EPS vs IUS
Comparison between WISDOMTREE U.S. LARGECAP FUND (EPS, ETF) and INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF).
5-Year PerformanceIUS has outperformed EPS, delivering a return of +13.2% compared to +12.6%
EPS vs IUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EPS
$1.50B
IUS
$785M
Expense Ratio
Winner
EPS
0.08%
IUS
0.19%
Max Drawdown
EPS
55.60%
Winner
IUS
35.17%
Sharpe Ratio
EPS
1.80
Winner
IUS
2.32
5Y Beta
EPS
0.90
Winner
IUS
0.78
P/E Ratio
Winner
EPS
24.41
IUS
28.81
Forward P/E
EPS
19.49
Winner
IUS
18.31
5Y Dividends CAGR
EPS
8.33%
Winner
IUS
8.99%
5Y EPS CAGR
Winner
EPS
25.36%
IUS
18.91%
Debt to Equity
EPS
36.87%
Winner
IUS
30.57%
P/S Ratio
EPS
3.18
Winner
IUS
1.54
P/B Ratio
EPS
4.57
Winner
IUS
3.77
EPS vs IUS - Holdings Comparison
EPS and IUS have 302 common holdings. Overlap is 51.97%
EPS's top 25 holdings weight is 52.13%. IUS's top 25 holdings weight is 42.61%.
| Rank | EPS | IUS |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.57% | ALPHABET INC CLASS A (GOOGL) - 7.51% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 6.73% | APPLE INC (AAPL) - 4.83% |
| #3 | AMAZON.COM INC (AMZN) - 6.31% | EXXON MOBIL CORP (XOM) - 2.62% |
| #4 | APPLE INC (AAPL) - 5.42% | AMAZON.COM INC (AMZN) - 2.52% |
| #5 | MICROSOFT CORP (MSFT) - 3.80% | INTEL CORP (INTC) - 2.30% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.11% | MICROSOFT CORP (MSFT) - 2.26% |
| #7 | JPMORGAN CHASE & CO (JPM) - 1.94% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.02% |
| #8 | BROADCOM INC (AVGO) - 1.73% | NVIDIA CORP (NVDA) - 1.94% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.63% | META PLATFORMS INC CLASS A (META) - 1.86% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.43% | MICRON TECHNOLOGY INC (MU) - 1.84% |
| #11 | EXXON MOBIL CORP (XOM) - 1.32% | CHEVRON CORP (CVX) - 1.63% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.14% | UNITEDHEALTH GROUP INC (UNH) - 1.36% |
| #13 | BANK OF AMERICA CORP (BAC) - 0.94% | BROADCOM INC (AVGO) - 1.21% |
| #14 | CISCO SYSTEMS INC (CSCO) - 0.91% | GENERAL MOTORS CO (GM) - 1.11% |
| #15 | ELI LILLY AND CO (LLY) - 0.90% | CVS HEALTH CORP (CVS) - 1.11% |
| #16 | MERCK & CO INC (MRK) - 0.88% | JOHNSON & JOHNSON (JNJ) - 1.04% |
| #17 | VERIZON COMMUNICATIONS INC (VZ) - 0.82% | CATERPILLAR INC (CAT) - 1.01% |
| #18 | VISA INC CLASS A (V) - 0.76% | WALMART INC (WMT) - 0.97% |
| #19 | WALMART INC (WMT) - 0.73% | VERIZON COMMUNICATIONS INC (VZ) - 0.93% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 0.73% | CISCO SYSTEMS INC (CSCO) - 0.88% |
| #21 | QUALCOMM INC (QCOM) - 0.73% | NEWMONT CORP (NEM) - 0.34% |
| #22 | TESLA INC (TSLA) - 0.71% | LOCKHEED MARTIN CORP (LMT) - 0.33% |
| #23 | THE GOLDMAN SACHS GROUP INC (GS) - 0.64% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.33% |
