RAVI vs EPS
Comparison between FLEXSHARES ULTRA-SHORT INCOME FUND (RAVI, ETF) and WISDOMTREE U.S. LARGECAP FUND (EPS, ETF).
5-Year PerformanceEPS has outperformed RAVI, delivering a return of +13.1% compared to +3.6%
RAVI vs EPS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RAVI vs EPS - Historical Returns
Returns include dividend reinvestment.
RAVI vs EPS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | RAVI | EPS |
|---|---|---|
| 2026 | +2.20% | +15.00% |
| 2025 | +4.93% | +17.52% |
| 2024 | +5.66% | +24.38% |
| 2023 | +5.53% | +23.19% |
| 2022 | +0.16% | -16.52% |
| 2021 | -0.02% | +29.19% |
| 2020 | +2.02% | +11.09% |
| 2019 | +3.48% | +32.16% |
| 2018 | +1.72% | -7.91% |
| 2017 | +1.25% | +22.21% |
| 2016 | +1.69% | +15.33% |
| 2015 | N/A | -1.36% |
| 2014 | N/A | +14.27% |
| 2013 | N/A | +29.44% |
| 2012 | N/A | +12.80% |
| 2011 | N/A | +2.58% |
| 2010 | N/A | +11.74% |
| 2009 | N/A | +23.43% |
| 2008 | N/A | -35.92% |
| 2007 | N/A | +2.94% |
RAVI vs EPS Drawdown Comparison
The maximum drawdown for RAVI was -3.72%, occurring on Mar 20, 2020. Recovery took 56 trading sessions.
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
The current RAVI drawdown is -0.03%.
| Rank | RAVI | EPS |
|---|---|---|
| #1 | -3.72% Mar 3, 2020 - May 21, 2020 | -54.41% Oct 10, 2007 - Mar 14, 2012 |
| #2 | -3.28% Sep 13, 2021 - Jan 12, 2023 | -35.79% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -0.77% Feb 11, 2016 - Jun 3, 2016 | -23.56% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -0.41% Oct 20, 2016 - Feb 6, 2017 | -18.98% Sep 20, 2018 - Apr 8, 2019 |
| #5 | -0.37% Mar 13, 2023 - Apr 5, 2023 | -17.65% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -0.36% Apr 3, 2025 - Apr 25, 2025 | -15.09% May 21, 2015 - Jul 14, 2016 |
| #7 | -0.33% Feb 6, 2017 - Mar 20, 2017 | -10.72% Apr 2, 2012 - Aug 21, 2012 |
| #8 | -0.29% Nov 13, 2018 - Jan 9, 2019 | -10.31% Jul 13, 2007 - Oct 9, 2007 |
| #9 | -0.29% Feb 8, 2016 - Feb 11, 2016 | -10.19% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -0.28% Jan 13, 2016 - Jan 19, 2016 | -8.98% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -0.25% Jan 22, 2016 - Feb 3, 2016 | -8.39% Feb 2, 2026 - Apr 14, 2026 |
| #12 | -0.24% May 11, 2018 - May 17, 2018 | -7.84% May 3, 2019 - Jul 1, 2019 |
| #13 | -0.20% Jan 6, 2016 - Jan 13, 2016 | -7.82% Jul 16, 2024 - Aug 30, 2024 |
| #14 | -0.19% Feb 19, 2021 - May 6, 2021 | -7.47% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -0.19% Aug 1, 2017 - Aug 31, 2017 | -7.30% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between RAVI and EPS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
RAVI vs EPS dividend yield comparison.
| Year | RAVI | EPS |
|---|---|---|
| 2026 | 2.39% | 0.52% |
| 2025 | 4.59% | 1.26% |
| 2024 | 5.34% | 1.47% |
| 2023 | 4.55% | 1.73% |
| 2022 | 1.70% | 1.95% |
| 2021 | 0.90% | 1.51% |
| 2020 | 1.29% | 1.85% |
| 2019 | 2.53% | 1.70% |
| 2018 | 2.22% | 2.02% |
| 2017 | 1.28% | 1.59% |
| 2016 | 0.90% | 1.99% |
| 2015 | 0.00% | 2.15% |
| 2014 | 0.00% | 1.66% |
| 2013 | 0.00% | 1.63% |
| 2012 | 0.00% | 2.17% |
| 2011 | 0.00% | 1.95% |
| 2010 | 0.00% | 1.70% |
| 2009 | 0.00% | 1.93% |
| 2008 | 0.00% | 2.73% |
| 2007 | 0.00% | 1.41% |
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