Compare · 2 funds side by side · dividends reinvested

EPS and IJH

EPSWisdomTree×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,157EPS · best of the two

02 / 04

EPS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap FundUS Stock Styles · Large cap0.08%1.16%+9.6%+11.5%+21.4%+11.4%−8.4%13.0%$1.6B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: EPS 2007 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Fund · $1.6B$17,157

EPS

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

EPSMeasureIJH

+9.6%Year to dateJan 1 → Nov 6+9.5%

+11.5%1 yearTotal return+12.9%

+21.4%3 years · per year$10,000 became $17,874 · $15,806+16.5%

+11.4%5 years · per year$10,000 became $17,157 · $13,830+6.7%

0.08%Expense ratio$8 · $5 a year on $10k · lower is better0.05%

1.16%Trailing 12-mo yield$116 · $125 a year on $10k1.25%

−8.4%Worst dropSmaller is better−8.8%

13.0%VolatilityLower is calmer15.5%

EPSIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3EPS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPS vs IJH: Top 5 Holdings

Today

EPS

28.2%in top 5

IJH

in top 53.5%

EPSStockIJH

7.1%NVDAnot top 5

6.0%AAPLnot top 5

5.6%AMZNnot top 5

4.8%GOOGLnot top 5

4.7%MSFTnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common1.0%

End-of-day Nov 6, 2026 · share of each fund

EPS vs IJH Returns, Every Period

WisdomTreeEPS

+11.4%

5 years, per year

IJHiShares

+6.7%

5 years, per year

EPSIJHFaded: behind in that period

3–1EPS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

EPS vs IJH

YTD

WisdomTreeEPS

+9.6%

IJHiShares

+9.5%

+9.6%Year to date+9.5%

−8.4%Worst drop · 1Y−8.8%

13.0%Volatility · 1Y15.5%

1.2%Yield1.3%

$1.6BAssets$121B

3–1EPS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

EPS0.08%$8

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EPS, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

EPS1.16%$116

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

EPS$116 − $8 = $108

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EPS, IJH

Today

1.0%most shared, EPS and IJH

EPSIJH

EPS—1.0%

IJH1.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

EPSWorst drop−8.4%13.0% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHEPS

+9.5%Year to date+9.6%

1.3%Yield1.2%

+12.9%Past year+11.5%

0.05%Fee0.08%

3–1IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026