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EPI vs PICK

Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF (PICK, ETF).

5-Year PerformancePICK has outperformed EPI, delivering a return of +11.0% compared to +6.3%

EPI vs PICK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EPI
$2.20B
PICK
$2.20B
Expense Ratio
EPI
0.84%
Winner
PICK
0.39%
Max Drawdown
Winner
EPI
66.21%
PICK
73.97%
Sharpe Ratio
EPI
-0.65
Winner
PICK
1.82
5Y Beta
Winner
EPI
0.50
PICK
1.10
5Y Dividends CAGR
EPI
-17.67%
Winner
PICK
5.56%

EPI vs PICK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EPI
+0.68%
PICK
-5.23%
3M
EPI
+2.75%
Winner
PICK
+11.64%
6M
EPI
-8.06%
Winner
PICK
+17.00%
1Y
EPI
-7.64%
Winner
PICK
+69.30%
5Y(CAGR)
EPI
+6.34%
Winner
PICK
+11.00%
10Y(CAGR)
EPI
+9.10%
Winner
PICK
+15.66%
Max(CAGR)
EPI
+3.82%
Winner
PICK
+4.52%

EPI vs PICK - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearEPIPICK
2026-8.89%+15.05%
2025+1.05%+51.18%
2024+10.57%-16.01%
2023+24.88%+10.34%
2022-6.56%+2.84%
2021+25.55%+19.08%
2020+16.73%+26.33%
2019+2.44%+17.24%
2018-10.49%-21.02%
2017+37.91%+35.47%
2016+4.66%+57.42%
2015-10.04%-42.83%
2014+33.35%-19.62%
2013-11.93%-12.98%
2012+19.55%-12.20%
2011-41.06%N/A
2010+16.16%N/A
2009+84.83%N/A
2008-56.27%N/A

EPI vs PICK Drawdown Comparison

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

The maximum drawdown for PICK was -71.50%, occurring on Jan 20, 2016. Recovery took 2243 trading sessions.

The current EPI drawdown is -15.84%. The current PICK drawdown is -12.60%.

RankEPIPICK
#1-66.21%
Feb 26, 2008 - Sep 20, 2010
-71.50%
Feb 8, 2012 - Jan 7, 2021
#2-52.59%
Nov 5, 2010 - Oct 27, 2017
-36.28%
Apr 4, 2022 - Oct 3, 2025
#3-50.29%
Jan 24, 2018 - Dec 15, 2020
-19.87%
May 11, 2021 - Mar 2, 2022
#4-21.89%
Sep 27, 2024 - Mar 30, 2026
-19.54%
Feb 25, 2026 - May 6, 2026
#5-20.37%
Oct 18, 2021 - Sep 1, 2023
-12.60%
Jun 2, 2026 - Jun 23, 2026
#6-9.54%
Mar 11, 2021 - May 18, 2021
-11.51%
Jan 7, 2021 - Feb 16, 2021
#7-7.46%
Jun 3, 2024 - Jun 14, 2024
-10.33%
Feb 24, 2021 - Apr 14, 2021
#8-6.62%
Sep 11, 2023 - Nov 28, 2023
-9.66%
May 13, 2026 - Jun 2, 2026
#9-6.59%
Jan 14, 2021 - Feb 3, 2021
-8.99%
Mar 3, 2022 - Mar 22, 2022
#10-5.79%
Mar 7, 2024 - Apr 25, 2024
-7.33%
Jan 29, 2026 - Feb 11, 2026
#11-5.54%
Jul 16, 2024 - Sep 23, 2024
-5.35%
Oct 29, 2025 - Nov 28, 2025
#12-5.05%
Nov 6, 2017 - Dec 20, 2017
-4.42%
Feb 11, 2026 - Feb 24, 2026
#13-4.32%
Oct 13, 2010 - Nov 4, 2010
-4.11%
Oct 8, 2025 - Oct 13, 2025
#14-4.17%
Dec 18, 2020 - Dec 28, 2020
-2.92%
Apr 28, 2021 - May 5, 2021
#15-3.94%
May 2, 2024 - May 20, 2024
-2.74%
Oct 15, 2025 - Oct 28, 2025

Correlation

Correlation between EPI and PICK is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2008 - 2026)

EPI vs PICK dividend yield comparison.

YearEPIPICK
20260.00%0.91%
20250.00%2.88%
20240.27%3.26%
20230.15%4.19%
20226.01%6.93%
20211.18%5.89%
20200.78%2.27%
20191.17%5.51%
20181.18%4.77%
20170.85%2.41%
20161.05%1.00%
20151.20%7.88%
20141.02%1.44%
20130.75%1.70%
20120.84%0.64%
20111.03%0.00%
20100.54%0.00%
20090.27%0.00%
20080.80%0.00%

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