WAINX vs. EPI
WAINX (Wasatch Emerging India Fund) and EPI (WisdomTree India Earnings Fund) are both India Equities funds. Over the past 10 years, WAINX returned 9.07%/yr vs 8.68%/yr for EPI. Their 0.69 correlation means they have sometimes moved together and sometimes differently. WAINX charges 1.51%/yr vs 0.84%/yr for EPI.
Performance
WAINX vs. EPI - Performance Comparison
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Returns By Period
In the year-to-date period, WAINX achieves a 0.48% return, which is significantly higher than EPI's -7.13% return. Both investments have delivered pretty close results over the past 10 years, with WAINX having a 9.07% annualized return and EPI not far behind at 8.68%.
WAINX
- 1D
- 0.00%
- 1M
- 0.24%
- 6M
- 10.29%
- YTD
- 0.48%
- 1Y
- -2.65%
- 3Y*
- 5.04%
- 5Y*
- 2.72%
- 10Y*
- 9.07%
- ALL TIME*
- 9.58%
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 | |
| $0.00 | $0.00 | $0.00 |
WAINX vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAINX Wasatch Emerging India Fund | 0.48% | -5.33% | 9.23% | 20.90% | -21.77% | 37.56% | 17.63% | 13.78% | -5.45% | 53.39% |
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 WAINX and EPI is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.68 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2011 | 0.69 |
The correlation between WAINX and EPI has been stable across timeframes, ranging from 0.63 to 0.69 - a consistent structural relationship.
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Return for Risk
WAINX vs. EPI — Risk / Return Rank
WAINX
EPI
WAINX vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) 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.
| WAINX | EPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 0.97 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | -0.25 | +0.10 |
| Martin ratioReturn relative to average drawdown | -0.36 | -0.59 | +0.23 |
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Drawdowns
WAINX vs. EPI - Drawdown Comparison
The maximum WAINX drawdown since its inception was -41.34%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for WAINX and EPI.
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Drawdown Indicators
| WAINX | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.34% | -66.21% | +24.87% |
Max Drawdown (1Y)Largest decline over 1 year | -25.11% | -15.69% | -9.42% |
Max Drawdown (3Y)Largest decline over 3 years | -31.01% | -21.89% | -9.12% |
Max Drawdown (5Y)Largest decline over 5 years | -31.01% | -21.89% | -9.12% |
Max Drawdown (10Y)Largest decline over 10 years | -41.34% | -50.29% | +8.95% |
Current DrawdownCurrent decline from peak | -13.14% | -15.19% | +2.05% |
Average DrawdownAverage peak-to-trough decline | -9.37% | -18.63% | +9.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.66% | 6.67% | +3.99% |
Volatility
WAINX vs. EPI - Volatility Comparison
Wasatch Emerging India Fund (WAINX) has a higher volatility of 5.72% compared to WisdomTree India Earnings Fund (EPI) at 3.62%. This indicates that WAINX'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
| WAINX | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.72% | 3.62% | +2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 14.49% | 13.01% | +1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.41% | 15.28% | +2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.43% | 16.29% | +1.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.09% | 20.27% | -1.18% |
WAINX vs. EPI - Expense Ratio Comparison
WAINX has a 1.51% expense ratio, which is higher than EPI's 0.84% expense ratio.
Dividends
WAINX vs. EPI - Dividend Comparison
WAINX's dividend yield for the trailing twelve months is around 29.03%, 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% |
WAINX Wasatch Emerging India Fund | 29.03% | 29.17% | 20.19% | 4.23% | 1.15% | 4.29% | 0.00% | 0.32% | 6.95% | 2.91% | 1.06% | 1.40% |
Frequently Asked Questions
WAINX and EPI have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WAINX has higher volatility (5.72%) compared to EPI (3.62%). In terms of maximum drawdown, WAINX dropped -41.34% vs EPI's -66.21%.
WAINX currently has the higher Sharpe Ratio (-0.22 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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