WAINX vs. EPI
WAINX (Wasatch Emerging India Fund) and EPI (WisdomTree India Earnings Fund) are both funds - WAINX is a Asia Pacific Equities fund managed by Wasatch, while EPI is a Emerging Markets Equities fund tracking the WisdomTree India Earnings Index. Over the past 10 years, WAINX returned 10.33%/yr vs 9.68%/yr for EPI. A 0.69 correlation means they provide meaningful diversification when combined. 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 -1.44% return, which is significantly higher than EPI's -7.84% return. Over the past 10 years, WAINX has outperformed EPI with an annualized return of 10.33%, while EPI has yielded a comparatively lower 9.68% annualized return.
WAINX
- 1D
- 1.23%
- 1M
- 9.63%
- YTD
- -1.44%
- 6M
- -2.61%
- 1Y
- -9.10%
- 3Y*
- 4.85%
- 5Y*
- 3.51%
- 10Y*
- 10.33%
EPI
- 1D
- -1.80%
- 1M
- 0.68%
- YTD
- -7.84%
- 6M
- -8.06%
- 1Y
- -7.64%
- 3Y*
- 7.99%
- 5Y*
- 6.29%
- 10Y*
- 9.68%
WAINX vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAINX Wasatch Emerging India Fund | -1.44% | -5.33% | 9.23% | 20.90% | -21.77% | 37.56% | 17.63% | 13.78% | -5.45% | 53.39% |
EPI WisdomTree India Earnings Fund | -7.84% | 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 share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.67 |
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 | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 0.93 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | -0.45 | +0.17 |
| Martin ratioReturn relative to average drawdown | -0.58 | -1.05 | +0.47 |
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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 | -28.83% | -16.88% | -11.95% |
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 | -14.80% | -15.84% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -9.34% | -18.64% | +9.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.20% | 7.33% | +6.87% |
Volatility
WAINX vs. EPI - Volatility Comparison
Wasatch Emerging India Fund (WAINX) and WisdomTree India Earnings Fund (EPI) have volatilities of 4.33% and 4.49%, 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.
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Volatility by Period
| WAINX | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 4.49% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 14.16% | 13.15% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.90% | 15.21% | +1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.31% | 16.26% | +1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.05% | 20.30% | -1.25% |
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 29.60%, 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 | 29.60% | 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.
EPI has higher volatility (4.49%) compared to WAINX (4.33%). In terms of maximum drawdown, WAINX dropped -41.34% vs EPI's -66.21%.
WAINX currently has the higher Sharpe Ratio (-0.49 vs -0.50), 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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