Screener
WDIG vs EPS
WisdomTree Efficient Rare Earth Plus Strategic Metals Fund vs WisdomTree U.S. LargeCap Fund
Key differences
- EPS costs 0.47% less per year.
- WDIG is classified as mixed asset, while EPS is equity — different risk/return profiles.
- WDIG follows a active selection strategy; EPS uses index tracking.
- EPS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WDIG | EPS | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.08% |
| Fund size (AUM) | — | $1.5B |
| Since | 2026 | 2007 |
| Dividend yield | — | 1.20% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +31.8% |
| CAGR 3Y | N/A | +22.7% |
| CAGR 5Y | N/A | +13.5% |
| Sharpe 3Y | N/A | 1.28 |
| Volatility 1Y | — | 11.47% |
| Max drawdown | -15.71% | -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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