EPS vs. ESGU ETF Comparison

Comparison of WisdomTree Earnings 500 Fund (EPS) to iShares MSCI USA ESG Optimized ETF (ESGU)
EPS

WisdomTree Earnings 500 Fund

EPS Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Earning 500 Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) 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 is comprised of earnings-generating companies within the large-capitalization segment of the U.S. Stock Market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$62.86

Average Daily Volume

41,393

Number of Holdings *

496

* may have additional holdings in another (foreign) market
ESGU

iShares MSCI USA ESG Optimized ETF

ESGU Description The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.

Grade (RS Rating)

Last Trade

$131.23

Average Daily Volume

490,830

Number of Holdings *

284

* may have additional holdings in another (foreign) market
Performance
Period EPS ESGU
30 Days 3.88% 3.53%
60 Days 5.50% 4.75%
90 Days 7.36% 6.66%
12 Months 33.08% 32.83%
239 Overlapping Holdings
Symbol Grade Weight in EPS Weight in ESGU Overlap
A D 0.05% 0.11% 0.05%
AAPL C 5.27% 6.22% 5.27%
ABBV D 0.93% 0.41% 0.41%
ADBE C 0.25% 0.56% 0.25%
ADI D 0.26% 0.12% 0.12%
ADM D 0.11% 0.09% 0.09%
ADP B 0.16% 0.69% 0.16%
ADSK A 0.13% 0.37% 0.13%
AFL B 0.2% 0.12% 0.12%
AJG B 0.07% 0.11% 0.07%
AKAM D 0.05% 0.09% 0.05%
ALNY D 0.02% 0.08% 0.02%
AMAT F 0.34% 0.46% 0.34%
AMGN D 0.37% 0.37% 0.37%
AMT D 0.06% 0.31% 0.06%
AMZN C 3.27% 3.61% 3.27%
ANET C 0.18% 0.2% 0.18%
ANSS B 0.07% 0.21% 0.07%
AVGO D 1.31% 1.37% 1.31%
AVTR F 0.02% 0.08% 0.02%
AXON A 0.04% 0.22% 0.04%
AXP A 0.5% 0.44% 0.44%
BAC A 1.69% 0.65% 0.65%
BALL D 0.02% 0.09% 0.02%
BBY D 0.05% 0.16% 0.05%
BIIB F 0.05% 0.07% 0.05%
BK A 0.19% 0.42% 0.19%
BKNG A 0.32% 0.34% 0.32%
BKR B 0.06% 0.15% 0.06%
BLK C 0.28% 0.12% 0.12%
BMY B 0.69% 0.17% 0.17%
BR A 0.03% 0.45% 0.03%
BRK.A B 1.8% 0.41% 0.41%
C A 0.69% 0.34% 0.34%
CAH B 0.06% 0.15% 0.06%
CARR D 0.11% 0.17% 0.11%
CAT B 0.58% 0.32% 0.32%
CBRE B 0.07% 0.18% 0.07%
CCI D 0.04% 0.31% 0.04%
CDNS B 0.09% 0.22% 0.09%
CEG D 0.1% 0.11% 0.1%
CHD B 0.03% 0.21% 0.03%
CHRW C 0.02% 0.2% 0.02%
