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EUSC vs. EPI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUSC vs. EPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and WisdomTree India Earnings Fund (EPI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


EUSC

1D
0.00%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

EPI

1D
0.05%
1M
-2.45%
YTD
-8.75%
6M
-7.57%
1Y
-9.24%
3Y*
8.10%
5Y*
5.97%
10Y*
9.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUSC vs. EPI - Yearly Performance Comparison


EUSC vs. EPI - Sectors Allocation Comparison


Sectors
EUSC
EPI

Financial Services

28.4%
23.4%

Industrials

20.1%
9.7%

Real Estate

9.3%
0.9%

Consumer Cyclical

9.1%
7.5%

Basic Materials

6.5%
13.5%

Utilities

6.5%
8.4%

Communication Services

5.0%
2.0%

Technology

4.4%
8.3%

Consumer Defensive

4.1%
3.5%

Energy

3.7%
17.3%

Healthcare

2.9%
5.5%

Financial Services

EUSC
28.4%
EPI
23.4%

Industrials

EUSC
20.1%
EPI
9.7%

Real Estate

EUSC
9.3%
EPI
0.9%

Consumer Cyclical

EUSC
9.1%
EPI
7.5%

Basic Materials

EUSC
6.5%
EPI
13.5%

Utilities

EUSC
6.5%
EPI
8.4%

Communication Services

EUSC
5.0%
EPI
2.0%

Technology

EUSC
4.4%
EPI
8.3%

Consumer Defensive

EUSC
4.1%
EPI
3.5%

Energy

EUSC
3.7%
EPI
17.3%

Healthcare

EUSC
2.9%
EPI
5.5%

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Return for Risk

EUSC vs. EPI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EUSC

EPI
EPI Risk / Return Rank: 33
Overall Rank
EPI Sharpe Ratio Rank: 33
Sharpe Ratio Rank
EPI Sortino Ratio Rank: 33
Sortino Ratio Rank
EPI Omega Ratio Rank: 33
Omega Ratio Rank
EPI Calmar Ratio Rank: 44
Calmar Ratio Rank
EPI Martin Ratio Rank: 22
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EUSC vs. EPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and WisdomTree India Earnings Fund (EPI). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

EUSC vs. EPI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EUSCEPIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.14

Drawdowns

EUSC vs. EPI - Drawdown Comparison

The maximum EUSC drawdown since its inception was 0.00%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for EUSC and EPI.


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Drawdown Indicators


EUSCEPIDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-66.21%

+66.21%

Max Drawdown (1Y)

Largest decline over 1 year

-16.88%

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 Drawdown

Current decline from peak

0.00%

-16.66%

+16.66%

Average Drawdown

Average peak-to-trough decline

0.00%

-18.65%

+18.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.83%

Volatility

EUSC vs. EPI - Volatility Comparison


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Volatility by Period


EUSCEPIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.79%

Volatility (6M)

Calculated over the trailing 6-month period

12.75%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

14.89%

-14.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

16.20%

-16.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

20.35%

-20.35%

EUSC vs. EPI - Expense Ratio Comparison

EUSC has a 0.58% expense ratio, which is lower than EPI's 0.84% expense ratio.


Dividends

EUSC vs. EPI - Dividend Comparison

Neither EUSC nor EPI has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
EUSC
WisdomTree Europe Hedged SmallCap Equity Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, EUSC is cheaper at 0.58% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EUSC is cheaper with a 0.58% expense ratio, compared with 0.84% for EPI.

EUSC and EPI have nearly identical dividend yields, around 0.00%.

EUSC is categorized as Europe Equities, while EPI is Asia Pacific Equities. EUSC tracks WisdomTree Europe Hedged SmallCap Equity Index, while EPI tracks WisdomTree India Earnings Index. Their fees differ too: 0.58% for EUSC and 0.84% for EPI.

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Find the right allocation for EUSC and EPI

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