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EPS vs EZM
WisdomTree U.S. LargeCap Fund vs WisdomTree U.S. MidCap Fund
Key differences
- EPS costs 0.30% less per year.
- Over the last 3 years, EPS has delivered higher annualized returns.
Side-by-side comparison
| EPS | EZM | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.38% |
| Fund size (AUM) | $1.5B | $886M |
| Since | 2007 | 2007 |
| Dividend yield | 1.20% | 1.29% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.1% | +23.1% |
| CAGR 3Y | +22.7% | +15.7% |
| CAGR 5Y | +13.1% | +7.6% |
| Sharpe 3Y | 1.28 | 0.68 |
| Volatility 1Y | 11.49% | 15.02% |
| Max drawdown | -35.79% | -47.26% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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