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 India Equities fund tracking the WisdomTree India Earnings Index. HTUS is actively managed, while EPI is passively managed. Over the past 10 years, HTUS returned 12.44%/yr vs 8.66%/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
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Returns By Period
In the year-to-date period, HTUS achieves a 11.27% return, which is significantly higher than EPI's -8.62% return. Over the past 10 years, HTUS has outperformed EPI with an annualized return of 12.44%, while EPI has yielded a comparatively lower 8.66% annualized return.
HTUS
- 1D
- 0.32%
- 1M
- 1.37%
- 6M
- 10.68%
- YTD
- 11.27%
- 1Y
- 22.51%
- 3Y*
- 20.19%
- 5Y*
- 14.71%
- 10Y*
- 12.44%
EPI
- 1D
- -0.07%
- 1M
- 0.55%
- 6M
- -6.89%
- YTD
- -8.62%
- 1Y
- -9.67%
- 3Y*
- 6.00%
- 5Y*
- 5.84%
- 10Y*
- 8.66%
HTUS vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTUS Hull Tactical US ETF | 11.27% | 16.57% | 25.02% | 30.11% | -13.00% | 24.29% | 13.21% | 20.27% | -10.04% | 14.19% |
EPI WisdomTree India Earnings Fund | -8.62% | 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 |
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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 | +2.51 | ||
| Sortino ratioReturn per unit of downside risk | +3.59 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 0.91 | +0.45 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | -0.61 | +3.21 |
| Martin ratioReturn relative to average drawdown | 12.60 | -1.42 | +14.02 |
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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.
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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% | -15.94% | +7.26% |
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 | -0.60% | -16.55% | +15.95% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -18.63% | +14.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 6.84% | -5.05% |
Volatility
HTUS vs. EPI - Volatility Comparison
The current volatility for Hull Tactical US ETF (HTUS) is 3.19%, while WisdomTree India Earnings Fund (EPI) has a volatility of 4.12%. This indicates that HTUS 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.
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Volatility by Period
| HTUS | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.19% | 4.12% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 13.07% | -3.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.04% | 15.27% | -3.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.10% | 16.28% | +2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.50% | 20.27% | +1.23% |
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 10.69%, 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 | 10.69% | 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 (4.12%) compared to HTUS (3.19%). In terms of maximum drawdown, HTUS dropped -47.50% vs EPI's -66.21%.
On 10-year performance, HTUS leads with 12.44% vs 8.66% for EPI. On fees, EPI is cheaper at 0.84% per year. On volatility, HTUS has been the lower-risk option at 3.19%. 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 12.44% return vs 8.66%. 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 10.69%, compared with 0.00% for EPI.
HTUS is categorized as Long-Short, while EPI is India 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 (1.88 vs -0.64), 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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