EPI vs APUE

Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).

EPI vs APUE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPI(ETF)	APUE(ETF)
Net Assets	$2.10B	$2.20B
Expense Ratio	0.84%	0.31%
Max Drawdown	66.21%	19.07%
Sharpe Ratio	-0.34	2.06
5Y Beta	0.49	0.95
P/E Ratio	N/A	26.78
Forward P/E	N/A	20.97
PEG Ratio	N/A	0.49
5Y Dividends CAGR	-17.67%	N/A
5Y EPS CAGR	N/A	27.89%
Debt to Equity	N/A	29.22%
P/S Ratio	N/A	3.37
P/B Ratio	N/A	5.17

Net Assets

EPI

$2.10B

Winner

APUE

$2.20B

Expense Ratio

EPI

0.84%

Winner

APUE

0.31%

Max Drawdown

EPI

66.21%

Winner

APUE

19.07%

Sharpe Ratio

EPI

-0.34

Winner

APUE

2.06

5Y Beta

Winner

EPI

0.49

APUE

0.95

P/E Ratio

EPI

N/A

APUE

26.78

Forward P/E

EPI

N/A

APUE

20.97

PEG Ratio

EPI

N/A

APUE

0.49

5Y Dividends CAGR

EPI

-17.67%

APUE

N/A

5Y EPS CAGR

EPI

N/A

APUE

27.89%

Debt to Equity

EPI

N/A

APUE

29.22%

P/S Ratio

EPI

N/A

APUE

3.37

P/B Ratio

EPI

N/A

APUE

5.17

EPI vs APUE - Historical Returns

Returns include dividend reinvestment.

Period	EPI	APUE
1 month	+2.27%	+8.60%
3 months	-5.37%	+5.83%
6 months	-4.56%	+11.20%
1 year	+0.30%	+32.89%
5 years(CAGR)	+7.80%	N/A
10 years(CAGR)	+9.96%	N/A
Max(CAGR)	+3.98%	+23.10%

EPI

+2.27%

Winner

APUE

+8.60%

EPI

-5.37%

Winner

APUE

+5.83%

EPI

-4.56%

Winner

APUE

+11.20%

EPI

+0.30%

Winner

APUE

+32.89%

5Y(CAGR)

EPI

+7.80%

APUE

N/A

10Y(CAGR)

EPI

+9.96%

APUE

N/A

Max(CAGR)

EPI

+3.98%

Winner

APUE

+23.10%

EPI vs APUE - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	EPI	APUE
2026	-6.66%	+8.34%
2025	+1.05%	+17.72%
2024	+10.57%	+24.70%
2023	+24.88%	+18.42%
2022	-6.56%	N/A
2021	+25.55%	N/A
2020	+16.73%	N/A
2019	+2.44%	N/A
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 APUE Drawdown Comparison

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

The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current EPI drawdown is -13.78%.

Rank	EPI	APUE
#1	-66.21% Feb 26, 2008 - Sep 20, 2010	-18.83% Feb 19, 2025 - Jun 27, 2025
#2	-52.59% Nov 5, 2010 - Oct 27, 2017	-10.08% Jul 31, 2023 - Dec 1, 2023
#3	-50.29% Jan 24, 2018 - Dec 15, 2020	-8.98% Feb 9, 2026 - Apr 15, 2026
#4	-21.89% Sep 27, 2024 - Mar 30, 2026	-8.50% Jul 16, 2024 - Sep 19, 2024
#5	-20.37% Oct 18, 2021 - Sep 1, 2023	-5.79% Mar 28, 2024 - May 15, 2024
#6	-9.54% Mar 11, 2021 - May 18, 2021	-4.68% Oct 28, 2025 - Nov 28, 2025
#7	-7.46% Jun 3, 2024 - Jun 14, 2024	-4.66% Dec 4, 2024 - Jan 23, 2025
#8	-6.62% Sep 11, 2023 - Nov 28, 2023	-3.06% Oct 8, 2025 - Oct 24, 2025
#9	-6.59% Jan 14, 2021 - Feb 3, 2021	-2.52% Dec 11, 2025 - Dec 23, 2025
#10	-5.79% Mar 7, 2024 - Apr 25, 2024	-2.52% Jul 25, 2025 - Aug 12, 2025
#11	-5.54% Jul 16, 2024 - Sep 23, 2024	-2.51% Oct 18, 2024 - Nov 6, 2024
#12	-5.05% Nov 6, 2017 - Dec 20, 2017	-2.39% Jan 12, 2026 - Jan 27, 2026
#13	-4.32% Oct 13, 2010 - Nov 4, 2010	-2.34% Jan 27, 2026 - Feb 9, 2026
#14	-4.17% Dec 18, 2020 - Dec 28, 2020	-2.22% Dec 28, 2023 - Jan 19, 2024
#15	-3.94% May 2, 2024 - May 20, 2024	-2.21% Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between EPI and APUE is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2008 - 2025)

EPI vs APUE dividend yield comparison.

Year	EPI	APUE
2025	0.00%	0.83%
2024	0.27%	0.79%
2023	0.15%	0.41%
2022	6.01%	0.00%
2021	1.18%	0.00%
2020	0.78%	0.00%
2019	1.17%	0.00%
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%