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XIU.TO vs. EPI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XIU.TO vs. EPI

Last updated Jun 9, 2026

XIU.TO (iShares S&P/TSX 60 Index ETF) and EPI (WisdomTree India Earnings Fund) are both exchange-traded funds - XIU.TO is a Canada Equities fund tracking the S&P/TSX 60 Index, while EPI is a Asia Pacific Equities fund tracking the WisdomTree India Earnings Index. Both are passively managed. Over the past 10 years, XIU.TO returned 12.76%/yr vs 10.04%/yr for EPI. At a 0.45 correlation, their price movements are largely independent. XIU.TO charges 0.18%/yr vs 0.84%/yr for EPI.

Performance

XIU.TO vs. EPI - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares S&P/TSX 60 Index ETF (XIU.TO) and WisdomTree India Earnings Fund (EPI). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XIU.TO is traded in CAD, while EPI is traded in USD. To make them comparable, the EPI values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, XIU.TO achieves a 9.69% return, which is significantly higher than EPI's -8.82% return. Over the past 10 years, XIU.TO has outperformed EPI with an annualized return of 12.76%, while EPI has yielded a comparatively lower 10.04% annualized return.

XIU.TO

1D
0.26%
1M
2.33%
YTD
9.69%
6M
11.69%
1Y
31.18%
3Y*
22.55%
5Y*
14.33%
10Y*
12.76%

EPI

1D
0.11%
1M
-3.18%
YTD
-8.82%
6M
-7.05%
1Y
-9.42%
3Y*
8.89%
5Y*
8.31%
10Y*
10.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XIU.TO vs. EPI - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
XIU.TO
iShares S&P/TSX 60 Index ETF		9.69%28.89%20.73%11.85%-6.35%28.06%5.27%21.81%-7.82%9.58%
EPI
WisdomTree India Earnings Fund		-8.82%-2.41%20.08%23.03%1.29%26.35%15.74%-2.65%-2.30%29.72%

Correlation

The correlation between XIU.TO and EPI is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.34

Correlation (3Y)
Calculated over the trailing 3-year period

0.35

Correlation (5Y)
Calculated over the trailing 5-year period

0.38

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Feb 27, 2008

0.45

The correlation between XIU.TO and EPI shifts across timeframes, from 0.34 (1 year) to 0.45 (all time), reflecting how their relationship changes across market environments.

XIU.TO vs. EPI - Sectors Allocation Comparison

Sectors
XIU.TO
EPI

Financial Services

39.4%
23.4%

Energy

18.6%
17.3%

Basic Materials

13.3%
13.5%

Technology

8.8%
8.3%

Industrials

7.9%
9.7%

Consumer Cyclical

4.1%
7.5%

Consumer Defensive

3.2%
3.5%

Utilities

2.6%
8.4%

Communication Services

2.0%
2.0%

Real Estate

0.2%
0.9%

Healthcare

-

5.5%

Financial Services

XIU.TO
39.4%
EPI
23.4%

Energy

XIU.TO
18.6%
EPI
17.3%

Basic Materials

XIU.TO
13.3%
EPI
13.5%

Technology

XIU.TO
8.8%
EPI
8.3%

Industrials

XIU.TO
7.9%
EPI
9.7%

Consumer Cyclical

XIU.TO
4.1%
EPI
7.5%

Consumer Defensive

XIU.TO
3.2%
EPI
3.5%

Utilities

XIU.TO
2.6%
EPI
8.4%

Communication Services

XIU.TO
2.0%
EPI
2.0%

Real Estate

XIU.TO
0.2%
EPI
0.9%

Healthcare

XIU.TO

-

EPI
5.5%

Compare stocks, funds, or ETFs

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

iShares S&P/TSX 60 Index ETF

WisdomTree India Earnings Fund

Often compared with XIU.TO:
XIU.TO vs. XIC.TOXIU.TO vs. ZCN.TOXIU.TO vs. XDIV.TOXIU.TO vs. XSP.TOXIU.TO vs. HXT.TOXIU.TO vs. SPYXIU.TO vs. XIT.TO
Often compared with EPI:
EPI vs. INDAEPI vs. FLINEPI vs. INDYEPI vs. SMINEPI vs. NFTYEPI vs. INCOEPI vs. GLIN

