EPI vs. SMIN
Compare and contrast key facts about WisdomTree India Earnings Fund (EPI) and iShares MSCI India Small-Cap ETF (SMIN).
EPI and SMIN 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. SMIN is a passively managed fund by iShares that tracks the performance of the MSCI India Small Cap Index. It was launched on Feb 8, 2012. Both EPI and SMIN 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 SMIN.
Key characteristics
| EPI | SMIN | |
|---|---|---|
| YTD Return | 11.34% | 8.78% |
| 1Y Return | 40.06% | 42.83% |
| 3Y Return (Ann) | 14.43% | 15.12% |
| 5Y Return (Ann) | 15.23% | 16.64% |
| 10Y Return (Ann) | 9.17% | 11.46% |
| Sharpe Ratio | 2.95 | 2.80 |
| Daily Std Dev | 13.15% | 14.87% |
| Max Drawdown | -66.21% | -60.50% |
| Current Drawdown | -0.11% | 0.00% |
Correlation
The correlation between EPI and SMIN is 0.81, 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.
Performance
EPI vs. SMIN - Performance Comparison
In the year-to-date period, EPI achieves a 11.34% return, which is significantly higher than SMIN's 8.78% return. Over the past 10 years, EPI has underperformed SMIN with an annualized return of 9.17%, while SMIN has yielded a comparatively higher 11.46% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EPI vs. SMIN - Expense Ratio Comparison
EPI has a 0.84% expense ratio, which is higher than SMIN's 0.76% expense ratio.
Risk-Adjusted Performance
EPI vs. SMIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and iShares MSCI India Small-Cap ETF (SMIN). 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.
Dividends
EPI vs. SMIN - Dividend Comparison
EPI's dividend yield for the trailing twelve months is around 0.13%, less than SMIN's 0.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPI WisdomTree India Earnings Fund | 0.13% | 0.15% | 6.01% | 1.18% | 0.78% | 1.17% | 1.18% | 0.85% | 1.05% | 1.20% | 1.02% | 0.75% |
SMIN iShares MSCI India Small-Cap ETF | 0.38% | 0.41% | 0.01% | 1.27% | 1.06% | 1.75% | 1.68% | 0.89% | 2.30% | 0.93% | 0.34% | 0.75% |
Drawdowns
EPI vs. SMIN - Drawdown Comparison
The maximum EPI drawdown since its inception was -66.21%, which is greater than SMIN's maximum drawdown of -60.50%. Use the drawdown chart below to compare losses from any high point for EPI and SMIN. For additional features, visit the drawdowns tool.
Volatility
EPI vs. SMIN - Volatility Comparison
The current volatility for WisdomTree India Earnings Fund (EPI) is 3.52%, while iShares MSCI India Small-Cap ETF (SMIN) has a volatility of 3.95%. This indicates that EPI experiences smaller price fluctuations and is considered to be less risky than SMIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.