EPS vs XHB
Comparison between WISDOMTREE U.S. LARGECAP FUND (EPS, ETF) and SPDR(R) S&P(R) HOMEBUILDERS ETF (XHB, ETF).
5-Year PerformanceEPS has outperformed XHB, delivering a return of +12.9% compared to +6.6%
EPS vs XHB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPS
$1.50B
XHB
$1.50B
Expense Ratio
Winner
EPS
0.08%
XHB
0.35%
Max Drawdown
Winner
EPS
55.60%
XHB
82.30%
Sharpe Ratio
Winner
EPS
2.11
XHB
0.21
5Y Beta
Winner
EPS
0.90
XHB
0.94
P/E Ratio
EPS
25.47
Winner
XHB
19.01
Forward P/E
EPS
20.25
Winner
XHB
17.00
5Y Dividends CAGR
Winner
EPS
8.33%
XHB
8.28%
5Y EPS CAGR
Winner
EPS
27.20%
XHB
11.56%
Debt to Equity
EPS
30.07%
Winner
XHB
-9.62%
P/S Ratio
EPS
3.20
Winner
XHB
1.27
P/B Ratio
EPS
4.74
Winner
XHB
2.22
EPS vs XHB - Holdings Comparison
EPS and XHB have 15 common holdings. Overlap is 0.76%
EPS's top 25 holdings weight is 50.28%. XHB's top 25 holdings weight is 84.35%.
| Rank | EPS | XHB |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.16% | MODINE MANUFACTURING CO (MOD) - 3.86% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 6.96% | TOPBUILD CORP (BLD) - 3.83% |
| #3 | AMAZON.COM INC (AMZN) - 6.71% | MASCO CORP (MAS) - 3.78% |
| #4 | APPLE INC (AAPL) - 5.17% | OWENS-CORNING INC (OC) - 3.75% |
| #5 | MICROSOFT CORP (MSFT) - 3.86% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 3.68% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.18% | D.R. HORTON INC (DHI) - 3.53% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.03% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 3.49% |
| #8 | BROADCOM INC (AVGO) - 1.81% | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 3.47% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.62% | MERITAGE HOMES CORP (MTH) - 3.41% |
| #10 | EXXON MOBIL CORP (XOM) - 1.41% | TAYLOR MORRISON HOME CORP (TMHC) - 3.38% |
| #11 | JOHNSON & JOHNSON (JNJ) - 1.15% | LENNOX INTERNATIONAL INC (LII) - 3.38% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.05% | INSTALLED BUILDING PRODUCTS INC (IBP) - 3.36% |
| #13 | BANK OF AMERICA CORP (BAC) - 0.99% | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.30% |
| #14 | ELI LILLY AND CO (LLY) - 0.87% | CARLISLE COMPANIES INC (CSL) - 3.26% |
| #15 | MERCK & CO INC (MRK) - 0.86% | CAVCO INDUSTRIES INC (CVCO) - 3.25% |
| #16 | WALMART INC (WMT) - 0.83% | PULTEGROUP INC (PHM) - 3.25% |
| #17 | VERIZON COMMUNICATIONS INC (VZ) - 0.82% | WILLIAMS-SONOMA INC (WSM) - 3.24% |
| #18 | VISA INC CLASS A (V) - 0.78% | TOLL BROTHERS INC (TOL) - 3.23% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.75% | KB HOME (KBH) - 3.17% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 0.72% | SOMNIGROUP INTERNATIONAL INC (SGI) - 3.16% |
| #21 | CVS HEALTH CORP (CVS) - 0.32% | CHAMPION HOMES INC (SKY) - 3.15% |
| #22 | PROGRESSIVE CORP (PGR) - 0.31% | LOWE'S COMPANIES INC (LOW) - 3.14% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.31% | NVR INC (NVR) - 3.12% |
| #24 | KLA CORP (KLAC) - 0.31% | ALLEGION PLC (ALLE) - 3.11% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.30% | THE HOME DEPOT INC (HD) - 3.05% |
| Total Holdings | 463 | 36 |
EPS vs XHB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPS
+8.13%
XHB
-2.17%
3M
Winner
EPS
+7.14%
XHB
-15.63%
6M
Winner
EPS
+9.39%
XHB
-3.98%
1Y
Winner
EPS
+28.27%
XHB
+1.35%
5Y(CAGR)
Winner
EPS
+12.90%
XHB
+6.64%
10Y(CAGR)
Winner
EPS
+14.83%
XHB
+12.80%
Max(CAGR)
Winner
EPS
+10.35%
XHB
+5.09%
EPS vs XHB - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | EPS | XHB |
|---|---|---|
| 2026 | +8.63% | -2.68% |
| 2025 | +17.52% | +0.28% |
| 2024 | +24.38% | +11.24% |
| 2023 | +23.19% | +57.98% |
| 2022 | -16.52% | -27.51% |
| 2021 | +29.19% | +51.99% |
| 2020 | +11.09% | +27.60% |
| 2019 | +32.16% | +40.05% |
| 2018 | -7.91% | -26.04% |
| 2017 | +22.21% | +30.60% |
| 2016 | +15.33% | +1.63% |
| 2015 | -1.36% | +1.58% |
| 2014 | +14.27% | +3.68% |
| 2013 | +29.44% | +22.32% |
| 2012 | +12.80% | +54.88% |
| 2011 | +2.58% | -2.21% |
| 2010 | +11.74% | +15.81% |
| 2009 | +23.43% | +24.66% |
| 2008 | -35.92% | -34.51% |
| 2007 | +2.94% | -46.38% |
| 2006 | N/A | -16.47% |
EPS vs XHB Drawdown Comparison
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
The maximum drawdown for XHB was -81.62%, occurring on Mar 9, 2009. Recovery took 2909 trading sessions.
