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IWL vs EPS

iShares Russell Top 200 ETF vs WisdomTree U.S. LargeCap Fund

IWL

iShares Russell Top 200 ETF

Annual cost

0.15%

Fund size

$2.1B

EPS

WisdomTree U.S. LargeCap Fund

Annual cost

0.08%

Fund size

$1.5B

Key differences

  • EPS costs 0.07% less per year.
  • Over the last 3 years, IWL has delivered higher annualized returns.

Side-by-side comparison

IWLEPS
Annual cost (TER)0.15%0.08%
Fund size (AUM)$2.1B$1.5B
Since20092007
Dividend yield0.86%1.20%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.7%+31.8%
CAGR 3Y+24.3%+22.7%
CAGR 5Y+15.1%+13.5%
Sharpe 3Y1.281.28
Volatility 1Y12.32%11.47%
Max drawdown-32.71%-35.79%

Similar to IWL and EPS