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EPS vs IWL

WisdomTree U.S. LargeCap Fund vs iShares Russell Top 200 ETF

EPS

WisdomTree U.S. LargeCap Fund

WisdomTree

Annual cost

0.08%

Fund size

$1.5B

IWL

iShares Russell Top 200 ETF

iShares

Annual cost

0.15%

Fund size

$2.1B

Key differences

  • EPS costs 0.07% less per year.
  • Over the last 3 years, IWL has delivered higher annualized returns.

Side-by-side comparison

EPSIWL
Annual cost (TER)0.08%0.15%
Fund size (AUM)$1.5B$2.1B
Since20072009
Dividend yield1.20%0.86%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.8%+31.7%
CAGR 3Y+22.7%+24.3%
CAGR 5Y+13.5%+15.1%
Sharpe 3Y1.281.28
Volatility 1Y11.47%12.32%
Max drawdown-35.79%-32.71%

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

Similar to EPS and IWL