CI F 0.33% 0.28% 0.28%
CL D 0.11% 0.09% 0.09%
CLX B 0.02% 0.26% 0.02%
CMCSA B 0.64% 0.2% 0.2%
CMG B 0.06% 0.13% 0.06%
CMI A 0.16% 0.46% 0.16%
CMS C 0.03% 0.18% 0.03%
CNC D 0.11% 0.07% 0.07%
COF B 0.29% 0.12% 0.12%
COP C 0.42% 0.36% 0.36%
COR B 0.11% 0.22% 0.11%
COST B 0.37% 0.79% 0.37%
CPB D 0.03% 0.08% 0.03%
CRM B 0.41% 0.72% 0.41%
CSCO B 0.81% 0.47% 0.47%
CVX A 1.12% 0.61% 0.61%
D C 0.12% 0.15% 0.12%
DAL C 0.24% 0.23% 0.23%
DE A 0.42% 0.22% 0.22%
DECK A 0.03% 0.2% 0.03%
DFS B 0.22% 0.24% 0.22%
DGX A 0.04% 0.14% 0.04%
DHI D 0.22% 0.09% 0.09%
DHR F 0.24% 0.31% 0.24%
DIS B 0.32% 0.47% 0.32%
DLR B 0.05% 0.23% 0.05%
DXCM D 0.02% 0.1% 0.02%
EA A 0.08% 0.17% 0.08%
ECL D 0.06% 0.4% 0.06%
ED D 0.06% 0.09% 0.06%
EIX B 0.08% 0.11% 0.08%
ELV F 0.24% 0.34% 0.24%
EME C 0.02% 0.13% 0.02%
EQIX A 0.06% 0.33% 0.06%
EQT B 0.03% 0.12% 0.03%
ES D 0.05% 0.1% 0.05%
EW C 0.04% 0.25% 0.04%
EXC C 0.08% 0.16% 0.08%
EXPD D 0.03% 0.25% 0.03%
FANG D 0.15% 0.09% 0.09%
FDS B 0.02% 0.16% 0.02%
FDX B 0.17% 0.11% 0.11%
FI A 0.28% 0.12% 0.12%
FICO B 0.09% 0.12% 0.09%
FIS C 0.17% 0.13% 0.13%
FTV C 0.04% 0.14% 0.04%
GDDY A 0.07% 0.11% 0.07%
GE D 0.17% 0.45% 0.17%
GEV B 0.09% 0.17% 0.09%
GILD C 0.34% 0.48% 0.34%
GIS D 0.09% 0.35% 0.09%
GOOGL C 5.03% 1.19% 1.19%
GS A 0.48% 0.4% 0.4%
GWW B 0.09% 0.37% 0.09%
HBAN A 0.12% 0.17% 0.12%
HCA F 0.24% 0.13% 0.13%
HD A 0.75% 1.02% 0.75%
HES B 0.06% 0.32% 0.06%
HIG B 0.13% 0.26% 0.13%
HLT A 0.08% 0.11% 0.08%
HOLX D 0.04% 0.1% 0.04%
HON B 0.26% 0.39% 0.26%
HPE B 0.17% 0.17% 0.17%
HPQ B 0.2% 0.1% 0.1%
HRL D 0.03% 0.09% 0.03%
HUBB B 0.03% 0.11% 0.03%
HUBS A 0.05% 0.13% 0.05%
HWM A 0.05% 0.11% 0.05%
IBM C 0.46% 0.52% 0.46%
IDXX F 0.03% 0.23% 0.03%
IEX B 0.02% 0.11% 0.02%
INTC D 0.08% 0.29% 0.08%
INTU C 0.22% 0.61% 0.22%
IP B 0.04% 0.11% 0.04%
IPG D 0.03% 0.08% 0.03%
IQV D 0.06% 0.12% 0.06%
IR B 0.06% 0.11% 0.06%
IRM D 0.04% 0.15% 0.04%
ISRG A 0.13% 0.33% 0.13%
IT C 0.07% 0.16% 0.07%
J F 0.03% 0.13% 0.03%
JBHT C 0.02% 0.1% 0.02%
JNJ D 1.01% 0.62% 0.62%
JPM A 2.94% 1.34% 1.34%
K A 0.07% 0.48% 0.07%
KDP D 0.08% 0.09% 0.08%
KEYS A 0.09% 0.2% 0.09%
KHC F 0.11% 0.16% 0.11%
KMB D 0.09% 0.15% 0.09%
KMI A 0.13% 0.32% 0.13%
