EPS vs. IWL ETF Comparison

Comparison of WisdomTree Earnings 500 Fund (EPS) to iShares Russell Top 200 ETF (IWL)
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
IWL

iShares Russell Top 200 ETF

IWL Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$145.86

Average Daily Volume

52,339

Number of Holdings *

197

* may have additional holdings in another (foreign) market
Performance
Period EPS IWL
30 Days 3.88% 2.93%
60 Days 5.50% 4.56%
90 Days 7.36% 6.33%
12 Months 33.08% 33.26%
169 Overlapping Holdings
Symbol Grade Weight in EPS Weight in IWL Overlap
AAPL C 5.27% 7.79% 5.27%
ABBV D 0.93% 0.7% 0.7%
ABNB C 0.2% 0.14% 0.14%
ABT B 0.32% 0.48% 0.32%
ADBE C 0.25% 0.53% 0.25%
ADI D 0.26% 0.24% 0.24%
ADP B 0.16% 0.29% 0.16%
ADSK A 0.13% 0.15% 0.13%
AEP D 0.11% 0.12% 0.11%
AIG B 0.19% 0.12% 0.12%
AMAT F 0.34% 0.33% 0.33%
AMGN D 0.37% 0.36% 0.36%
AMT D 0.06% 0.22% 0.06%
AMZN C 3.27% 4.48% 3.27%
ANET C 0.18% 0.23% 0.18%
APD A 0.11% 0.17% 0.11%
APH A 0.15% 0.2% 0.15%
AVGO D 1.31% 1.78% 1.31%
AXP A 0.5% 0.38% 0.38%
AZO C 0.1% 0.13% 0.1%
BAC A 1.69% 0.76% 0.76%
BDX F 0.12% 0.16% 0.12%
BKNG A 0.32% 0.4% 0.32%
BLK C 0.28% 0.37% 0.28%
BMY B 0.69% 0.27% 0.27%
BRK.A B 1.8% 2.05% 1.8%
BSX B 0.17% 0.3% 0.17%
C A 0.69% 0.31% 0.31%
CARR D 0.11% 0.15% 0.11%
CAT B 0.58% 0.45% 0.45%
CDNS B 0.09% 0.19% 0.09%
CEG D 0.1% 0.17% 0.1%
CI F 0.33% 0.21% 0.21%
CL D 0.11% 0.18% 0.11%
CMCSA B 0.64% 0.39% 0.39%
CME A 0.12% 0.19% 0.12%
CMG B 0.06% 0.19% 0.06%
COF B 0.29% 0.17% 0.17%
COP C 0.42% 0.31% 0.31%
COST B 0.37% 0.96% 0.37%
CPRT A 0.06% 0.12% 0.06%
CRM B 0.41% 0.73% 0.41%
CRWD B 0.08% 0.18% 0.08%
CSCO B 0.81% 0.55% 0.55%
CSX B 0.14% 0.16% 0.14%
CTAS B 0.08% 0.18% 0.08%
CVS D 0.33% 0.16% 0.16%
CVX A 1.12% 0.66% 0.66%
D C 0.12% 0.11% 0.11%
DE A 0.42% 0.24% 0.24%
DHR F 0.24% 0.35% 0.24%
DIS B 0.32% 0.5% 0.32%
DUK C 0.17% 0.21% 0.17%
ECL D 0.06% 0.15% 0.06%
ELV F 0.24% 0.22% 0.22%
EMR A 0.13% 0.17% 0.13%
EOG A 0.29% 0.18% 0.18%
EQIX A 0.06% 0.2% 0.06%
EW C 0.04% 0.1% 0.04%
F C 0.26% 0.1% 0.1%
FDX B 0.17% 0.16% 0.16%
FI A 0.28% 0.29% 0.28%
FTNT C 0.13% 0.14% 0.13%
