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WisdomTree U.S. Earnings 500 Fund (EPS)
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Upturn Advisory Summary
11/05/2025: EPS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 39.62% | Avg. Invested days 80 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.96 | 52 Weeks Range 51.12 - 63.78 | Updated Date 06/30/2025 |
52 Weeks Range 51.12 - 63.78 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree U.S. Earnings 500 Fund
ETF Overview
Overview
The WisdomTree U.S. Earnings 500 Fund (EPS) seeks to track the investment results of dividend-paying companies with high earnings within the large-cap segment of the U.S. equity market. The fund focuses on companies with positive earnings and allocates weight based on their earnings.
Reputation and Reliability
WisdomTree is a well-known ETF issuer with a strong reputation for innovative, rules-based ETFs.
Management Expertise
WisdomTree has a dedicated team of investment professionals with expertise in ETF management and quantitative analysis.
Investment Objective
Goal
The fund aims to provide investment results that closely correspond to the price and yield performance of the WisdomTree U.S. Earnings 500 Index.
Investment Approach and Strategy
Strategy: The fund tracks an earnings-weighted index of U.S. companies, providing exposure to profitable businesses.
Composition The ETF primarily holds stocks of large-cap U.S. companies.
Market Position
Market Share: EPS has a relatively smaller market share compared to broader market ETFs.
Total Net Assets (AUM): 1260000000
Competitors
Key Competitors
- SPY
- IVV
- VOO
- SCHX
Competitive Landscape
The ETF market for large-cap U.S. equities is highly competitive and dominated by a few major players. EPS offers a unique earnings-weighted approach, which may appeal to investors seeking exposure to profitable companies. However, EPS faces stiff competition from established ETFs with higher liquidity and lower expense ratios.
Financial Performance
Historical Performance: The historical performance of EPS depends on market conditions and the performance of its underlying holdings, offering high risk adjusted returns.
Benchmark Comparison: EPS aims to closely track its benchmark index, the WisdomTree U.S. Earnings 500 Index. Tracking error has generally been low.
Expense Ratio: 0.055
Liquidity
Average Trading Volume
EPS exhibits moderate trading volume, which is sufficient for most investors.
Bid-Ask Spread
The bid-ask spread for EPS is generally competitive, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
The performance of EPS is influenced by economic growth, interest rates, inflation, and other macroeconomic factors affecting the U.S. equity market.
Growth Trajectory
EPS has experienced moderate growth in AUM since its inception, driven by investor interest in earnings-weighted strategies.
Moat and Competitive Advantages
Competitive Edge
EPS's competitive edge lies in its unique earnings-weighted methodology, which focuses on companies with positive earnings, offering a potentially higher-quality investment approach. This strategy may attract investors seeking exposure to profitable and financially sound companies. WisdomTree's expertise in developing rules-based ETFs further supports the fund's competitive position. However, this unique methodology might limit tracking of the overall market.
Risk Analysis
Volatility
EPS's volatility is expected to be similar to that of other large-cap U.S. equity ETFs.
Market Risk
EPS is subject to market risk, including the risk of declines in the overall U.S. equity market.
Investor Profile
Ideal Investor Profile
EPS is suitable for investors seeking exposure to large-cap U.S. equities with a focus on earnings and profitability.
Market Risk
EPS is suitable for long-term investors seeking to diversify their portfolios with a rules-based strategy.
Summary
The WisdomTree U.S. Earnings 500 Fund (EPS) provides access to a unique, earnings-weighted portfolio of large-cap U.S. companies. The fund's focus on profitability may appeal to investors seeking high-quality investments and dividends. EPS faces strong competition from larger, more liquid ETFs with a larger variety of options. However, its distinctive strategy and reasonable expense ratio may make it a suitable option for certain investors. The ETF is a good addition to a diversified long term investment approach to capture exposure to the US market.
Similar ETFs
Sources and Disclaimers
Data Sources:
- WisdomTree Website
- ETF.com
- Bloomberg
- YCharts
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on your own research and risk tolerance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree U.S. Earnings 500 Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
At least 95% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of the 500 largest companies ranked by market capitalization in the WisdomTree U.S. Total Market Index which is comprised of earnings-generating companies within the large-capitalization segment of the U.S. stock market. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.