FTHI vs. EPI
Compare and contrast key facts about First Trust BuyWrite Income ETF (FTHI) and WisdomTree India Earnings Fund (EPI).
FTHI and EPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTHI is an actively managed fund by First Trust. It was launched on Jan 6, 2014. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTHI or EPI.
Correlation
The correlation between FTHI and EPI is 0.71, 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
FTHI vs. EPI - Performance Comparison
Key characteristics
FTHI:
0.43
EPI:
0.04
FTHI:
0.71
EPI:
0.17
FTHI:
1.12
EPI:
1.02
FTHI:
0.43
EPI:
0.04
FTHI:
1.97
EPI:
0.08
FTHI:
3.48%
EPI:
9.37%
FTHI:
16.13%
EPI:
17.74%
FTHI:
-32.65%
EPI:
-66.21%
FTHI:
-7.31%
EPI:
-11.55%
Returns By Period
In the year-to-date period, FTHI achieves a -4.74% return, which is significantly lower than EPI's -0.97% return. Over the past 10 years, FTHI has underperformed EPI with an annualized return of 6.70%, while EPI has yielded a comparatively higher 9.02% annualized return.
FTHI
-4.74%
-2.27%
-2.47%
7.41%
11.23%
6.70%
EPI
-0.97%
2.75%
-4.00%
-0.25%
23.23%
9.02%
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FTHI vs. EPI - Expense Ratio Comparison
FTHI has a 0.85% expense ratio, which is higher than EPI's 0.84% expense ratio.
Risk-Adjusted Performance
FTHI vs. EPI — Risk-Adjusted Performance Rank
FTHI
EPI
FTHI vs. EPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust BuyWrite Income ETF (FTHI) 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.
Dividends
FTHI vs. EPI - Dividend Comparison
FTHI's dividend yield for the trailing twelve months is around 9.49%, more than EPI's 0.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTHI First Trust BuyWrite Income ETF | 9.49% | 8.61% | 8.50% | 9.06% | 4.37% | 4.76% | 4.21% | 4.76% | 4.00% | 4.41% | 4.98% | 3.96% |
EPI WisdomTree India Earnings Fund | 0.27% | 0.27% | 0.15% | 6.01% | 1.18% | 0.78% | 1.17% | 1.18% | 0.85% | 1.05% | 1.20% | 1.02% |
Drawdowns
FTHI vs. EPI - Drawdown Comparison
The maximum FTHI drawdown since its inception was -32.65%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for FTHI and EPI. For additional features, visit the drawdowns tool.
Volatility
FTHI vs. EPI - Volatility Comparison
First Trust BuyWrite Income ETF (FTHI) has a higher volatility of 12.48% compared to WisdomTree India Earnings Fund (EPI) at 8.03%. This indicates that FTHI's price experiences larger fluctuations and is considered to be riskier than EPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.