IXJ vs. EPI
IXJ (iShares Global Healthcare ETF) and EPI (WisdomTree India Earnings Fund) are both exchange-traded funds - IXJ is a Health & Biotech Equities fund tracking the S&P Global 1200 Health Care (Sector) Capped Index, while EPI is a India Equities fund tracking the WisdomTree India Earnings Index. Both are passively managed. Over the past 10 years, IXJ returned 8.22%/yr vs 8.68%/yr for EPI. Their 0.49 correlation means their historical movements had little consistent relationship. IXJ charges 0.40%/yr vs 0.84%/yr for EPI.
Performance
IXJ vs. EPI - Performance Comparison
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Returns By Period
In the year-to-date period, IXJ achieves a 3.85% return, which is significantly higher than EPI's -7.13% return. Over the past 10 years, IXJ has underperformed EPI with an annualized return of 8.22%, while EPI has yielded a comparatively higher 8.68% annualized return.
IXJ
- 1D
- -0.97%
- 1M
- -1.26%
- 6M
- 2.41%
- YTD
- 3.85%
- 1Y
- 21.78%
- 3Y*
- 7.07%
- 5Y*
- 4.53%
- 10Y*
- 8.22%
- ALL TIME*
- 7.37%
EPI
- 1D
- 0.07%
- 1M
- 0.16%
- 6M
- -4.00%
- YTD
- -7.13%
- 1Y
- -3.95%
- 3Y*
- 5.78%
- 5Y*
- 6.02%
- 10Y*
- 8.68%
- ALL TIME*
- 3.91%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $17.75M | $16.45M | $21.29M | |
| $16.06M | $16.61M | $23.38M |
IXJ vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IXJ iShares Global Healthcare ETF | 3.85% | 14.99% | 0.55% | 3.62% | -4.94% | 19.60% | 12.74% | 23.23% | 2.83% | 20.44% |
EPI WisdomTree India Earnings Fund | -7.13% | 2.25% | 10.70% | 26.03% | -4.74% | 26.41% | 18.55% | 1.53% | -9.88% | 39.14% |
Correlation
The correlation between IXJ and EPI is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (3Y) Balances recent behavior with more history. | 0.32 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.38 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.41 |
Correlation (All Time) Calculated using the full available price history since Feb 26, 2008 | 0.49 |
Over the past year, the correlation between IXJ and EPI has dropped to 0.26 - well below their long-term average of 0.49, suggesting their price drivers have been diverging.
IXJ vs. EPI - Sectors Allocation Comparison
Sectors
IXJ
EPI
Healthcare
Consumer Defensive
Technology
Basic Materials
-
Communication Services
-
Consumer Cyclical
-
Energy
-
Financial Services
-
Industrials
-
Real Estate
-
Utilities
-
Healthcare
IXJ
EPI
Consumer Defensive
IXJ
EPI
Technology
IXJ
EPI
Basic Materials
IXJ
-
EPI
Communication Services
IXJ
-
EPI
Consumer Cyclical
IXJ
-
EPI
Energy
IXJ
-
EPI
Financial Services
IXJ
-
EPI
Industrials
IXJ
-
EPI
Real Estate
IXJ
-
EPI
Utilities
IXJ
-
EPI
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Return for Risk
IXJ vs. EPI — Risk / Return Rank
IXJ
EPI
IXJ vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Healthcare ETF (IXJ) 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.
| IXJ | EPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.76 | ||
| Sortino ratioReturn per unit of downside risk | +2.64 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 0.97 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | -0.25 | +2.35 |
| Martin ratioReturn relative to average drawdown | 4.99 | -0.59 | +5.58 |
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Drawdowns
IXJ vs. EPI - Drawdown Comparison
The maximum IXJ drawdown since its inception was -40.60%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for IXJ and EPI.
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Drawdown Indicators
| IXJ | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.60% | -66.21% | +25.61% |
Max Drawdown (1Y)Largest decline over 1 year | -10.78% | -15.69% | +4.91% |
Max Drawdown (3Y)Largest decline over 3 years | -18.14% | -21.89% | +3.75% |
Max Drawdown (5Y)Largest decline over 5 years | -18.14% | -21.89% | +3.75% |
Max Drawdown (10Y)Largest decline over 10 years | -27.35% | -50.29% | +22.94% |
Current DrawdownCurrent decline from peak | -2.52% | -15.19% | +12.67% |
Average DrawdownAverage peak-to-trough decline | -6.90% | -18.63% | +11.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.52% | 6.67% | -2.15% |
Volatility
IXJ vs. EPI - Volatility Comparison
iShares Global Healthcare ETF (IXJ) has a higher volatility of 5.66% compared to WisdomTree India Earnings Fund (EPI) at 3.62%. This indicates that IXJ'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
| IXJ | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 3.62% | +2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 11.61% | 13.01% | -1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.38% | 15.28% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.50% | 16.29% | -1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 20.27% | -4.53% |
IXJ vs. EPI - Expense Ratio Comparison
IXJ has a 0.40% expense ratio, which is lower than EPI's 0.84% expense ratio.
Dividends
IXJ vs. EPI - Dividend Comparison
IXJ's dividend yield for the trailing twelve months is around 1.44%, 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% |
IXJ iShares Global Healthcare ETF | 1.44% | 1.40% | 1.50% | 1.38% | 1.17% | 1.12% | 1.27% | 1.42% | 2.11% | 1.46% | 1.73% | 2.85% |
Frequently Asked Questions
IXJ and EPI have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IXJ has higher volatility (5.66%) compared to EPI (3.62%). In terms of maximum drawdown, IXJ dropped -40.60% vs EPI's -66.21%.
On 10-year performance, EPI leads with 8.68% vs 8.22% for IXJ. On fees, IXJ is cheaper at 0.40% per year. On volatility, EPI has been the lower-risk option at 3.62%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, EPI has performed better with a 8.68% return vs 8.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IXJ is cheaper with a 0.40% expense ratio, compared with 0.84% for EPI.
IXJ has the higher dividend yield at 1.44%, compared with 0.00% for EPI.
IXJ is categorized as Health & Biotech Equities, while EPI is India Equities. IXJ tracks S&P Global 1200 Health Care (Sector) Capped Index, while EPI tracks WisdomTree India Earnings Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.40% for IXJ and 0.84% for EPI.
IXJ currently has the higher Sharpe Ratio (1.50 vs -0.26), 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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