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HIPS vs. EPI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HIPS and EPI is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.6

Performance

HIPS vs. EPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GraniteShares HIPS US High Income ETF (HIPS) and WisdomTree India Earnings Fund (EPI). The values are adjusted to include any dividend payments, if applicable.

40.00%60.00%80.00%100.00%120.00%140.00%160.00%NovemberDecember2025FebruaryMarchApril
45.46%
138.04%
HIPS
EPI

Key characteristics

Sharpe Ratio

HIPS:

0.32

EPI:

0.04

Sortino Ratio

HIPS:

0.49

EPI:

0.17

Omega Ratio

HIPS:

1.08

EPI:

1.02

Calmar Ratio

HIPS:

0.30

EPI:

0.04

Martin Ratio

HIPS:

1.38

EPI:

0.08

Ulcer Index

HIPS:

3.34%

EPI:

9.37%

Daily Std Dev

HIPS:

14.63%

EPI:

17.74%

Max Drawdown

HIPS:

-53.14%

EPI:

-66.21%

Current Drawdown

HIPS:

-8.34%

EPI:

-11.55%

Returns By Period

In the year-to-date period, HIPS achieves a -3.89% return, which is significantly lower than EPI's -0.97% return. Over the past 10 years, HIPS has underperformed EPI with an annualized return of 3.71%, while EPI has yielded a comparatively higher 9.02% annualized return.


HIPS

YTD

-3.89%

1M

-6.24%

6M

-1.53%

1Y

4.94%

5Y*

13.76%

10Y*

3.71%

EPI

YTD

-0.97%

1M

2.75%

6M

-4.00%

1Y

-0.25%

5Y*

23.23%

10Y*

9.02%

*Annualized

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HIPS vs. EPI - Expense Ratio Comparison

HIPS has a 3.19% expense ratio, which is higher than EPI's 0.84% expense ratio.


Expense ratio chart for HIPS: current value is 3.19%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
HIPS: 3.19%
Expense ratio chart for EPI: current value is 0.84%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
EPI: 0.84%

Risk-Adjusted Performance

HIPS vs. EPI — Risk-Adjusted Performance Rank

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

HIPS
The Risk-Adjusted Performance Rank of HIPS is 4343
Overall Rank
The Sharpe Ratio Rank of HIPS is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of HIPS is 3838
Sortino Ratio Rank
The Omega Ratio Rank of HIPS is 4545
Omega Ratio Rank
The Calmar Ratio Rank of HIPS is 4545
Calmar Ratio Rank
The Martin Ratio Rank of HIPS is 4848
Martin Ratio Rank

EPI
The Risk-Adjusted Performance Rank of EPI is 2121
Overall Rank
The Sharpe Ratio Rank of EPI is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of EPI is 2020
Sortino Ratio Rank
The Omega Ratio Rank of EPI is 2121
Omega Ratio Rank
The Calmar Ratio Rank of EPI is 2222
Calmar Ratio Rank
The Martin Ratio Rank of EPI is 2020
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HIPS vs. EPI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for GraniteShares HIPS US High Income ETF (HIPS) 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.


The chart of Sharpe ratio for HIPS, currently valued at 0.32, compared to the broader market-1.000.001.002.003.004.00
HIPS: 0.32
EPI: 0.04
The chart of Sortino ratio for HIPS, currently valued at 0.49, compared to the broader market-2.000.002.004.006.008.00
HIPS: 0.49
EPI: 0.17
The chart of Omega ratio for HIPS, currently valued at 1.08, compared to the broader market0.501.001.502.002.50
HIPS: 1.08
EPI: 1.02
The chart of Calmar ratio for HIPS, currently valued at 0.30, compared to the broader market0.002.004.006.008.0010.0012.00
HIPS: 0.30
EPI: 0.04
The chart of Martin ratio for HIPS, currently valued at 1.38, compared to the broader market0.0020.0040.0060.00
HIPS: 1.38
EPI: 0.08

The current HIPS Sharpe Ratio is 0.32, which is higher than the EPI Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of HIPS and EPI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.32
0.04
HIPS
EPI

Dividends

HIPS vs. EPI - Dividend Comparison

HIPS's dividend yield for the trailing twelve months is around 10.71%, more than EPI's 0.27% yield.


TTM20242023202220212020201920182017201620152014
HIPS
GraniteShares HIPS US High Income ETF
10.71%10.04%10.32%10.76%8.43%9.50%7.56%8.66%7.28%7.20%7.44%0.00%
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

HIPS vs. EPI - Drawdown Comparison

The maximum HIPS drawdown since its inception was -53.14%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for HIPS and EPI. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-8.34%
-11.55%
HIPS
EPI

Volatility

HIPS vs. EPI - Volatility Comparison

GraniteShares HIPS US High Income ETF (HIPS) has a higher volatility of 11.64% compared to WisdomTree India Earnings Fund (EPI) at 8.03%. This indicates that HIPS'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.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
11.64%
8.03%
HIPS
EPI