EPI vs BSVO

Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).

EPI vs BSVO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPI(ETF)	BSVO(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	0.84%	0.45%
Max Drawdown	66.21%	29.80%
Sharpe Ratio	-0.32	1.89
5Y Beta	0.49	0.97
P/E Ratio	N/A	-757.75
Forward P/E	N/A	10.90
5Y Dividends CAGR	-17.67%	N/A
Debt to Equity	N/A	132.01%
P/S Ratio	N/A	0.59
P/B Ratio	N/A	1.18

Net Assets

EPI

$2.20B

Winner

BSVO

$2.30B

Expense Ratio

EPI

0.84%

Winner

BSVO

0.45%

Max Drawdown

EPI

66.21%

Winner

BSVO

29.80%

Sharpe Ratio

EPI

-0.32

Winner

BSVO

1.89

5Y Beta

Winner

EPI

0.49

BSVO

0.97

P/E Ratio

EPI

N/A

BSVO

-757.75

Forward P/E

EPI

N/A

BSVO

10.90

5Y Dividends CAGR

EPI

-17.67%

BSVO

N/A

Debt to Equity

EPI

N/A

BSVO

132.01%

P/S Ratio

EPI

N/A

BSVO

0.59

P/B Ratio

EPI

N/A

BSVO

1.18

EPI vs BSVO - Historical Returns

Returns include dividend reinvestment.

Period	EPI	BSVO
1 month	-0.89%	+4.52%
3 months	-8.00%	+4.34%
6 months	-8.83%	+22.64%
1 year	-7.38%	+40.87%
5 years(CAGR)	+7.22%	N/A
10 years(CAGR)	+9.68%	N/A
Max(CAGR)	+3.83%	+17.28%

EPI

-0.89%

Winner

BSVO

+4.52%

EPI

-8.00%

Winner

BSVO

+4.34%

EPI

-8.83%

Winner

BSVO

+22.64%

EPI

-7.38%

Winner

BSVO

+40.87%

5Y(CAGR)

EPI

+7.22%

BSVO

N/A

10Y(CAGR)

EPI

+9.68%

BSVO

N/A

Max(CAGR)

EPI

+3.83%

Winner

BSVO

+17.28%

EPI vs BSVO - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	EPI	BSVO
2026	-9.12%	+17.75%
2025	+1.05%	+9.58%
2024	+10.57%	+4.97%
2023	+24.88%	+22.41%
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 BSVO Drawdown Comparison

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

The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.

The current EPI drawdown is -16.05%. The current BSVO drawdown is -1.61%.

Rank	EPI	BSVO
#1	-66.21% Feb 26, 2008 - Sep 20, 2010	-28.66% Nov 25, 2024 - Dec 3, 2025
#2	-52.59% Nov 5, 2010 - Oct 27, 2017	-12.52% Aug 7, 2023 - Dec 4, 2023
#3	-50.29% Jan 24, 2018 - Dec 15, 2020	-11.59% Jul 31, 2024 - Nov 6, 2024
#4	-21.89% Sep 27, 2024 - Mar 30, 2026	-10.18% Mar 14, 2023 - Jun 7, 2023
#5	-20.37% Oct 18, 2021 - Sep 1, 2023	-8.45% Dec 27, 2023 - Jul 15, 2024
#6	-9.54% Mar 11, 2021 - May 18, 2021	-8.31% Feb 6, 2026 - Apr 9, 2026
#7	-7.46% Jun 3, 2024 - Jun 14, 2024	-4.27% Jun 7, 2023 - Jul 11, 2023
#8	-6.62% Sep 11, 2023 - Nov 28, 2023	-3.85% Nov 11, 2024 - Nov 25, 2024
#9	-6.59% Jan 14, 2021 - Feb 3, 2021	-3.68% Dec 11, 2025 - Jan 8, 2026
#10	-5.79% Mar 7, 2024 - Apr 25, 2024	-2.59% Jan 22, 2026 - Feb 2, 2026
#11	-5.54% Jul 16, 2024 - Sep 23, 2024	-2.49% Jul 17, 2024 - Jul 23, 2024
#12	-5.05% Nov 6, 2017 - Dec 20, 2017	-2.21% Jan 15, 2026 - Jan 21, 2026
#13	-4.32% Oct 13, 2010 - Nov 4, 2010	-1.93% Dec 4, 2023 - Dec 8, 2023
#14	-4.17% Dec 18, 2020 - Dec 28, 2020	-1.77% Jul 23, 2024 - Jul 25, 2024
#15	-3.94% May 2, 2024 - May 20, 2024	-1.67% May 1, 2026 - May 6, 2026

Correlation

Correlation between EPI and BSVO is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (2008 - 2025)

EPI vs BSVO dividend yield comparison.

Year	EPI	BSVO
2025	0.00%	1.52%
2024	0.27%	1.61%
2023	0.15%	1.43%
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%