Compare · 2 funds side by side · dividends reinvested

EPS and IWB

EPSWisdomTree×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,029EPS · best of the two

02 / 04

EPS and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap FundUS Stock Styles · Large cap0.08%1.12%+14.2%+15.6%+23.7%+12.5%−8.4%12.4%$1.6B1.1

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: EPS 2007 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Fund · $1.6B$18,029

EPS

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 73.3% in common

EPSMeasureIWB

+14.2%Year to dateJan 1 → Nov 4+13.0%

+15.6%1 yearTotal return+13.2%

+23.7%3 years · per year$10,000 became $18,913 · $19,023+23.9%

+12.5%5 years · per year$10,000 became $18,029 · $17,459+11.8%

0.08%Expense ratio$8 · $15 a year on $10k · lower is better0.15%

1.12%Trailing 12-mo yield$112 · $91 a year on $10k0.91%

−8.4%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer12.9%

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

7–1EPS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPS vs IWB: Top 5 Holdings

Today

EPS

28.2%in top 5

IWB

in top 525.2%

EPSStockIWB

7.1%NVDA6.9%

6.0%AAPL6.9%

5.6%AMZN3.5%

4.7%MSFT5.5%

4.8%GOOGL2.3%

Held in common73.3%

End-of-day Nov 4, 2026 · share of each fund

EPS vs IWB Returns, Every Period

WisdomTreeEPS

+12.5%

5 years, per year

IWBiShares

+11.8%

5 years, per year

EPSIWBFaded: behind in that period

3–1EPS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EPS vs IWB

YTD

WisdomTreeEPS

+14.2%

IWBiShares

+13.0%

+14.2%Year to date+13.0%

−8.4%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y12.9%

1.1%Yield0.9%

$1.6BAssets$47.8B

4–0EPS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPS, IWB

Today

0.08%lowest, EPS

FundExpense ratioFee$10k

EPS0.08%$8

IWB0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EPS, IWB

1.12%highest, EPS

FundTrailing yieldYield$10k

EPS1.12%$112

IWB0.91%$91

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, EPS

EPS$112 − $8 = $104

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EPS, IWB

Today

73.3%most shared, EPS and IWB

EPSIWB

EPS—73.3%

IWB73.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.6%EPS, at 12.4% volatility

EPSWorst drop−8.4%12.4% vol

IWBWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EPSIWB

+14.2%Year to date+13.0%

1.1%Yield0.9%

+15.6%Past year+13.2%

0.08%Fee0.15%

4–0EPS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026