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EPS
+3.91 · +5.78%
$71.44 · NYSE ARCA

WisdomTree U.S. Earnings 500 Fund (EPS) ETF Analysis | Large Value

WisdomTree · United States
AUM:$1.4B
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 13.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.08% — among the lowest available for this category.

What is EPS?

At least 95% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of the 500 largest companies ranked by market capitalization in the WisdomTree U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
EPS returned 13.9% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.08% — among the lowest available. Low costs compound favourably over long holding periods.
Moderate Concentration
Top 10 holdings make up 38.2% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.4B
Expense Ratio0.08%
Dividend Yield1.24%
Holdings50
Inception DateFeb 2007
DomicileUnited States
DistributionNA
Index–
ProviderWisdomTree
Beta0.94
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.8%
1Y
+21.4%
3Y
+77.1%
5Y
+81.0%
OpenBook InsightIf you had invested £10,000 in EPS 5 years ago, it would have grown to £18,100 — a gain of £8,100.

Annual Returns

Calendar year performance

EPS delivered positive returns in 4 of the last 5 calendar years.
YearEPS
2026 YTD+14.4%
2025+17.5%
2024+24.4%
2023+23.2%
2022-16.5%
CAGR 4yr+10.7%
4/5 positive yearsAvg return: +12.6%Worst year: -16.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
11.5%
Low
Momentum
+4.2%
30-day change
Support Level
79.78
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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