WisdomTree Earnings 500 Fund (EPS)

$33.77
C Fund
Sector
Fund TypeETF
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. All Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
WisdomTree Earnings 500 Fund 13 1.03 -7.96% -0.75% 0.28%
U.S. All Cap 12 1.00 -1.78% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 10.76% 15.45% -4.69%
Year-to-Date -7.96% -1.78% -6.17%
1 Year 1.70% 6.35% -4.65%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

13%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 13% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.28%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$365

Real cost (fees + lost compounding)

$450

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
2.20%