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EPSWisdomTree U.S. LargeCap Fund

Grow my money#235 of 2944 for Grow my money

Seeks to track the price and yield performance of the WisdomTree U.S. LargeCap Index.

WisdomTree · Since 2007 (19 years)

Annual Cost

0.08%

#260 out of 5,332 ETFs

Fund Size

$1.3B

#854 out of 5,332 ETFs

Dividend Yield

1.32%

Track Record

19 years

#465 out of 5,332 ETFs

Performance

1 Year

+31.4%

3 Years

+22.2%

5 Years

+12.6%

What's inside

Asset class
Strategy
index tracking
Cap
large

Asset allocation

Stocks
100.0%

Sector breakdown

Technology
30.4%
Financial Services
15.9%
Communication
13.2%
Healthcare
10.9%
Consumer Cyclical
10.3%
Industrials
5.7%
Consumer Defensive
4.8%
Energy
4.3%
Other
4.6%

Top holdings

NVIDIA CorpNVDA6.8%
Alphabet Inc Class AGOOGL5.9%
Amazon.com IncAMZN5.5%
Apple IncAAPL5.1%
Microsoft CorpMSFT3.9%
Meta Platforms Inc Class AMETA3.6%
JPMorgan Chase & CoJPM2.1%
Berkshire Hathaway Inc Class BBRK-B1.9%
Exxon Mobil CorpXOM1.5%
Broadcom IncAVGO1.4%

Risk profile

Volatility (1Y)

11.9%

Moderate

Max drawdown

-35.8%

Worst peak-to-trough loss

Sharpe (3Y)

1.24

Excellent risk-adjusted returns

Sortino (3Y)

1.84

Good downside protection

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Data updated on 2026-05-05