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EPS vs DES

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

EPS

WisdomTree U.S. LargeCap Fund

WisdomTree

Annual cost

0.08%

Fund size

$1.5B

DES

WisdomTree U.S. SmallCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$2.1B

Key differences

  • EPS costs 0.30% less per year.
  • Over the last 3 years, EPS has delivered higher annualized returns.

Side-by-side comparison

EPSDES
Annual cost (TER)0.08%0.38%
Fund size (AUM)$1.5B$2.1B
Since20072006
Dividend yield1.20%2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.1%+27.9%
CAGR 3Y+22.7%+15.3%
CAGR 5Y+13.1%+6.1%
Sharpe 3Y1.280.65
Volatility 1Y11.49%16.62%
Max drawdown-35.79%-45.65%

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

Similar to EPS and DES