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EPS vs IWM
WisdomTree U.S. LargeCap Fund vs iShares Russell 2000 ETF
Key differences
- EPS costs 0.11% less per year.
- IWM 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.
- IWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPS | IWM | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.19% |
| Fund size (AUM) | $1.5B | $76.9B |
| Since | 2007 | 2000 |
| Dividend yield | 1.20% | 0.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.8% | +44.9% |
| CAGR 3Y | +22.7% | +19.6% |
| CAGR 5Y | +13.5% | +7.2% |
| Sharpe 3Y | 1.28 | 0.78 |
| Volatility 1Y | 11.47% | 19.29% |
| Max drawdown | -35.79% | -41.13% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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