EPI vs ACIO

Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF).

5-Year PerformanceACIO has outperformed EPI, delivering a return of +10.2% compared to +7.2%

EPI vs ACIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPI(ETF)	ACIO(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	0.84%	0.79%
Max Drawdown	66.21%	14.89%
Sharpe Ratio	-0.32	1.64
5Y Beta	0.49	0.61
P/E Ratio	N/A	28.48
Forward P/E	N/A	22.58
PEG Ratio	N/A	0.55
5Y Dividends CAGR	-17.67%	-6.50%
5Y EPS CAGR	N/A	25.82%
Debt to Equity	N/A	5.40%
P/S Ratio	N/A	4.30
P/B Ratio	N/A	5.72

Net Assets

EPI

$2.20B

Winner

ACIO

$2.30B

Expense Ratio

EPI

0.84%

Winner

ACIO

0.79%

Max Drawdown

EPI

66.21%

Winner

ACIO

14.89%

Sharpe Ratio

EPI

-0.32

Winner

ACIO

1.64

5Y Beta

Winner

EPI

0.49

ACIO

0.61

P/E Ratio

EPI

N/A

ACIO

28.48

Forward P/E

EPI

N/A

ACIO

22.58

PEG Ratio

EPI

N/A

ACIO

0.55

5Y Dividends CAGR

EPI

-17.67%

Winner

ACIO

-6.50%

5Y EPS CAGR

EPI

N/A

ACIO

25.82%

Debt to Equity

EPI

N/A

ACIO

5.40%

P/S Ratio

EPI

N/A

ACIO

4.30

P/B Ratio

EPI

N/A

ACIO

5.72

EPI vs ACIO - Historical Returns

Returns include dividend reinvestment.

Period	EPI	ACIO
1 month	-0.89%	+6.85%
3 months	-8.00%	+5.64%
6 months	-8.83%	+4.75%
1 year	-7.38%	+16.46%
5 years(CAGR)	+7.22%	+10.21%
10 years(CAGR)	+9.68%	N/A
Max(CAGR)	+3.83%	+10.34%

EPI

-0.89%

Winner

ACIO

+6.85%

EPI

-8.00%

Winner

ACIO

+5.64%

EPI

-8.83%

Winner

ACIO

+4.75%

EPI

-7.38%

Winner

ACIO

+16.46%

5Y(CAGR)

EPI

+7.22%

Winner

ACIO

+10.21%

10Y(CAGR)

EPI

+9.68%

ACIO

N/A

Max(CAGR)

EPI

+3.83%

Winner

ACIO

+10.34%

EPI vs ACIO - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	EPI	ACIO
2026	-9.12%	+5.77%
2025	+1.05%	+9.26%
2024	+10.57%	+22.36%
2023	+24.88%	+16.14%
2022	-6.56%	-10.52%
2021	+25.55%	+19.06%
2020	+16.73%	+9.44%
2019	+2.44%	+3.32%
2018	-10.49%	N/A
2017	+37.91%	N/A
2016	+4.66%	N/A
2015	-10.04%	N/A
2014	+33.35%	N/A
2013	-11.93%	N/A
2012	+19.55%	N/A
2011	-41.06%	N/A
2010	+16.16%	N/A
2009	+84.83%	N/A
2008	-56.27%	N/A

EPI vs ACIO Drawdown Comparison

The maximum drawdown for EPI was -66.21%, occurring on Nov 20, 2008. Recovery took 647 trading sessions.

The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.

The current EPI drawdown is -16.05%.

Rank	EPI	ACIO
#1	-66.21% Feb 26, 2008 - Sep 20, 2010	-14.18% Jan 17, 2020 - Jul 15, 2020
#2	-52.59% Nov 5, 2010 - Oct 27, 2017	-14.00% Dec 20, 2021 - Nov 20, 2023
#3	-50.29% Jan 24, 2018 - Dec 15, 2020	-12.12% Jan 23, 2025 - Jun 30, 2025
#4	-21.89% Sep 27, 2024 - Mar 30, 2026	-7.22% Oct 28, 2025 - Apr 16, 2026
#5	-20.37% Oct 18, 2021 - Sep 1, 2023	-5.72% Sep 2, 2020 - Nov 9, 2020
#6	-9.54% Mar 11, 2021 - May 18, 2021	-5.31% Jul 26, 2019 - Nov 15, 2019
#7	-7.46% Jun 3, 2024 - Jun 14, 2024	-5.18% Jul 16, 2024 - Aug 19, 2024
#8	-6.62% Sep 11, 2023 - Nov 28, 2023	-4.27% Sep 2, 2021 - Oct 20, 2021
#9	-6.59% Jan 14, 2021 - Feb 3, 2021	-4.05% Feb 17, 2021 - Mar 26, 2021
#10	-5.79% Mar 7, 2024 - Apr 25, 2024	-3.60% Mar 28, 2024 - May 10, 2024
#11	-5.54% Jul 16, 2024 - Sep 23, 2024	-3.54% Dec 4, 2024 - Jan 23, 2025
#12	-5.05% Nov 6, 2017 - Dec 20, 2017	-3.16% Jan 20, 2021 - Feb 12, 2021
#13	-4.32% Oct 13, 2010 - Nov 4, 2010	-3.15% May 7, 2021 - Jun 14, 2021
#14	-4.17% Dec 18, 2020 - Dec 28, 2020	-2.93% Nov 8, 2021 - Dec 7, 2021
#15	-3.94% May 2, 2024 - May 20, 2024	-2.75% Aug 30, 2024 - Sep 19, 2024

Correlation

Correlation between EPI and ACIO is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2008 - 2026)

EPI vs ACIO dividend yield comparison.

Year	EPI	ACIO
2026	0.00%	0.14%
2025	0.00%	0.37%
2024	0.27%	0.44%
2023	0.15%	0.72%
2022	6.01%	1.51%
2021	1.18%	0.60%
2020	0.78%	1.02%
2019	1.17%	1.32%
2018	1.18%	0.00%
2017	0.85%	0.00%
2016	1.05%	0.00%
2015	1.20%	0.00%
2014	1.02%	0.00%
2013	0.75%	0.00%
2012	0.84%	0.00%
2011	1.03%	0.00%
2010	0.54%	0.00%
2009	0.27%	0.00%
2008	0.80%	0.00%