Skip to content
Beacon
Screener

DTD vs EPS

WisdomTree U.S. Total Dividend Fund vs WisdomTree U.S. LargeCap Fund

DTD

WisdomTree U.S. Total Dividend Fund

WisdomTree

Annual cost

0.28%

Fund size

$1.6B

EPS

WisdomTree U.S. LargeCap Fund

WisdomTree

Annual cost

0.08%

Fund size

$1.5B

Key differences

  • EPS costs 0.20% less per year.
  • Over the last 3 years, EPS has delivered higher annualized returns.

Side-by-side comparison

DTDEPS
Annual cost (TER)0.28%0.08%
Fund size (AUM)$1.6B$1.5B
Since20062007
Dividend yield1.86%1.20%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.1%+30.1%
CAGR 3Y+18.3%+22.7%
CAGR 5Y+11.8%+13.1%
Sharpe 3Y1.181.28
Volatility 1Y9.38%11.49%
Max drawdown-37.29%-35.79%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DTD and EPS