EPI vs SPY

Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EPI, delivering a return of +13.3% compared to +7.8%

EPI vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPI(ETF)	SPY(ETF)
Net Assets	$2.10B	$652B
Expense Ratio	0.84%	0.09%
Max Drawdown	66.21%	56.47%
Sharpe Ratio	-0.34	2.07
5Y Beta	0.49	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	-17.67%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

EPI

$2.10B

Winner

SPY

$652B

Expense Ratio

EPI

0.84%

Winner

SPY

0.09%

Max Drawdown

EPI

66.21%

Winner

SPY

56.47%

Sharpe Ratio

EPI

-0.34

Winner

SPY

2.07

5Y Beta

Winner

EPI

0.49

SPY

1.00

P/E Ratio

EPI

N/A

SPY

28.24

Forward P/E

EPI

N/A

SPY

21.85

5Y Dividends CAGR

EPI

-17.67%

Winner

SPY

5.43%

5Y EPS CAGR

EPI

N/A

SPY

25.79%

Debt to Equity

EPI

N/A

SPY

22.35%

P/S Ratio

EPI

N/A

SPY

3.55

P/B Ratio

EPI

N/A

SPY

5.29

EPI vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	EPI	SPY
1 month	+2.27%	+9.11%
3 months	-5.37%	+6.59%
6 months	-4.56%	+10.56%
1 year	+0.30%	+32.04%
5 years(CAGR)	+7.80%	+13.35%
10 years(CAGR)	+9.96%	+15.49%
Max(CAGR)	+3.98%	+8.50%

EPI

+2.27%

Winner

SPY

+9.11%

EPI

-5.37%

Winner

SPY

+6.59%

EPI

-4.56%

Winner

SPY

+10.56%

EPI

+0.30%

Winner

SPY

+32.04%

5Y(CAGR)

EPI

+7.80%

Winner

SPY

+13.35%

10Y(CAGR)

EPI

+9.96%

Winner

SPY

+15.49%

Max(CAGR)

EPI

+3.98%

Winner

SPY

+8.50%

EPI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EPI	SPY
2026	-6.66%	+8.27%
2025	+1.05%	+18.00%
2024	+10.57%	+25.59%
2023	+24.88%	+26.72%
2022	-6.56%	-18.64%
2021	+25.55%	+30.52%
2020	+16.73%	+17.28%
2019	+2.44%	+31.09%
2018	-10.49%	-5.24%
2017	+37.91%	+20.78%
2016	+4.66%	+13.59%
2015	-10.04%	+1.31%
2014	+33.35%	+14.56%
2013	-11.93%	+29.00%
2012	+19.55%	+14.17%
2011	-41.06%	+0.85%
2010	+16.16%	+13.14%
2009	+84.83%	+22.67%
2008	-56.27%	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

EPI vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EPI drawdown is -13.78%.

Rank	EPI	SPY
#1	-66.21% Feb 26, 2008 - Sep 20, 2010	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-52.59% Nov 5, 2010 - Oct 27, 2017	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-50.29% Jan 24, 2018 - Dec 15, 2020	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-21.89% Sep 27, 2024 - Mar 30, 2026	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-20.37% Oct 18, 2021 - Sep 1, 2023	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-9.54% Mar 11, 2021 - May 18, 2021	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-7.46% Jun 3, 2024 - Jun 14, 2024	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-6.62% Sep 11, 2023 - Nov 28, 2023	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-6.59% Jan 14, 2021 - Feb 3, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-5.79% Mar 7, 2024 - Apr 25, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-5.54% Jul 16, 2024 - Sep 23, 2024	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-5.05% Nov 6, 2017 - Dec 20, 2017	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-4.32% Oct 13, 2010 - Nov 4, 2010	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-4.17% Dec 18, 2020 - Dec 28, 2020	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-3.94% May 2, 2024 - May 20, 2024	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EPI and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (1999 - 2026)

EPI vs SPY dividend yield comparison.

Year	EPI	SPY
2026	0.00%	0.24%
2025	0.00%	1.07%
2024	0.27%	1.21%
2023	0.15%	1.40%
2022	6.01%	1.65%
2021	1.18%	1.20%
2020	0.78%	1.52%
2019	1.17%	1.75%
2018	1.18%	2.04%
2017	0.85%	1.80%
2016	1.05%	2.03%
2015	1.20%	2.06%
2014	1.02%	1.87%
2013	0.75%	1.81%
2012	0.84%	2.18%
2011	1.03%	2.05%
2010	0.54%	1.80%
2009	0.27%	1.95%
2008	0.80%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%