EPS vs GEM
Comparison between WISDOMTREE U.S. LARGECAP FUND (EPS, ETF) and GOLDMAN SACHS ACTIVEBETA(R) EMERGING MARKETS EQUITY ETF (GEM, ETF).
5-Year PerformanceEPS has outperformed GEM, delivering a return of +12.6% compared to +6.2%
EPS vs GEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPS
$1.50B
GEM
$1.50B
Expense Ratio
Winner
EPS
0.08%
GEM
0.35%
Max Drawdown
EPS
55.60%
Winner
GEM
40.21%
Sharpe Ratio
Winner
EPS
1.80
GEM
1.60
5Y Beta
EPS
0.90
Winner
GEM
0.80
P/E Ratio
EPS
24.41
GEM
N/A
Forward P/E
EPS
19.49
GEM
N/A
5Y Dividends CAGR
EPS
8.33%
Winner
GEM
18.99%
5Y EPS CAGR
EPS
25.36%
GEM
N/A
Debt to Equity
EPS
36.87%
GEM
N/A
P/S Ratio
EPS
3.18
GEM
N/A
P/B Ratio
EPS
4.57
GEM
N/A
EPS vs GEM - Holdings Comparison
EPS and GEM have 0 common holdings. Overlap is 0.00%
EPS's top 25 holdings weight is 52.13%. GEM's top 25 holdings weight is 44.02%.
| Rank | EPS | GEM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.57% | n/a (n/a) - 13.89% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 6.73% | SAMSUNG ELECTRONICS CO LTD (n/a) - 7.19% |
| #3 | AMAZON.COM INC (AMZN) - 6.31% | SK HYNIX INC (n/a) - 5.92% |
| #4 | APPLE INC (AAPL) - 5.42% | TENCENT HOLDINGS LTD (n/a) - 2.71% |
| #5 | MICROSOFT CORP (MSFT) - 3.80% | n/a (n/a) - 1.96% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.11% | MEDIATEK INC (n/a) - 1.51% |
| #7 | JPMORGAN CHASE & CO (JPM) - 1.94% | GOLDMAN SACHS FS TREASURY OBLIGS INSTL (FTOXX) - 1.34% |
| #8 | BROADCOM INC (AVGO) - 1.73% | DELTA ELECTRONICS INC (n/a) - 0.90% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.63% | n/a (n/a) - 0.85% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.43% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.79% |
| #11 | EXXON MOBIL CORP (XOM) - 1.32% | n/a (n/a) - 0.77% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.14% | ISHARES MSCI MALAYSIA ETF (EWM) - 0.58% |
| #13 | BANK OF AMERICA CORP (BAC) - 0.94% | HDFC BANK LTD (n/a) - 0.57% |
| #14 | CISCO SYSTEMS INC (CSCO) - 0.91% | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 0.56% |
| #15 | ELI LILLY AND CO (LLY) - 0.90% | ICICI BANK LTD (n/a) - 0.50% |
| #16 | MERCK & CO INC (MRK) - 0.88% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.46% |
| #17 | VERIZON COMMUNICATIONS INC (VZ) - 0.82% | RELIANCE INDUSTRIES LTD (n/a) - 0.44% |
| #18 | VISA INC CLASS A (V) - 0.76% | LG ELECTRONICS INC (n/a) - 0.44% |
| #19 | WALMART INC (WMT) - 0.73% | PDD HOLDINGS INC ADR (PDD) - 0.43% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 0.73% | n/a (n/a) - 0.40% |
| #21 | QUALCOMM INC (QCOM) - 0.73% | n/a (n/a) - 0.39% |
| #22 | TESLA INC (TSLA) - 0.71% | XIAOMI CORP CLASS B (n/a) - 0.37% |
| #23 | THE GOLDMAN SACHS GROUP INC (GS) - 0.64% | ELITE MATERIAL CO LTD (n/a) - 0.36% |
| #24 | PFIZER INC (PFE) - 0.63% | OTP BANK PLC (n/a) - 0.35% |
| #25 | ORACLE CORP (ORCL) - 0.62% | BANK OF CHINA LTD CLASS H (n/a) - 0.34% |
| Total Holdings | 502 | 752 |
EPS vs GEM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPS
+2.18%
GEM
-0.66%
3M
EPS
+9.35%
Winner
GEM
+11.95%
6M
EPS
+9.28%
Winner
GEM
+19.74%
1Y
EPS
+27.37%
Winner
GEM
+40.67%
5Y(CAGR)
Winner
EPS
+12.63%
GEM
+6.22%
10Y(CAGR)
Winner
EPS
+14.63%
GEM
+9.06%
Max(CAGR)
Winner
EPS
+10.34%
GEM
+9.26%
EPS vs GEM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EPS | GEM |
|---|---|---|
| 2026 | +9.20% | +15.16% |
| 2025 | +17.52% | +33.75% |
| 2024 | +24.38% | +7.92% |
| 2023 | +23.19% | +10.95% |
| 2022 | -16.52% | -21.72% |
| 2021 | +29.19% | -0.75% |
| 2020 | +11.09% | +11.23% |
| 2019 | +32.16% | +17.26% |
| 2018 | -7.91% | -15.62% |
| 2017 | +22.21% | +35.16% |
| 2016 | +15.33% | +12.61% |
| 2015 | -1.36% | +2.95% |
| 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 GEM Drawdown Comparison
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
The maximum drawdown for GEM was -37.01%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The current EPS drawdown is -2.62%. The current GEM drawdown is -8.52%.
