WisdomTree U.S. LargeCap Fund (EPS)
EPS: A Quality ETF Based On An Earnings-Weighted Approach, But A Hold For Now
WisdomTree U.S. LargeCap ETF offers a quality-growth tilt, emphasizing mega-cap tech and communication services with an earnings-weighted methodology. EPS trades at a modest 10% P/E discount to the Russell 1000, justified by strong historical earnings growth and a high-margin portfolio. The fund has outperformed value-oriented peers on risk-adjusted returns but slightly trails the Russell 1000, maintaining a Sharpe ratio of 1.31 over three years.
Retirees Still Choose This 500 Stock ETF Despite A Seemingly Paltry 1.21% Yield
Retirees hunting for reliable income in 2026 keep landing on WisdomTree U.S. LargeCap Fund ( NYSEARCA:EPS ), a fund that does something different from most S&P 500 trackers.
Earnings Excellence Shines Light on this ETF
With third-quarter earnings season in the books, it's safe to say it was a productive one as earnings per share growth among S&P 500 member firms reached 12.9%, easily topping the 8% increase expected by analysts.
EPS: Earnings-Focused Smart Beta Vehicle That Underdelivers
I maintain a Hold rating on the WisdomTree U.S. LargeCap Fund ETF. EPS tracks the index that puts emphasis on earnings instead of market cap, securing slightly better valuation characteristics. With a value tilt, EPS has been quite slow in capturing the market's upside, which resulted in it underperforming IVV this year, over the last five years, and since inception.
EPS: Value ETF With An Aftertaste Of Growth
WisdomTree U.S. LargeCap Fund ETF holds about 500 large caps weighted on earnings. Compared to SPY, the EPS ETF has lower weight in technology, better value, higher dividend growth, and lower historical return. EPS has outperformed major large cap value ETFs for more than a decade.
EPS: Reasonable Valuations, Mixed Performance
The WisdomTree U.S. LargeCap 500 Fund ETF (EPS) offers value-oriented exposure to U.S. large-cap companies using an earnings-weighted methodology, mitigating high valuations seen in broader equity indexes. EPS has historically underperformed relative to indexes like the Russell 1000 and S&P 500. EPS's sector allocation is heavily weighted towards technology and communication services, with lower allocations in healthcare and industrials compared to peers.
Emphasis on Earnings Puts Spotlight on This ETF
With less than two weeks left in September, the third quarter is near its end. That means another earnings season is right around the corner.
EPS: A Fundamentally Driven Fund That's Underperformed (But That's Okay)
WisdomTree U.S. LargeCap Fund weights by earnings, not market cap, offering exposure to profitable companies. The EPS ETF holds familiar names like Microsoft, Apple, and Alphabet with a more balanced sector allocation than the S&P 500. The fund underperformed the S&P 500 over the past 10 years, but low expense ratio and fundamentally weighted approach make it worth considering.
Earnings Excellence Could Propel This ETF
Second-quarter earnings kicked off last Friday with reports from some of the largest U.S. banks. That's merely the start of what will be an earnings avalanche over the next several weeks.
ETF in Focus as S&P 500 Earnings Improves Beyond AI
The S&P 500 has surged approximately 17% this year due to an AI rally. However, earnings momentum in other sectors is also improving.
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Is WisdomTree U.S. LargeCap ETF (EPS) a Strong ETF Right Now?
The WisdomTree U.S. LargeCap ETF (EPS) made its debut on 02/23/2007, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Value category of the market.
Mercedes-Benz Q1 Marked by Solid Cash Generation and Top-End Model Changeovers
STUTTGART, Germany--(BUSINESS WIRE)--Mercedes-Benz Group AG (ticker symbol: MBG) reported Free Cash Flow from the industrial business at a solid €2.23 billion (Q1 2023: €2.16 billion) in the first quarter with strong cash conversion including positive working capital developments. Group Earnings Before Interest and Taxes (EBIT) totalled €3.9 billion (Q1 2023: €5.5 billion), reflecting lower raw material prices, tight cost control and a strong performance at Mercedes-Benz Vans. These effects par.
Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the WisdomTree U.S. LargeCap ETF (EPS), a passively managed exchange traded fund launched on 02/23/2007.
Is WisdomTree U.S. LargeCap ETF (EPS) a Strong ETF Right Now?
A smart beta exchange traded fund, the WisdomTree U.S. LargeCap ETF (EPS) debuted on 02/23/2007, and offers broad exposure to the Style Box - Large Cap Value category of the market.
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Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the WisdomTree U.S. LargeCap ETF (EPS), a passively managed exchange traded fund launched on 02/23/2007.
Shaking Up The Mag 7: EPS Focuses On Earnings, Not Size
WisdomTree U.S. Earnings 500 Fund ETF is an earnings-focused fund that offers exposure to the domestic stock market and uses a rules-based approach. The EPS exchange-traded fund aims to choose companies based on positive earnings growth while avoiding overexposure to expensive and unprofitable niches. EPS has a solid uptrend, but recent momentum readings are not as impressive, making buying on a dip to $51 a reasonable play ahead of March.
Is WisdomTree U.S. LargeCap ETF (EPS) a Strong ETF Right Now?
The WisdomTree U.S. LargeCap ETF (EPS) was launched on 02/23/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.
Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar?
Launched on 02/23/2007, the WisdomTree U.S. LargeCap ETF (EPS) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.