| #24 | PFIZER INC (PFE) - 0.63% | GE AEROSPACE (GE) - 0.33% |
| #25 | ORACLE CORP (ORCL) - 0.62% | TEXAS INSTRUMENTS INC (TXN) - 0.33% |
| Total Holdings | 502 | 506 |
EPS vs IUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPS
+2.18%
IUS
+2.16%
3M
Winner
EPS
+9.35%
IUS
+8.96%
6M
EPS
+9.28%
Winner
IUS
+13.74%
1Y
EPS
+27.37%
Winner
IUS
+31.79%
5Y(CAGR)
EPS
+12.63%
Winner
IUS
+13.22%
10Y(CAGR)
EPS
+14.63%
IUS
N/A
Max(CAGR)
EPS
+10.34%
Winner
IUS
+15.05%
EPS vs IUS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EPS | IUS |
|---|---|---|
| 2026 | +9.20% | +13.17% |
| 2025 | +17.52% | +17.23% |
| 2024 | +24.38% | +16.56% |
| 2023 | +23.19% | +21.21% |
| 2022 | -16.52% | -8.85% |
| 2021 | +29.19% | +33.59% |
| 2020 | +11.09% | +14.43% |
| 2019 | +32.16% | +29.34% |
| 2018 | -7.91% | -12.48% |
| 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 IUS Drawdown Comparison
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current EPS drawdown is -2.62%. The current IUS drawdown is -2.12%.
| Rank | EPS | IUS |
|---|---|---|
| #1 | -54.41% Oct 10, 2007 - Mar 14, 2012 | -34.66% Feb 12, 2020 - Sep 2, 2020 |
| #2 | -35.79% Feb 12, 2020 - Sep 2, 2020 | -18.73% Mar 29, 2022 - Jun 30, 2023 |
| #3 | -23.56% Jan 4, 2022 - Dec 13, 2023 | -15.62% Nov 29, 2024 - Jul 1, 2025 |
| #4 | -18.98% Sep 20, 2018 - Apr 8, 2019 | -14.49% Oct 2, 2018 - May 1, 2019 |
| #5 | -17.65% Feb 19, 2025 - Jun 27, 2025 | -9.03% Jul 31, 2023 - Dec 11, 2023 |
| #6 | -15.09% May 21, 2015 - Jul 14, 2016 | -8.08% Sep 2, 2020 - Nov 9, 2020 |
| #7 | -10.72% Apr 2, 2012 - Aug 21, 2012 | -7.80% Jan 4, 2022 - Mar 28, 2022 |
| #8 | -10.31% Jul 13, 2007 - Oct 9, 2007 | -7.05% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -10.19% Jan 26, 2018 - Aug 29, 2018 | -6.91% May 1, 2019 - Jun 21, 2019 |
| #10 | -8.98% Sep 2, 2020 - Nov 9, 2020 | -6.23% Jul 16, 2024 - Aug 23, 2024 |
| #11 | -8.39% Feb 2, 2026 - Apr 14, 2026 | -6.15% Feb 11, 2026 - Apr 14, 2026 |
| #12 | -7.84% May 3, 2019 - Jul 1, 2019 | -4.97% Mar 28, 2024 - Jun 17, 2024 |
| #13 | -7.82% Jul 16, 2024 - Aug 30, 2024 | -4.60% Sep 12, 2019 - Oct 25, 2019 |
| #14 | -7.47% Sep 18, 2014 - Oct 31, 2014 | -4.52% Nov 16, 2021 - Dec 10, 2021 |
| #15 | -7.30% Sep 14, 2012 - Jan 2, 2013 | -4.52% Sep 2, 2021 - Oct 20, 2021 |
Correlation
Correlation between EPS and IUS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2007 - 2026)
EPS vs IUS dividend yield comparison.
| Year | EPS | IUS |
|---|---|---|
| 2026 | 0.26% | 0.33% |
| 2025 | 1.26% | 1.48% |
| 2024 | 1.47% | 1.52% |
| 2023 | 1.73% | 1.72% |
| 2022 | 1.95% | 1.78% |
| 2021 | 1.51% | 1.46% |
| 2020 | 1.85% | 1.74% |
| 2019 | 1.70% | 1.77% |
| 2018 | 2.02% | 0.73% |
| 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% |
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