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WTIP vs. EPI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

WTIP vs. EPI

Last updated Apr 1, 2026

Compare and contrast key facts about WisdomTree Inflation Plus Fund (WTIP) and WisdomTree India Earnings Fund (EPI).

WTIP and EPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTIP is an actively managed fund by WisdomTree. It was launched on Jun 18, 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.

Performance

WTIP vs. EPI - Performance Comparison

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

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WTIP vs. EPI - Yearly Performance Comparison

2026 (YTD)2025
WTIP
WisdomTree Inflation Plus Fund		12.54%14.00%
EPI
WisdomTree India Earnings Fund		-11.86%0.89%

Returns By Period

In the year-to-date period, WTIP achieves a 12.54% return, which is significantly higher than EPI's -11.86% return.

WTIP

1D
0.44%
1M
5.96%
YTD
12.54%
6M
20.94%
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WisdomTree Inflation Plus Fund

WisdomTree India Earnings Fund

Often compared with WTIP:
WTIP vs. RAAXWTIP vs. INFLWTIP vs. FFLSWTIP vs. EMPBWTIP vs. CLIXWTIP vs. HDGWTIP vs. HEFT
Often compared with EPI:
EPI vs. INDAEPI vs. FLINEPI vs. INDYEPI vs. SMINEPI vs. NFTYEPI vs. INCOEPI vs. GLIN

WTIP vs. EPI - Expense Ratio Comparison

WTIP has a 0.65% expense ratio, which is lower than EPI's 0.84% expense ratio.

EPI
WisdomTree India Earnings Fund
WTIP
WisdomTree Inflation Plus Fund

Return for Risk

WTIP vs. EPI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WTIP
EPI
EPI Risk / Return Rank: 55
Overall Rank
EPI Sharpe Ratio Rank: 55
Sharpe Ratio Rank
EPI Sortino Ratio Rank: 44
Sortino Ratio Rank
EPI Omega Ratio Rank: 55
Omega Ratio Rank
EPI Calmar Ratio Rank: 66
Calmar Ratio Rank
EPI Martin Ratio Rank: 44
Martin Ratio Rank
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.

WTIP vs. EPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) 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.

WTIP vs. EPI - Sharpe Ratio Comparison

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Sharpe Ratios by Period

WTIPEPIDifference

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

2.53

0.13

+2.40

Correlation

The correlation between WTIP and EPI is 0.13, 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

WTIP vs. EPI - Dividend Comparison

WTIP's dividend yield for the trailing twelve months is around 1.46%, while EPI has not paid dividends to shareholders.

TTM20252024202320222021202020192018201720162015
WTIP
WisdomTree Inflation Plus Fund		1.46%1.59%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

WTIP vs. EPI - Drawdown Comparison

The maximum WTIP drawdown since its inception was -7.45%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for WTIP and EPI.

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Drawdown Indicators

WTIPEPIDifference

Max Drawdown

Largest peak-to-trough decline

-7.45%

-66.21%

+58.76%

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 Drawdown

Current decline from peak

-1.72%

-19.51%

+17.79%

Average Drawdown

Average peak-to-trough decline

-1.32%

-18.68%

+17.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

5.37%

—

Volatility

WTIP vs. EPI - Volatility Comparison

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Volatility by Period

WTIPEPIDifference

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

14.97%

16.35%

-1.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.97%

16.28%

-1.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.97%

20.38%

-5.41%