Screener
EPS vs WTMU
WisdomTree U.S. LargeCap Fund vs Wisdomtree Core Laddered Municipal Fund
Key differences
EPS is an equity ETF, while WTMU is a fixed income ETF. EPS charges 0.08% a year and WTMU 0.25%.
- EPS is an equity fund, while WTMU is a fixed income fund. They carry different risk/return profiles.
- EPS costs 0.17% less per year.
- EPS is much larger than WTMU. Larger funds are usually more liquid and less likely to close.
- EPS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPS | WTMU | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.25% |
| Fund size (AUM) | $1.6B | $11M |
| Since | 2007 | 2025 |
| Dividend yield | 1.14% | 2.99% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.8% | +5.3% |
| CAGR 3Y | +21.5% | N/A |
| CAGR 5Y | +12.8% | N/A |
| Sharpe 3Y | 1.20 | N/A |
| Volatility 1Y | 11.79% | 2.22% |
| Max drawdown | -35.79% | -4.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.