Find A Portfolio/Ticker
Comparison Box
EPS: WisdomTree Earnings 500 ETF (ETF)
Basic Info 42.26 0.65(1.51%) March 22
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (94%) |
Start Date: | 02/23/2007 |
Last Dividend Date: | 12/23/2022 |
12-Mo. Yield | 1.48% |
Expenses | 0.28% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/22/2023)
Not up-to-date? TryLast 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 1.5 | 1.6 | -8.4 | 22.2 | 8.9 | 11.2 | 9.4 | 8.2 | -14.2 | 28.5 | 11.9 | 30.1 | -9.2 | 20.6 | 11.4 | -3.6 | 11.6 | 30.6 | 12.1 | 1.6 | 11.2 | 24.4 | -38.0 | 1.5 |
SR | NA | -0.19 | -0.49 | 0.8 | 0.34 | 0.6 | NA | 0.38 | -0.68 | 2.35 | 0.33 | 0.52 | -1.87 | 0.2 | -1.69 | -1.44 | -0.66 | 1.15 | -0.52 | -0.82 | -0.47 | 0.21 | -1.57 | -1.45 |
DD(%) | NA | 8.4 | 20.6 | 22.5 | 35.8 | 35.8 | NA | 54.4 | 22.5 | 4.6 | 35.8 | 7.8 | 19.9 | 3.0 | 11.0 | 12.8 | 7.9 | 5.5 | 10.8 | 18.4 | 14.5 | 27.0 | 48.6 | 10.3 |
SD(%) | NA | 16.7 | 22.3 | 21.3 | 21.5 | 17.5 | NA | 19.6 | 23.1 | 12.1 | 34.8 | 13.1 | 16.5 | 7.3 | 13.4 | 15.3 | 10.3 | 10.5 | 12.6 | 20.5 | 15.8 | 27.1 | 36.5 | 16.4 |
TR | NA | -0.03 | -0.12 | 0.18 | 0.08 | 0.11 | NA | 0.08 | -0.17 | 0.33 | 0.12 | 0.07 | -0.33 | 0.01 | -0.24 | -0.24 | -0.08 | 0.14 | -0.07 | -0.21 | -0.09 | 0.06 | -0.69 | -0.27 |
Alpha(%) | NA | -0.04 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.02 | -0.03 | 0.0 | -0.03 | -0.04 | -0.06 | -0.12 | -0.01 | -0.18 | -0.01 | -0.01 | -0.14 | -0.01 | -0.05 | -0.02 |
Beta(%) | NA | 0.95 | 0.93 | 0.95 | 0.96 | 0.95 | NA | 0.9 | 0.92 | 0.86 | 1.0 | 1.03 | 0.94 | 0.97 | 0.95 | 0.94 | 0.85 | 0.86 | 0.88 | 0.82 | 0.83 | 0.94 | 0.83 | 0.88 |
RS | NA | 0.97 | 0.98 | 0.96 | 0.97 | 0.95 | NA | 0.91 | 0.98 | 0.91 | 0.98 | 0.95 | 0.96 | 0.79 | 0.87 | 0.9 | 0.88 | 0.81 | 0.8 | 0.89 | 0.91 | 0.89 | 0.87 | 0.82 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (Longleaf Partners) 2.08% (100%)
- LMVTX (Legg Mason Cap Mgmt Value C) 1.99% (100%)
- MPGFX (Mairs & Power Growth Inv) (100%)
- YACKX (Yacktman Svc) 1.31% (99%)
- FMIHX (FMI Large Cap) 1.85% (99%)
- FDGFX (Fidelity Dividend Growth) 1.52% (99%)
- THPGX (Thompson LargeCap) 1.99% (99%)
- WVALX (Weitz Value) (99%)
- OAKMX (Oakmark I) (99%)
- SWANX (Schwab Core Equity Inv) 0.0% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF) 1.70% (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 1.35% (100%)
- IWB (iShares Russell 1000) 1.72% (97%)
- IYY (iShares Dow Jones US) 1.69% (97%)
- VTI (Vanguard Total Stock Market ETF) 1.79% (96%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) 2.25% (96%)
- DSI (iShares MSCI KLD 400 Social) 1.69% (94%)
- EPS (WisdomTree Earnings 500 ETF) 1.51% (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) 2.32% (94%)
- IVV (iShares Core S&P 500) 1.68% (93%)
Best Closed End Funds
- ADX (Adams Express) 1.84% (95%)
- CLM (Cornerstone Strategic Value) 1.19% (95%)
- CRF (Cornerstone Total Return Fund) 1.26% (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 1.46% (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 1.31% (95%)
- FFA (First Trust Enhanced Equity Income) 2.83% (95%)
- GAB (Gabelli Equity) 0.72% (94%)
- GGT (Gabelli Global Multimedia) 3.75% (94%)
- USA (Liberty All-Star Equity) 1.98% (94%)
- GRF (Eagle Capital Growth) (94%)