| Rank | EPS | GEM |
|---|---|---|
| #1 | -54.41% Oct 10, 2007 - Mar 14, 2012 | -37.01% Jan 26, 2018 - Dec 4, 2020 |
| #2 | -35.79% Feb 12, 2020 - Sep 2, 2020 | -36.24% Feb 17, 2021 - Jul 16, 2025 |
| #3 | -23.56% Jan 4, 2022 - Dec 13, 2023 | -19.70% Oct 13, 2015 - Jul 14, 2016 |
| #4 | -18.98% Sep 20, 2018 - Apr 8, 2019 | -13.50% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -17.65% Feb 19, 2025 - Jun 27, 2025 | -9.68% Sep 6, 2016 - Feb 9, 2017 |
| #6 | -15.09% May 21, 2015 - Jul 14, 2016 | -8.52% Jun 2, 2026 - Jun 5, 2026 |
| #7 | -10.72% Apr 2, 2012 - Aug 21, 2012 | -5.20% Jan 21, 2021 - Feb 9, 2021 |
| #8 | -10.31% Jul 13, 2007 - Oct 9, 2007 | -5.15% May 11, 2026 - May 26, 2026 |
| #9 | -10.19% Jan 26, 2018 - Aug 29, 2018 | -5.13% Nov 22, 2017 - Dec 29, 2017 |
| #10 | -8.98% Sep 2, 2020 - Nov 9, 2020 | -4.73% Oct 29, 2025 - Dec 30, 2025 |
| #11 | -8.39% Feb 2, 2026 - Apr 14, 2026 | -4.25% Oct 6, 2025 - Oct 20, 2025 |
| #12 | -7.84% May 3, 2019 - Jul 1, 2019 | -3.50% May 16, 2017 - Jun 8, 2017 |
| #13 | -7.82% Jul 16, 2024 - Aug 30, 2024 | -3.47% Jan 28, 2026 - Feb 9, 2026 |
| #14 | -7.47% Sep 18, 2014 - Oct 31, 2014 | -3.45% Aug 15, 2016 - Sep 6, 2016 |
| #15 | -7.30% Sep 14, 2012 - Jan 2, 2013 | -3.33% Sep 19, 2017 - Oct 5, 2017 |
Correlation
Correlation between EPS and GEM is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2007 - 2026)
EPS vs GEM dividend yield comparison.
| Year | EPS | GEM |
|---|---|---|
| 2026 | 0.26% | 0.00% |
| 2025 | 1.26% | 2.30% |
| 2024 | 1.47% | 2.58% |
| 2023 | 1.73% | 2.97% |
| 2022 | 1.95% | 2.96% |
| 2021 | 1.51% | 3.00% |
| 2020 | 1.85% | 1.63% |
| 2019 | 1.70% | 3.13% |
| 2018 | 2.02% | 2.08% |
| 2017 | 1.59% | 1.81% |
| 2016 | 1.99% | 1.98% |
| 2015 | 2.15% | 0.25% |
| 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% |
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