PHO vs EPI
Comparison between INVESCO WATER RESOURCES ETF (PHO, ETF) and WISDOMTREE INDIA EARNINGS FUND (EPI, ETF).
5-Year PerformanceEPI has outperformed PHO, delivering a return of +7.2% compared to +5.4%
PHO vs EPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PHO vs EPI - Historical Returns
Returns include dividend reinvestment.
PHO vs EPI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PHO | EPI |
|---|---|---|
| 2026 | -5.20% | -9.12% |
| 2025 | +8.35% | +1.05% |
| 2024 | +9.45% | +10.57% |
| 2023 | +18.88% | +24.88% |
| 2022 | -13.39% | -6.56% |
| 2021 | +33.29% | +25.55% |
| 2020 | +20.69% | +16.73% |
| 2019 | +38.21% | +2.44% |
| 2018 | -6.42% | -10.49% |
| 2017 | +22.55% | +37.91% |
| 2016 | +15.29% | +4.66% |
| 2015 | -15.22% | -10.04% |
| 2014 | +0.50% | +33.35% |
| 2013 | +23.97% | -11.93% |
| 2012 | +21.89% | +19.55% |
| 2011 | -11.75% | -41.06% |
| 2010 | +10.95% | +16.16% |
| 2009 | +13.91% | +84.83% |
| 2008 | -31.50% | -56.27% |
| 2007 | +17.56% | N/A |
| 2006 | +20.64% | N/A |
| 2005 | -1.72% | N/A |
PHO vs EPI Drawdown Comparison
The maximum drawdown for PHO was -55.62%, occurring on Mar 9, 2009. Recovery took 1170 trading sessions.
The maximum drawdown for EPI was -66.21%, occurring on Nov 20, 2008. Recovery took 647 trading sessions.
The current PHO drawdown is -9.85%. The current EPI drawdown is -16.05%.
| Rank | PHO | EPI |
|---|---|---|
| #1 | -55.62% Jun 5, 2008 - Jan 29, 2013 | -66.21% Feb 26, 2008 - Sep 20, 2010 |
| #2 | -34.92% Feb 14, 2020 - Oct 7, 2020 | -52.59% Nov 5, 2010 - Oct 27, 2017 |
| #3 | -29.70% Jun 20, 2014 - Apr 25, 2017 | -50.29% Jan 24, 2018 - Dec 15, 2020 |
| #4 | -28.60% Dec 31, 2021 - Dec 19, 2023 | -21.89% Sep 27, 2024 - Mar 30, 2026 |
| #5 | -19.38% Oct 10, 2007 - May 30, 2008 | -20.37% Oct 18, 2021 - Sep 1, 2023 |
| #6 | -19.19% Dec 3, 2024 - Aug 12, 2025 | -9.54% Mar 11, 2021 - May 18, 2021 |
| #7 | -18.31% May 9, 2006 - Jan 31, 2007 | -7.46% Jun 3, 2024 - Jun 14, 2024 |
| #8 | -17.89% Sep 20, 2018 - Feb 13, 2019 | -6.62% Sep 11, 2023 - Nov 28, 2023 |
| #9 | -11.98% Oct 21, 2025 - Mar 27, 2026 | -6.59% Jan 14, 2021 - Feb 3, 2021 |
| #10 | -10.10% Jul 19, 2007 - Sep 19, 2007 | -5.79% Mar 7, 2024 - Apr 25, 2024 |
| #11 | -9.51% Jan 26, 2018 - Aug 6, 2018 | -5.54% Jul 16, 2024 - Sep 23, 2024 |
| #12 | -8.59% May 21, 2013 - Jul 15, 2013 | -5.05% Nov 6, 2017 - Dec 20, 2017 |
| #13 | -8.20% Sep 2, 2021 - Nov 12, 2021 | -4.32% Oct 13, 2010 - Nov 4, 2010 |
| #14 | -7.90% Feb 23, 2007 - Apr 20, 2007 | -4.17% Dec 18, 2020 - Dec 28, 2020 |
| #15 | -7.80% Mar 20, 2013 - May 17, 2013 | -3.94% May 2, 2024 - May 20, 2024 |
Correlation
Correlation between PHO and EPI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
PHO vs EPI dividend yield comparison.
| Year | PHO | EPI |
|---|---|---|
| 2026 | 0.16% | 0.00% |
| 2025 | 0.54% | 0.00% |
| 2024 | 0.45% | 0.27% |
| 2023 | 0.59% | 0.15% |
| 2022 | 0.49% | 6.01% |
| 2021 | 0.20% | 1.18% |
| 2020 | 0.39% | 0.78% |
| 2019 | 0.43% | 1.17% |
| 2018 | 0.46% | 1.18% |
| 2017 | 0.34% | 0.85% |
| 2016 | 0.47% | 1.05% |
| 2015 | 0.75% | 1.20% |
| 2014 | 0.59% | 1.02% |
| 2013 | 0.49% | 0.75% |
| 2012 | 0.87% | 0.84% |
| 2011 | 0.64% | 1.03% |
| 2010 | 0.54% | 0.54% |
| 2009 | 0.69% | 0.27% |
| 2008 | 0.55% | 0.80% |
| 2007 | 0.40% | 0.00% |
| 2006 | 0.82% | 0.00% |
| 2005 | 0.22% | 0.00% |
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