EPI vs HTRB
Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF).
5-Year PerformanceEPI has outperformed HTRB, delivering a return of +6.3% compared to +0.4%
EPI vs HTRB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EPI vs HTRB - Historical Returns
Returns include dividend reinvestment.
EPI vs HTRB - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | EPI | HTRB |
|---|---|---|
| 2026 | -8.89% | +0.61% |
| 2025 | +1.05% | +7.27% |
| 2024 | +10.57% | +2.79% |
| 2023 | +24.88% | +6.64% |
| 2022 | -6.56% | -14.11% |
| 2021 | +25.55% | -1.01% |
| 2020 | +16.73% | +8.64% |
| 2019 | +2.44% | +10.21% |
| 2018 | -10.49% | -0.88% |
| 2017 | +37.91% | +1.02% |
| 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 HTRB Drawdown Comparison
The maximum drawdown for EPI was -66.21%, occurring on Nov 20, 2008. Recovery took 647 trading sessions.
The maximum drawdown for HTRB was -19.48%, occurring on Oct 21, 2022. Recovery took 1035 trading sessions.
The current EPI drawdown is -15.84%. The current HTRB drawdown is -1.29%.
| Rank | EPI | HTRB |
|---|---|---|
| #1 | -66.21% Feb 26, 2008 - Sep 20, 2010 | -19.48% Sep 14, 2021 - Oct 28, 2025 |
| #2 | -52.59% Nov 5, 2010 - Oct 27, 2017 | -10.48% Mar 6, 2020 - Jun 8, 2020 |
| #3 | -50.29% Jan 24, 2018 - Dec 15, 2020 | -3.76% Jan 4, 2021 - Aug 2, 2021 |
| #4 | -21.89% Sep 27, 2024 - Mar 30, 2026 | -2.82% Feb 27, 2026 - May 19, 2026 |
| #5 | -20.37% Oct 18, 2021 - Sep 1, 2023 | -2.58% Dec 29, 2017 - Jan 30, 2019 |
| #6 | -9.54% Mar 11, 2021 - May 18, 2021 | -1.80% Aug 27, 2019 - Oct 4, 2019 |
| #7 | -7.46% Jun 3, 2024 - Jun 14, 2024 | -1.58% Jul 3, 2019 - Aug 1, 2019 |
| #8 | -6.62% Sep 11, 2023 - Nov 28, 2023 | -1.13% Oct 28, 2025 - Feb 5, 2026 |
| #9 | -6.59% Jan 14, 2021 - Feb 3, 2021 | -1.13% Oct 4, 2019 - Nov 27, 2019 |
| #10 | -5.79% Mar 7, 2024 - Apr 25, 2024 | -1.10% Aug 10, 2020 - Nov 17, 2020 |
| #11 | -5.54% Jul 16, 2024 - Sep 23, 2024 | -0.99% Aug 4, 2021 - Sep 14, 2021 |
| #12 | -5.05% Nov 6, 2017 - Dec 20, 2017 | -0.80% Mar 27, 2019 - Apr 25, 2019 |
| #13 | -4.32% Oct 13, 2010 - Nov 4, 2010 | -0.65% Feb 28, 2020 - Mar 3, 2020 |
| #14 | -4.17% Dec 18, 2020 - Dec 28, 2020 | -0.61% Jun 8, 2020 - Jul 6, 2020 |
| #15 | -3.94% May 2, 2024 - May 20, 2024 | -0.61% Nov 3, 2017 - Dec 27, 2017 |
Correlation
Correlation between EPI and HTRB is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2008 - 2026)
EPI vs HTRB dividend yield comparison.
| Year | EPI | HTRB |
|---|---|---|
| 2026 | 0.00% | 1.71% |
| 2025 | 0.00% | 4.66% |
| 2024 | 0.27% | 4.45% |
| 2023 | 0.15% | 3.87% |
| 2022 | 6.01% | 3.08% |
| 2021 | 1.18% | 4.22% |
| 2020 | 0.78% | 4.79% |
| 2019 | 1.17% | 6.30% |
| 2018 | 1.18% | 2.37% |
| 2017 | 0.85% | 0.96% |
| 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
More Comparisons
Compare with similar stocks