KO D 0.46% 0.85% 0.46%
KR B 0.15% 0.22% 0.15%
LDOS C 0.05% 0.1% 0.05%
LH C 0.05% 0.1% 0.05%
LII A 0.01% 0.13% 0.01%
LKQ D 0.03% 0.23% 0.03%
LLY F 0.46% 1.21% 0.46%
LNG B 0.33% 0.2% 0.2%
LOW D 0.38% 0.39% 0.38%
LRCX F 0.19% 0.29% 0.19%
MA C 0.53% 0.95% 0.53%
MCD D 0.32% 0.31% 0.31%
MCK B 0.19% 0.32% 0.19%
MCO B 0.09% 0.3% 0.09%
MDB C 0.02% 0.1% 0.02%
MET A 0.26% 0.31% 0.26%
META D 3.74% 2.19% 2.19%
MKC D 0.02% 0.1% 0.02%
MMC B 0.16% 0.17% 0.16%
MMM D 0.23% 0.32% 0.23%
MOH F 0.03% 0.08% 0.03%
MRK F 0.28% 0.47% 0.28%
MRO B 0.07% 0.1% 0.07%
MS A 0.59% 0.54% 0.54%
MSFT F 5.07% 5.77% 5.07%
MTD D 0.03% 0.08% 0.03%
NDAQ A 0.06% 0.2% 0.06%
NFLX A 0.47% 0.6% 0.47%
NI A 0.03% 0.38% 0.03%
NOC D 0.14% 0.19% 0.14%
NOW A 0.16% 0.66% 0.16%
NTAP C 0.1% 0.08% 0.08%
NTRS A 0.05% 0.12% 0.05%
NUE C 0.16% 0.12% 0.12%
NVDA C 3.69% 6.91% 3.69%
OC A 0.05% 0.11% 0.05%
ODFL B 0.05% 0.1% 0.05%
OKE A 0.14% 0.39% 0.14%
ORCL B 0.99% 0.59% 0.59%
OVV B 0.05% 0.14% 0.05%
PANW C 0.12% 0.27% 0.12%
PAYX C 0.06% 0.11% 0.06%
PEG A 0.08% 0.48% 0.08%
PEP F 0.36% 0.38% 0.36%
PFG D 0.06% 0.11% 0.06%
PG A 0.68% 0.69% 0.68%
PGR A 0.15% 0.42% 0.15%
PHM D 0.14% 0.1% 0.1%
PLD D 0.11% 0.13% 0.11%
PNC B 0.32% 0.36% 0.32%
POOL C 0.02% 0.1% 0.02%
PPG F 0.05% 0.21% 0.05%
PRU A 0.2% 0.54% 0.2%
PSX C 0.3% 0.13% 0.13%
PTC A 0.05% 0.15% 0.05%
PWR A 0.06% 0.11% 0.06%
PYPL B 0.3% 0.14% 0.14%
QCOM F 0.5% 0.28% 0.28%
REGN F 0.17% 0.15% 0.15%
RTX C 0.4% 0.42% 0.4%
SBAC D 0.02% 0.13% 0.02%
SBUX A 0.15% 0.24% 0.15%
SCHW B 0.31% 0.2% 0.2%
SNOW C 0.03% 0.09% 0.03%
SNPS B 0.1% 0.21% 0.1%
SPGI C 0.16% 0.47% 0.16%
STLD B 0.13% 0.11% 0.11%
SYF B 0.13% 0.22% 0.13%
SYK C 0.19% 0.11% 0.11%
SYY B 0.07% 0.09% 0.07%
T A 0.9% 0.16% 0.16%
TAP C 0.03% 0.19% 0.03%
TEAM A 0.06% 0.15% 0.06%
TFX F 0.01% 0.08% 0.01%
TGT F 0.15% 0.23% 0.15%
TMO F 0.32% 0.2% 0.2%
TRGP B 0.04% 0.28% 0.04%
TRV B 0.13% 0.21% 0.13%
TSCO D 0.04% 0.14% 0.04%
TSLA B 0.75% 1.78% 0.75%
TWLO A 0.06% 0.15% 0.06%
TXN C 0.38% 0.7% 0.38%
UBER D 0.09% 0.23% 0.09%
ULTA F 0.03% 0.09% 0.03%
UNH C 0.92% 0.95% 0.92%
UNP C 0.24% 0.29% 0.24%
UPS C 0.27% 0.16% 0.16%
URI B 0.17% 0.13% 0.13%
USB A 0.24% 0.17% 0.17%
