USXF vs EPS
Comparison between ISHARES ESG ADVANCED MSCI USA ETF (USXF, ETF) and WISDOMTREE U.S. LARGECAP FUND (EPS, ETF).
5-Year PerformanceUSXF has outperformed EPS, delivering a return of +14.4% compared to +13.1%
USXF vs EPS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USXF
$1.50B
Winner
EPS
$1.60B
Expense Ratio
USXF
0.10%
Winner
EPS
0.08%
Max Drawdown
Winner
USXF
30.42%
EPS
55.60%
Sharpe Ratio
USXF
1.14
Winner
EPS
1.62
5Y Beta
USXF
1.15
Winner
EPS
0.91
P/E Ratio
USXF
33.42
Winner
EPS
22.54
Forward P/E
USXF
19.20
Winner
EPS
18.83
5Y Dividends CAGR
Winner
USXF
17.15%
EPS
9.06%
5Y EPS CAGR
Winner
USXF
36.12%
EPS
29.76%
Debt to Equity
Winner
USXF
52.72%
EPS
61.69%
P/S Ratio
USXF
4.95
Winner
EPS
3.41
P/B Ratio
USXF
6.84
Winner
EPS
4.67
USXF vs EPS - Holdings Comparison
USXF and EPS have 193 common holdings. Overlap is 24.35%
USXF's top 25 holdings weight is 49.35%. EPS's top 25 holdings weight is 49.72%.
| Rank | USXF | EPS |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.71% | NVIDIA CORP (NVDA) - 7.47% |
| #2 | BROADCOM INC (AVGO) - 6.94% | ALPHABET INC CLASS A (GOOGL) - 5.92% |
| #3 | MICRON TECHNOLOGY INC (MU) - 4.37% | AMAZON.COM INC (AMZN) - 5.82% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 3.54% | APPLE INC (AAPL) - 5.69% |
| #5 | VISA INC CLASS A (V) - 2.39% | MICROSOFT CORP (MSFT) - 3.54% |
| #6 | INTEL CORP (INTC) - 1.85% | META PLATFORMS INC CLASS A (META) - 3.19% |
| #7 | APPLIED MATERIALS INC (AMAT) - 1.79% | JPMORGAN CHASE & CO (JPM) - 2.19% |
| #8 | CISCO SYSTEMS INC (CSCO) - 1.77% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.65% |
| #9 | MASTERCARD INC CLASS A (MA) - 1.76% | BROADCOM INC (AVGO) - 1.61% |
| #10 | LAM RESEARCH CORP (LRCX) - 1.60% | MICRON TECHNOLOGY INC (MU) - 1.53% |
| #11 | THE HOME DEPOT INC (HD) - 1.32% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.36% |
| #12 | GE VERNOVA INC (GEV) - 1.16% | JOHNSON & JOHNSON (JNJ) - 1.25% |
| #13 | KLA CORP (KLAC) - 1.14% | BANK OF AMERICA CORP (BAC) - 1.11% |
| #14 | PALO ALTO NETWORKS INC (PANW) - 1.11% | ELI LILLY AND CO (LLY) - 0.98% |
| #15 | TEXAS INSTRUMENTS INC (TXN) - 1.06% | MERCK & CO INC (MRK) - 0.93% |
| #16 | LINDE PLC (LIN) - 0.93% | CISCO SYSTEMS INC (CSCO) - 0.85% |
| #17 | ORACLE CORP (ORCL) - 0.87% | VISA INC CLASS A (V) - 0.83% |
| #18 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.78% | UNITEDHEALTH GROUP INC (UNH) - 0.83% |
| #19 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.78% | VERIZON COMMUNICATIONS INC (VZ) - 0.74% |
| #20 | WESTERN DIGITAL CORP (WDC) - 0.76% | THE GOLDMAN SACHS GROUP INC (GS) - 0.71% |
| #21 | ACCENTURE PLC CLASS A (ACN) - 0.35% | LINDE PLC (LIN) - 0.32% |
| #22 | MARSH (MRSH) - 0.35% | AMERICAN EXPRESS CO (AXP) - 0.31% |
| #23 | COMCAST CORP CLASS A (CMCSA) - 0.34% | PROGRESSIVE CORP (PGR) - 0.30% |
| #24 | CLOUDFLARE INC (NET) - 0.34% | ALLSTATE CORP (ALL) - 0.30% |
| #25 | CME GROUP INC CLASS A (CME) - 0.34% | CHARLES SCHWAB CORP (SCHW) - 0.29% |
| Total Holdings | 252 | 447 |
USXF vs EPS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USXF
+4.00%
EPS
+3.81%
3M
Winner
USXF
+7.51%
EPS
+6.70%
6M
Winner
USXF
+19.27%
