EPI vs URNM

Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and Sprott Uranium Miners ETF (URNM, ETF).

5-Year PerformanceURNM has outperformed EPI, delivering a return of +17.3% compared to +7.8%

EPI vs URNM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPI(ETF)	URNM(ETF)
Net Assets	$2.10B	$2.10B
Expense Ratio	0.84%	0.75%
Max Drawdown	66.21%	52.13%
Sharpe Ratio	-0.34	1.31
5Y Beta	0.49	1.19
5Y Dividends CAGR	-17.67%	N/A

Net Assets

EPI

$2.10B

URNM

$2.10B

Expense Ratio

EPI

0.84%

Winner

URNM

0.75%

Max Drawdown

EPI

66.21%

Winner

URNM

52.13%

Sharpe Ratio

EPI

-0.34

Winner

URNM

1.31

5Y Beta

Winner

EPI

0.49

URNM

1.19

5Y Dividends CAGR

EPI

-17.67%

URNM

N/A

EPI vs URNM - Historical Returns

Returns include dividend reinvestment.

Period	EPI	URNM
1 month	+2.27%	+0.39%
3 months	-5.37%	-10.45%
6 months	-4.56%	+20.55%
1 year	+0.30%	+80.10%
5 years(CAGR)	+7.80%	+17.31%
10 years(CAGR)	+9.96%	N/A
Max(CAGR)	+3.98%	+32.82%

Winner

EPI

+2.27%

URNM

+0.39%

Winner

EPI

-5.37%

URNM

-10.45%

EPI

-4.56%

Winner

URNM

+20.55%

EPI

+0.30%

Winner

URNM

+80.10%

5Y(CAGR)

EPI

+7.80%

Winner

URNM

+17.31%

10Y(CAGR)

EPI

+9.96%

URNM

N/A

Max(CAGR)

EPI

+3.98%

Winner

URNM

+32.82%

EPI vs URNM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	EPI	URNM
2026	-6.66%	+7.51%
2025	+1.05%	+31.26%
2024	+10.57%	-12.51%
2023	+24.88%	+58.81%
2022	-6.56%	-18.24%
2021	+25.55%	+77.71%
2020	+16.73%	+67.70%
2019	+2.44%	+3.70%
2018	-10.49%	N/A
2017	+37.91%	N/A
2016	+4.66%	N/A
2015	-10.04%	N/A
2014	+33.35%	N/A
2013	-11.93%	N/A
2012	+19.55%	N/A
2011	-41.06%	N/A
2010	+16.16%	N/A
2009	+84.83%	N/A
2008	-56.27%	N/A

EPI vs URNM Drawdown Comparison

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

The maximum drawdown for URNM was -50.74%, occurring on Apr 8, 2025. Recovery took 330 trading sessions.

The current EPI drawdown is -13.78%. The current URNM drawdown is -22.62%.

Rank	EPI	URNM
#1	-66.21% Feb 26, 2008 - Sep 20, 2010	-50.74% May 20, 2024 - Sep 15, 2025
#2	-52.59% Nov 5, 2010 - Oct 27, 2017	-42.41% Nov 9, 2021 - Sep 25, 2023
#3	-50.29% Jan 24, 2018 - Dec 15, 2020	-38.39% Jan 6, 2020 - Apr 20, 2020
#4	-21.89% Sep 27, 2024 - Mar 30, 2026	-30.79% Jan 28, 2026 - Mar 20, 2026
#5	-20.37% Oct 18, 2021 - Sep 1, 2023	-28.21% Jun 7, 2021 - Sep 2, 2021
#6	-9.54% Mar 11, 2021 - May 18, 2021	-23.41% Oct 14, 2025 - Jan 12, 2026
#7	-7.46% Jun 3, 2024 - Jun 14, 2024	-23.10% Sep 15, 2021 - Oct 20, 2021
#8	-6.62% Sep 11, 2023 - Nov 28, 2023	-22.46% Sep 1, 2020 - Dec 7, 2020
#9	-6.59% Jan 14, 2021 - Feb 3, 2021	-21.04% Feb 1, 2024 - May 20, 2024
#10	-5.79% Mar 7, 2024 - Apr 25, 2024	-14.94% Jan 7, 2021 - Feb 8, 2021
#11	-5.54% Jul 16, 2024 - Sep 23, 2024	-13.31% Apr 5, 2021 - May 5, 2021
#12	-5.05% Nov 6, 2017 - Dec 20, 2017	-13.18% Sep 28, 2023 - Nov 17, 2023
#13	-4.32% Oct 13, 2010 - Nov 4, 2010	-12.87% Feb 17, 2021 - Mar 16, 2021
#14	-4.17% Dec 18, 2020 - Dec 28, 2020	-11.55% Mar 16, 2021 - Apr 5, 2021
#15	-3.94% May 2, 2024 - May 20, 2024	-10.95% Oct 20, 2021 - Nov 8, 2021

Correlation

Correlation between EPI and URNM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2008 - 2025)

EPI vs URNM dividend yield comparison.

Year	EPI	URNM
2025	0.00%	3.18%
2024	0.27%	3.18%
2023	0.15%	3.63%
2022	6.01%	0.00%
2021	1.18%	6.70%
2020	0.78%	2.57%
2019	1.17%	0.00%
2018	1.18%	0.00%
2017	0.85%	0.00%
2016	1.05%	0.00%
2015	1.20%	0.00%
2014	1.02%	0.00%
2013	0.75%	0.00%
2012	0.84%	0.00%
2011	1.03%	0.00%
2010	0.54%	0.00%
2009	0.27%	0.00%
2008	0.80%	0.00%