INDF vs. EPI
Compare and contrast key facts about Nifty India Financials ETF (INDF) and WisdomTree India Earnings Fund (EPI).
INDF and EPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INDF is a passively managed fund by Exchange Traded Concepts that tracks the performance of the Nifty Financial Services 25/50 Index. It was launched on Oct 20, 2020. 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 INDF 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INDF or EPI.
Correlation
The correlation between INDF and EPI is 0.48, 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.
Performance
INDF vs. EPI - Performance Comparison
Key characteristics
INDF:
0.75
EPI:
0.04
INDF:
1.11
EPI:
0.17
INDF:
1.15
EPI:
1.02
INDF:
0.96
EPI:
0.04
INDF:
1.93
EPI:
0.08
INDF:
7.40%
EPI:
9.37%
INDF:
19.14%
EPI:
17.74%
INDF:
-25.58%
EPI:
-66.21%
INDF:
-2.36%
EPI:
-11.55%
Returns By Period
In the year-to-date period, INDF achieves a 9.56% return, which is significantly higher than EPI's -0.97% return.
INDF
9.56%
4.50%
5.48%
13.71%
N/A
N/A
EPI
-0.97%
3.10%
-4.00%
-0.60%
22.58%
9.28%
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INDF vs. EPI - Expense Ratio Comparison
INDF has a 0.75% expense ratio, which is lower than EPI's 0.84% expense ratio.
Risk-Adjusted Performance
INDF vs. EPI — Risk-Adjusted Performance Rank
INDF
EPI
INDF vs. EPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nifty India Financials ETF (INDF) 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.
Dividends
INDF vs. EPI - Dividend Comparison
INDF's dividend yield for the trailing twelve months is around 5.62%, more than EPI's 0.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDF Nifty India Financials ETF | 5.62% | 6.16% | 8.84% | 3.12% | 1.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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
INDF vs. EPI - Drawdown Comparison
The maximum INDF drawdown since its inception was -25.58%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for INDF and EPI. For additional features, visit the drawdowns tool.
Volatility
INDF vs. EPI - Volatility Comparison
The current volatility for Nifty India Financials ETF (INDF) is 7.12%, while WisdomTree India Earnings Fund (EPI) has a volatility of 8.03%. This indicates that INDF 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.