WDAF vs. EPI
WDAF (WisdomTree Asia Defense Fund) and EPI (WisdomTree India Earnings Fund) are both exchange-traded funds - WDAF is a Aerospace & Defense fund tracking the WisdomTree Asia Defense Index, while EPI is a India Equities fund tracking the WisdomTree India Earnings Index. Both are passively managed. Their 0.42 correlation means their historical movements had little consistent relationship. WDAF charges 0.45%/yr vs 0.84%/yr for EPI.
Performance
WDAF vs. EPI - Performance Comparison
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Returns By Period
In the year-to-date period, WDAF achieves a 1.82% return, which is significantly higher than EPI's -6.50% return.
WDAF
- 1D
- 1.89%
- 1M
- -7.97%
- 6M
- -12.60%
- YTD
- 1.82%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
EPI
- 1D
- 0.67%
- 1M
- 0.84%
- 6M
- -6.20%
- YTD
- -6.50%
- 1Y
- -3.31%
- 3Y*
- 6.62%
- 5Y*
- 5.85%
- 10Y*
- 8.60%
- ALL TIME*
- 3.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $16.82M | $16.41M | $21.21M | |
| $216.97K | $187.82K | $494.71K |
WDAF vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WDAF WisdomTree Asia Defense Fund | 1.82% | -7.71% |
EPI WisdomTree India Earnings Fund | -6.50% | 2.78% |
Correlation
The correlation between WDAF and EPI is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 12, 2025 | 0.42 |
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Return for Risk
WDAF vs. EPI — Risk / Return Rank
WDAF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EPI
WDAF vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Asia Defense Fund (WDAF) 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.
| WDAF | EPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 0.98 | — |
| Calmar ratioReturn relative to maximum drawdown | — | -0.21 | — |
| Martin ratioReturn relative to average drawdown | — | -0.50 | — |
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Drawdowns
WDAF vs. EPI - Drawdown Comparison
The maximum WDAF drawdown since its inception was -28.19%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for WDAF and EPI.
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Drawdown Indicators
| WDAF | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.19% | -66.21% | +38.02% |
Max Drawdown (1Y)Largest decline over 1 year | — | -15.69% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.89% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.89% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -50.29% | — |
Current DrawdownCurrent decline from peak | -23.59% | -14.61% | -8.98% |
Average DrawdownAverage peak-to-trough decline | -8.53% | -18.63% | +10.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 6.69% | — |
Volatility
WDAF vs. EPI - Volatility Comparison
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Volatility by Period
| WDAF | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.55% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 13.03% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 33.45% | 15.33% | +18.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.45% | 16.28% | +17.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.45% | 20.28% | +13.17% |
WDAF vs. EPI - Expense Ratio Comparison
WDAF has a 0.45% expense ratio, which is lower than EPI's 0.84% expense ratio.
Dividends
WDAF vs. EPI - Dividend Comparison
WDAF's dividend yield for the trailing twelve months is around 0.13%, 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% |
WDAF WisdomTree Asia Defense Fund | 0.13% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WDAF and EPI have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WDAF is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WDAF is cheaper with a 0.45% expense ratio, compared with 0.84% for EPI.
WDAF has the higher dividend yield at 0.13%, compared with 0.00% for EPI.
WDAF is categorized as Aerospace & Defense, while EPI is India Equities. WDAF tracks WisdomTree Asia Defense Index, while EPI tracks WisdomTree India Earnings Index. Their fees differ too: 0.45% for WDAF and 0.84% for EPI.
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