GD F 0.13% 0.19% 0.13%
GE D 0.17% 0.46% 0.17%
GEV B 0.09% 0.21% 0.09%
GILD C 0.34% 0.26% 0.26%
GM B 0.43% 0.15% 0.15%
GOOGL C 5.03% 2.41% 2.41%
GS A 0.48% 0.45% 0.45%
HCA F 0.24% 0.15% 0.15%
HD A 0.75% 0.96% 0.75%
HON B 0.26% 0.35% 0.26%
IBM C 0.46% 0.45% 0.45%
ICE C 0.15% 0.21% 0.15%
INTC D 0.08% 0.25% 0.08%
INTU C 0.22% 0.45% 0.22%
ISRG A 0.13% 0.44% 0.13%
ITW B 0.12% 0.19% 0.12%
JNJ D 1.01% 0.88% 0.88%
JPM A 2.94% 1.67% 1.67%
KDP D 0.08% 0.08% 0.08%
KHC F 0.11% 0.07% 0.07%
KLAC D 0.18% 0.2% 0.18%
KMB D 0.09% 0.11% 0.09%
KO D 0.46% 0.57% 0.46%
LLY F 0.46% 1.42% 0.46%
LMT D 0.31% 0.27% 0.27%
LOW D 0.38% 0.37% 0.37%
LRCX F 0.19% 0.22% 0.19%
MA C 0.53% 1.03% 0.53%
MAR B 0.12% 0.15% 0.12%
MCD D 0.32% 0.5% 0.32%
MCK B 0.19% 0.19% 0.19%
MCO B 0.09% 0.18% 0.09%
MDLZ F 0.14% 0.21% 0.14%
MET A 0.26% 0.12% 0.12%
META D 3.74% 2.89% 2.89%
MMC B 0.16% 0.26% 0.16%
MMM D 0.23% 0.17% 0.17%
MNST C 0.05% 0.09% 0.05%
MO A 0.43% 0.23% 0.23%
MPC D 0.36% 0.13% 0.13%
MRK F 0.28% 0.58% 0.28%
MS A 0.59% 0.37% 0.37%
MSFT F 5.07% 7.35% 5.07%
MSI B 0.15% 0.19% 0.15%
NFLX A 0.47% 0.84% 0.47%
NKE D 0.12% 0.22% 0.12%
NOC D 0.14% 0.16% 0.14%
NOW A 0.16% 0.49% 0.16%
NSC B 0.12% 0.14% 0.12%
NVDA C 3.69% 7.91% 3.69%
ORCL B 0.99% 0.69% 0.69%
ORLY B 0.11% 0.17% 0.11%
OXY D 0.14% 0.08% 0.08%
PANW C 0.12% 0.28% 0.12%
PCAR B 0.2% 0.14% 0.14%
PEP F 0.36% 0.52% 0.36%
PG A 0.68% 0.95% 0.68%
PGR A 0.15% 0.36% 0.15%
PH A 0.18% 0.21% 0.18%
PLD D 0.11% 0.25% 0.11%
PM B 0.49% 0.48% 0.48%
PNC B 0.32% 0.2% 0.2%
PSA D 0.08% 0.13% 0.08%
PSX C 0.3% 0.13% 0.13%
PYPL B 0.3% 0.21% 0.21%
QCOM F 0.5% 0.43% 0.43%
REGN F 0.17% 0.19% 0.17%
ROP B 0.1% 0.14% 0.1%
RSG A 0.08% 0.1% 0.08%
RTX C 0.4% 0.38% 0.38%
SBUX A 0.15% 0.27% 0.15%
SCHW B 0.31% 0.29% 0.29%
SHW A 0.13% 0.21% 0.13%
SNOW C 0.03% 0.09% 0.03%
SNPS B 0.1% 0.19% 0.1%
SO D 0.18% 0.23% 0.18%
SPGI C 0.16% 0.38% 0.16%
SRE A 0.14% 0.14% 0.14%
STZ D 0.07% 0.09% 0.07%
SYK C 0.19% 0.34% 0.19%
T A 0.9% 0.39% 0.39%
TDG D 0.07% 0.16% 0.07%
TEAM A 0.06% 0.09% 0.06%
TGT F 0.15% 0.17% 0.15%
TJX A 0.19% 0.32% 0.19%
TMO F 0.32% 0.47% 0.32%
TMUS B 0.44% 0.27% 0.27%
