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      EPS vs. EVUS ETF Comparison

      Comparison of WisdomTree Earnings 500 Fund (EPS) to iShares ESG Aware MSCI USA Value ETF (EVUS)
      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
      EVUS

      iShares ESG Aware MSCI USA Value ETF

      EVUS Description EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

      Grade (RS Rating)

      Last Trade

      $30.74

      Average Daily Volume

      1,444

      Number of Holdings *

      234

      * may have additional holdings in another (foreign) market
      Performance
      Period EPS EVUS
      30 Days 3.88% 2.65%
      60 Days 5.50% 3.47%
      90 Days 7.36% 6.09%
      12 Months 33.08% 29.50%
      194 Overlapping Holdings
      Symbol Grade Weight in EPS Weight in EVUS Overlap
      A D 0.05% 0.19% 0.05%
      ABBV D 0.93% 0.92% 0.92%
      ABT B 0.32% 0.24% 0.24%
      ADI D 0.26% 0.27% 0.26%
      ADM D 0.11% 0.11% 0.11%
      ADP B 0.16% 1.24% 0.16%
      AFL B 0.2% 0.23% 0.2%
      AKAM D 0.05% 0.12% 0.05%
      AMGN D 0.37% 0.74% 0.37%
      AMT D 0.06% 0.59% 0.06%
      ANSS B 0.07% 0.35% 0.07%
      APD A 0.11% 0.11% 0.11%
      AVGO D 1.31% 2.9% 1.31%
      AVTR F 0.02% 0.09% 0.02%
      AVY D 0.02% 0.09% 0.02%
      AXP A 0.5% 0.9% 0.5%
      BAC A 1.69% 1.33% 1.33%
      BALL D 0.02% 0.1% 0.02%
      BBY D 0.05% 0.28% 0.05%
      BIIB F 0.05% 0.1% 0.05%
      BK A 0.19% 0.74% 0.19%
      BKR B 0.06% 0.31% 0.06%
      BLK C 0.28% 0.31% 0.28%
      BMY B 0.69% 0.42% 0.42%
      BR A 0.03% 0.73% 0.03%
      BRK.A B 1.8% 1.19% 1.19%
      C A 0.69% 0.69% 0.69%
      CAG D 0.04% 0.09% 0.04%
      CAH B 0.06% 0.31% 0.06%
      CARR D 0.11% 0.4% 0.11%
      CAT B 0.58% 0.75% 0.58%
      CBOE B 0.03% 0.11% 0.03%
      CBRE B 0.07% 0.35% 0.07%
      CCI D 0.04% 0.6% 0.04%
      CCK C 0.01% 0.1% 0.01%
      CHD B 0.03% 0.29% 0.03%
      CHRW C 0.02% 0.4% 0.02%
      CI F 0.33% 0.58% 0.33%
      CLX B 0.02% 0.43% 0.02%
      CMCSA B 0.64% 0.4% 0.4%
      CMI A 0.16% 0.78% 0.16%
      CMS C 0.03% 0.38% 0.03%
      CNC D 0.11% 0.18% 0.11%
      COF B 0.29% 0.18% 0.18%
      COP C 0.42% 0.82% 0.42%
      COR B 0.11% 0.49% 0.11%
      CPB D 0.03% 0.12% 0.03%
      CSCO B 0.81% 1.01% 0.81%
      CVS D 0.33% 0.09% 0.09%
      CVX A 1.12% 1.26% 1.12%
      D C 0.12% 0.28% 0.12%
      DAL C 0.24% 0.3% 0.24%
      DD D 0.06% 0.1% 0.06%
      DE A 0.42% 0.43% 0.42%
      DFS B 0.22% 0.45% 0.22%
      DGX A 0.04% 0.3% 0.04%
      DHI D 0.22% 0.16% 0.16%
      DHR F 0.24% 0.7% 0.24%
      DIS B 0.32% 0.88% 0.32%
      DLR B 0.05% 0.47% 0.05%
      DOV A 0.06% 0.1% 0.06%
      DOW F 0.05% 0.1% 0.05%
      EA A 0.08% 0.41% 0.08%
      ECL D 0.06% 0.64% 0.06%
      ED D 0.06% 0.25% 0.06%
      EIX B 0.08% 0.28% 0.08%
      ELV F 0.24% 0.65% 0.24%
      EQIX A 0.06% 0.61% 0.06%
      EQT B 0.03% 0.16% 0.03%
      ES D 0.05% 0.23% 0.05%
      EXC C 0.08% 0.35% 0.08%
      EXPD D 0.03% 0.51% 0.03%
      FANG D 0.15% 0.11% 0.11%
      FDS B 0.02% 0.19% 0.02%
      FDX B 0.17% 0.23% 0.17%
      FI A 0.28% 0.38% 0.28%
      FIS C 0.17% 0.25% 0.17%
      FTV C 0.04% 0.27% 0.04%
      GEHC F 0.07% 0.09% 0.07%
      GEN B 0.1% 0.11% 0.1%
      GEV B 0.09% 0.23% 0.09%
      GILD C 0.34% 0.96% 0.34%
      GIS D 0.09% 0.6% 0.09%
