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WTV vs EPS
WisdomTree U.S. Value Fund vs WisdomTree U.S. LargeCap Fund
Key differences
- WTV follows a active selection strategy; EPS uses index tracking.
Side-by-side comparison
| WTV | EPS | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.08% |
| Fund size (AUM) | $2.8B | $1.5B |
| Since | 2007 | 2007 |
| Dividend yield | 1.71% | 1.20% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.8% | +30.1% |
| CAGR 3Y | +22.8% | +22.7% |
| CAGR 5Y | +13.2% | +13.1% |
| Sharpe 3Y | 1.20 | 1.28 |
| Volatility 1Y | 11.94% | 11.49% |
| Max drawdown | -42.18% | -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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