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EPI vs PPLT

Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and abrdn Physical Platinum Shares ETF (PPLT, ETF).

5-Year PerformancePPLT has outperformed EPI, delivering a return of +8.1% compared to +6.3%

EPI vs PPLT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EPI
$2.20B
Winner
PPLT
$2.30B
Expense Ratio
EPI
0.84%
Winner
PPLT
0.60%
Max Drawdown
Winner
EPI
66.21%
PPLT
70.73%
Sharpe Ratio
EPI
-0.65
Winner
PPLT
0.70
5Y Beta
Winner
EPI
0.50
PPLT
0.57
5Y Dividends CAGR
EPI
-17.67%
PPLT
N/A

EPI vs PPLT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EPI
+0.68%
PPLT
-14.37%
3M
Winner
EPI
+2.75%
PPLT
-12.06%
6M
Winner
EPI
-8.06%
PPLT
-28.09%
1Y
EPI
-7.64%
Winner
PPLT
+27.10%
5Y(CAGR)
EPI
+6.34%
Winner
PPLT
+8.07%
10Y(CAGR)
Winner
EPI
+9.10%
PPLT
+4.89%
Max(CAGR)
Winner
EPI
+3.82%
PPLT
-0.37%

EPI vs PPLT - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearEPIPPLT
2026-8.89%-23.08%
2025+1.05%+120.39%
2024+10.57%-8.15%
2023+24.88%-9.35%
2022-6.56%+11.39%
2021+25.55%-10.19%
2020+16.73%+9.07%
2019+2.44%+20.72%
2018-10.49%-16.45%
2017+37.91%-1.69%
2016+4.66%+1.31%
2015-10.04%-26.37%
2014+33.35%-14.57%
2013-11.93%-12.89%
2012+19.55%+6.95%
2011-41.06%-21.69%
2010+16.16%+10.76%
2009+84.83%N/A
2008-56.27%N/A

EPI vs PPLT Drawdown Comparison

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

The maximum drawdown for PPLT was -70.73%, occurring on Mar 19, 2020. Recovery took 3605 trading sessions.

The current EPI drawdown is -15.84%. The current PPLT drawdown is -40.69%.

RankEPIPPLT
#1-66.21%
Feb 26, 2008 - Sep 20, 2010
-70.73%
Aug 22, 2011 - Dec 22, 2025
#2-52.59%
Nov 5, 2010 - Oct 27, 2017
-40.69%
Jan 23, 2026 - Jun 23, 2026
#3-50.29%
Jan 24, 2018 - Dec 15, 2020
-15.31%
Dec 26, 2025 - Jan 6, 2026
#4-21.89%
Sep 27, 2024 - Mar 30, 2026
-13.95%
Apr 22, 2010 - Nov 4, 2010
#5-20.37%
Oct 18, 2021 - Sep 1, 2023
-10.91%
Jan 19, 2010 - Apr 1, 2010
#6-9.54%
Mar 11, 2021 - May 18, 2021
-10.63%
Apr 29, 2011 - Aug 22, 2011
#7-7.46%
Jun 3, 2024 - Jun 14, 2024
-8.98%
Feb 8, 2011 - Apr 29, 2011
#8-6.62%
Sep 11, 2023 - Nov 28, 2023
-8.23%
Nov 4, 2010 - Jan 12, 2011
#9-6.59%
Jan 14, 2021 - Feb 3, 2021
-7.00%
Jan 6, 2026 - Jan 20, 2026
#10-5.79%
Mar 7, 2024 - Apr 25, 2024
-2.74%
Jan 19, 2011 - Feb 2, 2011
#11-5.54%
Jul 16, 2024 - Sep 23, 2024
-2.05%
Apr 14, 2010 - Apr 21, 2010
#12-5.05%
Nov 6, 2017 - Dec 20, 2017
-1.90%
Jan 11, 2010 - Jan 14, 2010
#13-4.32%
Oct 13, 2010 - Nov 4, 2010
-1.69%
Dec 23, 2025 - Dec 26, 2025
#14-4.17%
Dec 18, 2020 - Dec 28, 2020
-0.74%
Jan 14, 2010 - Jan 19, 2010
#15-3.94%
May 2, 2024 - May 20, 2024
-0.66%
Apr 9, 2010 - Apr 14, 2010

Correlation

Correlation between EPI and PPLT is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.20
-101

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