EPS vs IBTI
Comparison between WISDOMTREE U.S. LARGECAP FUND (EPS, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).
5-Year PerformanceEPS has outperformed IBTI, delivering a return of +12.7% compared to +0.2%
EPS vs IBTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EPS vs IBTI - Historical Returns
Returns include dividend reinvestment.
EPS vs IBTI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EPS | IBTI |
|---|---|---|
| 2026 | +8.58% | +0.41% |
| 2025 | +17.52% | +6.24% |
| 2024 | +24.38% | +2.84% |
| 2023 | +23.19% | +4.22% |
| 2022 | -16.52% | -10.75% |
| 2021 | +29.19% | -3.53% |
| 2020 | +11.09% | +3.65% |
| 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 IBTI Drawdown Comparison
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current EPS drawdown is -3.18%. The current IBTI drawdown is -3.78%.
| Rank | EPS | IBTI |
|---|---|---|
| #1 | -54.41% Oct 10, 2007 - Mar 14, 2012 | -18.46% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -35.79% Feb 12, 2020 - Sep 2, 2020 | -4.63% Mar 9, 2020 - Apr 1, 2020 |
| #3 | -23.56% Jan 4, 2022 - Dec 13, 2023 | -1.69% Apr 21, 2020 - Jul 17, 2020 |
| #4 | -18.98% Sep 20, 2018 - Apr 8, 2019 | -0.94% Apr 3, 2020 - Apr 15, 2020 |
| #5 | -17.65% Feb 19, 2025 - Jun 27, 2025 | -0.21% Apr 16, 2020 - Apr 20, 2020 |
| #6 | -15.09% May 21, 2015 - Jul 14, 2016 | -0.19% Jul 23, 2020 - Jul 28, 2020 |
| #7 | -10.72% Apr 2, 2012 - Aug 21, 2012 | -0.12% Jul 31, 2020 - Aug 4, 2020 |
| #8 | -10.31% Jul 13, 2007 - Oct 9, 2007 | -0.04% Mar 3, 2020 - Mar 5, 2020 |
| #9 | -10.19% Jan 26, 2018 - Aug 29, 2018 | -0.04% Apr 1, 2020 - Apr 3, 2020 |
| #10 | -8.98% Sep 2, 2020 - Nov 9, 2020 | N/A |
| #11 | -8.39% Feb 2, 2026 - Apr 14, 2026 | N/A |
| #12 | -7.84% May 3, 2019 - Jul 1, 2019 | N/A |
| #13 | -7.82% Jul 16, 2024 - Aug 30, 2024 | N/A |
| #14 | -7.47% Sep 18, 2014 - Oct 31, 2014 | N/A |
| #15 | -7.30% Sep 14, 2012 - Jan 2, 2013 | N/A |
Correlation
Correlation between EPS and IBTI is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2007 - 2026)
EPS vs IBTI dividend yield comparison.
| Year | EPS | IBTI |
|---|---|---|
| 2026 | 0.26% | 1.54% |
| 2025 | 1.26% | 3.87% |
| 2024 | 1.47% | 3.92% |
| 2023 | 1.73% | 3.26% |
| 2022 | 1.95% | 1.70% |
| 2021 | 1.51% | 0.90% |
| 2020 | 1.85% | 0.56% |
| 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks