EPS vs BAFE

Comparison between WISDOMTREE U.S. LARGECAP FUND (EPS, ETF) and BROWN ADVISORY FLEXIBLE EQUITY ETF (BAFE, ETF).

EPS vs BAFE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPS(ETF)	BAFE(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.08%	0.54%
Max Drawdown	55.60%	18.37%
Sharpe Ratio	2.11	0.88
5Y Beta	0.90	0.95
P/E Ratio	25.47	26.39
Forward P/E	20.25	21.11
PEG Ratio	N/A	0.77
5Y Dividends CAGR	8.33%	N/A
5Y EPS CAGR	27.20%	20.68%
Debt to Equity	30.07%	N/A
P/S Ratio	3.20	2.34
P/B Ratio	4.74	4.51

Net Assets

EPS

$1.50B

Winner

BAFE

$1.60B

Expense Ratio

Winner

EPS

0.08%

BAFE

0.54%

Max Drawdown

EPS

55.60%

Winner

BAFE

18.37%

Sharpe Ratio

Winner

EPS

2.11

BAFE

0.88

5Y Beta

Winner

EPS

0.90

BAFE

0.95

P/E Ratio

Winner

EPS

25.47

BAFE

26.39

Forward P/E

Winner

EPS

20.25

BAFE

21.11

PEG Ratio

EPS

N/A

BAFE

0.77

5Y Dividends CAGR

EPS

8.33%

BAFE

N/A

5Y EPS CAGR

Winner

EPS

27.20%

BAFE

20.68%

Debt to Equity

EPS

30.07%

BAFE

N/A

P/S Ratio

EPS

3.20

Winner

BAFE

2.34

P/B Ratio

EPS

4.74

Winner

BAFE

4.51

EPS vs BAFE - Holdings Comparison

EPS and BAFE have 32 common holdings. Overlap is 27.50%

EPS's top 25 holdings weight is 50.28%. BAFE's top 25 holdings weight is 76.53%.

Rank	EPS	BAFE
#1	NVIDIA CORP (NVDA) - 7.16%	MICROSOFT CORP (MSFT) - 5.89%
#2	ALPHABET INC CLASS A (GOOGL) - 6.96%	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.84%
#3	AMAZON.COM INC (AMZN) - 6.71%	AMAZON.COM INC (AMZN) - 4.84%
#4	APPLE INC (AAPL) - 5.17%	META PLATFORMS INC CLASS A (META) - 4.56%
#5	MICROSOFT CORP (MSFT) - 3.86%	ALPHABET INC CLASS A (GOOGL) - 4.01%
#6	META PLATFORMS INC CLASS A (META) - 3.18%	VISA INC CLASS A (V) - 3.88%
#7	JPMORGAN CHASE & CO (JPM) - 2.03%	ALPHABET INC CLASS C (GOOG) - 3.83%
#8	BROADCOM INC (AVGO) - 1.81%	MASTERCARD INC CLASS A (MA) - 3.70%
#9	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.62%	KKR & CO INC ORDINARY SHARES (KKR) - 3.52%
#10	EXXON MOBIL CORP (XOM) - 1.41%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.28%
#11	JOHNSON & JOHNSON (JNJ) - 1.15%	UNITEDHEALTH GROUP INC (UNH) - 2.84%
#12	MICRON TECHNOLOGY INC (MU) - 1.05%	CASH (n/a) - 2.67%
#13	BANK OF AMERICA CORP (BAC) - 0.99%	NVIDIA CORP (NVDA) - 2.67%
#14	ELI LILLY AND CO (LLY) - 0.87%	KLA CORP (KLAC) - 2.48%
#15	MERCK & CO INC (MRK) - 0.86%	SUNCOR ENERGY INC (SU) - 2.39%
#16	WALMART INC (WMT) - 0.83%	ANALOG DEVICES INC (ADI) - 2.30%
#17	VERIZON COMMUNICATIONS INC (VZ) - 0.82%	UNITED RENTALS INC (URI) - 2.28%
#18	VISA INC CLASS A (V) - 0.78%	CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.23%
#19	CISCO SYSTEMS INC (CSCO) - 0.75%	BOOKING HOLDINGS INC (BKNG) - 2.12%
#20	UNITEDHEALTH GROUP INC (UNH) - 0.72%	CHARLES SCHWAB CORP (SCHW) - 2.08%
#21	CVS HEALTH CORP (CVS) - 0.32%	AMER SPORTS INC (AS) - 2.02%
#22	PROGRESSIVE CORP (PGR) - 0.31%	EDWARDS LIFESCIENCES CORP (EW) - 1.89%
#23	AMERICAN EXPRESS CO (AXP) - 0.31%	FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.79%
#24	KLA CORP (KLAC) - 0.31%	ELEVANCE HEALTH INC (ELV) - 1.78%
#25	COSTCO WHOLESALE CORP (COST) - 0.30%	BANK OF AMERICA CORP (BAC) - 1.64%
Total Holdings	463	45

EPS vs BAFE - Historical Returns

Returns include dividend reinvestment.

