EPS vs PWV
Comparison between WISDOMTREE U.S. LARGECAP FUND (EPS, ETF) and INVESCO LARGE CAP VALUE ETF (PWV, ETF).
5-Year PerformanceEPS has outperformed PWV, delivering a return of +12.9% compared to +12.4%
EPS vs PWV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPS
$1.50B
PWV
$1.50B
Expense Ratio
Winner
EPS
0.08%
PWV
0.55%
Max Drawdown
EPS
55.60%
Winner
PWV
50.70%
Sharpe Ratio
Winner
EPS
2.11
PWV
2.09
5Y Beta
EPS
0.90
Winner
PWV
0.64
P/E Ratio
EPS
25.47
Winner
PWV
16.19
Forward P/E
EPS
20.25
Winner
PWV
13.39
PEG Ratio
EPS
N/A
PWV
0.28
5Y Dividends CAGR
Winner
EPS
8.33%
PWV
7.51%
5Y EPS CAGR
Winner
EPS
27.20%
PWV
10.49%
Debt to Equity
Winner
EPS
30.07%
PWV
57.25%
P/S Ratio
EPS
3.20
Winner
PWV
1.39
P/B Ratio
EPS
4.74
Winner
PWV
2.27
EPS vs PWV - Holdings Comparison
EPS and PWV have 36 common holdings. Overlap is 13.92%
EPS's top 25 holdings weight is 50.28%. PWV's top 25 holdings weight is 66.47%.
| Rank | EPS | PWV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.16% | UNITEDHEALTH GROUP INC (UNH) - 4.29% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 6.96% | CISCO SYSTEMS INC (CSCO) - 3.90% |
| #3 | AMAZON.COM INC (AMZN) - 6.71% | CITIGROUP INC (C) - 3.78% |
| #4 | APPLE INC (AAPL) - 5.17% | MORGAN STANLEY (MS) - 3.62% |
| #5 | MICROSOFT CORP (MSFT) - 3.86% | BANK OF AMERICA CORP (BAC) - 3.41% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.18% | JPMORGAN CHASE & CO (JPM) - 3.36% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.03% | CHEVRON CORP (CVX) - 3.36% |
| #8 | BROADCOM INC (AVGO) - 1.81% | EXXON MOBIL CORP (XOM) - 3.35% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.62% | THE GOLDMAN SACHS GROUP INC (GS) - 3.29% |
| #10 | EXXON MOBIL CORP (XOM) - 1.41% | VERIZON COMMUNICATIONS INC (VZ) - 3.07% |
| #11 | JOHNSON & JOHNSON (JNJ) - 1.15% | THE WALT DISNEY CO (DIS) - 3.06% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.05% | WELLS FARGO & CO (WFC) - 3.05% |
| #13 | BANK OF AMERICA CORP (BAC) - 0.99% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.04% |
| #14 | ELI LILLY AND CO (LLY) - 0.87% | JOHNSON & JOHNSON (JNJ) - 2.96% |
| #15 | MERCK & CO INC (MRK) - 0.86% | PEPSICO INC (PEP) - 2.96% |
| #16 | WALMART INC (WMT) - 0.83% | MARATHON PETROLEUM CORP (MPC) - 1.85% |
| #17 | VERIZON COMMUNICATIONS INC (VZ) - 0.82% | VALERO ENERGY CORP (VLO) - 1.76% |
| #18 | VISA INC CLASS A (V) - 0.78% | EBAY INC (EBAY) - 1.71% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.75% | PHILLIPS 66 (PSX) - 1.62% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 0.72% | BANK OF NEW YORK MELLON CORP (BK) - 1.57% |
| #21 | CVS HEALTH CORP (CVS) - 0.32% | TARGET CORP (TGT) - 1.54% |
| #22 | PROGRESSIVE CORP (PGR) - 0.31% | CVS HEALTH CORP (CVS) - 1.51% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.31% | ENERGY TRANSFER LP (ET) - 1.50% |
| #24 | KLA CORP (KLAC) - 0.31% | ALTRIA GROUP INC (MO) - 1.46% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.30% | BAKER HUGHES CO CLASS A (BKR) - 1.45% |
| Total Holdings | 463 | 52 |
EPS vs PWV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPS
+8.13%
PWV
+1.84%
3M
Winner
EPS
+7.14%
PWV
+3.18%
6M
EPS
+9.39%
Winner
PWV
+10.37%
1Y
Winner
EPS
+28.27%
PWV
+23.89%
5Y(CAGR)
Winner
EPS
+12.90%
PWV
+12.40%
10Y(CAGR)
Winner
EPS
+14.83%
PWV
+11.79%
Max(CAGR)
Winner
EPS
+10.35%
PWV
+10.10%
EPS vs PWV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EPS | PWV |
|---|---|---|
| 2026 | +8.63% | +8.78% |
| 2025 | +17.52% | +19.47% |
| 2024 | +24.38% | +13.95% |
| 2023 | +23.19% | +10.50% |
| 2022 | -16.52% | -1.98% |
| 2021 | +29.19% | +30.66% |
| 2020 | +11.09% | -4.55% |
| 2019 | +32.16% | +29.16% |
| 2018 | -7.91% | -14.36% |
| 2017 | +22.21% | +16.04% |
| 2016 | +15.33% | +20.43% |
| 2015 | -1.36% | -4.84% |
| 2014 | +14.27% | +13.32% |
| 2013 | +29.44% | +29.72% |
| 2012 | +12.80% | +14.97% |
| 2011 | +2.58% | +5.30% |
| 2010 | +11.74% | +12.02% |
| 2009 | +23.43% | +15.26% |
| 2008 | -35.92% | -26.06% |
| 2007 | +2.94% | +5.32% |
| 2006 | N/A | +22.45% |
| 2005 | N/A | +8.65% |
EPS vs PWV Drawdown Comparison
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The current PWV drawdown is -1.47%.
