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EPI vs QDF

Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and FLEXSHARES QUALITY DIVIDEND INDEX FUND (QDF, ETF).

5-Year PerformanceQDF has outperformed EPI, delivering a return of +12.1% compared to +6.3%

EPI vs QDF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EPI
$2.20B
Winner
QDF
$2.30B
Expense Ratio
EPI
0.84%
Winner
QDF
0.39%
Max Drawdown
EPI
66.21%
Winner
QDF
37.16%
Sharpe Ratio
EPI
-0.65
Winner
QDF
1.74
5Y Beta
Winner
EPI
0.50
QDF
0.88
P/E Ratio
EPI
N/A
QDF
22.48
Forward P/E
EPI
N/A
QDF
18.20
PEG Ratio
EPI
N/A
QDF
0.26
5Y Dividends CAGR
EPI
-17.67%
Winner
QDF
3.70%
5Y EPS CAGR
EPI
N/A
QDF
23.23%
Debt to Equity
EPI
N/A
QDF
-7.44%
P/S Ratio
EPI
N/A
QDF
3.62
P/B Ratio
EPI
N/A
QDF
5.09

EPI vs QDF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EPI
+0.68%
QDF
-0.24%
3M
EPI
+2.75%
Winner
QDF
+11.75%
6M
EPI
-8.06%
Winner
QDF
+8.92%
1Y
EPI
-7.64%
Winner
QDF
+25.85%
5Y(CAGR)
EPI
+6.34%
Winner
QDF
+12.09%
10Y(CAGR)
EPI
+9.10%
Winner
QDF
+11.99%
Max(CAGR)
EPI
+3.82%
Winner
QDF
+12.56%

EPI vs QDF - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearEPIQDF
2026-8.89%+9.18%
2025+1.05%+16.90%
2024+10.57%+17.35%
2023+24.88%+20.23%
2022-6.56%-12.32%
2021+25.55%+28.22%
2020+16.73%+4.57%
2019+2.44%+25.67%
2018-10.49%-8.42%
2017+37.91%+16.35%
2016+4.66%+18.28%
2015-10.04%-0.87%
2014+33.35%+12.97%
2013-11.93%+33.51%
2012+19.55%-1.59%
2011-41.06%N/A
2010+16.16%N/A
2009+84.83%N/A
2008-56.27%N/A

EPI vs QDF Drawdown Comparison

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

The maximum drawdown for QDF was -36.64%, occurring on Mar 23, 2020. Recovery took 203 trading sessions.

The current EPI drawdown is -15.84%. The current QDF drawdown is -1.51%.

RankEPIQDF
#1-66.21%
Feb 26, 2008 - Sep 20, 2010
-36.64%
Feb 12, 2020 - Dec 1, 2020
#2-52.59%
Nov 5, 2010 - Oct 27, 2017
-22.06%
Jan 4, 2022 - Jul 19, 2023
#3-50.29%
Jan 24, 2018 - Dec 15, 2020
-19.87%
Sep 21, 2018 - Oct 21, 2019
#4-21.89%
Sep 27, 2024 - Mar 30, 2026
-18.01%
Dec 2, 2024 - Jun 27, 2025
#5-20.37%
Oct 18, 2021 - Sep 1, 2023
-13.20%
May 21, 2015 - Apr 13, 2016
#6-9.54%
Mar 11, 2021 - May 18, 2021
-10.62%
Jan 26, 2018 - Aug 21, 2018
#7-7.46%
Jun 3, 2024 - Jun 14, 2024
-10.52%
Jul 31, 2023 - Dec 11, 2023
#8-6.62%
Sep 11, 2023 - Nov 28, 2023
-7.89%
Feb 25, 2026 - Apr 17, 2026
#9-6.59%
Jan 14, 2021 - Feb 3, 2021
-6.90%
Sep 18, 2014 - Oct 31, 2014
#10-5.79%
Mar 7, 2024 - Apr 25, 2024
-6.04%
Dec 31, 2013 - Feb 28, 2014
#11-5.54%
Jul 16, 2024 - Sep 23, 2024
-5.75%
Jul 16, 2024 - Aug 19, 2024
#12-5.05%
Nov 6, 2017 - Dec 20, 2017
-5.75%
Mar 28, 2024 - May 15, 2024
#13-4.32%
Oct 13, 2010 - Nov 4, 2010
-5.22%
Aug 2, 2013 - Oct 17, 2013
#14-4.17%
Dec 18, 2020 - Dec 28, 2020
-5.18%
Jun 23, 2016 - Jul 8, 2016
#15-3.94%
May 2, 2024 - May 20, 2024
-5.05%
May 21, 2013 - Jul 9, 2013

Correlation

Correlation between EPI and QDF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2008 - 2026)

EPI vs QDF dividend yield comparison.

YearEPIQDF
20260.00%0.63%
20250.00%1.65%
20240.27%1.93%
20230.15%2.19%
20226.01%2.45%
20211.18%1.90%
20200.78%2.38%
20191.17%3.05%
20181.18%4.29%
20170.85%2.70%
20161.05%3.07%
20151.20%3.04%
20141.02%2.70%
20130.75%2.08%
20120.84%0.49%
20111.03%0.00%
20100.54%0.00%
20090.27%0.00%
20080.80%0.00%

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