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DES vs EPS
WisdomTree U.S. SmallCap Dividend Fund vs WisdomTree U.S. LargeCap Fund
Key differences
- EPS costs 0.30% less per year.
- Over the last 3 years, EPS has delivered higher annualized returns.
Side-by-side comparison
| DES | EPS | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.08% |
| Fund size (AUM) | $2.1B | $1.5B |
| Since | 2006 | 2007 |
| Dividend yield | 2.30% | 1.20% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.9% | +30.1% |
| CAGR 3Y | +15.3% | +22.7% |
| CAGR 5Y | +6.1% | +13.1% |
| Sharpe 3Y | 0.65 | 1.28 |
| Volatility 1Y | 16.62% | 11.49% |
| Max drawdown | -45.65% | -35.79% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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