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EPS vs WTLS
WisdomTree U.S. LargeCap Fund vs Wisdomtree Efficient Long/Short US Equity Fund
Key differences
- EPS costs 0.80% less per year.
- EPS is significantly larger than WTLS — larger funds tend to be more liquid and less likely to close.
- EPS is classified as equity, while WTLS is alternative — different risk/return profiles.
- EPS follows a index tracking strategy; WTLS uses long short.
- EPS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPS | WTLS | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.88% |
| Fund size (AUM) | $1.5B | $11M |
| Since | 2007 | 2026 |
| Dividend yield | 1.20% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | long short |
| CAGR 1Y | +30.1% | N/A |
| CAGR 3Y | +22.7% | N/A |
| CAGR 5Y | +13.1% | N/A |
| Sharpe 3Y | 1.28 | N/A |
| Volatility 1Y | 11.49% | — |
| Max drawdown | -35.79% | -8.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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