WGLD.DE vs. EPI
WGLD.DE (WisdomTree Core Physical Gold) and EPI (WisdomTree India Earnings Fund) are both exchange-traded funds - WGLD.DE is a Precious Metals fund tracking the Gold, while EPI is a Asia Pacific Equities fund tracking the WisdomTree India Earnings Index. Both are passively managed. Over the past 5 years, WGLD.DE returned 19.71%/yr vs 6.63%/yr for EPI. At a 0.07 correlation, their price movements are largely independent. WGLD.DE charges 0.12%/yr vs 0.84%/yr for EPI.
Performance
WGLD.DE vs. EPI - Performance Comparison
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Different Trading Currencies
WGLD.DE is traded in EUR, while EPI is traded in USD. To make them comparable, the EPI values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, WGLD.DE achieves a 2.75% return, which is significantly higher than EPI's -7.77% return.
WGLD.DE
- 1D
- 0.59%
- 1M
- -1.57%
- YTD
- 2.75%
- 6M
- 6.40%
- 1Y
- 30.17%
- 3Y*
- 28.03%
- 5Y*
- 19.71%
- 10Y*
- —
EPI
- 1D
- 1.20%
- 1M
- -1.73%
- YTD
- -7.77%
- 6M
- -7.35%
- 1Y
- -9.80%
- 3Y*
- 5.26%
- 5Y*
- 6.63%
- 10Y*
- 8.88%
WGLD.DE vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WGLD.DE WisdomTree Core Physical Gold | 2.75% | 49.08% | 34.17% | 9.39% | 7.07% | 9.65% |
EPI WisdomTree India Earnings Fund | -7.77% | -9.88% | 18.01% | 22.25% | 1.16% | 20.44% |
Correlation
The correlation between WGLD.DE and EPI is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2021 | 0.07 |
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Return for Risk
WGLD.DE vs. EPI — Risk / Return Rank
WGLD.DE
EPI
WGLD.DE vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Core Physical Gold (WGLD.DE) 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.
| WGLD.DE | EPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.97 | ||
| Sortino ratioReturn per unit of downside risk | +2.63 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.90 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | -0.60 | +2.41 |
| Martin ratioReturn relative to average drawdown | 4.60 | -1.25 | +5.85 |
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
| WGLD.DE | EPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | -0.67 | +1.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.21 | 0.42 | +0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.27 | 0.19 | +1.08 |
Drawdowns
WGLD.DE vs. EPI - Drawdown Comparison
The maximum WGLD.DE drawdown since its inception was -16.58%, smaller than the maximum EPI drawdown of -59.34%. Use the drawdown chart below to compare losses from any high point for WGLD.DE and EPI.
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Drawdown Indicators
| WGLD.DE | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.58% | -59.34% | +42.76% |
Max Drawdown (1Y)Largest decline over 1 year | -16.58% | -16.38% | -0.20% |
Max Drawdown (3Y)Largest decline over 3 years | -16.58% | -24.99% | +8.41% |
Max Drawdown (5Y)Largest decline over 5 years | -16.58% | -24.99% | +8.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.67% | — |
Current DrawdownCurrent decline from peak | -14.99% | -21.07% | +6.08% |
Average DrawdownAverage peak-to-trough decline | -4.27% | -15.12% | +10.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.54% | 7.86% | -1.32% |
Volatility
WGLD.DE vs. EPI - Volatility Comparison
WisdomTree Core Physical Gold (WGLD.DE) has a higher volatility of 5.05% compared to WisdomTree India Earnings Fund (EPI) at 4.54%. This indicates that WGLD.DE'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.
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Volatility by Period
| WGLD.DE | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 4.54% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 20.18% | 12.33% | +7.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.13% | 14.71% | +8.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 15.74% | +0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.88% | 20.19% | -4.31% |
WGLD.DE vs. EPI - Expense Ratio Comparison
WGLD.DE has a 0.12% expense ratio, which is lower than EPI's 0.84% expense ratio.
Dividends
WGLD.DE vs. EPI - Dividend Comparison
Neither WGLD.DE nor EPI has 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% |
WGLD.DE WisdomTree Core Physical Gold | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WGLD.DE and EPI have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WGLD.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WGLD.DE is cheaper with a 0.12% expense ratio, compared with 0.84% for EPI.
WGLD.DE is categorized as Precious Metals, while EPI is Asia Pacific Equities. WGLD.DE tracks Gold, while EPI tracks WisdomTree India Earnings Index. Their fees differ too: 0.12% for WGLD.DE and 0.84% for EPI.
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