Return for Risk

XIU.TO vs. EPI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XIU.TO
XIU.TO Risk / Return Rank: 8686
Overall Rank
XIU.TO Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
XIU.TO Sortino Ratio Rank: 8686
Sortino Ratio Rank
XIU.TO Omega Ratio Rank: 8585
Omega Ratio Rank
XIU.TO Calmar Ratio Rank: 8484
Calmar Ratio Rank
XIU.TO Martin Ratio Rank: 9090
Martin Ratio Rank
EPI
EPI Risk / Return Rank: 33
Overall Rank
EPI Sharpe Ratio Rank: 33
Sharpe Ratio Rank
EPI Sortino Ratio Rank: 33
Sortino Ratio Rank
EPI Omega Ratio Rank: 33
Omega Ratio Rank
EPI Calmar Ratio Rank: 44
Calmar Ratio Rank
EPI Martin Ratio Rank: 11
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.

XIU.TO vs. EPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P/TSX 60 Index ETF (XIU.TO) 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.

XIU.TOEPIDifference
Sharpe ratioReturn per unit of total volatility
2.62
-0.60

+3.22

Sortino ratioReturn per unit of downside risk
3.49
-0.78

+4.27

Omega ratioGain probability vs. loss probability

1.47

0.91

+0.56

Calmar ratioReturn relative to maximum drawdown

4.09

-0.58

+4.67

Martin ratioReturn relative to average drawdown

18.93

-1.35

+20.27

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XIU.TO vs. EPI - Sharpe Ratio Comparison

The current XIU.TO Sharpe Ratio is 2.62, which is higher than the EPI Sharpe Ratio of -0.60. The chart below compares the historical Sharpe Ratios of XIU.TO 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.

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Sharpe Ratios by Period

XIU.TOEPIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.62

-0.60

+3.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.12

0.48

+0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

0.47

+0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.21

+0.34

Drawdowns

XIU.TO vs. EPI - Drawdown Comparison

The maximum XIU.TO drawdown since its inception was -46.98%, smaller than the maximum EPI drawdown of -55.91%. Use the drawdown chart below to compare losses from any high point for XIU.TO and EPI.

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Drawdown Indicators

XIU.TOEPIDifference

Max Drawdown

Largest peak-to-trough decline

-46.98%

-55.91%

+8.93%

Max Drawdown (1Y)

Largest decline over 1 year

-7.65%

-16.42%

+8.77%

Max Drawdown (3Y)

Largest decline over 3 years

-12.36%

-20.31%

+7.95%

Max Drawdown (5Y)

Largest decline over 5 years

-16.36%

-20.31%

+3.95%

Max Drawdown (10Y)

Largest decline over 10 years

-35.46%

-42.32%

+6.86%

Current Drawdown

Current decline from peak

-1.68%

-16.30%

+14.62%

Average Drawdown

Average peak-to-trough decline

-6.85%

-14.41%

+7.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.65%

7.01%

-5.36%

Volatility

XIU.TO vs. EPI - Volatility Comparison

The current volatility for iShares S&P/TSX 60 Index ETF (XIU.TO) is 3.96%, while WisdomTree India Earnings Fund (EPI) has a volatility of 5.13%. This indicates that XIU.TO 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

XIU.TOEPIDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.96%

5.13%

-1.17%

Volatility (6M)

Calculated over the trailing 6-month period

9.56%

13.45%

-3.89%

Volatility (1Y)

Calculated over the trailing 1-year period

11.97%

15.72%

-3.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.82%

17.54%

-4.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.02%

21.57%

-6.55%

XIU.TO vs. EPI - Expense Ratio Comparison

XIU.TO has a 0.18% expense ratio, which is lower than EPI's 0.84% expense ratio.

Dividends

XIU.TO vs. EPI - Dividend Comparison

XIU.TO's dividend yield for the trailing twelve months is around 2.21%, while EPI has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
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%
XIU.TO
iShares S&P/TSX 60 Index ETF		2.21%2.39%2.92%3.16%3.02%2.43%3.03%2.87%3.18%2.58%2.65%3.19%

Frequently Asked Questions

XIU.TO and EPI have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XIU.TO is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XIU.TO is cheaper with a 0.18% expense ratio, compared with 0.84% for EPI.

XIU.TO is categorized as Canada Equities, while EPI is Asia Pacific Equities. XIU.TO tracks S&P/TSX 60 Index, while EPI tracks WisdomTree India Earnings Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.18% for XIU.TO and 0.84% for EPI.

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