GDMN vs. EPI
GDMN (WisdomTree Efficient Gold Plus Gold Miners Strategy Fund) and EPI (WisdomTree India Earnings Fund) are both exchange-traded funds - GDMN is a Commodities fund actively managed by WisdomTree, while EPI is a India Equities fund tracking the WisdomTree India Earnings Index. GDMN is actively managed, while EPI is passively managed. Over the past 3 years, GDMN returned 54.79%/yr vs 6.62%/yr for EPI. Their 0.27 correlation means their historical movements had little consistent relationship. GDMN charges 0.45%/yr vs 0.84%/yr for EPI.
Performance
GDMN vs. EPI - Performance Comparison
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Returns By Period
In the year-to-date period, GDMN achieves a -21.29% return, which is significantly lower than EPI's -6.50% return.
GDMN
- 1D
- 1.66%
- 1M
- -4.40%
- 6M
- -30.05%
- YTD
- -21.29%
- 1Y
- 49.41%
- 3Y*
- 54.79%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 31.15%
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 | |
| $1.47M | $2.23M | $3.42M |
GDMN vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy Fund | -21.29% | 237.09% | 28.23% | 12.97% | -14.62% | 6.93% |
EPI WisdomTree India Earnings Fund | -6.50% | 2.25% | 10.70% | 26.03% | -4.74% | 1.56% |
Correlation
The correlation between GDMN and EPI is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.30 |
Correlation (3Y) Balances recent behavior with more history. | 0.28 |
Correlation (All Time) Calculated using the full available price history since Dec 16, 2021 | 0.27 |
GDMN vs. EPI - Sectors Allocation Comparison
Sectors
GDMN
EPI
Basic Materials
Communication Services
-
Consumer Cyclical
-
Consumer Defensive
-
Energy
-
Financial Services
-
Healthcare
-
Industrials
-
Real Estate
-
Technology
-
Utilities
-
Basic Materials
GDMN
EPI
Communication Services
GDMN
-
EPI
Consumer Cyclical
GDMN
-
EPI
Consumer Defensive
GDMN
-
EPI
Energy
GDMN
-
EPI
Financial Services
GDMN
-
EPI
Healthcare
GDMN
-
EPI
Industrials
GDMN
-
EPI
Real Estate
GDMN
-
EPI
Technology
GDMN
-
EPI
Utilities
GDMN
-
EPI
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Return for Risk
GDMN vs. EPI — Risk / Return Rank
GDMN
EPI
GDMN vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) 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.
| GDMN | EPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.98 | ||
| Sortino ratioReturn per unit of downside risk | +1.48 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 0.98 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.95 | -0.21 | +1.17 |
| Martin ratioReturn relative to average drawdown | 1.99 | -0.50 | +2.48 |
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Drawdowns
GDMN vs. EPI - Drawdown Comparison
The maximum GDMN drawdown since its inception was -52.82%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for GDMN and EPI.
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Drawdown Indicators
| GDMN | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.82% | -66.21% | +13.39% |
Max Drawdown (1Y)Largest decline over 1 year | -52.02% | -15.69% | -36.33% |
Max Drawdown (3Y)Largest decline over 3 years | -52.02% | -21.89% | -30.13% |
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 | -48.33% | -14.61% | -33.72% |
Average DrawdownAverage peak-to-trough decline | -19.85% | -18.63% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.95% | 6.69% | +18.26% |
Volatility
GDMN vs. EPI - Volatility Comparison
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) has a higher volatility of 14.93% compared to WisdomTree India Earnings Fund (EPI) at 3.55%. This indicates that GDMN'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
| GDMN | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.93% | 3.55% | +11.38% |
Volatility (6M)Calculated over the trailing 6-month period | 49.31% | 13.03% | +36.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 65.05% | 15.33% | +49.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.34% | 16.28% | +32.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.34% | 20.28% | +28.06% |
GDMN vs. EPI - Expense Ratio Comparison
GDMN has a 0.45% expense ratio, which is lower than EPI's 0.84% expense ratio.
Dividends
GDMN vs. EPI - Dividend Comparison
GDMN's dividend yield for the trailing twelve months is around 3.43%, 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% |
GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy Fund | 3.43% | 2.70% | 9.44% | 7.69% | 1.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
GDMN and EPI have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GDMN has higher volatility (14.93%) compared to EPI (3.55%). In terms of maximum drawdown, GDMN dropped -52.82% vs EPI's -66.21%.
On 3-year performance, GDMN leads with 54.79% vs 6.62% for EPI. On fees, GDMN is cheaper at 0.45% 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, GDMN has performed better with a 54.79% return vs 6.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
GDMN is cheaper with a 0.45% expense ratio, compared with 0.84% for EPI.
GDMN has the higher dividend yield at 3.43%, compared with 0.00% for EPI.
GDMN is categorized as Commodities, while EPI is India Equities. Their fees differ too: 0.45% for GDMN and 0.84% for EPI.
GDMN currently has the higher Sharpe Ratio (0.76 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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