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EPS vs SPGM

Comparison between WISDOMTREE U.S. LARGECAP FUND (EPS, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).

5-Year PerformanceEPS has outperformed SPGM, delivering a return of +12.8% compared to +11.3%

EPS vs SPGM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EPS
$1.60B
Winner
SPGM
$1.70B
Expense Ratio
Winner
EPS
0.08%
SPGM
0.09%
Max Drawdown
EPS
55.60%
Winner
SPGM
33.97%
Sharpe Ratio
EPS
1.67
Winner
SPGM
1.68
5Y Beta
Winner
EPS
0.91
SPGM
0.91
P/E Ratio
Winner
EPS
23.94
SPGM
27.34
Forward P/E
Winner
EPS
18.90
SPGM
20.03
5Y Dividends CAGR
EPS
8.33%
Winner
SPGM
13.19%
5Y EPS CAGR
Winner
EPS
24.84%
SPGM
23.07%
Debt to Equity
EPS
35.07%
SPGM
N/A
P/S Ratio
EPS
3.07
Winner
SPGM
0.31
P/B Ratio
Winner
EPS
4.46
SPGM
4.77

EPS vs SPGM - Holdings Comparison

EPS and SPGM have 288 common holdings. Overlap is 48.91%

EPS's top 25 holdings weight is 50.87%. SPGM's top 25 holdings weight is 29.28%.

RankEPSSPGM
#1
NVIDIA CORP (NVDA) - 7.29%
NVIDIA CORP (NVDA) - 4.15%
#2
ALPHABET INC CLASS A (GOOGL) - 6.37%
APPLE INC (AAPL) - 3.64%
#3
AMAZON.COM INC (AMZN) - 5.72%
MICROSOFT CORP (MSFT) - 2.61%
#4
APPLE INC (AAPL) - 5.26%
AMAZON.COM INC (AMZN) - 1.85%
#5
MICROSOFT CORP (MSFT) - 3.50%
ALPHABET INC CLASS A (GOOGL) - 1.53%
#6
META PLATFORMS INC CLASS A (META) - 2.92%
ALPHABET INC CLASS C (GOOG) - 1.52%
#7
JPMORGAN CHASE & CO (JPM) - 2.14%
BROADCOM INC (AVGO) - 1.40%
#8
MICRON TECHNOLOGY INC (MU) - 1.69%
n/a (TSM) - 1.38%
#9
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.67%
META PLATFORMS INC CLASS A (META) - 1.29%
#10
BROADCOM INC (AVGO) - 1.63%
TESLA INC (TSLA) - 1.06%
#11
EXXON MOBIL CORP (XOM) - 1.26%
JPMORGAN CHASE & CO (JPM) - 0.90%
#12
JOHNSON & JOHNSON (JNJ) - 1.17%
EXXON MOBIL CORP (XOM) - 0.80%
#13
BANK OF AMERICA CORP (BAC) - 1.03%
ELI LILLY AND CO (LLY) - 0.70%
#14
ELI LILLY AND CO (LLY) - 0.95%
SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66%
#15
CISCO SYSTEMS INC (CSCO) - 0.91%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63%
#16
MERCK & CO INC (MRK) - 0.85%
VISA INC CLASS A (V) - 0.58%
#17
UNITEDHEALTH GROUP INC (UNH) - 0.79%
ASML HOLDING NV (n/a) - 0.56%
#18
VISA INC CLASS A (V) - 0.78%
CHEVRON CORP (CVX) - 0.53%
#19
VERIZON COMMUNICATIONS INC (VZ) - 0.78%
COSTCO WHOLESALE CORP (COST) - 0.52%
#20
WALMART INC (WMT) - 0.73%
WALMART INC (WMT) - 0.51%
#21
THE GOLDMAN SACHS GROUP INC (GS) - 0.72%
JOHNSON & JOHNSON (JNJ) - 0.51%
#22
APPLIED MATERIALS INC (AMAT) - 0.71%
CHUBB LTD (CB) - 0.50%
#23
MORGAN STANLEY (MS) - 0.69%
TENCENT HOLDINGS LTD (n/a) - 0.50%
#24
n/a (DELL) - 0.66%
NESTLE SA (n/a) - 0.50%
#25
TESLA INC (TSLA) - 0.65%
CATERPILLAR INC (CAT) - 0.45%
Total Holdings4862333

EPS vs SPGM - Historical Returns

Returns include dividend reinvestment.