The current XHB drawdown is -18.18%.
| Rank | EPS | XHB |
|---|---|---|
| #1 | -54.41% Oct 10, 2007 - Mar 14, 2012 | -81.62% Apr 5, 2006 - Oct 24, 2017 |
| #2 | -35.79% Feb 12, 2020 - Sep 2, 2020 | -49.57% Feb 20, 2020 - Jul 27, 2020 |
| #3 | -23.56% Jan 4, 2022 - Dec 13, 2023 | -39.45% Dec 10, 2021 - Aug 1, 2023 |
| #4 | -18.98% Sep 20, 2018 - Apr 8, 2019 | -33.52% Jan 22, 2018 - Oct 25, 2019 |
| #5 | -17.65% Feb 19, 2025 - Jun 27, 2025 | -30.53% Oct 18, 2024 - Apr 8, 2025 |
| #6 | -15.09% May 21, 2015 - Jul 14, 2016 | -18.22% Aug 1, 2023 - Dec 1, 2023 |
| #7 | -10.72% Apr 2, 2012 - Aug 21, 2012 | -12.09% Mar 28, 2024 - Jul 16, 2024 |
| #8 | -10.31% Jul 13, 2007 - Oct 9, 2007 | -11.65% May 7, 2021 - Nov 4, 2021 |
| #9 | -10.19% Jan 26, 2018 - Aug 29, 2018 | -10.61% Jul 31, 2024 - Aug 23, 2024 |
| #10 | -8.98% Sep 2, 2020 - Nov 9, 2020 | -9.71% Oct 15, 2020 - Nov 23, 2020 |
| #11 | -8.39% Feb 2, 2026 - Apr 14, 2026 | -8.56% Feb 22, 2006 - Mar 17, 2006 |
| #12 | -7.84% May 3, 2019 - Jul 1, 2019 | -6.71% Feb 11, 2021 - Mar 10, 2021 |
| #13 | -7.82% Jul 16, 2024 - Aug 30, 2024 | -6.02% Aug 24, 2020 - Oct 1, 2020 |
| #14 | -7.47% Sep 18, 2014 - Oct 31, 2014 | -5.96% Aug 23, 2024 - Sep 13, 2024 |
| #15 | -7.30% Sep 14, 2012 - Jan 2, 2013 | -5.13% Jan 22, 2021 - Feb 5, 2021 |
Correlation
Correlation between EPS and XHB is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
EPS vs XHB dividend yield comparison.
| Year | EPS | XHB |
|---|---|---|
| 2026 | 0.26% | 0.15% |
| 2025 | 1.26% | 0.78% |
| 2024 | 1.47% | 0.59% |
| 2023 | 1.73% | 0.77% |
| 2022 | 1.95% | 1.06% |
| 2021 | 1.51% | 0.51% |
| 2020 | 1.85% | 0.73% |
| 2019 | 1.70% | 0.89% |
| 2018 | 2.02% | 1.25% |
| 2017 | 1.59% | 0.72% |
| 2016 | 1.99% | 0.67% |
| 2015 | 2.15% | 0.50% |
| 2014 | 1.66% | 0.54% |
| 2013 | 1.63% | 0.29% |
| 2012 | 2.17% | 0.97% |
| 2011 | 1.95% | 0.89% |
| 2010 | 1.70% | 1.93% |
| 2009 | 1.93% | 0.98% |
| 2008 | 2.73% | 3.15% |
| 2007 | 1.41% | 1.53% |
| 2006 | 0.00% | 0.56% |
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