Screener
EPS vs WTMY
WisdomTree U.S. LargeCap Fund vs Wisdomtree High Income Laddered Municipal Fund
Key differences
EPS is an equity ETF, while WTMY is a fixed income ETF. EPS charges 0.08% a year and WTMY 0.35%.
- EPS is an equity fund, while WTMY is a fixed income fund. They carry different risk/return profiles.
- EPS follows a index tracking strategy; WTMY uses active selection.
- EPS costs 0.27% less per year.
- EPS is much larger than WTMY. 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 | WTMY | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.35% |
| Fund size (AUM) | $1.6B | $6M |
| Since | 2007 | 2025 |
| Dividend yield | 1.14% | 3.43% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| 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% | 2.50% |
| Max drawdown | -35.79% | -3.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.