Screener
WTLS vs EPS
Wisdomtree Efficient Long/Short US Equity Fund vs WisdomTree U.S. LargeCap Fund
Key differences
- EPS costs 0.80% less per year.
- EPS is significantly larger than WTLS — larger funds tend to be more liquid and less likely to close.
- WTLS is classified as alternative, while EPS is equity — different risk/return profiles.
- WTLS follows a long short strategy; EPS uses index tracking.
- EPS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTLS | EPS | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.08% |
| Fund size (AUM) | $11M | $1.5B |
| Since | 2026 | 2007 |
| Dividend yield | — | 1.20% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | long short | index tracking |
| CAGR 1Y | N/A | +30.1% |
| CAGR 3Y | N/A | +22.7% |
| CAGR 5Y | N/A | +13.1% |
| Sharpe 3Y | N/A | 1.28 |
| Volatility 1Y | — | 11.49% |
| Max drawdown | -8.95% | -35.79% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to WTLS and EPS
Explore further