TRV B 0.13% 0.14% 0.13%
TSLA B 0.75% 2.12% 0.75%
TXN C 0.38% 0.44% 0.38%
UBER D 0.09% 0.35% 0.09%
UNH C 0.92% 1.3% 0.92%
UNP C 0.24% 0.34% 0.24%
UPS C 0.27% 0.23% 0.23%
USB A 0.24% 0.19% 0.19%
V A 0.86% 1.16% 0.86%
VLO C 0.29% 0.11% 0.11%
VRTX F 0.18% 0.29% 0.18%
VZ C 0.85% 0.42% 0.42%
WDAY B 0.08% 0.13% 0.08%
WELL A 0.05% 0.2% 0.05%
WFC A 1.1% 0.62% 0.62%
WM A 0.1% 0.21% 0.1%
WMT A 1.12% 0.87% 0.87%
XOM B 2.18% 1.27% 1.27%
ZTS D 0.08% 0.19% 0.08%
EPS Overweight 327 Positions Relative to IWL
Symbol Grade Weight
LNG B 0.33%
APP B 0.28%
DAL C 0.24%
DFS B 0.22%
DHI D 0.22%
PRU A 0.2%
DHS A 0.2%
HPQ B 0.2%
AFL B 0.2%
UAL A 0.19%
BK A 0.19%
VST B 0.19%
CHTR C 0.18%
AMP A 0.18%
LEN D 0.18%
HPE B 0.17%
MTB A 0.17%
URI B 0.17%
FIS C 0.17%
PLTR B 0.16%
CMI A 0.16%
NUE C 0.16%
KR B 0.15%
GLW B 0.15%
SCCO F 0.15%
FANG D 0.15%
OKE A 0.14%
PHM D 0.14%
STLD B 0.13%
FITB A 0.13%
HIG B 0.13%
WMB A 0.13%
KMI A 0.13%
SYF B 0.13%
EBAY D 0.12%
HBAN A 0.12%
FCNCA A 0.12%
DVN F 0.12%
RF A 0.12%
CTSH B 0.12%
MCHP D 0.12%
COR B 0.11%
ADM D 0.11%
CFG B 0.11%
ON D 0.11%
CNC 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%
NTAP C 0.1%
LHX C 0.1%
SPG B 0.1%
FICO B 0.09%
CF B 0.09%
FOXA B 0.09%
GIS D 0.09%
ZM B 0.09%
VICI C 0.09%
RJF A 0.09%
GWW B 0.09%
KEYS A 0.09%
EXC C 0.08%
EA A 0.08%
JBL B 0.08%
HAL C 0.08%
EIX B 0.08%
PEG 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%
CBRE B 0.07%
MRO B 0.07%
NVR D 0.07%
ANSS B 0.07%
AJG B 0.07%
TROW B 0.07%
HUM C 0.07%
K A 0.07%
PSTG D 0.07%
GDDY A 0.07%
TDY B 0.07%
IT C 0.07%
GEHC F 0.07%
FFIV B 0.07%
SYY B 0.07%
IQV D 0.06%
HES B 0.06%
SMCI F 0.06%
PWR A 0.06%
TYL B 0.06%
TWLO A 0.06%
BKR B 0.06%
PAYX C 0.06%
OTIS C 0.06%
OMC C 0.06%
DOV A 0.06%
NDAQ A 0.06%
AME A 0.06%
ED D 0.06%
DD D 0.06%
PFG D 0.06%
CPAY A 0.06%
ROST C 0.06%
HSY F 0.06%
IR B 0.06%
EXPE B 0.06%
CAH B 0.06%
CDW F 0.06%
XEL A 0.06%
ETR B 0.06%
WAB B 0.06%
LH C 0.05%
WLK D 0.05%
OVV B 0.05%
SSNC B 0.05%
DINO D 0.05%
AKAM D 0.05%
LDOS C 0.05%
ZBH C 0.05%
KEY B 0.05%
ODFL B 0.05%
PPG F 0.05%
EPAM C 0.05%
YUM B 0.05%
WEC A 0.05%
FNF B 0.05%
L A 0.05%
DLR B 0.05%
HUBS A 0.05%
