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DWM vs EPS

WisdomTree International Equity Fund vs WisdomTree U.S. LargeCap Fund

DWM

WisdomTree International Equity Fund

WisdomTree

Annual cost

0.48%

Fund size

$663M

EPS

WisdomTree U.S. LargeCap Fund

WisdomTree

Annual cost

0.08%

Fund size

$1.5B

Key differences

  • EPS costs 0.40% less per year.
  • DWM covers global markets; EPS covers north america.
  • Over the last 3 years, EPS has delivered higher annualized returns.

Side-by-side comparison

DWMEPS
Annual cost (TER)0.48%0.08%
Fund size (AUM)$663M$1.5B
Since20062007
Dividend yield2.78%1.20%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+30.1%
CAGR 3Y+17.6%+22.7%
CAGR 5Y+10.2%+13.1%
Sharpe 3Y0.951.28
Volatility 1Y14.24%11.49%
Max drawdown-37.82%-35.79%

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

Similar to DWM and EPS