EPI vs. WAINX
EPI (WisdomTree India Earnings Fund) and WAINX (Wasatch Emerging India Fund) are both India Equities funds. Over the past 10 years, EPI returned 8.67%/yr vs 9.70%/yr for WAINX. A 0.69 correlation means they provide meaningful diversification when combined. EPI charges 0.84%/yr vs 1.51%/yr for WAINX.
Performance
EPI vs. WAINX - Performance Comparison
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Returns By Period
In the year-to-date period, EPI achieves a -8.55% return, which is significantly lower than WAINX's 0.72% return. Over the past 10 years, EPI has underperformed WAINX with an annualized return of 8.67%, while WAINX has yielded a comparatively higher 9.70% annualized return.
EPI
- 1D
- -0.68%
- 1M
- 0.62%
- 6M
- -7.39%
- YTD
- -8.55%
- 1Y
- -9.44%
- 3Y*
- 6.02%
- 5Y*
- 5.95%
- 10Y*
- 8.67%
WAINX
- 1D
- 0.72%
- 1M
- 8.55%
- 6M
- 3.46%
- YTD
- 0.72%
- 1Y
- -8.36%
- 3Y*
- 4.95%
- 5Y*
- 3.27%
- 10Y*
- 9.70%
EPI vs. WAINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPI WisdomTree India Earnings Fund | -8.55% | 2.25% | 10.70% | 26.03% | -4.74% | 26.41% | 18.55% | 1.53% | -9.88% | 39.14% |
WAINX Wasatch Emerging India Fund | 0.72% | -5.33% | 9.23% | 20.90% | -21.77% | 37.56% | 17.63% | 13.78% | -5.45% | 53.39% |
Correlation
The correlation between EPI and WAINX is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2011 | 0.69 |
The correlation between EPI and WAINX has been stable across timeframes, ranging from 0.63 to 0.69 - a consistent structural relationship.
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Return for Risk
EPI vs. WAINX — Risk / Return Rank
EPI
WAINX
EPI vs. WAINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and Wasatch Emerging India Fund (WAINX). 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 | WAINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 0.92 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | -0.33 | -0.26 |
| Martin ratioReturn relative to average drawdown | -1.39 | -0.69 | -0.69 |
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Drawdowns
EPI vs. WAINX - Drawdown Comparison
The maximum EPI drawdown since its inception was -66.21%, which is greater than WAINX's maximum drawdown of -41.34%. Use the drawdown chart below to compare losses from any high point for EPI and WAINX.
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Drawdown Indicators
| EPI | WAINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.21% | -41.34% | -24.87% |
Max Drawdown (1Y)Largest decline over 1 year | -15.94% | -27.63% | +11.69% |
Max Drawdown (3Y)Largest decline over 3 years | -21.89% | -31.01% | +9.12% |
Max Drawdown (5Y)Largest decline over 5 years | -21.89% | -31.01% | +9.12% |
Max Drawdown (10Y)Largest decline over 10 years | -50.29% | -41.34% | -8.95% |
Current DrawdownCurrent decline from peak | -16.49% | -12.93% | -3.56% |
Average DrawdownAverage peak-to-trough decline | -18.63% | -9.35% | -9.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.81% | 13.54% | -6.73% |
Volatility
EPI vs. WAINX - Volatility Comparison
The current volatility for WisdomTree India Earnings Fund (EPI) is 4.28%, while Wasatch Emerging India Fund (WAINX) has a volatility of 4.77%. This indicates that EPI experiences smaller price fluctuations and is considered to be less risky than WAINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPI | WAINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 4.77% | -0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 13.09% | 14.25% | -1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 16.93% | -1.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.28% | 17.33% | -1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.27% | 19.05% | +1.22% |
EPI vs. WAINX - Expense Ratio Comparison
EPI has a 0.84% expense ratio, which is lower than WAINX's 1.51% expense ratio.
Dividends
EPI vs. WAINX - Dividend Comparison
EPI has not paid dividends to shareholders, while WAINX's dividend yield for the trailing twelve months is around 28.97%.
| 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% |
WAINX Wasatch Emerging India Fund | 28.97% | 29.17% | 20.19% | 4.23% | 1.15% | 4.29% | 0.00% | 0.32% | 6.95% | 2.91% | 1.06% | 1.40% |
Frequently Asked Questions
EPI and WAINX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WAINX has higher volatility (4.77%) compared to EPI (4.28%). In terms of maximum drawdown, EPI dropped -66.21% vs WAINX's -41.34%.
WAINX currently has the higher Sharpe Ratio (-0.54 vs -0.62), 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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