WisdomTree Earnings 500 Fund (EPS)

$48.03
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 0.98 19.60% -6.63% 0.28%
U.S. All Cap 35 1.01 19.03% - -

* 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 -1.11% -1.04% -0.07%
Year-to-Date 19.60% 19.03% 0.57%
1 Year 0.00% 0.00% 0.00%

Risk, Fees & Styles

(as of 9/30/2020)
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)
-0.09%