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EPI vs DSTL

Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and DISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETF (DSTL, ETF).

5-Year PerformanceDSTL has outperformed EPI, delivering a return of +9.7% compared to +5.6%

EPI vs DSTL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EPI
$2.10B
DSTL
$2.10B
Expense Ratio
EPI
0.84%
Winner
DSTL
0.39%
Max Drawdown
EPI
66.21%
Winner
DSTL
33.09%
Sharpe Ratio
EPI
-0.91
Winner
DSTL
0.73
5Y Beta
Winner
EPI
0.50
DSTL
0.68
P/E Ratio
EPI
N/A
DSTL
18.31
Forward P/E
EPI
N/A
DSTL
13.30
PEG Ratio
EPI
N/A
DSTL
0.16
5Y Dividends CAGR
EPI
-17.67%
Winner
DSTL
12.98%
5Y EPS CAGR
EPI
N/A
DSTL
15.25%
Debt to Equity
EPI
N/A
DSTL
81.34%
P/S Ratio
EPI
N/A
DSTL
1.39
P/B Ratio
EPI
N/A
DSTL
3.22

EPI vs DSTL - Historical Returns

Returns include dividend reinvestment.

1M
EPI
-3.32%
Winner
DSTL
+6.84%
3M
EPI
-3.94%
Winner
DSTL
+6.75%
6M
EPI
-5.23%
Winner
DSTL
+5.59%
1Y
EPI
-9.49%
Winner
DSTL
+13.57%
5Y(CAGR)
EPI
+5.57%
Winner
DSTL
+9.72%
10Y(CAGR)
EPI
+8.43%
DSTL
N/A
Max(CAGR)
EPI
+3.67%
Winner
DSTL
+14.32%

EPI vs DSTL - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearEPIDSTL
2026-10.96%+7.83%
2025+1.05%+9.04%
2024+10.57%+12.87%
2023+24.88%+22.72%
2022-6.56%-10.54%
2021+25.55%+30.55%
2020+16.73%+18.23%
2019+2.44%+35.01%
2018-10.49%-6.66%
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 DSTL Drawdown Comparison

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

The maximum drawdown for DSTL was -33.09%, occurring on Mar 23, 2020. Recovery took 111 trading sessions.

The current EPI drawdown is -17.75%. The current DSTL drawdown is -0.80%.

RankEPIDSTL
#1-66.21%
Feb 26, 2008 - Sep 20, 2010
-33.09%
Feb 12, 2020 - Jul 22, 2020
#2-52.59%
Nov 5, 2010 - Oct 27, 2017
-20.10%
Jan 4, 2022 - Jul 13, 2023
#3-50.29%
Jan 24, 2018 - Dec 15, 2020
-16.92%
Nov 29, 2024 - Sep 11, 2025
#4-21.89%
Sep 27, 2024 - Mar 30, 2026
-15.80%
Nov 7, 2018 - Feb 22, 2019
#5-20.37%
Oct 18, 2021 - Sep 1, 2023
-9.32%
Jul 31, 2023 - Dec 1, 2023
#6-9.54%
Mar 11, 2021 - May 18, 2021
-8.43%
Sep 2, 2020 - Nov 10, 2020
#7-7.46%
Jun 3, 2024 - Jun 14, 2024
-8.30%
Feb 27, 2026 - Jul 2, 2026
#8-6.62%
Sep 11, 2023 - Nov 28, 2023
-7.20%
Apr 24, 2019 - Jun 20, 2019
#9-6.59%
Jan 14, 2021 - Feb 3, 2021
-6.56%
Jul 26, 2019 - Sep 13, 2019
#10-5.79%
Mar 7, 2024 - Apr 25, 2024
-5.94%
Mar 28, 2024 - Jul 16, 2024
#11-5.54%
Jul 16, 2024 - Sep 23, 2024
-5.03%
Jul 31, 2024 - Aug 21, 2024
#12-5.05%
Nov 6, 2017 - Dec 20, 2017
-4.99%
Nov 16, 2021 - Dec 10, 2021
#13-4.32%
Oct 13, 2010 - Nov 4, 2010
-4.71%
Sep 2, 2021 - Oct 20, 2021
#14-4.17%
Dec 18, 2020 - Dec 28, 2020
-4.34%
Jan 12, 2021 - Feb 11, 2021
#15-3.94%
May 2, 2024 - May 20, 2024
-4.19%
Sep 13, 2019 - Oct 15, 2019

Correlation

Correlation between EPI and DSTL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2008 - 2026)

EPI vs DSTL dividend yield comparison.

YearEPIDSTL
20260.00%0.57%
20250.00%1.31%
20240.27%1.34%
20230.15%1.30%
20226.01%1.35%
20211.18%1.01%
20200.78%0.83%
20191.17%0.97%
20181.18%0.00%
20170.85%0.00%
20161.05%0.00%
20151.20%0.00%
20141.02%0.00%
20130.75%0.00%
20120.84%0.00%
20111.03%0.00%
20100.54%0.00%
20090.27%0.00%
20080.80%0.00%

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