V A 0.86% 1.05% 0.86%
VEEV C 0.02% 0.11% 0.02%
VLO C 0.29% 0.09% 0.09%
VRTX F 0.18% 0.32% 0.18%
VZ C 0.85% 0.37% 0.37%
WAT B 0.02% 0.17% 0.02%
WDAY B 0.08% 0.17% 0.08%
WELL A 0.05% 0.24% 0.05%
WFC A 1.1% 0.13% 0.13%
WSM B 0.04% 0.13% 0.04%
WST C 0.02% 0.1% 0.02%
WTRG B 0.02% 0.09% 0.02%
WY D 0.02% 0.1% 0.02%
XOM B 2.18% 0.58% 0.58%
XYL D 0.02% 0.22% 0.02%
ZBH C 0.05% 0.1% 0.05%
ZTS D 0.08% 0.34% 0.08%
EPS Overweight 257 Positions Relative to ESGU
Symbol Grade Weight
WMT A 1.12%
PM B 0.49%
TMUS B 0.44%
GM B 0.43%
MO A 0.43%
MPC D 0.36%
CVS D 0.33%
ABT B 0.32%
LMT D 0.31%
EOG A 0.29%
APP B 0.28%
F C 0.26%
DHS A 0.2%
PCAR B 0.2%
ABNB C 0.2%
UAL A 0.19%
VST B 0.19%
AIG B 0.19%
TJX A 0.19%
CHTR C 0.18%
AMP A 0.18%
SO D 0.18%
PH A 0.18%
LEN D 0.18%
KLAC D 0.18%
MTB A 0.17%
DUK C 0.17%
BSX B 0.17%
PLTR B 0.16%
GLW B 0.15%
ICE C 0.15%
SCCO F 0.15%
APH A 0.15%
MSI B 0.15%
SRE A 0.14%
MDLZ F 0.14%
OXY D 0.14%
CSX B 0.14%
SHW A 0.13%
FITB A 0.13%
FTNT C 0.13%
EMR A 0.13%
GD F 0.13%
WMB A 0.13%
NSC B 0.12%
EBAY D 0.12%
NKE D 0.12%
FCNCA A 0.12%
CME A 0.12%
BDX F 0.12%
DVN F 0.12%
MAR B 0.12%
RF A 0.12%
CTSH B 0.12%
ITW B 0.12%
MCHP D 0.12%
ORLY B 0.11%
CFG B 0.11%
APD A 0.11%
AEP D 0.11%
ON D 0.11%
STT A 0.11%
CRBG B 0.11%
GEN B 0.1%
GPN B 0.1%
KVUE A 0.1%
PCG A 0.1%
ROP B 0.1%
LHX C 0.1%
WM A 0.1%
SPG B 0.1%
AZO C 0.1%
CF B 0.09%
FOXA B 0.09%
ZM B 0.09%
VICI C 0.09%
RJF A 0.09%
CRWD B 0.08%
JBL B 0.08%
HAL C 0.08%
CTAS B 0.08%
RSG A 0.08%
BLDR D 0.08%
EQH B 0.08%
ALB C 0.08%
CTRA B 0.08%
MKL A 0.08%
PSA D 0.08%
SWKS F 0.07%
NVR D 0.07%
TROW B 0.07%
HUM C 0.07%
TDG D 0.07%
PSTG D 0.07%
TDY B 0.07%
STZ D 0.07%
GEHC F 0.07%
FFIV B 0.07%
SMCI F 0.06%
TYL B 0.06%
OTIS C 0.06%
OMC C 0.06%
CPRT A 0.06%
DOV A 0.06%
AME A 0.06%
DD D 0.06%
CPAY A 0.06%
ROST C 0.06%
HSY F 0.06%
EXPE B 0.06%
CDW F 0.06%
XEL A 0.06%
ETR B 0.06%
WAB B 0.06%
WLK D 0.05%
SSNC B 0.05%
DINO D 0.05%
KEY B 0.05%
EPAM C 0.05%
YUM B 0.05%
WEC A 0.05%
FNF B 0.05%
L A 0.05%
FE C 0.05%
TER D 0.05%
RS B 0.05%
DOW F 0.05%
MNST C 0.05%
ACI C 0.05%
DDOG A 0.05%
FAST B 0.05%
MPWR F 0.05%
NTNX A 0.05%
LPLA A 0.05%
CNP B 0.04%
AEE A 0.04%
CINF A 0.04%
