EPI vs CGIC
Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF SHARE CLASS (CGIC, ETF).
EPI vs CGIC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPI
$2B
Winner
CGIC
$2.30B
Expense Ratio
EPI
0.84%
Winner
CGIC
0.54%
Max Drawdown
EPI
66.21%
Winner
CGIC
13.29%
Sharpe Ratio
EPI
-0.37
Winner
CGIC
1.25
5Y Beta
Winner
EPI
0.49
CGIC
0.74
5Y Dividends CAGR
EPI
-17.67%
CGIC
N/A
EPI vs CGIC - Historical Returns
Returns include dividend reinvestment.
1M
EPI
+2.20%
Winner
CGIC
+4.54%
3M
EPI
+2.49%
Winner
CGIC
+3.18%
6M
EPI
-4.92%
Winner
CGIC
+5.82%
1Y
EPI
-3.29%
Winner
CGIC
+25.57%
5Y(CAGR)
EPI
+5.64%
CGIC
N/A
10Y(CAGR)
EPI
+8.58%
CGIC
N/A
Max(CAGR)
EPI
+3.87%
Winner
CGIC
+22.46%
EPI vs CGIC - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | EPI | CGIC |
|---|---|---|
| 2026 | -7.60% | +12.97% |
| 2025 | +1.05% | +37.73% |
| 2024 | +10.57% | -2.81% |
| 2023 | +24.88% | N/A |
| 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 CGIC Drawdown Comparison
The maximum drawdown for EPI was -66.21%, occurring on Nov 20, 2008. Recovery took 647 trading sessions.
The maximum drawdown for CGIC was -13.10%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The current EPI drawdown is -14.65%.
| Rank | EPI | CGIC |
|---|---|---|
| #1 | -66.21% Feb 26, 2008 - Sep 20, 2010 | -13.10% Mar 19, 2025 - May 2, 2025 |
| #2 | -52.59% Nov 5, 2010 - Oct 27, 2017 | -11.30% Feb 25, 2026 - May 6, 2026 |
| #3 | -50.29% Jan 24, 2018 - Dec 15, 2020 | -9.49% Sep 26, 2024 - Mar 5, 2025 |
| #4 | -21.89% Sep 27, 2024 - Mar 30, 2026 | -8.73% Jul 12, 2024 - Sep 24, 2024 |
| #5 | -20.37% Oct 18, 2021 - Sep 1, 2023 | -4.96% Nov 12, 2025 - Dec 10, 2025 |
| #6 | -9.54% Mar 11, 2021 - May 18, 2021 | -4.57% Jun 15, 2026 - Aug 7, 2026 |
| #7 | -7.46% Jun 3, 2024 - Jun 14, 2024 | -4.50% Jun 2, 2026 - Jun 15, 2026 |
| #8 | -6.62% Sep 11, 2023 - Nov 28, 2023 | -3.79% Jul 23, 2025 - Aug 12, 2025 |
| #9 | -6.59% Jan 14, 2021 - Feb 3, 2021 | -3.07% Oct 3, 2025 - Oct 27, 2025 |
| #10 | -5.79% Mar 7, 2024 - Apr 25, 2024 | -3.02% May 6, 2026 - May 26, 2026 |
| #11 | -5.54% Jul 16, 2024 - Sep 23, 2024 | -2.63% Aug 22, 2025 - Sep 11, 2025 |
| #12 | -5.05% Nov 6, 2017 - Dec 20, 2017 | -2.48% Jan 27, 2026 - Feb 9, 2026 |
| #13 | -4.32% Oct 13, 2010 - Nov 4, 2010 | -2.44% Mar 5, 2025 - Mar 17, 2025 |
| #14 | -4.17% Dec 18, 2020 - Dec 28, 2020 | -2.24% Jun 12, 2025 - Jun 26, 2025 |
| #15 | -3.94% May 2, 2024 - May 20, 2024 | -1.84% Oct 28, 2025 - Nov 10, 2025 |
Correlation
Correlation between EPI and CGIC is -0.50 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.50
-101
Dividend Comparison (2008 - 2026)
EPI vs CGIC dividend yield comparison.
| Year | EPI | CGIC |
|---|---|---|
| 2026 | 0.00% | 0.99% |
| 2025 | 0.00% | 1.60% |
| 2024 | 0.27% | 0.68% |
| 2023 | 0.15% | 0.00% |
| 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% |
Select Stocks to Compare
Popular: EPI vs SPYCGIC vs SPY
More Comparisons
Compare with similar stocks