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IWB vs EPS

iShares Russell 1000 ETF vs WisdomTree U.S. LargeCap Fund

IWB

iShares Russell 1000 ETF

iShares

Annual cost

0.15%

Fund size

$46.2B

EPS

WisdomTree U.S. LargeCap Fund

WisdomTree

Annual cost

0.08%

Fund size

$1.5B

Key differences

  • EPS costs 0.07% less per year.
  • IWB is significantly larger than EPS — larger funds tend to be more liquid and less likely to close.
  • IWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWBEPS
Annual cost (TER)0.15%0.08%
Fund size (AUM)$46.2B$1.5B
Since20002007
Dividend yield0.96%1.20%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.9%+31.8%
CAGR 3Y+22.7%+22.7%
CAGR 5Y+13.5%+13.5%
Sharpe 3Y1.211.28
Volatility 1Y12.07%11.47%
Max drawdown-34.60%-35.79%

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

Similar to IWB and EPS