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EPI vs PIN

Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and Invesco India ETF (PIN, ETF).

5-Year PerformanceEPI has outperformed PIN, delivering a return of +6.3% compared to +3.0%

EPI vs PIN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EPI
$2.20B
PIN
N/A
Expense Ratio
EPI
0.84%
PIN
N/A
Max Drawdown
EPI
66.21%
Winner
PIN
64.71%
Sharpe Ratio
Winner
EPI
-0.65
PIN
-1.14
5Y Beta
EPI
0.50
Winner
PIN
0.48
5Y Dividends CAGR
EPI
-17.67%
Winner
PIN
83.46%

EPI vs PIN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EPI
+0.68%
PIN
-0.95%
3M
Winner
EPI
+2.75%
PIN
-0.95%
6M
Winner
EPI
-8.06%
PIN
-15.40%
1Y
Winner
EPI
-7.64%
PIN
-15.48%
5Y(CAGR)
Winner
EPI
+6.34%
PIN
+3.04%
10Y(CAGR)
Winner
EPI
+9.10%
PIN
+8.02%
Max(CAGR)
Winner
EPI
+3.82%
PIN
+3.17%

EPI vs PIN - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearEPIPIN
2026-8.89%-15.74%
2025+1.05%-0.14%
2024+10.57%+9.49%
2023+24.88%+22.41%
2022-6.56%-10.66%
2021+25.55%+22.40%
2020+16.73%+17.01%
2019+2.44%+13.20%
2018-10.49%-7.75%
2017+37.91%+37.23%
2016+4.66%+1.93%
2015-10.04%-8.17%
2014+33.35%+25.85%
2013-11.93%-6.04%
2012+19.55%+8.90%
2011-41.06%-36.55%
2010+16.16%+13.01%
2009+84.83%+70.46%
2008-56.27%-51.35%

EPI vs PIN Drawdown Comparison

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

The maximum drawdown for PIN was -64.55%, occurring on Nov 20, 2008. Recovery took 2362 trading sessions.

The current EPI drawdown is -15.84%. The current PIN drawdown is -22.55%.

RankEPIPIN
#1-66.21%
Feb 26, 2008 - Sep 20, 2010
-64.55%
May 2, 2008 - Sep 19, 2017
#2-52.59%
Nov 5, 2010 - Oct 27, 2017
-39.62%
Jan 17, 2020 - Oct 6, 2020
#3-50.29%
Jan 24, 2018 - Dec 15, 2020
-25.78%
Sep 26, 2024 - Mar 30, 2026
#4-21.89%
Sep 27, 2024 - Mar 30, 2026
-22.98%
Jan 26, 2018 - Jan 17, 2020
#5-20.37%
Oct 18, 2021 - Sep 1, 2023
-19.96%
Jan 12, 2022 - Dec 1, 2023
#6-9.54%
Mar 11, 2021 - May 18, 2021
-12.85%
Mar 11, 2008 - Apr 18, 2008
#7-7.46%
Jun 3, 2024 - Jun 14, 2024
-9.38%
Mar 11, 2021 - May 26, 2021
#8-6.62%
Sep 11, 2023 - Nov 28, 2023
-8.76%
Mar 5, 2008 - Mar 11, 2008
#9-6.59%
Jan 14, 2021 - Feb 3, 2021
-8.64%
Oct 18, 2021 - Jan 11, 2022
#10-5.79%
Mar 7, 2024 - Apr 25, 2024
-7.26%
Jan 20, 2021 - Feb 8, 2021
#11-5.54%
Jul 16, 2024 - Sep 23, 2024
-6.65%
Sep 19, 2017 - Oct 16, 2017
#12-5.05%
Nov 6, 2017 - Dec 20, 2017
-6.19%
Jun 3, 2024 - Jun 12, 2024
#13-4.32%
Oct 13, 2010 - Nov 4, 2010
-5.84%
Nov 2, 2017 - Dec 20, 2017
#14-4.17%
Dec 18, 2020 - Dec 28, 2020
-4.77%
Jul 31, 2024 - Sep 12, 2024
#15-3.94%
May 2, 2024 - May 20, 2024
-4.63%
Oct 9, 2020 - Nov 6, 2020

Correlation

Correlation between EPI and PIN is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2008 - 2026)

EPI vs PIN dividend yield comparison.

YearEPIPIN
20260.00%2.91%
20250.00%7.39%
20240.27%8.48%
20230.15%2.08%
20226.01%14.07%
20211.18%6.95%
20200.78%0.72%
20191.17%36.35%
20181.18%0.96%
20170.85%1.01%
20161.05%1.18%
20151.20%0.61%
20141.02%0.99%
20130.75%0.48%
20120.84%1.17%
20111.03%0.00%
20100.54%0.92%
20090.27%0.60%
20080.80%0.89%

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