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EPS vs DWM

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

EPS

WisdomTree U.S. LargeCap Fund

WisdomTree

Annual cost

0.08%

Fund size

$1.5B

DWM

WisdomTree International Equity Fund

WisdomTree

Annual cost

0.48%

Fund size

$663M

Key differences

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

Side-by-side comparison

EPSDWM
Annual cost (TER)0.08%0.48%
Fund size (AUM)$1.5B$663M
Since20072006
Dividend yield1.20%2.78%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+30.1%+22.3%
CAGR 3Y+22.7%+17.6%
CAGR 5Y+13.1%+10.2%
Sharpe 3Y1.280.95
Volatility 1Y11.49%14.24%
Max drawdown-35.79%-37.82%

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

Similar to EPS and DWM