| Rank | EPS | PWV |
|---|---|---|
| #1 | -54.41% Oct 10, 2007 - Mar 14, 2012 | -49.06% Oct 9, 2007 - May 6, 2010 |
| #2 | -35.79% Feb 12, 2020 - Sep 2, 2020 | -45.10% May 6, 2010 - Jul 18, 2013 |
| #3 | -23.56% Jan 4, 2022 - Dec 13, 2023 | -37.64% Feb 12, 2020 - Feb 23, 2021 |
| #4 | -18.98% Sep 20, 2018 - Apr 8, 2019 | -22.24% Jan 26, 2018 - Oct 25, 2019 |
| #5 | -17.65% Feb 19, 2025 - Jun 27, 2025 | -16.38% Jan 11, 2022 - Jul 31, 2023 |
| #6 | -15.09% May 21, 2015 - Jul 14, 2016 | -15.12% May 21, 2015 - Jul 8, 2016 |
| #7 | -10.72% Apr 2, 2012 - Aug 21, 2012 | -14.32% Nov 29, 2024 - Jun 23, 2025 |
| #8 | -10.31% Jul 13, 2007 - Oct 9, 2007 | -10.45% Jun 4, 2007 - Oct 5, 2007 |
| #9 | -10.19% Jan 26, 2018 - Aug 29, 2018 | -9.27% Jul 31, 2023 - Dec 1, 2023 |
| #10 | -8.98% Sep 2, 2020 - Nov 9, 2020 | -8.72% Sep 19, 2014 - Nov 18, 2014 |
| #11 | -8.39% Feb 2, 2026 - Apr 14, 2026 | -6.53% Jan 15, 2014 - Mar 6, 2014 |
| #12 | -7.84% May 3, 2019 - Jul 1, 2019 | -6.46% May 5, 2006 - Jul 28, 2006 |
| #13 | -7.82% Jul 16, 2024 - Aug 30, 2024 | -6.25% Jun 4, 2021 - Aug 12, 2021 |
| #14 | -7.47% Sep 18, 2014 - Oct 31, 2014 | -6.24% Feb 15, 2007 - Apr 16, 2007 |
| #15 | -7.30% Sep 14, 2012 - Jan 2, 2013 | -6.21% Jul 17, 2024 - Aug 23, 2024 |
Correlation
Correlation between EPS and PWV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
EPS vs PWV dividend yield comparison.
| Year | EPS | PWV |
|---|---|---|
| 2026 | 0.26% | 0.47% |
| 2025 | 1.26% | 2.12% |
| 2024 | 1.47% | 2.08% |
| 2023 | 1.73% | 2.16% |
| 2022 | 1.95% | 2.29% |
| 2021 | 1.51% | 1.89% |
| 2020 | 1.85% | 2.66% |
| 2019 | 1.70% | 2.24% |
| 2018 | 2.02% | 2.34% |
| 2017 | 1.59% | 1.55% |
| 2016 | 1.99% | 2.35% |
| 2015 | 2.15% | 2.42% |
| 2014 | 1.66% | 1.93% |
| 2013 | 1.63% | 1.82% |
| 2012 | 2.17% | 2.41% |
| 2011 | 1.95% | 2.21% |
| 2010 | 1.70% | 2.24% |
| 2009 | 1.93% | 2.19% |
| 2008 | 2.73% | 2.81% |
| 2007 | 1.41% | 2.28% |
| 2006 | 0.00% | 1.35% |
| 2005 | 0.00% | 1.28% |
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