EPS
+13.35%
1Y
Winner
USXF
+26.61%
EPS
+25.82%
5Y(CAGR)
Winner
USXF
+14.44%
EPS
+13.09%
10Y(CAGR)
USXF
N/A
EPS
+14.83%
Max(CAGR)
Winner
USXF
+19.15%
EPS
+10.54%
USXF vs EPS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | USXF | EPS |
|---|---|---|
| 2026 | +20.34% | +15.00% |
| 2025 | +16.60% | +17.52% |
| 2024 | +27.54% | +24.38% |
| 2023 | +31.58% | +23.19% |
| 2022 | -20.82% | -16.52% |
| 2021 | +28.66% | +29.19% |
| 2020 | +24.05% | +11.09% |
| 2019 | N/A | +32.16% |
| 2018 | N/A | -7.91% |
| 2017 | N/A | +22.21% |
| 2016 | N/A | +15.33% |
| 2015 | N/A | -1.36% |
| 2014 | N/A | +14.27% |
| 2013 | N/A | +29.44% |
| 2012 | N/A | +12.80% |
| 2011 | N/A | +2.58% |
| 2010 | N/A | +11.74% |
| 2009 | N/A | +23.43% |
| 2008 | N/A | -35.92% |
| 2007 | N/A | +2.94% |
USXF vs EPS Drawdown Comparison
The maximum drawdown for USXF was -29.54%, occurring on Oct 12, 2022. Recovery took 521 trading sessions.
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
The current USXF drawdown is -0.05%.
| Rank | USXF | EPS |
|---|---|---|
| #1 | -29.54% Nov 16, 2021 - Dec 13, 2023 | -54.41% Oct 10, 2007 - Mar 14, 2012 |
| #2 | -20.93% Jan 23, 2025 - Jun 24, 2025 | -35.79% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -10.19% Jan 28, 2026 - Apr 13, 2026 | -23.56% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -10.18% Jul 16, 2024 - Aug 23, 2024 | -18.98% Sep 20, 2018 - Apr 8, 2019 |
| #5 | -9.72% Sep 2, 2020 - Nov 13, 2020 | -17.65% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -8.11% Mar 21, 2024 - May 24, 2024 | -15.09% May 21, 2015 - Jul 14, 2016 |
| #7 | -7.72% Jun 2, 2026 - Jul 29, 2026 | -10.72% Apr 2, 2012 - Aug 21, 2012 |
| #8 | -7.61% Oct 29, 2025 - Jan 16, 2026 | -10.31% Jul 13, 2007 - Oct 9, 2007 |
| #9 | -6.34% Feb 12, 2021 - Apr 1, 2021 | -10.19% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -6.28% Dec 4, 2024 - Jan 23, 2025 | -8.98% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -6.22% Sep 3, 2021 - Oct 22, 2021 | -8.39% Feb 2, 2026 - Apr 14, 2026 |
| #12 | -6.10% Aug 23, 2024 - Sep 19, 2024 | -7.84% May 3, 2019 - Jul 1, 2019 |
| #13 | -4.69% Apr 29, 2021 - Jun 4, 2021 | -7.82% Jul 16, 2024 - Aug 30, 2024 |
| #14 | -4.06% Jan 20, 2021 - Feb 4, 2021 | -7.47% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -3.67% May 14, 2026 - May 26, 2026 | -7.30% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between USXF and EPS is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2007 - 2026)
USXF vs EPS dividend yield comparison.
| Year | USXF | EPS |
|---|---|---|
| 2026 | 0.35% | 0.52% |
| 2025 | 0.93% | 1.26% |
| 2024 | 1.00% | 1.47% |
| 2023 | 1.21% | 1.73% |
| 2022 | 1.39% | 1.95% |
| 2021 | 0.86% | 1.51% |
| 2020 | 0.58% | 1.85% |
| 2019 | 0.00% | 1.70% |
| 2018 | 0.00% | 2.02% |
| 2017 | 0.00% | 1.59% |
| 2016 | 0.00% | 1.99% |
| 2015 | 0.00% | 2.15% |
| 2014 | 0.00% | 1.66% |
| 2013 | 0.00% | 1.63% |
| 2012 | 0.00% | 2.17% |
| 2011 | 0.00% | 1.95% |
| 2010 | 0.00% | 1.70% |
| 2009 | 0.00% | 1.93% |
| 2008 | 0.00% | 2.73% |
| 2007 | 0.00% | 1.41% |
Select Stocks to Compare
Popular: USXF vs SPYEPS vs SPY
More Comparisons
Compare with similar stocks