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EPS vs IWB

WisdomTree U.S. LargeCap Fund vs iShares Russell 1000 ETF

EPS

WisdomTree U.S. LargeCap Fund

WisdomTree

Annual cost

0.08%

Fund size

$1.5B

IWB

iShares Russell 1000 ETF

iShares

Annual cost

0.15%

Fund size

$46.2B

Key differences

  • EPS costs 0.07% less per year.
  • IWB is significantly larger than EPS — larger funds tend to be more liquid and less likely to close.
  • IWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPSIWB
Annual cost (TER)0.08%0.15%
Fund size (AUM)$1.5B$46.2B
Since20072000
Dividend yield1.20%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.8%+29.9%
CAGR 3Y+22.7%+22.7%
CAGR 5Y+13.5%+13.5%
Sharpe 3Y1.281.21
Volatility 1Y11.47%12.07%
Max drawdown-35.79%-34.60%

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

Similar to EPS and IWB