WFIG vs. EPI
WFIG (WisdomTree U.S. Corporate Bond Fund) and EPI (WisdomTree India Earnings Fund) are both exchange-traded funds - WFIG is a Corporate Bonds fund tracking the WisdomTree Fundamental Corporate Bond Index, while EPI is a Asia Pacific Equities fund tracking the WisdomTree India Earnings Index. Both are passively managed. Over the past 10 years, WFIG returned 2.47%/yr vs 8.87%/yr for EPI. At a 0.14 correlation, their price movements are largely independent. WFIG charges 0.18%/yr vs 0.84%/yr for EPI.
Performance
WFIG vs. EPI - Performance Comparison
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Returns By Period
In the year-to-date period, WFIG achieves a 0.19% return, which is significantly higher than EPI's -10.30% return. Over the past 10 years, WFIG has underperformed EPI with an annualized return of 2.47%, while EPI has yielded a comparatively higher 8.87% annualized return.
WFIG
- 1D
- -0.45%
- 1M
- -0.38%
- YTD
- 0.19%
- 6M
- 0.35%
- 1Y
- 5.27%
- 3Y*
- 5.20%
- 5Y*
- 0.50%
- 10Y*
- 2.47%
EPI
- 1D
- -1.63%
- 1M
- -5.38%
- YTD
- -10.30%
- 6M
- -9.29%
- 1Y
- -10.01%
- 3Y*
- 7.50%
- 5Y*
- 5.30%
- 10Y*
- 8.87%
WFIG vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFIG WisdomTree U.S. Corporate Bond Fund | 0.19% | 7.85% | 2.28% | 8.48% | -16.25% | -1.52% | 9.75% | 13.97% | -2.01% | 7.00% |
EPI WisdomTree India Earnings Fund | -10.30% | 2.25% | 10.70% | 26.03% | -4.74% | 26.41% | 18.55% | 1.53% | -9.88% | 39.14% |
Correlation
The correlation between WFIG and EPI is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2016 | 0.14 |
The correlation between WFIG and EPI shifts across timeframes, from 0.14 (all time) to 0.29 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
WFIG vs. EPI — Risk / Return Rank
WFIG
EPI
WFIG vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Corporate Bond Fund (WFIG) 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.
| WFIG | EPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.95 | ||
| Sortino ratioReturn per unit of downside risk | +2.75 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.90 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 1.97 | -0.60 | +2.56 |
| Martin ratioReturn relative to average drawdown | 6.12 | -1.44 | +7.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WFIG | EPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | -0.67 | +1.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.33 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.44 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.13 | +0.19 |
Drawdowns
WFIG vs. EPI - Drawdown Comparison
The maximum WFIG drawdown since its inception was -22.92%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for WFIG and EPI.
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Drawdown Indicators
| WFIG | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.92% | -66.21% | +43.29% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -16.88% | +14.19% |
Max Drawdown (3Y)Largest decline over 3 years | -6.22% | -21.89% | +15.67% |
Max Drawdown (5Y)Largest decline over 5 years | -22.92% | -21.89% | -1.03% |
Max Drawdown (10Y)Largest decline over 10 years | -22.92% | -50.29% | +27.37% |
Current DrawdownCurrent decline from peak | -1.60% | -18.09% | +16.49% |
Average DrawdownAverage peak-to-trough decline | -5.51% | -18.65% | +13.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 6.95% | -6.09% |
Volatility
WFIG vs. EPI - Volatility Comparison
The current volatility for WisdomTree U.S. Corporate Bond Fund (WFIG) is 1.34%, while WisdomTree India Earnings Fund (EPI) has a volatility of 4.89%. This indicates that WFIG experiences smaller price fluctuations and is considered to be less risky 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
| WFIG | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.34% | 4.89% | -3.55% |
Volatility (6M)Calculated over the trailing 6-month period | 3.08% | 12.93% | -9.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.15% | 15.05% | -10.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.13% | 16.22% | -9.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.54% | 20.36% | -12.82% |
WFIG vs. EPI - Expense Ratio Comparison
WFIG has a 0.18% expense ratio, which is lower than EPI's 0.84% expense ratio.
Dividends
WFIG vs. EPI - Dividend Comparison
WFIG's dividend yield for the trailing twelve months is around 4.89%, 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% |
WFIG WisdomTree U.S. Corporate Bond Fund | 4.89% | 4.82% | 4.67% | 4.19% | 4.25% | 2.50% | 2.61% | 3.00% | 3.27% | 2.88% | 2.35% | 0.00% |
Frequently Asked Questions
WFIG and EPI have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPI has higher volatility (4.89%) compared to WFIG (1.34%). In terms of maximum drawdown, WFIG dropped -22.92% vs EPI's -66.21%.
On 10-year performance, EPI leads with 8.87% vs 2.47% for WFIG. On fees, WFIG is cheaper at 0.18% per year. On volatility, WFIG has been the lower-risk option at 1.34%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, EPI has performed better with a 8.87% return vs 2.47%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
WFIG is cheaper with a 0.18% expense ratio, compared with 0.84% for EPI.
WFIG has the higher dividend yield at 4.89%, compared with 0.00% for EPI.
WFIG is categorized as Corporate Bonds, while EPI is Asia Pacific Equities. WFIG tracks WisdomTree Fundamental Corporate Bond Index, while EPI tracks WisdomTree India Earnings Index. Their fees differ too: 0.18% for WFIG and 0.84% for EPI.
WFIG currently has the higher Sharpe Ratio (1.28 vs -0.67), 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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