EPI vs BALT

Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).

5-Year PerformanceEPI has outperformed BALT, delivering a return of +7.8% compared to +5.9%

EPI vs BALT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPI(ETF)	BALT(ETF)
Net Assets	$2.10B	$2.20B
Expense Ratio	0.84%	0.69%
Max Drawdown	66.21%	4.89%
Sharpe Ratio	-0.34	1.74
5Y Beta	0.49	0.21
5Y Dividends CAGR	-17.67%	N/A

Net Assets

EPI

$2.10B

Winner

BALT

$2.20B

Expense Ratio

EPI

0.84%

Winner

BALT

0.69%

Max Drawdown

EPI

66.21%

Winner

BALT

4.89%

Sharpe Ratio

EPI

-0.34

Winner

BALT

1.74

5Y Beta

EPI

0.49

Winner

BALT

0.21

5Y Dividends CAGR

EPI

-17.67%

BALT

N/A

EPI vs BALT - Historical Returns

Returns include dividend reinvestment.

Period	EPI	BALT
1 month	+2.27%	+0.89%
3 months	-5.37%	+0.70%
6 months	-4.56%	+3.17%
1 year	+0.30%	+7.68%
5 years(CAGR)	+7.80%	+5.92%
10 years(CAGR)	+9.96%	N/A
Max(CAGR)	+3.98%	+5.92%

Winner

EPI

+2.27%

BALT

+0.89%

EPI

-5.37%

Winner

BALT

+0.70%

EPI

-4.56%

Winner

BALT

+3.17%

EPI

+0.30%

Winner

BALT

+7.68%

5Y(CAGR)

Winner

EPI

+7.80%

BALT

+5.92%

10Y(CAGR)

EPI

+9.96%

BALT

N/A

Max(CAGR)

EPI

+3.98%

Winner

BALT

+5.92%

EPI vs BALT - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	EPI	BALT
2026	-6.66%	+1.37%
2025	+1.05%	+6.57%
2024	+10.57%	+10.32%
2023	+24.88%	+7.61%
2022	-6.56%	+2.48%
2021	+25.55%	+0.82%
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 BALT Drawdown Comparison

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

The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.

The current EPI drawdown is -13.78%. The current BALT drawdown is -0.06%.

Rank	EPI	BALT
#1	-66.21% Feb 26, 2008 - Sep 20, 2010	-4.89% Feb 20, 2025 - Jun 3, 2025
#2	-52.59% Nov 5, 2010 - Oct 27, 2017	-2.16% Jan 4, 2022 - Jul 8, 2022
#3	-50.29% Jan 24, 2018 - Dec 15, 2020	-1.98% Aug 25, 2022 - Nov 10, 2022
#4	-21.89% Sep 27, 2024 - Mar 30, 2026	-1.85% Jul 16, 2024 - Aug 19, 2024
#5	-20.37% Oct 18, 2021 - Sep 1, 2023	-1.84% Sep 14, 2023 - Nov 14, 2023
#6	-9.54% Mar 11, 2021 - May 18, 2021	-1.15% Feb 25, 2026 - Apr 14, 2026
#7	-7.46% Jun 3, 2024 - Jun 14, 2024	-1.14% Aug 30, 2024 - Sep 13, 2024
#8	-6.62% Sep 11, 2023 - Nov 28, 2023	-1.03% Mar 28, 2024 - May 9, 2024
#9	-6.59% Jan 14, 2021 - Feb 3, 2021	-0.85% Jul 31, 2023 - Aug 30, 2023
#10	-5.79% Mar 7, 2024 - Apr 25, 2024	-0.85% Nov 11, 2025 - Nov 25, 2025
#11	-5.54% Jul 16, 2024 - Sep 23, 2024	-0.76% Dec 16, 2024 - Dec 24, 2024
#12	-5.05% Nov 6, 2017 - Dec 20, 2017	-0.76% Mar 6, 2023 - Mar 21, 2023
#13	-4.32% Oct 13, 2010 - Nov 4, 2010	-0.62% Dec 11, 2025 - Dec 22, 2025
#14	-4.17% Dec 18, 2020 - Dec 28, 2020	-0.58% Sep 27, 2021 - Oct 19, 2021
#15	-3.94% May 2, 2024 - May 20, 2024	-0.55% Oct 8, 2025 - Oct 20, 2025