WisdomTree U.S. LargeCap Fund (EPS)
EPS is a passive ETF by WisdomTree tracking the investment results of the WisdomTree U.S. Large Cap Index. EPS launched on Feb 23, 2007 and has a 0.08% expense ratio.
ETF Info
| ISIN | US97717W5884 |
|---|---|
| CUSIP | 97717W588 |
| Issuer | WisdomTree |
| Inception Date | Feb 23, 2007 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Leveraged | 1x |
| Index Tracked | WisdomTree U.S. Large Cap Index |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
EPS has an expense ratio of 0.08%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: EPS vs. DTH, EPS vs. VTI, EPS vs. VOO, EPS vs. ^GSPC, EPS vs. SPLG, EPS vs. BRK-B, EPS vs. IUS, EPS vs. SWPPX, EPS vs. MGC, EPS vs. IWL
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree U.S. LargeCap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WisdomTree U.S. LargeCap Fund had a return of 26.66% year-to-date (YTD) and 37.24% in the last 12 months. Over the past 10 years, WisdomTree U.S. LargeCap Fund had an annualized return of 12.35%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 26.66% | 25.45% |
| 1 month | 3.21% | 2.91% |
| 6 months | 14.07% | 14.05% |
| 1 year | 37.24% | 35.64% |
| 5 years (annualized) | 14.39% | 14.13% |
| 10 years (annualized) | 12.35% | 11.39% |
Monthly Returns
The table below presents the monthly returns of EPS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.77% | 4.80% | 4.03% | -3.83% | 4.30% | 2.76% | 1.77% | 2.13% | 1.93% | -0.38% | 26.66% | ||
| 2023 | 6.08% | -2.65% | 2.27% | 1.83% | -0.67% | 6.14% | 4.09% | -1.81% | -3.72% | -2.75% | 8.07% | 4.73% | 22.81% |
| 2022 | -3.95% | -2.94% | 3.37% | -8.42% | 1.04% | -8.37% | 7.94% | -3.54% | -9.14% | 8.57% | 5.85% | -5.25% | -15.82% |
| 2021 | -0.82% | 2.84% | 6.26% | 4.36% | 1.46% | 1.08% | 2.06% | 2.80% | -4.75% | 5.74% | -1.46% | 5.55% | 27.47% |
| 2020 | -1.55% | -8.78% | -14.06% | 12.38% | 4.37% | 1.18% | 4.34% | 6.53% | -3.45% | -2.26% | 12.22% | 3.89% | 12.02% |
| 2019 | 8.59% | 3.03% | 1.16% | 4.59% | -7.67% | 7.62% | 2.49% | -2.73% | 2.85% | 2.65% | 3.95% | 2.97% | 32.53% |
| 2018 | 4.73% | -3.69% | -2.77% | -0.63% | 1.99% | 0.14% | 3.65% | 2.68% | 0.50% | -5.57% | 1.33% | -9.21% | -7.52% |
| 2017 | 1.17% | 4.85% | -0.17% | 0.93% | 0.82% | 0.93% | 2.30% | 0.53% | 2.02% | 2.47% | 3.99% | 0.93% | 22.73% |
| 2016 | -5.71% | 0.35% | 6.70% | -0.69% | 1.92% | -0.81% | 4.12% | 0.78% | 0.26% | -1.21% | 5.63% | 2.21% | 13.76% |
| 2015 | -3.82% | 5.63% | -1.67% | 0.88% | 1.40% | -2.09% | 1.25% | -6.21% | -2.85% | 9.10% | 0.27% | -2.50% | -1.56% |
| 2014 | -4.14% | 4.37% | 2.04% | 0.52% | 1.97% | 1.97% | -0.86% | 3.56% | -1.24% | 2.24% | 2.78% | -0.07% | 13.59% |
| 2013 | 5.65% | 1.46% | 3.28% | 1.93% | 2.92% | -1.03% | 5.01% | -3.09% | 2.83% | 4.34% | 3.51% | 2.37% | 32.98% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of EPS is 89, placing it in the top 11% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree U.S. LargeCap Fund (EPS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree U.S. LargeCap Fund provided a 1.42% dividend yield over the last twelve months, with an annual payout of $0.89 per share. The fund has been increasing its distributions for 6 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.89 | $0.87 | $0.81 | $0.76 | $0.74 | $0.62 | $0.57 | $0.49 | $0.51 | $0.50 | $0.40 | $0.35 |
Dividend yield | 1.42% | 1.73% | 1.96% | 1.51% | 1.85% | 1.70% | 2.02% | 1.59% | 1.99% | 2.15% | 1.66% | 1.63% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree U.S. LargeCap Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.65 | |
| 2023 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.24 | $0.87 |
| 2022 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.81 |
| 2021 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.22 | $0.76 |
| 2020 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.20 | $0.74 |
| 2019 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.16 | $0.62 |
| 2018 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.57 |
| 2017 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.49 |
| 2016 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.51 |
| 2015 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.15 | $0.50 |
| 2014 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.40 |
| 2013 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.11 | $0.35 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree U.S. LargeCap Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WisdomTree U.S. LargeCap Fund was 54.43%, occurring on Mar 6, 2009. Recovery took 759 trading sessions.
The current WisdomTree U.S. LargeCap Fund drawdown is 0.33%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.43% | Oct 11, 2007 | 353 | Mar 6, 2009 | 759 | Mar 14, 2012 | 1112 |
| -35.79% | Feb 13, 2020 | 27 | Mar 23, 2020 | 114 | Sep 2, 2020 | 141 |
| -23.55% | Jan 5, 2022 | 186 | Sep 30, 2022 | 302 | Dec 13, 2023 | 488 |
| -19.01% | Sep 24, 2018 | 64 | Dec 24, 2018 | 71 | Apr 8, 2019 | 135 |
| -15.08% | May 22, 2015 | 183 | Feb 11, 2016 | 106 | Jul 14, 2016 | 289 |
Volatility
Volatility Chart
The current WisdomTree U.S. LargeCap Fund volatility is 3.99%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.