPS 1-13 Months Index. Both are passively managed. Over the past year, EPI returned -7.64% vs 4.07% for RBIL. At a correlation of -0.20, they often move in opposite directions. EPI charges 0.84%/yr vs 0.17%/yr for RBIL.
Performance
EPI vs. RBIL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EPI achieves a -7.84% return, which is significantly lower than RBIL's 2.32% 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%
RBIL
- 1D
- 0.01%
- 1M
- -0.19%
- YTD
- 2.32%
- 6M
- 2.37%
- 1Y
- 4.07%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EPI vs. RBIL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EPI WisdomTree India Earnings Fund | -7.84% | 10.82% |
RBIL F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF | 2.32% | 2.85% |
Correlation
The correlation between EPI and RBIL is -0.20, 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 | -0.20 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2025 | -0.20 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EPI vs. RBIL — Risk / Return Rank
EPI
RBIL
EPI vs. RBIL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL). 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 | RBIL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.85 | ||
| Sortino ratioReturn per unit of downside risk | -7.32 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 2.13 | -1.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.45 | 7.82 | -8.28 |
| Martin ratioReturn relative to average drawdown | -1.05 | 42.95 | -44.00 |
Loading charts...
Drawdowns
EPI vs. RBIL - Drawdown Comparison
The maximum EPI drawdown since its inception was -66.21%, which is greater than RBIL's maximum drawdown of -0.52%. Use the drawdown chart below to compare losses from any high point for EPI and RBIL.
Loading charts...
Drawdown Indicators
| EPI | RBIL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.21% | -0.52% | -65.69% |
Max Drawdown (1Y)Largest decline over 1 year | -16.88% | -0.52% | -16.36% |
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% | -0.50% | -15.34% |
Average DrawdownAverage peak-to-trough decline | -18.64% | -0.07% | -18.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.33% | 0.10% | +7.23% |
Volatility
EPI vs. RBIL - Volatility Comparison
WisdomTree India Earnings Fund (EPI) has a higher volatility of 4.49% compared to F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) at 0.36%. This indicates that EPI's price experiences larger fluctuations and is considered to be riskier than RBIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EPI | RBIL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 0.36% | +4.13% |
Volatility (6M)Calculated over the trailing 6-month period | 13.15% | 0.85% | +12.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.21% | 0.95% | +14.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.26% | 1.07% | +15.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.30% | 1.07% | +19.23% |
EPI vs. RBIL - Expense Ratio Comparison
EPI has a 0.84% expense ratio, which is higher than RBIL's 0.17% expense ratio.
Dividends
EPI vs. RBIL - Dividend Comparison
EPI has not paid dividends to shareholders, while RBIL's dividend yield for the trailing twelve months is around 4.38%.
| 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% |
RBIL F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF | 4.38% | 3.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EPI and RBIL have a correlation of -0.20, 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 RBIL (0.36%). In terms of maximum drawdown, EPI dropped -66.21% vs RBIL's -0.52%.
On 1-year performance, RBIL leads with 4.07% vs -7.64% for EPI. On fees, RBIL is cheaper at 0.17% per year. On volatility, RBIL has been the lower-risk option at 0.36%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, RBIL has performed better with a 4.07% return vs -7.64%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RBIL is cheaper with a 0.17% expense ratio, compared with 0.84% for EPI.
RBIL has the higher dividend yield at 4.38%, compared with 0.00% for EPI.
EPI is categorized as Emerging Markets Equities, while RBIL is Inflation-Protected Bonds. EPI tracks WisdomTree India Earnings Index, while RBIL tracks Bloomberg US Ultrashort TIPS 1-13 Months Index. They also come from different issuers: WisdomTree and F/m. Their fees differ too: 0.84% for EPI and 0.17% for RBIL.
RBIL currently has the higher Sharpe Ratio (4.35 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.
Find the right allocation for EPI and RBIL
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer