INCO vs. EPI
Compare and contrast key facts about Columbia India Consumer ETF (INCO) and WisdomTree India Earnings Fund (EPI).
INCO and EPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INCO is a passively managed fund by Ameriprise Financial that tracks the performance of the Indxx India Consumer Index. It was launched on Aug 10, 2011. EPI is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree India Earnings Index. It was launched on Feb 22, 2008. Both INCO and EPI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
INCO vs. EPI - Performance Comparison
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INCO vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INCO Columbia India Consumer ETF | -14.84% | 0.59% | 12.70% | 34.63% | -7.01% | 19.28% | 14.55% | -4.22% | -10.81% | 53.28% |
EPI WisdomTree India Earnings Fund | -11.92% | 2.25% | 10.70% | 26.03% | -4.74% | 26.41% | 18.55% | 1.53% | -9.88% | 39.14% |
Returns By Period
In the year-to-date period, INCO achieves a -14.84% return, which is significantly lower than EPI's -11.92% return. Over the past 10 years, INCO has underperformed EPI with an annualized return of 8.47%, while EPI has yielded a comparatively higher 9.10% annualized return.
INCO
- 1D
- 0.40%
- 1M
- -10.72%
- YTD
- -14.84%
- 6M
- -15.12%
- 1Y
- -7.43%
- 3Y*
- 9.92%
- 5Y*
- 6.29%
- 10Y*
- 8.47%
EPI
- 1D
- -0.07%
- 1M
- -7.80%
- YTD
- -11.92%
- 6M
- -8.30%
- 1Y
- -6.28%
- 3Y*
- 9.09%
- 5Y*
- 6.70%
- 10Y*
- 9.10%
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INCO vs. EPI - Expense Ratio Comparison
INCO has a 0.75% expense ratio, which is lower than EPI's 0.84% expense ratio.
Return for Risk
INCO vs. EPI — Risk / Return Rank
INCO
EPI
INCO vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia India Consumer ETF (INCO) 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.
| INCO | EPI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.42 | -0.39 | -0.04 |
Sortino ratioReturn per unit of downside risk | -0.51 | -0.45 | -0.06 |
Omega ratioGain probability vs. loss probability | 0.94 | 0.95 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.34 | -0.40 | +0.06 |
Martin ratioReturn relative to average drawdown | -1.18 | -1.24 | +0.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| INCO | EPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.42 | -0.39 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.41 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.45 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.13 | +0.28 |
Correlation
The correlation between INCO and EPI is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
INCO vs. EPI - Dividend Comparison
Neither INCO nor EPI has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INCO Columbia India Consumer ETF | 0.00% | 0.00% | 2.88% | 3.81% | 10.57% | 6.25% | 0.34% | 0.28% | 0.12% | 0.05% | 0.09% | 0.00% |
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% |
Drawdowns
INCO vs. EPI - Drawdown Comparison
The maximum INCO drawdown since its inception was -47.69%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for INCO and EPI.
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Drawdown Indicators
| INCO | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.69% | -66.21% | +18.52% |
Max Drawdown (1Y)Largest decline over 1 year | -21.37% | -16.88% | -4.49% |
Max Drawdown (5Y)Largest decline over 5 years | -29.98% | -21.89% | -8.09% |
Max Drawdown (10Y)Largest decline over 10 years | -47.69% | -50.29% | +2.60% |
Current DrawdownCurrent decline from peak | -27.48% | -19.56% | -7.92% |
Average DrawdownAverage peak-to-trough decline | -10.43% | -18.68% | +8.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.19% | 5.45% | +0.74% |
Volatility
INCO vs. EPI - Volatility Comparison
Columbia India Consumer ETF (INCO) has a higher volatility of 7.43% compared to WisdomTree India Earnings Fund (EPI) at 6.84%. This indicates that INCO'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
| INCO | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 6.84% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 12.33% | 11.47% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.57% | 16.34% | +1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.80% | 16.27% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.25% | 20.37% | -0.12% |