      GS A 0.48% 0.84% 0.48%
      HBAN A 0.12% 0.29% 0.12%
      HCA F 0.24% 0.3% 0.24%
      HD A 0.75% 2.07% 0.75%
      HIG B 0.13% 0.47% 0.13%
      HOLX D 0.04% 0.14% 0.04%
      HON B 0.26% 0.86% 0.26%
      HPE B 0.17% 0.35% 0.17%
      HPQ B 0.2% 0.17% 0.17%
      HRL D 0.03% 0.12% 0.03%
      HUBB B 0.03% 0.14% 0.03%
      HUM C 0.07% 0.1% 0.07%
      IBM C 0.46% 1.17% 0.46%
      ICE C 0.15% 0.1% 0.1%
      IEX B 0.02% 0.17% 0.02%
      INTC D 0.08% 0.57% 0.08%
      IP B 0.04% 0.16% 0.04%
      IPG D 0.03% 0.08% 0.03%
      IR B 0.06% 0.15% 0.06%
      IRM D 0.04% 0.34% 0.04%
      ITW B 0.12% 0.1% 0.1%
      J F 0.03% 0.21% 0.03%
      JBHT C 0.02% 0.16% 0.02%
      JNJ D 1.01% 1.43% 1.01%
      JPM A 2.94% 2.81% 2.81%
      K A 0.07% 0.89% 0.07%
      KDP D 0.08% 0.21% 0.08%
      KEYS A 0.09% 0.35% 0.09%
      KHC F 0.11% 0.26% 0.11%
      KMB D 0.09% 0.36% 0.09%
      KMI A 0.13% 0.81% 0.13%
      KO D 0.46% 1.67% 0.46%
      KR B 0.15% 0.41% 0.15%
      LDOS C 0.05% 0.11% 0.05%
      LH C 0.05% 0.22% 0.05%
      LKQ D 0.03% 0.39% 0.03%
      LOW D 0.38% 0.74% 0.38%
      MCD D 0.32% 0.63% 0.32%
      MDLZ F 0.14% 0.09% 0.09%
      MET A 0.26% 0.52% 0.26%
      MKC D 0.02% 0.14% 0.02%
      MMC B 0.16% 0.24% 0.16%
      MMM D 0.23% 0.6% 0.23%
      MRK F 0.28% 0.52% 0.28%
      MRO B 0.07% 0.18% 0.07%
      MS A 0.59% 1.07% 0.59%
      NDAQ A 0.06% 0.38% 0.06%
      NI A 0.03% 0.67% 0.03%
      NKE D 0.12% 0.08% 0.08%
      NOC D 0.14% 0.4% 0.14%
      NTAP C 0.1% 0.1% 0.1%
      NTRS A 0.05% 0.16% 0.05%
      NUE C 0.16% 0.25% 0.16%
      OC A 0.05% 0.21% 0.05%
      OKE A 0.14% 0.77% 0.14%
      ORCL B 0.99% 1.31% 0.99%
      OVV B 0.05% 0.39% 0.05%
      PAYX C 0.06% 0.12% 0.06%
      PEG A 0.08% 0.96% 0.08%
      PEP F 0.36% 0.84% 0.36%
      PFG D 0.06% 0.12% 0.06%
      PG A 0.68% 1.5% 0.68%
      PGR A 0.15% 0.39% 0.15%
      PHM D 0.14% 0.13% 0.13%
      PLD D 0.11% 0.3% 0.11%
      PNC B 0.32% 0.62% 0.32%
      PPG F 0.05% 0.34% 0.05%
      PRU A 0.2% 1.02% 0.2%
      PSA D 0.08% 0.11% 0.08%
      PSX C 0.3% 0.33% 0.3%
      PYPL B 0.3% 0.24% 0.24%
      QCOM F 0.5% 0.63% 0.5%
      REGN F 0.17% 0.22% 0.17%
      RMD C 0.04% 0.1% 0.04%
      ROK B 0.04% 0.13% 0.04%
      RTX C 0.4% 0.79% 0.4%
      SBUX A 0.15% 0.37% 0.15%
      SCHW B 0.31% 0.4% 0.31%
      SOLV C 0.02% 0.11% 0.02%
      SPGI C 0.16% 0.65% 0.16%
      STLD B 0.13% 0.11% 0.11%
      STT A 0.11% 0.18% 0.11%
      STZ D 0.07% 0.09% 0.07%
      SYF B 0.13% 0.47% 0.13%
      SYY B 0.07% 0.09% 0.07%
      T A 0.9% 0.38% 0.38%
      TAP C 0.03% 0.33% 0.03%
      TFX F 0.01% 0.15% 0.01%
      TGT F 0.15% 0.43% 0.15%
      TJX A 0.19% 0.18% 0.18%
      TMO F 0.32% 0.11% 0.11%
      TRV B 0.13% 0.46% 0.13%
      TSCO D 0.04% 0.23% 0.04%
      TWLO A 0.06% 0.15% 0.06%
      TXN C 0.38% 1.47% 0.38%
      ULTA F 0.03% 0.09% 0.03%
      UNH C 0.92% 2.04% 0.92%
      UPS C 0.27% 0.32% 0.27%
      URI B 0.17% 0.27% 0.17%
      USB A 0.24% 0.28% 0.24%
      VLO C 0.29% 0.23% 0.23%
      VZ C 0.85% 0.79% 0.79%
      WELL A 0.05% 0.46% 0.05%
      WFC A 1.1% 0.28% 0.28%
      WMB A 0.13% 0.16% 0.13%
      WTRG B 0.02% 0.21% 0.02%
      WY D 0.02% 0.26% 0.02%
      XOM B 2.18% 1.54% 1.54%
      XYL D 0.02% 0.41% 0.02%
      ZBH C 0.05% 0.23% 0.05%
