EPI vs TY
Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and Tri-Continental Corp (TY, ETF).
5-Year PerformanceTY has outperformed EPI, delivering a return of +11.1% compared to +5.7%
EPI vs TY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EPI vs TY - Historical Returns
Returns include dividend reinvestment.
EPI vs TY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EPI | TY |
|---|---|---|
| 2026 | -8.16% | +10.94% |
| 2025 | +1.05% | +17.62% |
| 2024 | +10.57% | +22.64% |
| 2023 | +24.88% | +17.19% |
| 2022 | -6.56% | -16.33% |
| 2021 | +25.55% | +31.10% |
| 2020 | +16.73% | +12.05% |
| 2019 | +2.44% | +28.15% |
| 2018 | -10.49% | -5.84% |
| 2017 | +37.91% | +27.70% |
| 2016 | +4.66% | +16.71% |
| 2015 | -10.04% | -2.05% |
| 2014 | +33.35% | +11.95% |
| 2013 | -11.93% | +26.03% |
| 2012 | +19.55% | +15.67% |
| 2011 | -41.06% | +4.25% |
| 2010 | +16.16% | +20.29% |
| 2009 | +84.83% | +16.94% |
| 2008 | -56.27% | -44.86% |
| 2007 | N/A | +3.50% |
| 2006 | N/A | +20.29% |
| 2005 | N/A | +4.01% |
| 2004 | N/A | +12.95% |
| 2003 | N/A | +21.39% |
| 2002 | N/A | -28.57% |
| 2001 | N/A | -3.49% |
| 2000 | N/A | -21.17% |
| 1999 | N/A | -8.03% |
EPI vs TY Drawdown Comparison
The maximum drawdown for EPI was -66.21%, occurring on Nov 20, 2008. Recovery took 647 trading sessions.
The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.
The current EPI drawdown is -15.16%. The current TY drawdown is -1.30%.
| Rank | EPI | TY |
|---|---|---|
| #1 | -66.21% Feb 26, 2008 - Sep 20, 2010 | -67.68% Dec 7, 1999 - Oct 18, 2013 |
| #2 | -52.59% Nov 5, 2010 - Oct 27, 2017 | -38.60% Feb 12, 2020 - Nov 13, 2020 |
| #3 | -50.29% Jan 24, 2018 - Dec 15, 2020 | -20.75% Dec 27, 2021 - Feb 9, 2024 |
| #4 | -21.89% Sep 27, 2024 - Mar 30, 2026 | -17.72% Apr 24, 2015 - Jul 13, 2016 |
| #5 | -20.37% Oct 18, 2021 - Sep 1, 2023 | -17.66% Oct 1, 2018 - Apr 3, 2019 |
| #6 | -9.54% Mar 11, 2021 - May 18, 2021 | -16.08% Jan 24, 2025 - Jun 27, 2025 |
| #7 | -7.46% Jun 3, 2024 - Jun 14, 2024 | -8.00% Jan 24, 2018 - Aug 7, 2018 |
| #8 | -6.62% Sep 11, 2023 - Nov 28, 2023 | -7.84% Sep 5, 2014 - Nov 3, 2014 |
| #9 | -6.59% Jan 14, 2021 - Feb 3, 2021 | -6.80% Feb 10, 2026 - Apr 14, 2026 |
| #10 | -5.79% Mar 7, 2024 - Apr 25, 2024 | -6.34% Jul 31, 2024 - Aug 19, 2024 |
| #11 | -5.54% Jul 16, 2024 - Sep 23, 2024 | -6.33% Dec 26, 2013 - Mar 31, 2014 |
| #12 | -5.05% Nov 6, 2017 - Dec 20, 2017 | -6.25% May 3, 2019 - Jun 20, 2019 |
| #13 | -4.32% Oct 13, 2010 - Nov 4, 2010 | -5.93% Jul 29, 2019 - Oct 25, 2019 |
| #14 | -4.17% Dec 18, 2020 - Dec 28, 2020 | -5.06% Mar 28, 2024 - May 20, 2024 |
| #15 | -3.94% May 2, 2024 - May 20, 2024 | -4.55% Nov 26, 2014 - Dec 23, 2014 |
Correlation
Correlation between EPI and TY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
EPI vs TY dividend yield comparison.
| Year | EPI | TY |
|---|---|---|
| 2026 | 0.00% | 1.60% |
| 2025 | 0.00% | 11.97% |
| 2024 | 0.27% | 10.61% |
| 2023 | 0.15% | 4.36% |
| 2022 | 6.01% | 8.71% |
| 2021 | 1.18% | 14.13% |
| 2020 | 0.78% | 6.25% |
| 2019 | 1.17% | 6.86% |
| 2018 | 1.18% | 8.13% |
| 2017 | 0.85% | 4.69% |
| 2016 | 1.05% | 4.12% |
| 2015 | 1.20% | 4.05% |
| 2014 | 1.02% | 3.51% |
| 2013 | 0.75% | 3.38% |
| 2012 | 0.84% | 3.74% |
| 2011 | 1.03% | 1.93% |
| 2010 | 0.54% | 1.81% |
| 2009 | 0.27% | 3.32% |
| 2008 | 0.80% | 21.44% |
| 2007 | 0.00% | 11.69% |
| 2006 | 0.00% | 1.25% |
| 2005 | 0.00% | 1.29% |
| 2004 | 0.00% | 1.26% |
| 2003 | 0.00% | 1.04% |
| 2002 | 0.00% | 1.96% |
| 2001 | 0.00% | 7.43% |
| 2000 | 0.00% | 1.56% |
| 1999 | 0.00% | 0.43% |
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