EPS vs VRIG

Comparison between WISDOMTREE U.S. LARGECAP FUND (EPS, ETF) and INVESCO VARIABLE RATE INVESTMENT GRADE ETF (VRIG, ETF).

5-Year PerformanceEPS has outperformed VRIG, delivering a return of +12.9% compared to +4.4%

EPS vs VRIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPS(ETF)	VRIG(ETF)
Net Assets	$1.50B	$1.50B
Expense Ratio	0.08%	0.30%
Max Drawdown	55.60%	14.33%
Sharpe Ratio	2.11	3.03
5Y Beta	0.90	0.01
P/E Ratio	25.47	N/A
Forward P/E	20.25	N/A
5Y Dividends CAGR	8.33%	33.90%
5Y EPS CAGR	27.20%	N/A
Debt to Equity	30.07%	N/A
P/S Ratio	3.20	N/A
P/B Ratio	4.74	N/A

Net Assets

EPS

$1.50B

VRIG

$1.50B

Expense Ratio

Winner

EPS

0.08%

VRIG

0.30%

Max Drawdown

EPS

55.60%

Winner

VRIG

14.33%

Sharpe Ratio

EPS

2.11

Winner

VRIG

3.03

5Y Beta

EPS

0.90

Winner

VRIG

0.01

P/E Ratio

EPS

25.47

VRIG

N/A

Forward P/E

EPS

20.25

VRIG

N/A

5Y Dividends CAGR

EPS

8.33%

Winner

VRIG

33.90%

5Y EPS CAGR

EPS

27.20%

VRIG

N/A

Debt to Equity

EPS

30.07%

VRIG

N/A

P/S Ratio

EPS

3.20

VRIG

N/A

P/B Ratio

EPS

4.74

VRIG

N/A

EPS vs VRIG - Historical Returns

Returns include dividend reinvestment.

Period	EPS	VRIG
1 month	+8.13%	+0.47%
3 months	+7.14%	+0.91%
6 months	+9.39%	+2.22%
1 year	+28.27%	+5.16%
5 years(CAGR)	+12.90%	+4.38%
10 years(CAGR)	+14.83%	+3.44%
Max(CAGR)	+10.35%	+3.44%

Winner

EPS

+8.13%

VRIG

+0.47%

Winner

EPS

+7.14%

VRIG

+0.91%

Winner

EPS

+9.39%

VRIG

+2.22%

Winner

EPS

+28.27%

VRIG

+5.16%

5Y(CAGR)

Winner

EPS

+12.90%

VRIG

+4.38%

10Y(CAGR)

Winner

EPS

+14.83%

VRIG

+3.44%

Max(CAGR)

Winner

EPS

+10.35%

VRIG

+3.44%

EPS vs VRIG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	EPS	VRIG
2026	+8.63%	+1.51%
2025	+17.52%	+5.03%
2024	+24.38%	+6.81%
2023	+23.19%	+7.30%
2022	-16.52%	+0.99%
2021	+29.19%	+1.14%
2020	+11.09%	+1.63%
2019	+32.16%	+4.52%
2018	-7.91%	+0.43%
2017	+22.21%	+3.19%
2016	+15.33%	+0.56%
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 VRIG Drawdown Comparison

The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.

The maximum drawdown for VRIG was -13.04%, occurring on Mar 26, 2020. Recovery took 129 trading sessions.

Rank	EPS	VRIG
#1	-54.41% Oct 10, 2007 - Mar 14, 2012	-13.04% Feb 19, 2020 - Aug 21, 2020
#2	-35.79% Feb 12, 2020 - Sep 2, 2020	-2.28% Jan 21, 2022 - Sep 22, 2022
#3	-23.56% Jan 4, 2022 - Dec 13, 2023	-1.40% Mar 6, 2023 - Apr 18, 2023
#4	-18.98% Sep 20, 2018 - Apr 8, 2019	-1.38% Nov 14, 2018 - Feb 20, 2019
#5	-17.65% Feb 19, 2025 - Jun 27, 2025	-0.78% Mar 31, 2025 - Apr 29, 2025
#6	-15.09% May 21, 2015 - Jul 14, 2016	-0.73% Sep 22, 2022 - Dec 5, 2022
#7	-10.72% Apr 2, 2012 - Aug 21, 2012	-0.47% May 5, 2017 - Jul 14, 2017
#8	-10.31% Jul 13, 2007 - Oct 9, 2007	-0.44% Jan 26, 2018 - Feb 23, 2018
#9	-10.19% Jan 26, 2018 - Aug 29, 2018	-0.36% Apr 18, 2018 - May 29, 2018
#10	-8.98% Sep 2, 2020 - Nov 9, 2020	-0.31% Mar 14, 2018 - Apr 3, 2018
#11	-8.39% Feb 2, 2026 - Apr 14, 2026	-0.29% Sep 18, 2020 - Nov 9, 2020
#12	-7.84% May 3, 2019 - Jul 1, 2019	-0.28% Jan 13, 2017 - Feb 13, 2017
#13	-7.82% Jul 16, 2024 - Aug 30, 2024	-0.26% Nov 14, 2017 - Dec 21, 2017
#14	-7.47% Sep 18, 2014 - Oct 31, 2014	-0.24% Dec 6, 2019 - Dec 11, 2019
#15	-7.30% Sep 14, 2012 - Jan 2, 2013	-0.22% Oct 18, 2017 - Nov 1, 2017

Correlation

Correlation between EPS and VRIG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2007 - 2026)

EPS vs VRIG dividend yield comparison.

Year	EPS	VRIG
2026	0.26%	1.50%
2025	1.26%	4.99%
2024	1.47%	6.09%
2023	1.73%	5.97%
2022	1.95%	2.39%
2021	1.51%	0.78%
2020	1.85%	1.57%
2019	1.70%	3.13%
2018	2.02%	2.89%
2017	1.59%	2.31%
2016	1.99%	0.60%
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%