      ZTS D 0.08% 0.43% 0.08%
      EPS Overweight 302 Positions Relative to EVUS
      Symbol Grade Weight
      AAPL C 5.27%
      MSFT F 5.07%
      GOOGL C 5.03%
      META D 3.74%
      NVDA C 3.69%
      AMZN C 3.27%
      WMT A 1.12%
      V A 0.86%
      TSLA B 0.75%
      MA C 0.53%
      PM B 0.49%
      NFLX A 0.47%
      LLY F 0.46%
      TMUS B 0.44%
      GM B 0.43%
      MO A 0.43%
      CRM B 0.41%
      COST B 0.37%
      MPC D 0.36%
      AMAT F 0.34%
      LNG B 0.33%
      BKNG A 0.32%
      LMT D 0.31%
      EOG A 0.29%
      APP B 0.28%
      F C 0.26%
      ADBE C 0.25%
      UNP C 0.24%
      INTU C 0.22%
      DHS A 0.2%
      PCAR B 0.2%
      ABNB C 0.2%
      UAL A 0.19%
      SYK C 0.19%
      MCK B 0.19%
      VST B 0.19%
      AIG B 0.19%
      LRCX F 0.19%
      CHTR C 0.18%
      AMP A 0.18%
      VRTX F 0.18%
      ANET C 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%
      GE D 0.17%
      PLTR B 0.16%
      NOW A 0.16%
      GLW B 0.15%
      SCCO F 0.15%
      APH A 0.15%
      MSI B 0.15%
      SRE A 0.14%
      OXY D 0.14%
      CSX B 0.14%
      ADSK A 0.13%
      SHW A 0.13%
      ISRG A 0.13%
      FITB A 0.13%
      FTNT C 0.13%
      EMR A 0.13%
      GD F 0.13%
      NSC B 0.12%
      EBAY 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%
      PANW C 0.12%
      MCHP D 0.12%
      ORLY B 0.11%
      CFG B 0.11%
      AEP D 0.11%
      ON D 0.11%
      CL D 0.11%
      CRBG B 0.11%
      SNPS 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%
      CEG D 0.1%
      AZO C 0.1%
      FICO B 0.09%
      CF B 0.09%
      FOXA B 0.09%
      MCO B 0.09%
      ZM B 0.09%
      VICI C 0.09%
      RJF A 0.09%
      GWW B 0.09%
      UBER D 0.09%
      CDNS B 0.09%
      CRWD B 0.08%
      WDAY B 0.08%
      JBL B 0.08%
      HAL C 0.08%
      CTAS B 0.08%
      RSG A 0.08%
      HLT A 0.08%
      BLDR D 0.08%
      EQH B 0.08%
      ALB C 0.08%
      CTRA B 0.08%
      MKL A 0.08%
      SWKS F 0.07%
      NVR D 0.07%
      AJG B 0.07%
      TROW B 0.07%
      TDG D 0.07%
      PSTG D 0.07%
      GDDY A 0.07%
      TDY B 0.07%
      IT C 0.07%
      FFIV B 0.07%
      TEAM A 0.06%
      IQV D 0.06%
      HES B 0.06%
      SMCI F 0.06%
      PWR A 0.06%
      TYL B 0.06%
      OTIS C 0.06%
      OMC C 0.06%
      CPRT A 0.06%
      AME A 0.06%
      CPAY A 0.06%
      ROST C 0.06%
      HSY F 0.06%
      EXPE B 0.06%
      CMG 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%
      ODFL B 0.05%
      EPAM C 0.05%
      YUM B 0.05%
      WEC A 0.05%
      FNF B 0.05%
      L A 0.05%
      HUBS A 0.05%
      FE C 0.05%
      TER D 0.05%
      RS B 0.05%
      MNST C 0.05%
      ACI C 0.05%
      HWM A 0.05%
      DDOG A 0.05%
      FAST B 0.05%
      MPWR F 0.05%
      NTNX A 0.05%
      PTC A 0.05%
      LPLA A 0.05%
      CNP B 0.04%
      AEE A 0.04%
      CINF A 0.04%
      MOS F 0.04%
      WSM B 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%
      AXON A 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%
      TRGP B 0.04%
      CNA B 0.04%
      VRT B 0.04%
      WRB A 0.04%
      VRSN F 0.04%
      RGA A 0.04%
      EW C 0.04%
      MLM B 0.04%
      IDXX F 0.03%
      EVRG A 0.03%
      MOH F 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%
      MTD D 0.03%
