WDGF vs. EPI
Compare and contrast key facts about WisdomTree Global Defense Fund (WDGF) and WisdomTree India Earnings Fund (EPI).
WDGF and EPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WDGF is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Global Defense Index. It was launched on Sep 10, 2025. 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. Both WDGF and EPI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
WDGF vs. EPI - Performance Comparison
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WDGF vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WDGF WisdomTree Global Defense Fund | 7.15% | -0.25% |
EPI WisdomTree India Earnings Fund | -11.86% | 3.07% |
Returns By Period
In the year-to-date period, WDGF achieves a 7.15% return, which is significantly higher than EPI's -11.86% return.
WDGF
- 1D
- 3.33%
- 1M
- -6.23%
- YTD
- 7.15%
- 6M
- 1.79%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EPI
- 1D
- 3.06%
- 1M
- -10.01%
- YTD
- -11.86%
- 6M
- -7.69%
- 1Y
- -6.66%
- 3Y*
- 9.12%
- 5Y*
- 6.72%
- 10Y*
- 9.11%
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WDGF vs. EPI - Expense Ratio Comparison
WDGF has a 0.45% expense ratio, which is lower than EPI's 0.84% expense ratio.
Return for Risk
WDGF vs. EPI — Risk / Return Rank
WDGF
EPI
WDGF vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Global Defense Fund (WDGF) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| WDGF | EPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | -0.41 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.41 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.45 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.13 | +0.48 |
Correlation
The correlation between WDGF and EPI is 0.19, 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
WDGF vs. EPI - Dividend Comparison
WDGF's dividend yield for the trailing twelve months is around 0.05%, while EPI has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WDGF WisdomTree Global Defense Fund | 0.05% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
WDGF vs. EPI - Drawdown Comparison
The maximum WDGF drawdown since its inception was -13.29%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for WDGF and EPI.
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Drawdown Indicators
| WDGF | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.29% | -66.21% | +52.92% |
Max Drawdown (1Y)Largest decline over 1 year | — | -16.88% | — |
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 | -9.28% | -19.51% | +10.23% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -18.68% | +14.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.37% | — |
Volatility
WDGF vs. EPI - Volatility Comparison
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Volatility by Period
| WDGF | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 7.00% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.47% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 21.55% | 16.35% | +5.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.55% | 16.28% | +5.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.55% | 20.38% | +1.17% |