IND vs. EPI

Last updated Jul 17, 2026

IND (Xtrackers Nifty 500 India ETF) and EPI (WisdomTree India Earnings Fund) are both India Equities funds - IND tracks the Nifty 500 Index while EPI tracks the WisdomTree India Earnings Index. Both are passively managed. Their correlation of 0.83 suggests significant overlap in exposure. IND charges 0.19%/yr vs 0.84%/yr for EPI.

Performance

IND vs. EPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers Nifty 500 India ETF (IND) and WisdomTree India Earnings Fund (EPI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IND achieves a -8.33% return, which is significantly higher than EPI's -8.86% return.

IND

• 1D: -0.22%
• 1M: 0.14%
• 6M: -6.57%
• YTD: -8.33%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

EPI

• 1D: -0.19%
• 1M: -1.59%
• 6M: -7.70%
• YTD: -8.86%
• 1Y: -10.42%
• 3Y*: 5.67%
• 5Y*: 5.95%
• 10Y*: 8.67%

*Multi-year figures are annualized to reflect compound growth (CAGR)

IND vs. EPI - Yearly Performance Comparison

	2026 (YTD)	2025
IND Xtrackers Nifty 500 India ETF	-8.33%	-0.34%
EPI WisdomTree India Earnings Fund	-8.86%	0.83%

Correlation

The correlation between IND and EPI is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 25, 2025	0.83

Return for Risk

IND vs. EPI — Risk / Return Rank

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

IND

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

EPI

EPI Risk / Return Rank: 3
EPI Sharpe Ratio Rank: 4
EPI Sortino Ratio Rank: 4
EPI Omega Ratio Rank: 4
EPI Calmar Ratio Rank: 4
EPI Martin Ratio Rank: 1

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IND vs. EPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers Nifty 500 India ETF (IND) 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.

	IND	EPI	Difference
Sharpe ratio: Return per unit of total volatility	—	-0.69	—
Sortino ratio: Return per unit of downside risk	—	-0.91	—
Omega ratio: Gain probability vs. loss probability	—	0.90	—
Calmar ratio: Return relative to maximum drawdown	—	-0.67	—
Martin ratio: Return relative to average drawdown	—	-1.57	—

Drawdowns

IND vs. EPI - Drawdown Comparison

The maximum IND drawdown since its inception was -18.75%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for IND and EPI.

Drawdown Indicators

	IND	EPI	Difference
Max Drawdown Largest peak-to-trough decline	-18.75%	-66.21%	+47.46%
Max Drawdown (1Y) Largest decline over 1 year	—	-15.69%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-21.89%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-21.89%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-50.29%	—
Current Drawdown Current decline from peak	-9.52%	-16.76%	+7.24%
Average Drawdown Average peak-to-trough decline	-7.89%	-18.63%	+10.74%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	6.90%	—

Volatility

Volatility by Period

	IND	EPI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.70%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.05%	—
Volatility (1Y) Calculated over the trailing 1-year period	19.11%	15.26%	+3.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.11%	16.27%	+2.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.11%	20.26%	-1.15%

IND vs. EPI - Expense Ratio Comparison

IND has a 0.19% expense ratio, which is lower than EPI's 0.84% expense ratio.

Dividends

IND vs. EPI - Dividend Comparison

IND's dividend yield for the trailing twelve months is around 0.34%, 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%
IND Xtrackers Nifty 500 India ETF	0.34%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IND and EPI in my portfolio?

IND and EPI have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IND or EPI?

On fees, IND is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IND or EPI?

IND is cheaper with a 0.19% expense ratio, compared with 0.84% for EPI.

Which ETF pays a higher dividend yield, IND or EPI?

IND has the higher dividend yield at 0.34%, compared with 0.00% for EPI.

What is the main difference between IND and EPI?

IND tracks Nifty 500 Index, while EPI tracks WisdomTree India Earnings Index. They also come from different issuers: Xtrackers and WisdomTree. Their fees differ too: 0.19% for IND and 0.84% for EPI.