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EPS vs DGRW
WisdomTree U.S. LargeCap Fund vs WisdomTree U.S. Quality Dividend Growth Fund
Key differences
- EPS costs 0.20% less per year.
- DGRW is significantly larger than EPS — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, EPS has delivered higher annualized returns.
- EPS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPS | DGRW | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.28% |
| Fund size (AUM) | $1.5B | $16.4B |
| Since | 2007 | 2013 |
| Dividend yield | 1.20% | 1.32% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.1% | +21.8% |
| CAGR 3Y | +22.7% | +17.1% |
| CAGR 5Y | +13.1% | +12.1% |
| Sharpe 3Y | 1.28 | 1.04 |
| Volatility 1Y | 11.49% | 10.02% |
| Max drawdown | -35.79% | -32.04% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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