ORA vs. EPI
Compare and contrast key facts about Ormat Technologies, Inc. (ORA) and WisdomTree India Earnings Fund (EPI).
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.
Performance
ORA vs. EPI - Performance Comparison
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ORA vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ORA Ormat Technologies, Inc. | 2.98% | 64.06% | -10.05% | -11.82% | 9.68% | -11.59% | 21.92% | 43.45% | -17.42% | 20.50% |
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, ORA achieves a 2.98% return, which is significantly higher than EPI's -11.92% return. Over the past 10 years, ORA has outperformed EPI with an annualized return of 11.33%, while EPI has yielded a comparatively lower 9.10% annualized return.
ORA
- 1D
- 1.54%
- 1M
- 6.17%
- YTD
- 2.98%
- 6M
- 13.53%
- 1Y
- 61.40%
- 3Y*
- 10.94%
- 5Y*
- 8.22%
- 10Y*
- 11.33%
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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Return for Risk
ORA vs. EPI — Risk / Return Rank
ORA
EPI
ORA vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ormat Technologies, Inc. (ORA) 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.
| ORA | EPI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.21 | -0.39 | +2.60 |
Sortino ratioReturn per unit of downside risk | 2.78 | -0.45 | +3.22 |
Omega ratioGain probability vs. loss probability | 1.36 | 0.95 | +0.41 |
Calmar ratioReturn relative to maximum drawdown | 3.06 | -0.40 | +3.46 |
Martin ratioReturn relative to average drawdown | 10.56 | -1.24 | +11.79 |
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
| ORA | EPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | -0.39 | +2.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.41 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.45 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.13 | +0.16 |
Correlation
The correlation between ORA and EPI is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ORA vs. EPI - Dividend Comparison
ORA's dividend yield for the trailing twelve months is around 0.42%, while EPI has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ORA Ormat Technologies, Inc. | 0.42% | 0.43% | 0.71% | 0.63% | 0.56% | 0.61% | 0.49% | 0.59% | 1.01% | 0.91% | 0.97% | 0.71% |
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
ORA vs. EPI - Drawdown Comparison
The maximum ORA drawdown since its inception was -73.96%, which is greater than EPI's maximum drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for ORA and EPI.
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Drawdown Indicators
| ORA | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.96% | -66.21% | -7.75% |
Max Drawdown (1Y)Largest decline over 1 year | -20.05% | -16.88% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -41.21% | -21.89% | -19.32% |
Max Drawdown (10Y)Largest decline over 10 years | -52.39% | -50.29% | -2.10% |
Current DrawdownCurrent decline from peak | -12.29% | -19.56% | +7.27% |
Average DrawdownAverage peak-to-trough decline | -30.79% | -18.68% | -12.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 5.45% | +0.37% |
Volatility
ORA vs. EPI - Volatility Comparison
Ormat Technologies, Inc. (ORA) has a higher volatility of 7.70% compared to WisdomTree India Earnings Fund (EPI) at 6.84%. This indicates that ORA'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
| ORA | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.70% | 6.84% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 22.59% | 11.47% | +11.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.89% | 16.34% | +11.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.99% | 16.27% | +14.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.80% | 20.37% | +11.43% |