MOS F 0.04%
MANH D 0.04%
DRI B 0.04%
OKTA C 0.04%
GPC D 0.04%
VRSK A 0.04%
DT C 0.04%
AVB B 0.04%
PKG A 0.04%
BRO B 0.04%
CSL C 0.04%
SNA A 0.04%
DTE C 0.04%
VMC B 0.04%
MSCI C 0.04%
NET B 0.04%
ZS C 0.04%
TTD B 0.04%
PPL B 0.04%
CNA B 0.04%
VRT B 0.04%
ROK B 0.04%
CAG D 0.04%
WRB A 0.04%
RMD C 0.04%
VRSN F 0.04%
RGA A 0.04%
MLM B 0.04%
EVRG A 0.03%
LNT A 0.03%
HEI B 0.03%
LYV A 0.03%
EMN D 0.03%
AWK D 0.03%
APA D 0.03%
SJM D 0.03%
O D 0.03%
CPNG D 0.03%
EFX F 0.03%
EXR D 0.03%
LVS C 0.03%
ENPH F 0.03%
MAS D 0.03%
CBOE B 0.03%
UTHR C 0.03%
TXT D 0.03%
BEN C 0.03%
BSY D 0.03%
ATO A 0.03%
PAG B 0.03%
VTR C 0.02%
PINS D 0.02%
INVH D 0.02%
ESS B 0.02%
MAA B 0.02%
CE F 0.02%
WPC D 0.02%
PFGC B 0.02%
NDSN B 0.02%
DPZ C 0.02%
TSN B 0.02%
GLPI C 0.02%
ALGN D 0.02%
GGG B 0.02%
USFD A 0.02%
ROL B 0.02%
NWSA B 0.02%
ACM A 0.02%
LBRDK C 0.02%
GL B 0.02%
AVY D 0.02%
CSGP D 0.02%
LUV C 0.02%
SIRI C 0.02%
TTWO A 0.02%
HST C 0.02%
RPM A 0.02%
WSO A 0.02%
BAH F 0.02%
SW A 0.02%
U C 0.02%
EQR B 0.02%
SOLV C 0.02%
COTY F 0.01%
FND C 0.01%
EXAS D 0.01%
REXR F 0.01%
BMRN D 0.01%
SWK D 0.01%
NBIX C 0.01%
MGM D 0.01%
TECH D 0.01%
WMS D 0.01%
AMH D 0.01%
SUI D 0.01%
CPT B 0.01%
MORN B 0.01%
DAY B 0.01%
KIM A 0.01%
ARE D 0.01%
XPO B 0.01%
TW A 0.01%
CASY A 0.01%
UDR B 0.01%
BLD D 0.01%
CRL C 0.01%
JKHY D 0.01%
INCY C 0.01%
ELS C 0.01%
PODD C 0.01%
PAYC B 0.01%
BURL A 0.01%
CCK C 0.01%
LW C 0.01%
ERIE D 0.01%
REG B 0.01%
LECO B 0.0%
FIVE F 0.0%
CELH F 0.0%
SAIA B 0.0%
EPS Underweight 45 Positions Relative to ESGU
Symbol Grade Weight
GOOG C -2.34%
TT A -0.47%
AMD F -0.44%
ACN C -0.43%
NEE D -0.41%
CRH A -0.39%
LIN D -0.34%
PNR A -0.32%
NXPI D -0.26%
FLUT A -0.25%
PFE D -0.24%
FERG B -0.2%
VLTO D -0.19%
ETN A -0.19%
JCI C -0.18%
BG F -0.18%
MU D -0.18%
COO D -0.17%
MELI D -0.17%
MRVL B -0.16%
NEM D -0.15%
STE F -0.15%
RCL A -0.14%
TFC A -0.13%
LULU C -0.12%
AIZ A -0.12%
TRMB B -0.12%
CNH C -0.12%
ACGL D -0.12%
KKR A -0.12%
WTW B -0.11%
DELL C -0.11%
FOX A -0.11%
JNPR F -0.1%
FBIN D -0.1%
SLB C -0.1%
DVA B -0.1%
STX D -0.09%
WDC D -0.09%
PARA C -0.09%
FSLR F -0.08%
IFF D -0.08%
HII D -0.07%
DLTR F -0.06%
MRNA F -0.04%
Compare ETFs