QGRW vs. EPI

Last updated Jun 4, 2026

QGRW (WisdomTree U.S. Quality Growth Fund) and EPI (WisdomTree India Earnings Fund) are both exchange-traded funds - QGRW is a Large Cap Growth Equities fund tracking the WisdomTree U.S. Quality Growth Index, while EPI is a Asia Pacific Equities fund tracking the WisdomTree India Earnings Index. Both are passively managed. Over the past 3 years, QGRW returned 29.10%/yr vs 7.59%/yr for EPI. At a 0.37 correlation, their price movements are largely independent. QGRW charges 0.28%/yr vs 0.84%/yr for EPI.

Performance

QGRW vs. EPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Quality Growth Fund (QGRW) 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, QGRW achieves a 15.43% return, which is significantly higher than EPI's -10.02% return.

QGRW

• 1D: -1.04%
• 1M: 9.03%
• YTD: 15.43%
• 6M: 14.57%
• 1Y: 35.66%
• 3Y*: 29.10%
• 5Y*: —
• 10Y*: —

EPI

• 1D: -1.40%
• 1M: -2.71%
• YTD: -10.02%
• 6M: -8.12%
• 1Y: -9.55%
• 3Y*: 7.59%
• 5Y*: 5.37%
• 10Y*: 8.98%

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

QGRW vs. EPI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
QGRW WisdomTree U.S. Quality Growth Fund	15.43%	19.20%	34.85%	56.05%	-3.30%
EPI WisdomTree India Earnings Fund	-10.02%	2.25%	10.70%	26.03%	-1.12%

Correlation

The correlation between QGRW and EPI is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.41
Correlation (3Y) Calculated over the trailing 3-year period	0.38
Correlation (All Time) Calculated using the full available price history since Dec 16, 2022	0.37

QGRW vs. EPI - Sectors Allocation Comparison

Sectors	QGRW	EPI
Technology	52.1%	8.3%
Communication Services	17.8%	2.0%
Consumer Cyclical	12.4%	7.5%
Industrials	8.0%	9.7%
Healthcare	4.3%	5.5%
Financial Services	4.1%	23.4%
Energy	0.6%	17.3%
Consumer Defensive	0.5%	3.5%
Utilities	0.4%	8.4%
Basic Materials	-	13.5%
Real Estate	-	0.9%

Return for Risk

QGRW vs. EPI — Risk / Return Rank

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

QGRW

QGRW Risk / Return Rank: 54
QGRW Sharpe Ratio Rank: 60
QGRW Sortino Ratio Rank: 56
QGRW Omega Ratio Rank: 57
QGRW Calmar Ratio Rank: 46
QGRW Martin Ratio Rank: 52

EPI

EPI Risk / Return Rank: 3
EPI Sharpe Ratio Rank: 3
EPI Sortino Ratio Rank: 3
EPI Omega Ratio Rank: 3
EPI Calmar Ratio Rank: 4
EPI Martin Ratio Rank: 2

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.

QGRW vs. EPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Quality Growth Fund (QGRW) 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.

	QGRW	EPI	Difference
Sharpe ratio: Return per unit of total volatility	2.06	-0.64	+2.70
Sortino ratio: Return per unit of downside risk	2.75	-0.84	+3.59
Omega ratio: Gain probability vs. loss probability	1.35	0.90	+0.45
Calmar ratio: Return relative to maximum drawdown	2.32	-0.57	+2.89
Martin ratio: Return relative to average drawdown	9.08	-1.39	+10.48
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

QGRW vs. EPI - Sharpe Ratio Comparison

The current QGRW Sharpe Ratio is 2.06, which is higher than the EPI Sharpe Ratio of -0.64. The chart below compares the historical Sharpe Ratios of QGRW and EPI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	QGRW	EPI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.06	-0.64	+2.70
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.33	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.44	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.66	0.13	+1.52

Drawdowns

QGRW vs. EPI - Drawdown Comparison

The maximum QGRW drawdown since its inception was -24.40%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for QGRW and EPI.

Drawdown Indicators

	QGRW	EPI	Difference
Max Drawdown Largest peak-to-trough decline	-24.40%	-66.21%	+41.81%
Max Drawdown (1Y) Largest decline over 1 year	-15.44%	-16.88%	+1.44%
Max Drawdown (3Y) Largest decline over 3 years	-24.40%	-21.89%	-2.51%
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	-1.33%	-17.83%	+16.50%
Average Drawdown Average peak-to-trough decline	-3.26%	-18.65%	+15.39%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.94%	6.87%	-2.93%

Volatility

QGRW vs. EPI - Volatility Comparison

WisdomTree U.S. Quality Growth Fund (QGRW) and WisdomTree India Earnings Fund (EPI) have volatilities of 4.71% and 4.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	QGRW	EPI	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.71%	4.86%	-0.15%
Volatility (6M) Calculated over the trailing 6-month period	13.67%	12.80%	+0.87%
Volatility (1Y) Calculated over the trailing 1-year period	17.40%	14.94%	+2.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.08%	16.21%	+4.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.08%	20.35%	+0.73%

QGRW vs. EPI - Expense Ratio Comparison

QGRW has a 0.28% expense ratio, which is lower than EPI's 0.84% expense ratio.

Dividends

QGRW vs. EPI - Dividend Comparison

QGRW's dividend yield for the trailing twelve months is around 0.07%, 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%
QGRW WisdomTree U.S. Quality Growth Fund	0.07%	0.09%	0.14%	0.11%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both QGRW and EPI in my portfolio?

QGRW and EPI have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, QGRW or EPI?

EPI has higher volatility (4.86%) compared to QGRW (4.71%). In terms of maximum drawdown, QGRW dropped -24.40% vs EPI's -66.21%.

Which ETF is better, QGRW or EPI?

On 3-year performance, QGRW leads with 29.10% vs 7.59% for EPI. On fees, QGRW is cheaper at 0.28% per year. On volatility, QGRW has been the lower-risk option at 4.71%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, QGRW or EPI?

Over the 3-year period, QGRW has performed better with a 29.10% return vs 7.59%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, QGRW or EPI?

QGRW is cheaper with a 0.28% expense ratio, compared with 0.84% for EPI.

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

QGRW has the higher dividend yield at 0.07%, compared with 0.00% for EPI.

What is the main difference between QGRW and EPI?

QGRW is categorized as Large Cap Growth Equities, while EPI is Asia Pacific Equities. QGRW tracks WisdomTree U.S. Quality Growth Index, while EPI tracks WisdomTree India Earnings Index. Their fees differ too: 0.28% for QGRW and 0.84% for EPI.

Which has better risk-adjusted returns?

QGRW currently has the higher Sharpe Ratio (2.06 vs -0.64), 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.