Period	EPS	BAFE
1 month	+8.13%	+6.27%
3 months	+7.14%	+4.41%
6 months	+9.39%	+5.31%
1 year	+28.27%	+12.45%
5 years(CAGR)	+12.90%	N/A
10 years(CAGR)	+14.83%	N/A
Max(CAGR)	+10.35%	+8.39%

Winner

EPS

+8.13%

BAFE

+6.27%

Winner

EPS

+7.14%

BAFE

+4.41%

Winner

EPS

+9.39%

BAFE

+5.31%

Winner

EPS

+28.27%

BAFE

+12.45%

5Y(CAGR)

EPS

+12.90%

BAFE

N/A

10Y(CAGR)

EPS

+14.83%

BAFE

N/A

Max(CAGR)

Winner

EPS

+10.35%

BAFE

+8.39%

EPS vs BAFE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	EPS	BAFE
2026	+8.63%	+2.88%
2025	+17.52%	+9.82%
2024	+24.38%	-0.51%
2023	+23.19%	N/A
2022	-16.52%	N/A
2021	+29.19%	N/A
2020	+11.09%	N/A
2019	+32.16%	N/A
2018	-7.91%	N/A
2017	+22.21%	N/A
2016	+15.33%	N/A
2015	-1.36%	N/A
2014	+14.27%	N/A
2013	+29.44%	N/A
2012	+12.80%	N/A
2011	+2.58%	N/A
2010	+11.74%	N/A
2009	+23.43%	N/A
2008	-35.92%	N/A
2007	+2.94%	N/A

EPS vs BAFE Drawdown Comparison

The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.

The maximum drawdown for BAFE was -18.37%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

The current BAFE drawdown is -1.45%.

Rank	EPS	BAFE
#1	-54.41% Oct 10, 2007 - Mar 14, 2012	-18.37% Jan 30, 2025 - Jul 3, 2025
#2	-35.79% Feb 12, 2020 - Sep 2, 2020	-12.73% Jan 9, 2026 - Apr 27, 2026
#3	-23.56% Jan 4, 2022 - Dec 13, 2023	-6.15% Oct 27, 2025 - Dec 11, 2025
#4	-18.98% Sep 20, 2018 - Apr 8, 2019	-4.39% Dec 4, 2024 - Jan 23, 2025
#5	-17.65% Feb 19, 2025 - Jun 27, 2025	-3.88% Sep 19, 2025 - Oct 27, 2025
#6	-15.09% May 21, 2015 - Jul 14, 2016	-3.77% Jul 25, 2025 - Aug 28, 2025
#7	-10.72% Apr 2, 2012 - Aug 21, 2012	-2.38% Dec 11, 2025 - Dec 24, 2025
#8	-10.31% Jul 13, 2007 - Oct 9, 2007	-1.72% Jul 3, 2025 - Jul 24, 2025
#9	-10.19% Jan 26, 2018 - Aug 29, 2018	-1.45% May 6, 2026 - May 11, 2026
#10	-8.98% Sep 2, 2020 - Nov 9, 2020	-1.11% Aug 28, 2025 - Sep 4, 2025
#11	-8.39% Feb 2, 2026 - Apr 14, 2026	-0.99% Dec 26, 2025 - Jan 5, 2026
#12	-7.84% May 3, 2019 - Jul 1, 2019	-0.62% Jan 6, 2026 - Jan 9, 2026
#13	-7.82% Jul 16, 2024 - Aug 30, 2024	-0.56% Apr 27, 2026 - Apr 30, 2026
#14	-7.47% Sep 18, 2014 - Oct 31, 2014	-0.55% Sep 9, 2025 - Sep 11, 2025
#15	-7.30% Sep 14, 2012 - Jan 2, 2013	-0.51% May 1, 2026 - May 6, 2026

Correlation

Correlation between EPS and BAFE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2007 - 2026)

EPS vs BAFE dividend yield comparison.

Year	EPS	BAFE
2026	0.26%	0.00%
2025	1.26%	0.30%
2024	1.47%	0.06%
2023	1.73%	0.00%
2022	1.95%	0.00%
2021	1.51%	0.00%
2020	1.85%	0.00%
2019	1.70%	0.00%
2018	2.02%	0.00%
2017	1.59%	0.00%
2016	1.99%	0.00%
2015	2.15%	0.00%
2014	1.66%	0.00%
2013	1.63%	0.00%
2012	2.17%	0.00%
2011	1.95%	0.00%
2010	1.70%	0.00%
2009	1.93%	0.00%
2008	2.73%	0.00%
2007	1.41%	0.00%