EPS vs SPY
Comparison between WISDOMTREE U.S. LARGECAP FUND (EPS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EPS, delivering a return of +13.2% compared to +12.8%
EPS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPS
$1.60B
Winner
SPY
$784B
Expense Ratio
Winner
EPS
0.08%
SPY
0.09%
Max Drawdown
Winner
EPS
55.60%
SPY
56.47%
Sharpe Ratio
Winner
EPS
1.67
SPY
1.54
5Y Beta
Winner
EPS
0.91
SPY
1.00
P/E Ratio
Winner
EPS
23.94
SPY
27.62
Forward P/E
Winner
EPS
18.90
SPY
21.11
5Y Dividends CAGR
Winner
EPS
8.33%
SPY
6.00%
5Y EPS CAGR
EPS
24.84%
Winner
SPY
25.30%
Debt to Equity
EPS
35.07%
Winner
SPY
31.11%
P/S Ratio
Winner
EPS
3.07
SPY
3.49
P/B Ratio
Winner
EPS
4.46
SPY
5.30
EPS vs SPY - Holdings Comparison
EPS and SPY have 393 common holdings. Overlap is 76.93%
EPS's top 25 holdings weight is 50.87%. SPY's top 25 holdings weight is 51.24%.
| Rank | EPS | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.29% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 6.37% | APPLE INC (AAPL) - 6.81% |
| #3 | AMAZON.COM INC (AMZN) - 5.72% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | APPLE INC (AAPL) - 5.26% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | MICROSOFT CORP (MSFT) - 3.50% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.92% | BROADCOM INC (AVGO) - 2.77% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.14% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.69% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.67% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | BROADCOM INC (AVGO) - 1.63% | TESLA INC (TSLA) - 1.76% |
| #11 | EXXON MOBIL CORP (XOM) - 1.26% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.17% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.03% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | ELI LILLY AND CO (LLY) - 0.95% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | CISCO SYSTEMS INC (CSCO) - 0.91% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | MERCK & CO INC (MRK) - 0.85% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | UNITEDHEALTH GROUP INC (UNH) - 0.79% | VISA INC CLASS A (V) - 0.87% |
| #18 | VISA INC CLASS A (V) - 0.78% | INTEL CORP (INTC) - 0.85% |
| #19 | VERIZON COMMUNICATIONS INC (VZ) - 0.78% | WALMART INC (WMT) - 0.82% |
| #20 | WALMART INC (WMT) - 0.73% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | THE GOLDMAN SACHS GROUP INC (GS) - 0.72% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | APPLIED MATERIALS INC (AMAT) - 0.71% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | MORGAN STANLEY (MS) - 0.69% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | n/a (DELL) - 0.66% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | TESLA INC (TSLA) - 0.65% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 486 | 505 |
EPS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPS
-1.17%
SPY
-1.37%
3M
Winner
EPS
+12.35%
SPY
+12.22%
6M
Winner
EPS
+8.10%
SPY
+7.20%
1Y
Winner
EPS
+24.96%
SPY
+23.58%
5Y(CAGR)
EPS
+12.82%
Winner
SPY
+13.19%
10Y(CAGR)
EPS
+15.11%
Winner
SPY
+15.12%
Max(CAGR)
Winner
EPS
+12.68%
SPY
+8.44%
EPS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EPS | SPY |
|---|---|---|
| 2026 | +8.76% | +7.95% |
| 2025 | +17.52% | +18.00% |
| 2024 | +24.38% | +25.59% |
| 2023 | +23.19% | +26.72% |
| 2022 | -16.52% | -18.64% |
| 2021 | +29.19% | +30.52% |
| 2020 | +11.09% | +17.28% |
| 2019 | +32.16% | +31.09% |
| 2018 | -7.91% | -5.24% |
| 2017 | +25.33% | +20.78% |
| 2016 | +20.26% | +13.59% |
| 2015 | +2.89% | +1.31% |
| 2014 | +18.25% | +14.56% |
| 2013 | +34.14% | +29.00% |
| 2012 | +17.83% | +14.17% |
| 2011 | +6.72% | +0.85% |
| 2010 | +15.85% | +13.14% |
| 2009 | +29.05% | +22.67% |
| 2008 | -33.08% | -36.25% |
| 2007 | +5.86% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EPS vs SPY Drawdown Comparison
The maximum drawdown for EPS was -51.96%, occurring on Mar 6, 2009. Recovery took 816 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EPS drawdown is -3.01%. The current SPY drawdown is -3.18%.
| Rank | EPS | SPY |
|---|---|---|
| #1 | -51.96% Oct 10, 2007 - Jan 5, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -35.79% Feb 12, 2020 - Sep 2, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -23.56% Jan 4, 2022 - Dec 13, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -18.98% Sep 20, 2018 - Apr 8, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -17.65% Feb 19, 2025 - Jun 27, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.33% Jul 7, 2011 - Jan 10, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.83% Jun 23, 2015 - Mar 30, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.72% Apr 2, 2012 - Aug 16, 2012 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.31% Jul 13, 2007 - Oct 1, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.19% Jan 26, 2018 - Aug 29, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.98% Sep 2, 2020 - Nov 9, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.39% Feb 2, 2026 - Apr 14, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.84% May 3, 2019 - Jul 1, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.82% Jul 16, 2024 - Aug 30, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.23% Oct 17, 2012 - Jan 2, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EPS and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
EPS vs SPY dividend yield comparison.
| Year | EPS | SPY |
|---|---|---|
| 2026 | 0.26% | 0.50% |
| 2025 | 1.26% | 1.07% |
| 2024 | 1.47% | 1.21% |
| 2023 | 1.73% | 1.40% |
| 2022 | 1.95% | 1.65% |
| 2021 | 1.51% | 1.20% |
| 2020 | 1.85% | 1.52% |
| 2019 | 1.70% | 1.75% |
| 2018 | 2.02% | 2.04% |
| 2017 | 3.87% | 1.80% |
| 2016 | 5.96% | 2.03% |
| 2015 | 6.46% | 2.06% |
| 2014 | 4.97% | 1.87% |
| 2013 | 4.89% | 1.81% |
| 2012 | 6.53% | 2.18% |
| 2011 | 5.85% | 2.05% |
| 2010 | 5.10% | 1.80% |
| 2009 | 5.79% | 1.95% |
| 2008 | 8.17% | 3.02% |
| 2007 | 4.24% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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