WisdomTree Earnings 500 Fund (EPS)

$35.35
F 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 34 0.99 -2.45% -3.32% 0.28%
U.S. All Cap 34 1.01 4.55% - -

* 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 9.71% 11.75% -2.03%
Year-to-Date -2.45% 4.55% -7.01%
1 Year 7.83% 14.52% -6.69%

Risk, Fees & Styles

(as of 6/30/2020)
RISK PROFILE Help

Fund's Risk

34%

(very high)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 34% 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)
100%

Return in excess of styles
(over past year)
1.02%