EPI vs MHD

Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and BlackRock MuniHoldings Fund Inc (MHD, ETF).

5-Year PerformanceEPI has outperformed MHD, delivering a return of +7.2% compared to -1.7%

EPI vs MHD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPI(ETF)	MHD(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.84%	N/A
Max Drawdown	66.21%	52.64%
Sharpe Ratio	-0.32	0.76
5Y Beta	0.49	0.20
5Y Dividends CAGR	-17.67%	1.25%

Net Assets

EPI

$2.20B

MHD

$2.20B

Expense Ratio

EPI

0.84%

MHD

N/A

Max Drawdown

EPI

66.21%

Winner

MHD

52.64%

Sharpe Ratio

EPI

-0.32

Winner

MHD

0.76

5Y Beta

EPI

0.49

Winner

MHD

0.20

5Y Dividends CAGR

EPI

-17.67%

Winner

MHD

1.25%

EPI vs MHD - Historical Returns

Returns include dividend reinvestment.

Period	EPI	MHD
1 month	-0.89%	+1.28%
3 months	-8.00%	+1.88%
6 months	-8.83%	+3.34%
1 year	-7.38%	+9.70%
5 years(CAGR)	+7.22%	-1.72%
10 years(CAGR)	+9.68%	+0.79%
Max(CAGR)	+3.83%	+5.78%

EPI

-0.89%

Winner

MHD

+1.28%

EPI

-8.00%

Winner

MHD

+1.88%

EPI

-8.83%

Winner

MHD

+3.34%

EPI

-7.38%

Winner

MHD

+9.70%

5Y(CAGR)

Winner

EPI

+7.22%

MHD

-1.72%

10Y(CAGR)

Winner

EPI

+9.68%

MHD

+0.79%

Max(CAGR)

EPI

+3.83%

Winner

MHD

+5.78%

EPI vs MHD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EPI	MHD
2026	-9.12%	+2.90%
2025	+1.05%	+5.29%
2024	+10.57%	+3.21%
2023	+24.88%	+3.58%
2022	-6.56%	-23.27%
2021	+25.55%	+8.34%
2020	+16.73%	-0.26%
2019	+2.44%	+18.83%
2018	-10.49%	-5.10%
2017	+37.91%	+7.94%
2016	+4.66%	-0.22%
2015	-10.04%	+6.02%
2014	+33.35%	+26.00%
2013	-11.93%	-18.16%
2012	+19.55%	+19.47%
2011	-41.06%	+18.49%
2010	+16.16%	+11.41%
2009	+84.83%	+51.01%
2008	-56.27%	-26.35%
2007	N/A	-9.29%
2006	N/A	+8.54%
2005	N/A	+10.98%
2004	N/A	+11.87%
2003	N/A	+20.01%
2002	N/A	+6.02%
2001	N/A	+23.87%
2000	N/A	-7.41%
1999	N/A	-0.92%

EPI vs MHD Drawdown Comparison

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

The maximum drawdown for MHD was -45.88%, occurring on Dec 16, 2008. Recovery took 394 trading sessions.

The current EPI drawdown is -16.05%. The current MHD drawdown is -13.40%.

Rank	EPI	MHD
#1	-66.21% Feb 26, 2008 - Sep 20, 2010	-45.88% Feb 12, 2008 - Sep 3, 2009
#2	-52.59% Nov 5, 2010 - Oct 27, 2017	-36.66% Dec 20, 2021 - Oct 25, 2023
#3	-50.29% Jan 24, 2018 - Dec 15, 2020	-31.31% Feb 24, 2020 - May 24, 2021
#4	-21.89% Sep 27, 2024 - Mar 30, 2026	-24.35% Feb 11, 2013 - Jan 6, 2015
#5	-20.37% Oct 18, 2021 - Sep 1, 2023	-18.10% Aug 3, 2017 - May 16, 2019
#6	-9.54% Mar 11, 2021 - May 18, 2021	-17.00% Jul 7, 2000 - Apr 12, 2001
#7	-7.46% Jun 3, 2024 - Jun 14, 2024	-15.77% Jul 1, 2016 - Jul 21, 2017
#8	-6.62% Sep 11, 2023 - Nov 28, 2023	-15.08% Sep 10, 2010 - Sep 6, 2011
#9	-6.59% Jan 14, 2021 - Feb 3, 2021	-14.85% Mar 17, 2004 - Aug 31, 2004
#10	-5.79% Mar 7, 2024 - Apr 25, 2024	-13.53% May 11, 2007 - Feb 8, 2008
#11	-5.54% Jul 16, 2024 - Sep 23, 2024	-10.05% Oct 8, 2001 - Aug 5, 2002
#12	-5.05% Nov 6, 2017 - Dec 20, 2017	-10.05% Feb 3, 2015 - Oct 28, 2015
#13	-4.32% Oct 13, 2010 - Nov 4, 2010	-9.89% Nov 2, 1999 - Jun 30, 2000
#14	-4.17% Dec 18, 2020 - Dec 28, 2020	-9.42% Jul 1, 2019 - Nov 29, 2019
#15	-3.94% May 2, 2024 - May 20, 2024	-8.96% Nov 29, 2012 - Jan 11, 2013

Correlation

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

0.56

-101

Dividend Comparison (2000 - 2026)

EPI vs MHD dividend yield comparison.

Year	EPI	MHD
2026	0.00%	2.02%
2025	0.00%	6.08%
2024	0.27%	5.58%
2023	0.15%	3.82%
2022	6.01%	5.63%
2021	1.18%	4.34%
2020	0.78%	4.49%
2019	1.17%	4.62%
2018	1.18%	6.11%
2017	0.85%	5.86%
2016	1.05%	6.16%
2015	1.20%	6.25%
2014	1.02%	6.20%
2013	0.75%	7.66%
2012	0.84%	7.14%
2011	1.03%	6.57%
2010	0.54%	7.69%
2009	0.27%	6.65%
2008	0.80%	8.83%
2007	0.00%	6.57%
2006	0.00%	5.62%
2005	0.00%	6.86%
2004	0.00%	7.22%
2003	0.00%	7.01%
2002	0.00%	6.90%
2001	0.00%	6.24%
2000	0.00%	2.80%