      EFX F 0.03%
      SNOW C 0.03%
      EXR D 0.03%
      LVS C 0.03%
      DECK A 0.03%
      ENPH F 0.03%
      MAS D 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%
      SBAC D 0.02%
      PINS D 0.02%
      EME C 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%
      ALNY D 0.02%
      ALGN D 0.02%
      GGG B 0.02%
      DXCM D 0.02%
      POOL C 0.02%
      USFD A 0.02%
      ROL B 0.02%
      NWSA B 0.02%
      ACM A 0.02%
      LBRDK C 0.02%
      WST C 0.02%
      GL B 0.02%
      CSGP D 0.02%
      LUV C 0.02%
      SIRI C 0.02%
      MDB C 0.02%
      TTWO A 0.02%
      HST C 0.02%
      RPM A 0.02%
      WSO A 0.02%
      WAT B 0.02%
      BAH F 0.02%
      SW A 0.02%
      U C 0.02%
      EQR B 0.02%
      VEEV 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%
      LII A 0.01%
      INCY C 0.01%
      ELS C 0.01%
      PODD C 0.01%
      PAYC B 0.01%
      BURL A 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 40 Positions Relative to EVUS
      Symbol Grade Weight
      NEE D -0.82%
      CRH A -0.76%
      PNR A -0.63%
      ACN C -0.56%
      PFE D -0.55%
      NXPI D -0.52%
      LIN D -0.49%
      FERG B -0.43%
      MU D -0.41%
      JCI C -0.38%
      FLUT A -0.36%
      BG F -0.32%
      STE F -0.3%
      COO D -0.3%
      ETN A -0.29%
      NEM D -0.28%
      SLB C -0.28%
      TFC A -0.24%
      CNH C -0.24%
      FBIN D -0.23%
      TRMB B -0.2%
      AIZ A -0.2%
      ACGL D -0.16%
      ALLE D -0.15%
      WTW B -0.14%
      FOX A -0.13%
      CB C -0.13%
      BXP D -0.12%
      IFF D -0.12%
      HII D -0.12%
      AZPN A -0.11%
      WDC D -0.11%
      JNPR F -0.11%
      MKTX D -0.11%
      FSLR F -0.1%
      TTC D -0.09%
      KMX B -0.09%
      LYB F -0.08%
      DG F -0.06%
      DLTR F -0.06%

      EPS: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Business Services Utilities - Regulated Electric Diagnostics & Research Oil & Gas E&P Capital Markets REIT - Residential Semiconductors Software - Infrastructure Specialty Retail Banks - Regional - US Packaged Foods Aerospace & Defense Asset Management Biotechnology Drug Manufacturers - Major Credit Services Health Care Plans Household & Personal Products
      Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Insurance Dow Jones Component Electricity Electronics Aerospace Real Estate Investment Trust Bank Medicine Telecommunications Banking Chemical Cloud Computing Semiconductor Work From Home Investment Bank Petroleum Industry

      EVUS: Top Represented Industries & Keywords

      Industries: Diversified Industrials Drug Manufacturers - Major Packaged Foods Business Services Capital Markets Health Care Plans Semiconductors Specialty Chemicals Credit Services Diagnostics & Research Integrated Shipping & Logistics Medical Instruments & Supplies Oil & Gas E&P Software - Application Utilities - Regulated Electric Asset Management Banks - Global Banks - Regional - US Household & Personal Products Insurance - Diversified
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Natural Gas Insurance Computing Bank Banking Chemical Electronics Mining Beverage Electricity Medicine Telecommunications Aerospace Disability Investment Bank Building Materials Financial Products
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