IXJ vs. EPI
Compare and contrast key facts about iShares Global Healthcare ETF (IXJ) and WisdomTree India Earnings Fund (EPI).
IXJ and EPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IXJ is a passively managed fund by iShares that tracks the performance of the S&P Global Healthcare Sector Index. It was launched on Nov 13, 2001. 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 IXJ 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: IXJ or EPI.
Key characteristics
| IXJ | EPI | |
|---|---|---|
| YTD Return | 7.59% | 10.05% |
| 1Y Return | 10.94% | 37.13% |
| 3Y Return (Ann) | 6.14% | 14.23% |
| 5Y Return (Ann) | 11.07% | 14.97% |
| 10Y Return (Ann) | 9.09% | 8.98% |
| Sharpe Ratio | 1.05 | 2.82 |
| Daily Std Dev | 10.42% | 13.12% |
| Max Drawdown | -40.60% | -66.21% |
| Current Drawdown | -0.15% | -1.27% |
Correlation
The correlation between IXJ and EPI is 0.52, 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
IXJ vs. EPI - Performance Comparison
In the year-to-date period, IXJ achieves a 7.59% return, which is significantly lower than EPI's 10.05% return. Both investments have delivered pretty close results over the past 10 years, with IXJ having a 9.09% annualized return and EPI not far behind at 8.98%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IXJ vs. EPI - Expense Ratio Comparison
IXJ has a 0.46% expense ratio, which is lower than EPI's 0.84% expense ratio.
Risk-Adjusted Performance
IXJ vs. EPI - Risk-Adjusted Performance 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.
Dividends
IXJ vs. EPI - Dividend Comparison
IXJ's dividend yield for the trailing twelve months is around 1.29%, more than EPI's 0.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXJ iShares Global Healthcare ETF | 1.29% | 1.38% | 1.17% | 1.12% | 1.27% | 1.42% | 2.11% | 1.46% | 1.73% | 2.84% | 1.37% | 1.50% |
EPI WisdomTree India Earnings Fund | 0.13% | 0.15% | 6.01% | 1.18% | 0.78% | 1.17% | 1.18% | 0.85% | 1.05% | 1.20% | 1.02% | 0.75% |
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. For additional features, visit the drawdowns tool.
Volatility
IXJ vs. EPI - Volatility Comparison
The current volatility for iShares Global Healthcare ETF (IXJ) is 2.48%, while WisdomTree India Earnings Fund (EPI) has a volatility of 3.37%. This indicates that IXJ 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.