EPI vs DFSU
Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).
EPI vs DFSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPI
$2.20B
DFSU
$2.20B
Expense Ratio
EPI
0.84%
Winner
DFSU
0.15%
Max Drawdown
EPI
66.21%
Winner
DFSU
20.33%
Sharpe Ratio
EPI
-0.65
Winner
DFSU
1.30
5Y Beta
Winner
EPI
0.50
DFSU
0.99
P/E Ratio
EPI
N/A
DFSU
24.59
Forward P/E
EPI
N/A
DFSU
18.70
5Y Dividends CAGR
EPI
-17.67%
DFSU
N/A
5Y EPS CAGR
EPI
N/A
DFSU
25.32%
P/S Ratio
EPI
N/A
DFSU
2.29
P/B Ratio
EPI
N/A
DFSU
4.45
EPI vs DFSU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPI
+0.68%
DFSU
-0.47%
3M
EPI
+2.75%
Winner
DFSU
+10.99%
6M
EPI
-8.06%
Winner
DFSU
+4.68%
1Y
EPI
-7.64%
Winner
DFSU
+21.22%
5Y(CAGR)
EPI
+6.34%
DFSU
N/A
10Y(CAGR)
EPI
+9.10%
DFSU
N/A
Max(CAGR)
EPI
+3.82%
Winner
DFSU
+19.52%
EPI vs DFSU - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | EPI | DFSU |
|---|---|---|
| 2026 | -8.89% | +5.61% |
| 2025 | +1.05% | +15.92% |
| 2024 | +10.57% | +23.88% |
| 2023 | +24.88% | +26.67% |
| 2022 | -6.56% | +0.65% |
| 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 DFSU Drawdown Comparison
The maximum drawdown for EPI was -66.21%, occurring on Nov 20, 2008. Recovery took 647 trading sessions.
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The current EPI drawdown is -15.84%. The current DFSU drawdown is -2.10%.
| Rank | EPI | DFSU |
|---|---|---|
| #1 | -66.21% Feb 26, 2008 - Sep 20, 2010 | -19.88% Dec 4, 2024 - Jul 1, 2025 |
| #2 | -52.59% Nov 5, 2010 - Oct 27, 2017 | -11.40% Jul 31, 2023 - Dec 8, 2023 |
| #3 | -50.29% Jan 24, 2018 - Dec 15, 2020 | -10.12% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -21.89% Sep 27, 2024 - Mar 30, 2026 | -9.51% Feb 2, 2023 - Jun 8, 2023 |
| #5 | -20.37% Oct 18, 2021 - Sep 1, 2023 | -8.14% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -9.54% Mar 11, 2021 - May 18, 2021 | -7.36% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -7.46% Jun 3, 2024 - Jun 14, 2024 | -6.25% Mar 28, 2024 - May 15, 2024 |
| #8 | -6.62% Sep 11, 2023 - Nov 28, 2023 | -5.18% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -6.59% Jan 14, 2021 - Feb 3, 2021 | -4.70% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -5.79% Mar 7, 2024 - Apr 25, 2024 | -3.48% Jun 4, 2026 - Jun 10, 2026 |
| #11 | -5.54% Jul 16, 2024 - Sep 23, 2024 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -5.05% Nov 6, 2017 - Dec 20, 2017 | -3.19% Nov 2, 2022 - Nov 10, 2022 |
| #13 | -4.32% Oct 13, 2010 - Nov 4, 2010 | -2.93% Jul 28, 2025 - Aug 12, 2025 |
| #14 | -4.17% Dec 18, 2020 - Dec 28, 2020 | -2.87% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -3.94% May 2, 2024 - May 20, 2024 | -2.70% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between EPI and DFSU is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2008 - 2026)
EPI vs DFSU dividend yield comparison.
| Year | EPI | DFSU |
|---|---|---|
| 2026 | 0.00% | 0.44% |
| 2025 | 0.00% | 0.85% |
| 2024 | 0.27% | 0.96% |
| 2023 | 0.15% | 1.03% |
| 2022 | 6.01% | 0.21% |
| 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% |
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