1M
EPS
-1.17%
Winner
SPGM
-0.09%
3M
Winner
EPS
+12.35%
SPGM
+12.19%
6M
EPS
+8.10%
Winner
SPGM
+9.88%
1Y
EPS
+24.96%
Winner
SPGM
+28.35%
5Y(CAGR)
Winner
EPS
+12.82%
SPGM
+11.26%
10Y(CAGR)
Winner
EPS
+15.11%
SPGM
+13.27%
Max(CAGR)
Winner
EPS
+12.68%
SPGM
+12.56%

EPS vs SPGM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearEPSSPGM
2026+8.76%+9.92%
2025+17.52%+23.70%
2024+24.38%+17.65%
2023+23.19%+21.33%
2022-16.52%-17.95%
2021+29.19%+20.77%
2020+11.09%+14.24%
2019+32.16%+27.70%
2018-7.91%-8.85%
2017+25.33%+25.00%
2016+20.26%+12.47%
2015+2.89%+1.18%
2014+18.25%+13.98%
2013+34.14%+22.99%
2012+17.83%+3.69%
2011+6.72%N/A
2010+15.85%N/A
2009+29.05%N/A
2008-33.08%N/A
2007+5.86%N/A

EPS vs SPGM Drawdown Comparison

The maximum drawdown for EPS was -51.96%, occurring on Mar 6, 2009. Recovery took 816 trading sessions.

The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The current EPS drawdown is -3.01%. The current SPGM drawdown is -2.70%.

RankEPSSPGM
#1-51.96%
Oct 10, 2007 - Jan 5, 2011		-33.97%
Feb 12, 2020 - Aug 24, 2020
#2-35.79%
Feb 12, 2020 - Sep 2, 2020		-25.92%
Jan 4, 2022 - Jan 25, 2024
#3-23.56%
Jan 4, 2022 - Dec 13, 2023		-20.73%
Jun 19, 2015 - Jul 26, 2016
#4-18.98%
Sep 20, 2018 - Apr 8, 2019		-17.94%
Jan 26, 2018 - Apr 29, 2019
#5-17.65%
Feb 19, 2025 - Jun 27, 2025		-16.90%
Feb 18, 2025 - Jun 2, 2025
#6-16.33%
Jul 7, 2011 - Jan 10, 2012		-13.83%
Jul 10, 2014 - Dec 3, 2014
#7-12.83%
Jun 23, 2015 - Mar 30, 2016		-11.87%
Mar 19, 2012 - Sep 13, 2012
#8-10.72%
Apr 2, 2012 - Aug 16, 2012		-9.50%
Feb 25, 2026 - Apr 15, 2026
#9-10.31%
Jul 13, 2007 - Oct 1, 2007		-8.55%
Jul 16, 2024 - Aug 30, 2024
#10-10.19%
Jan 26, 2018 - Aug 29, 2018		-8.44%
Dec 16, 2013 - May 13, 2014
#11-8.98%
Sep 2, 2020 - Nov 9, 2020		-7.49%
Sep 2, 2020 - Nov 9, 2020
#12-8.39%
Feb 2, 2026 - Apr 14, 2026		-7.13%
May 21, 2013 - Jul 17, 2013
#13-7.84%
May 3, 2019 - Jul 1, 2019		-6.95%
Jul 24, 2019 - Oct 24, 2019
#14-7.82%
Jul 16, 2024 - Aug 30, 2024		-6.72%
Jul 26, 2016 - Dec 8, 2016
#15-7.23%
Oct 17, 2012 - Jan 2, 2013		-6.25%
Apr 29, 2019 - Jun 19, 2019

Correlation

Correlation between EPS and SPGM is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2007 - 2026)

EPS vs SPGM dividend yield comparison.

YearEPSSPGM
20260.26%0.79%
20251.26%1.89%
20241.47%1.98%
20231.73%2.09%
20221.95%2.37%
20211.51%1.94%
20201.85%1.45%
20191.70%3.49%
20182.02%3.77%
20173.87%4.57%
20165.96%3.74%
20156.46%7.40%
20144.97%4.37%
20134.89%3.49%
20126.53%4.52%
20115.85%0.00%
20105.10%0.00%
20095.79%0.00%
20088.17%0.00%
20074.24%0.00%

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