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.
Key characteristics
| FTHI | EPI | |
|---|---|---|
| YTD Return | 8.30% | 9.24% |
| 1Y Return | 20.67% | 35.27% |
| 3Y Return (Ann) | 8.77% | 14.40% |
| 5Y Return (Ann) | 7.12% | 14.84% |
| 10Y Return (Ann) | 7.32% | 9.13% |
| Sharpe Ratio | 2.70 | 2.79 |
| Daily Std Dev | 7.84% | 13.16% |
| Max Drawdown | -32.65% | -66.21% |
| Current Drawdown | 0.00% | -1.99% |
Correlation
The correlation between FTHI and EPI is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FTHI vs. EPI - Performance Comparison
In the year-to-date period, FTHI achieves a 8.30% return, which is significantly lower than EPI's 9.24% return. Over the past 10 years, FTHI has underperformed EPI with an annualized return of 7.32%, while EPI has yielded a comparatively higher 9.13% 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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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 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 8.36%, more than EPI's 0.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTHI First Trust BuyWrite Income ETF | 8.36% | 8.50% | 9.06% | 4.37% | 4.76% | 4.21% | 4.76% | 4.00% | 4.41% | 4.98% | 3.96% | 0.00% |
EPI WisdomTree India Earnings Fund | 0.13% | 0.15% | 6.01% | 1.18% | 0.78% | 1.65% | 1.18% | 0.85% | 1.05% | 1.20% | 1.02% | 0.75% |
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
The current volatility for First Trust BuyWrite Income ETF (FTHI) is 2.52%, while WisdomTree India Earnings Fund (EPI) has a volatility of 3.37%. This indicates that FTHI experiences smaller price fluctuations and is considered to be less risky than EPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.