WIMA vs. EPI

Last updated Jun 4, 2026

WIMA (WisdomTree International Adaptive Moving Average Fund) and EPI (WisdomTree India Earnings Fund) are both exchange-traded funds - WIMA is a Tactical Allocation fund tracking the WisdomTree International Adaptive Moving Average Index, while EPI is a Asia Pacific Equities fund tracking the WisdomTree India Earnings Index. Both are passively managed. A 0.63 correlation means they provide meaningful diversification when combined. WIMA charges 0.42%/yr vs 0.84%/yr for EPI.

Performance

WIMA vs. EPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree International Adaptive Moving Average Fund (WIMA) and WisdomTree India Earnings Fund (EPI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

WIMA

• 1D: -0.77%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

EPI

• 1D: -1.40%
• 1M: -2.71%
• YTD: -10.02%
• 6M: -8.12%
• 1Y: -9.55%
• 3Y*: 7.59%
• 5Y*: 5.37%
• 10Y*: 8.98%

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

WIMA vs. EPI - Yearly Performance Comparison

	2026 (YTD)
WIMA WisdomTree International Adaptive Moving Average Fund	-0.12%
EPI WisdomTree India Earnings Fund	-5.08%

Correlation

The correlation between WIMA and EPI is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 7, 2026	0.63

Return for Risk

WIMA vs. EPI — Risk / Return Rank

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

EPI

EPI Risk / Return Rank: 3
EPI Sharpe Ratio Rank: 3
EPI Sortino Ratio Rank: 3
EPI Omega Ratio Rank: 3
EPI Calmar Ratio Rank: 4
EPI Martin Ratio Rank: 2

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.

WIMA vs. EPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Adaptive Moving Average Fund (WIMA) 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.

Sharpe Ratios by Period

	WIMA	EPI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.64	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.33	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.44	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.12	0.13	-0.26

Drawdowns

WIMA vs. EPI - Drawdown Comparison

The maximum WIMA drawdown since its inception was -2.75%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for WIMA and EPI.

Drawdown Indicators

	WIMA	EPI	Difference
Max Drawdown Largest peak-to-trough decline	-2.75%	-66.21%	+63.46%
Max Drawdown (1Y) Largest decline over 1 year	—	-16.88%	—
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 Drawdown Current decline from peak	-0.77%	-17.83%	+17.06%
Average Drawdown Average peak-to-trough decline	-0.95%	-18.65%	+17.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	6.87%	—

Volatility

Volatility by Period

	WIMA	EPI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.86%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.80%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.54%	14.94%	-1.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.54%	16.21%	-2.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.54%	20.35%	-6.81%

WIMA vs. EPI - Expense Ratio Comparison

WIMA has a 0.42% expense ratio, which is lower than EPI's 0.84% expense ratio.

Dividends

WIMA vs. EPI - Dividend Comparison

Neither WIMA 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%
WIMA WisdomTree International Adaptive Moving Average Fund	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

Can I hold both WIMA and EPI in my portfolio?

WIMA and EPI have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WIMA or EPI?

On fees, WIMA is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, WIMA or EPI?

WIMA is cheaper with a 0.42% expense ratio, compared with 0.84% for EPI.

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

WIMA and EPI have nearly identical dividend yields, around 0.00%.

What is the main difference between WIMA and EPI?

WIMA is categorized as Tactical Allocation, while EPI is Asia Pacific Equities. WIMA tracks WisdomTree International Adaptive Moving Average Index, while EPI tracks WisdomTree India Earnings Index. Their fees differ too: 0.42% for WIMA and 0.84% for EPI.