WDNA vs. EPI

Last updated Jul 17, 2026

WDNA (WisdomTree BioRevolution Fund) and EPI (WisdomTree India Earnings Fund) are both exchange-traded funds - WDNA is a Health & Biotech Equities fund tracking the WisdomTree BioRevolution Index, while EPI is a India Equities fund tracking the WisdomTree India Earnings Index. Both are passively managed. Over the past 5 years, WDNA returned -3.51%/yr vs 5.95%/yr for EPI. At a 0.40 correlation, their price movements are largely independent. WDNA charges 0.45%/yr vs 0.84%/yr for EPI.

Performance

WDNA vs. EPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree BioRevolution Fund (WDNA) 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, WDNA achieves a 17.51% return, which is significantly higher than EPI's -8.86% return.

WDNA

• 1D: -2.08%
• 1M: 8.09%
• 6M: 10.69%
• YTD: 17.51%
• 1Y: 47.18%
• 3Y*: 4.95%
• 5Y*: -3.51%
• 10Y*: —

EPI

• 1D: -0.19%
• 1M: -1.59%
• 6M: -7.70%
• YTD: -8.86%
• 1Y: -10.42%
• 3Y*: 5.67%
• 5Y*: 5.95%
• 10Y*: 8.67%

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

WDNA vs. EPI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
WDNA WisdomTree BioRevolution Fund	17.51%	22.68%	-14.18%	-2.07%	-26.29%	-4.92%
EPI WisdomTree India Earnings Fund	-8.86%	2.25%	10.70%	26.03%	-4.74%	7.44%

Correlation

The correlation between WDNA and EPI is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.28
Correlation (3Y) Calculated over the trailing 3-year period	0.34
Correlation (5Y) Calculated over the trailing 5-year period	0.40
Correlation (All Time) Calculated using the full available price history since Jun 3, 2021	0.40

The correlation between WDNA and EPI shifts across timeframes, from 0.28 (1 year) to 0.40 (5 years), reflecting how their relationship changes across market environments.

WDNA vs. EPI - Sectors Allocation Comparison

Sectors	WDNA	EPI
Healthcare	85.0%	5.8%
Basic Materials	6.5%	14.2%
Consumer Defensive	3.0%	3.5%
Energy	1.1%	16.4%
Communication Services	-	2.0%
Consumer Cyclical	-	7.6%
Financial Services	-	23.2%
Industrials	-	9.9%
Real Estate	-	0.9%
Technology	-	8.3%
Utilities	-	8.3%

Return for Risk

WDNA vs. EPI — Risk / Return Rank

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

WDNA

WDNA Risk / Return Rank: 72
WDNA Sharpe Ratio Rank: 72
WDNA Sortino Ratio Rank: 73
WDNA Omega Ratio Rank: 63
WDNA Calmar Ratio Rank: 88
WDNA Martin Ratio Rank: 64

EPI

EPI Risk / Return Rank: 3
EPI Sharpe Ratio Rank: 4
EPI Sortino Ratio Rank: 4
EPI Omega Ratio Rank: 4
EPI Calmar Ratio Rank: 4
EPI Martin Ratio Rank: 1

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.

WDNA vs. EPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree BioRevolution Fund (WDNA) 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.

	WDNA	EPI	Difference
Sharpe ratio: Return per unit of total volatility	1.84	-0.69	+2.53
Sortino ratio: Return per unit of downside risk	2.63	-0.91	+3.53
Omega ratio: Gain probability vs. loss probability	1.30	0.90	+0.41
Calmar ratio: Return relative to maximum drawdown	4.05	-0.67	+4.72
Martin ratio: Return relative to average drawdown	9.03	-1.57	+10.60

WDNA vs. EPI - Sharpe Ratio Comparison

The current WDNA Sharpe Ratio is 1.84, which is higher than the EPI Sharpe Ratio of -0.69. The chart below compares the historical Sharpe Ratios of WDNA 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.

Drawdowns

WDNA vs. EPI - Drawdown Comparison

The maximum WDNA drawdown since its inception was -58.87%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for WDNA and EPI.

Drawdown Indicators

	WDNA	EPI	Difference
Max Drawdown Largest peak-to-trough decline	-58.87%	-66.21%	+7.34%
Max Drawdown (1Y) Largest decline over 1 year	-11.70%	-15.69%	+3.99%
Max Drawdown (3Y) Largest decline over 3 years	-38.25%	-21.89%	-16.36%
Max Drawdown (5Y) Largest decline over 5 years	-58.87%	-21.89%	-36.98%
Max Drawdown (10Y) Largest decline over 10 years	—	-50.29%	—
Current Drawdown Current decline from peak	-24.36%	-16.76%	-7.60%
Average Drawdown Average peak-to-trough decline	-35.39%	-18.63%	-16.76%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.24%	6.90%	-1.66%

Volatility

WDNA vs. EPI - Volatility Comparison

WisdomTree BioRevolution Fund (WDNA) has a higher volatility of 6.75% compared to WisdomTree India Earnings Fund (EPI) at 3.70%. This indicates that WDNA'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.

Volatility by Period

	WDNA	EPI	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.75%	3.70%	+3.05%
Volatility (6M) Calculated over the trailing 6-month period	17.32%	13.05%	+4.27%
Volatility (1Y) Calculated over the trailing 1-year period	25.80%	15.26%	+10.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.24%	16.27%	+8.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.06%	20.26%	+4.80%

WDNA vs. EPI - Expense Ratio Comparison

WDNA has a 0.45% expense ratio, which is lower than EPI's 0.84% expense ratio.

Dividends

WDNA vs. EPI - Dividend Comparison

WDNA's dividend yield for the trailing twelve months is around 3.89%, 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%
WDNA WisdomTree BioRevolution Fund	3.89%	4.57%	0.75%	0.80%	0.38%	0.10%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WDNA and EPI in my portfolio?

WDNA and EPI have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WDNA or EPI?

WDNA has higher volatility (6.75%) compared to EPI (3.70%). In terms of maximum drawdown, WDNA dropped -58.87% vs EPI's -66.21%.

Which ETF is better, WDNA or EPI?

On 5-year performance, EPI leads with 5.95% vs -3.51% for WDNA. On fees, WDNA is cheaper at 0.45% per year. On volatility, EPI has been the lower-risk option at 3.70%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WDNA or EPI?

Over the 5-year period, EPI has performed better with a 5.95% return vs -3.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, WDNA or EPI?

WDNA is cheaper with a 0.45% expense ratio, compared with 0.84% for EPI.

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

WDNA has the higher dividend yield at 3.89%, compared with 0.00% for EPI.

What is the main difference between WDNA and EPI?

WDNA is categorized as Health & Biotech Equities, while EPI is India Equities. WDNA tracks WisdomTree BioRevolution Index, while EPI tracks WisdomTree India Earnings Index. Their fees differ too: 0.45% for WDNA and 0.84% for EPI.

Which has better risk-adjusted returns?

WDNA currently has the higher Sharpe Ratio (1.84 vs -0.69), 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.