EPI vs USCL

Comparison between WISDOMTREE INDIA EARNINGS FUND (EPI, ETF) and ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF).

EPI vs USCL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPI(ETF)	USCL(ETF)
Net Assets	$2.10B	$2.10B
Expense Ratio	0.84%	0.08%
Max Drawdown	66.21%	19.23%
Sharpe Ratio	-0.34	1.55
5Y Beta	0.49	0.95
P/E Ratio	N/A	27.44
Forward P/E	N/A	21.99
5Y Dividends CAGR	-17.67%	N/A
5Y EPS CAGR	N/A	24.48%
Debt to Equity	N/A	16.27%
P/S Ratio	N/A	4.17
P/B Ratio	N/A	5.23

Net Assets

EPI

$2.10B

USCL

$2.10B

Expense Ratio

EPI

0.84%

Winner

USCL

0.08%

Max Drawdown

EPI

66.21%

Winner

USCL

19.23%

Sharpe Ratio

EPI

-0.34

Winner

USCL

1.55

5Y Beta

Winner

EPI

0.49

USCL

0.95

P/E Ratio

EPI

N/A

USCL

27.44

Forward P/E

EPI

N/A

USCL

21.99

5Y Dividends CAGR

EPI

-17.67%

USCL

N/A

5Y EPS CAGR

EPI

N/A

USCL

24.48%

Debt to Equity

EPI

N/A

USCL

16.27%

P/S Ratio

EPI

N/A

USCL

4.17

P/B Ratio

EPI

N/A

USCL

5.23

EPI vs USCL - Historical Returns

Returns include dividend reinvestment.

Period	EPI	USCL
1 month	+2.27%	+8.10%
3 months	-5.37%	+5.02%
6 months	-4.56%	+6.19%
1 year	+0.30%	+24.18%
5 years(CAGR)	+7.80%	N/A
10 years(CAGR)	+9.96%	N/A
Max(CAGR)	+3.98%	+20.22%

EPI

+2.27%

Winner

USCL

+8.10%

EPI

-5.37%

Winner

USCL

+5.02%

EPI

-4.56%

Winner

USCL

+6.19%

EPI

+0.30%

Winner

USCL

+24.18%

5Y(CAGR)

EPI

+7.80%

USCL

N/A

10Y(CAGR)

EPI

+9.96%

USCL

N/A

Max(CAGR)

EPI

+3.98%

Winner

USCL

+20.22%

EPI vs USCL - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	EPI	USCL
2026	-6.66%	+4.82%
2025	+1.05%	+14.58%
2024	+10.57%	+27.52%
2023	+24.88%	+12.72%
2022	-6.56%	N/A
2021	+25.55%	N/A
2020	+16.73%	N/A
2019	+2.44%	N/A
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 USCL Drawdown Comparison

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

The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The current EPI drawdown is -13.78%.

Rank	EPI	USCL
#1	-66.21% Feb 26, 2008 - Sep 20, 2010	-18.99% Feb 19, 2025 - Jun 30, 2025
#2	-52.59% Nov 5, 2010 - Oct 27, 2017	-10.24% Jan 12, 2026 - Apr 17, 2026
#3	-50.29% Jan 24, 2018 - Dec 15, 2020	-10.00% Jul 31, 2023 - Nov 30, 2023
#4	-21.89% Sep 27, 2024 - Mar 30, 2026	-8.58% Jul 16, 2024 - Sep 19, 2024
#5	-20.37% Oct 18, 2021 - Sep 1, 2023	-5.61% Oct 28, 2025 - Dec 24, 2025
#6	-9.54% Mar 11, 2021 - May 18, 2021	-5.42% Mar 28, 2024 - May 15, 2024
#7	-7.46% Jun 3, 2024 - Jun 14, 2024	-4.69% Dec 11, 2024 - Jan 30, 2025
#8	-6.62% Sep 11, 2023 - Nov 28, 2023	-2.57% Oct 8, 2025 - Oct 24, 2025
#9	-6.59% Jan 14, 2021 - Feb 3, 2021	-2.45% Jun 15, 2023 - Jun 30, 2023
#10	-5.79% Mar 7, 2024 - Apr 25, 2024	-2.44% Jul 25, 2025 - Aug 13, 2025
#11	-5.54% Jul 16, 2024 - Sep 23, 2024	-2.39% Oct 18, 2024 - Nov 6, 2024
#12	-5.05% Nov 6, 2017 - Dec 20, 2017	-2.19% Nov 11, 2024 - Nov 26, 2024
#13	-4.32% Oct 13, 2010 - Nov 4, 2010	-1.82% Jan 29, 2024 - Feb 2, 2024
#14	-4.17% Dec 18, 2020 - Dec 28, 2020	-1.81% Dec 28, 2023 - Jan 10, 2024
#15	-3.94% May 2, 2024 - May 20, 2024	-1.68% Sep 22, 2025 - Oct 6, 2025

Correlation

Correlation between EPI and USCL is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2008 - 2026)

EPI vs USCL dividend yield comparison.

Year	EPI	USCL
2026	0.00%	0.28%
2025	0.00%	1.10%
2024	0.27%	1.18%
2023	0.15%	0.85%
2022	6.01%	0.00%
2021	1.18%	0.00%
2020	0.78%	0.00%
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%