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EZM vs EPS

WisdomTree U.S. MidCap Fund vs WisdomTree U.S. LargeCap Fund

EZM

WisdomTree U.S. MidCap Fund

WisdomTree

Annual cost

0.38%

Fund size

$886M

EPS

WisdomTree U.S. LargeCap Fund

WisdomTree

Annual cost

0.08%

Fund size

$1.5B

Key differences

  • EPS costs 0.30% less per year.
  • Over the last 3 years, EPS has delivered higher annualized returns.

Side-by-side comparison

EZMEPS
Annual cost (TER)0.38%0.08%
Fund size (AUM)$886M$1.5B
Since20072007
Dividend yield1.29%1.20%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.1%+30.1%
CAGR 3Y+15.7%+22.7%
CAGR 5Y+7.6%+13.1%
Sharpe 3Y0.681.28
Volatility 1Y15.02%11.49%
Max drawdown-47.26%-35.79%

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

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