HTUS vs. EPI
HTUS (Hull Tactical US ETF) and EPI (WisdomTree India Earnings Fund) are both exchange-traded funds - HTUS is a Long-Short fund actively managed by Exchange Traded Concepts, while EPI is a Emerging Markets Equities fund tracking the WisdomTree India Earnings Index. HTUS is actively managed, while EPI is passively managed. Over the past 10 years, HTUS returned 12.34%/yr vs 9.88%/yr for EPI. At a 0.36 correlation, their price movements are largely independent. HTUS charges 0.97%/yr vs 0.84%/yr for EPI.
Performance
HTUS vs. EPI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HTUS achieves a 10.28% return, which is significantly higher than EPI's -6.16% return. Over the past 10 years, HTUS has outperformed EPI with an annualized return of 12.34%, while EPI has yielded a comparatively lower 9.88% annualized return.
HTUS
- 1D
- -0.50%
- 1M
- 0.21%
- YTD
- 10.28%
- 6M
- 10.25%
- 1Y
- 27.09%
- 3Y*
- 20.84%
- 5Y*
- 15.01%
- 10Y*
- 12.34%
EPI
- 1D
- 0.98%
- 1M
- 2.53%
- YTD
- -6.16%
- 6M
- -5.85%
- 1Y
- -5.32%
- 3Y*
- 8.65%
- 5Y*
- 6.74%
- 10Y*
- 9.88%
HTUS vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTUS Hull Tactical US ETF | 10.28% | 16.57% | 25.02% | 30.11% | -13.00% | 24.29% | 13.21% | 20.27% | -10.04% | 14.19% |
EPI WisdomTree India Earnings Fund | -6.16% | 2.25% | 10.70% | 26.03% | -4.74% | 26.41% | 18.55% | 1.53% | -9.88% | 39.14% |
Correlation
The correlation between HTUS and EPI is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2015 | 0.36 |
The correlation between HTUS and EPI shifts across timeframes, from 0.36 (all time) to 0.46 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HTUS vs. EPI — Risk / Return Rank
HTUS
EPI
HTUS vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hull Tactical US ETF (HTUS) 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.
| HTUS | EPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.63 | ||
| Sortino ratioReturn per unit of downside risk | +3.71 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 0.95 | +0.49 |
| Calmar ratioReturn relative to maximum drawdown | 3.13 | -0.32 | +3.45 |
| Martin ratioReturn relative to average drawdown | 15.60 | -0.73 | +16.33 |
Loading charts...
Drawdowns
HTUS vs. EPI - Drawdown Comparison
The maximum HTUS drawdown since its inception was -47.50%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for HTUS and EPI.
Loading charts...
Drawdown Indicators
| HTUS | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.50% | -66.21% | +18.71% |
Max Drawdown (1Y)Largest decline over 1 year | -8.68% | -16.88% | +8.20% |
Max Drawdown (3Y)Largest decline over 3 years | -24.41% | -21.89% | -2.52% |
Max Drawdown (5Y)Largest decline over 5 years | -24.41% | -21.89% | -2.52% |
Max Drawdown (10Y)Largest decline over 10 years | -47.50% | -50.29% | +2.79% |
Current DrawdownCurrent decline from peak | -1.49% | -14.30% | +12.81% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -18.64% | +14.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 7.30% | -5.56% |
Volatility
HTUS vs. EPI - Volatility Comparison
Hull Tactical US ETF (HTUS) and WisdomTree India Earnings Fund (EPI) have volatilities of 3.89% and 4.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HTUS | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 4.04% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 13.05% | -3.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.00% | 15.14% | -3.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.09% | 16.24% | +2.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.49% | 20.36% | +1.13% |
HTUS vs. EPI - Expense Ratio Comparison
HTUS has a 0.97% expense ratio, which is higher than EPI's 0.84% expense ratio.
Dividends
HTUS vs. EPI - Dividend Comparison
HTUS's dividend yield for the trailing twelve months is around 10.78%, 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% |
HTUS Hull Tactical US ETF | 10.78% | 11.89% | 17.80% | 1.18% | 5.63% | 7.20% | 3.77% | 0.92% | 8.69% | 8.29% | 3.02% | 0.00% |
Frequently Asked Questions
HTUS and EPI have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPI has higher volatility (4.04%) compared to HTUS (3.89%). In terms of maximum drawdown, HTUS dropped -47.50% vs EPI's -66.21%.
On 10-year performance, HTUS leads with 12.34% vs 9.88% for EPI. On fees, EPI is cheaper at 0.84% per year. On volatility, HTUS has been the lower-risk option at 3.89%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, HTUS has performed better with a 12.34% return vs 9.88%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
EPI is cheaper with a 0.84% expense ratio, compared with 0.97% for HTUS.
HTUS has the higher dividend yield at 10.78%, compared with 0.00% for EPI.
HTUS is categorized as Long-Short, while EPI is Emerging Markets Equities. They also come from different issuers: Exchange Traded Concepts and WisdomTree. Their fees differ too: 0.97% for HTUS and 0.84% for EPI.
HTUS currently has the higher Sharpe Ratio (2.27 vs -0.35), 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.
Find the right allocation for HTUS and EPI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer