GDE vs. EPI
GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) and EPI (WisdomTree India Earnings Fund) are both exchange-traded funds - GDE is a Gold fund actively managed by WisdomTree, while EPI is a India Equities fund tracking the WisdomTree India Earnings Index. GDE is actively managed, while EPI is passively managed. Over the past 3 years, GDE returned 40.14%/yr vs 6.62%/yr for EPI. Their 0.42 correlation means their historical movements had little consistent relationship. GDE charges 0.20%/yr vs 0.84%/yr for EPI.
Performance
GDE vs. EPI - Performance Comparison
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Returns By Period
In the year-to-date period, GDE achieves a 0.83% return, which is significantly higher than EPI's -6.50% return.
GDE
- 1D
- 1.69%
- 1M
- 0.11%
- 6M
- -6.46%
- YTD
- 0.83%
- 1Y
- 35.63%
- 3Y*
- 40.14%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 29.51%
EPI
- 1D
- 0.67%
- 1M
- 0.84%
- 6M
- -6.20%
- YTD
- -6.50%
- 1Y
- -3.31%
- 3Y*
- 6.62%
- 5Y*
- 5.85%
- 10Y*
- 8.60%
- ALL TIME*
- 3.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $16.82M | $16.41M | $21.21M | |
| $5.45M | $8.45M | $9.78M |
GDE vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 0.83% | 73.76% | 44.79% | 33.85% | -8.58% |
EPI WisdomTree India Earnings Fund | -6.50% | 2.25% | 10.70% | 26.03% | -3.93% |
Correlation
The correlation between GDE and EPI is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.34 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2022 | 0.42 |
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Return for Risk
GDE vs. EPI — Risk / Return Rank
GDE
EPI
GDE vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) 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.
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.
| GDE | EPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.37 | ||
| Sortino ratioReturn per unit of downside risk | +1.76 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.98 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.58 | -0.21 | +1.79 |
| Martin ratioReturn relative to average drawdown | 3.45 | -0.50 | +3.94 |
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Drawdowns
GDE vs. EPI - Drawdown Comparison
The maximum GDE drawdown since its inception was -32.01%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for GDE and EPI.
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Drawdown Indicators
| GDE | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.01% | -66.21% | +34.20% |
Max Drawdown (1Y)Largest decline over 1 year | -22.66% | -15.69% | -6.97% |
Max Drawdown (3Y)Largest decline over 3 years | -22.66% | -21.89% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.89% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -50.29% | — |
Current DrawdownCurrent decline from peak | -18.42% | -14.61% | -3.81% |
Average DrawdownAverage peak-to-trough decline | -8.26% | -18.63% | +10.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.37% | 6.69% | +3.68% |
Volatility
GDE vs. EPI - Volatility Comparison
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has a higher volatility of 8.13% compared to WisdomTree India Earnings Fund (EPI) at 3.55%. This indicates that GDE'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.
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Volatility by Period
| GDE | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.13% | 3.55% | +4.58% |
Volatility (6M)Calculated over the trailing 6-month period | 24.41% | 13.03% | +11.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.15% | 15.33% | +15.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.12% | 16.28% | +10.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.12% | 20.28% | +6.84% |
GDE vs. EPI - Expense Ratio Comparison
GDE has a 0.20% expense ratio, which is lower than EPI's 0.84% expense ratio.
Dividends
GDE vs. EPI - Dividend Comparison
GDE's dividend yield for the trailing twelve months is around 4.28%, while EPI has not paid dividends to shareholders.
| 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% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.28% | 4.32% | 7.14% | 2.22% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
GDE and EPI have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GDE has higher volatility (8.13%) compared to EPI (3.55%). In terms of maximum drawdown, GDE dropped -32.01% vs EPI's -66.21%.
On 3-year performance, GDE leads with 40.14% vs 6.62% for EPI. On fees, GDE is cheaper at 0.20% per year. On volatility, EPI has been the lower-risk option at 3.55%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, GDE has performed better with a 40.14% return vs 6.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
GDE is cheaper with a 0.20% expense ratio, compared with 0.84% for EPI.
GDE has the higher dividend yield at 4.28%, compared with 0.00% for EPI.
GDE is categorized as Gold, while EPI is India Equities. Their fees differ too: 0.20% for GDE and 0.84% for EPI.
GDE currently has the higher Sharpe Ratio (1.15 vs -0.22), 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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