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EPS vs QGRW

WisdomTree U.S. LargeCap Fund vs Wisdomtree U.S. Quality Growth Fund

EPS

WisdomTree U.S. LargeCap Fund

WisdomTree

Annual cost

0.08%

Fund size

$1.5B

QGRW

Wisdomtree U.S. Quality Growth Fund

WisdomTree

Annual cost

0.28%

Fund size

$2.3B

Key differences

  • EPS costs 0.20% less per year.
  • Over the last 3 years, QGRW has delivered higher annualized returns.
  • EPS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPSQGRW
Annual cost (TER)0.08%0.28%
Fund size (AUM)$1.5B$2.3B
Since20072022
Dividend yield1.20%0.08%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.1%+35.2%
CAGR 3Y+22.7%+30.5%
CAGR 5Y+13.1%N/A
Sharpe 3Y1.281.20
Volatility 1Y11.49%17.43%
Max drawdown-35.79%-24.40%

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

Similar to EPS and QGRW