FE C 0.05%
TER D 0.05%
RS B 0.05%
DOW F 0.05%
A D 0.05%
BBY D 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%
NTRS A 0.05%
PTC A 0.05%
BIIB F 0.05%
ES D 0.05%
LPLA A 0.05%
OC A 0.05%
CNP B 0.04%
IRM D 0.04%
AEE A 0.04%
CINF A 0.04%
MOS F 0.04%
WSM B 0.04%
HOLX D 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%
DGX A 0.04%
CSL C 0.04%
SNA A 0.04%
IP B 0.04%
DTE C 0.04%
VMC B 0.04%
CCI D 0.04%
MSCI C 0.04%
NET B 0.04%
ZS C 0.04%
TTD B 0.04%
FTV C 0.04%
PPL B 0.04%
TRGP 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%
TSCO D 0.04%
VRSN F 0.04%
RGA A 0.04%
MLM B 0.04%
LKQ D 0.03%
HRL D 0.03%
IDXX F 0.03%
EVRG A 0.03%
NI A 0.03%
MOH F 0.03%
CHD B 0.03%
LNT A 0.03%
HEI B 0.03%
LYV A 0.03%
CPB D 0.03%
EMN D 0.03%
AWK D 0.03%
IPG D 0.03%
ULTA F 0.03%
APA D 0.03%
J F 0.03%
SJM D 0.03%
O D 0.03%
CPNG D 0.03%
MTD D 0.03%
EFX F 0.03%
EXPD D 0.03%
HUBB B 0.03%
EXR D 0.03%
EQT B 0.03%
LVS C 0.03%
DECK A 0.03%
CMS 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%
TAP C 0.03%
BR A 0.03%
PAG B 0.03%
VTR C 0.02%
SBAC D 0.02%
CHRW C 0.02%
PINS D 0.02%
EME C 0.02%
WTRG B 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%
FDS B 0.02%
ALGN D 0.02%
IEX B 0.02%
AVTR F 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%
CLX B 0.02%
ACM A 0.02%
LBRDK C 0.02%
WST C 0.02%
GL B 0.02%
AVY D 0.02%
CSGP D 0.02%
LUV C 0.02%
SIRI C 0.02%
WY D 0.02%
MDB C 0.02%
TTWO A 0.02%
MKC D 0.02%
HST C 0.02%
XYL D 0.02%
BALL D 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%
JBHT C 0.02%
EQR B 0.02%
SOLV C 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%
TFX F 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%
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 28 Positions Relative to IWL
Symbol Grade Weight
GOOG C -2.04%
ACN C -0.53%
AMD F -0.52%
LIN D -0.51%
NEE D -0.37%
ETN A -0.34%
PFE D -0.33%
BX A -0.31%
CB C -0.28%
MDT D -0.27%
MU D -0.25%
KKR A -0.24%
BA F -0.23%
TT A -0.22%
APO B -0.2%
AON A -0.18%
MRVL B -0.18%
CRH A -0.16%
FCX D -0.15%
SLB C -0.15%
TFC A -0.15%
DASH A -0.14%
JCI C -0.13%
NEM D -0.11%
DELL C -0.09%
LULU C -0.09%
MRNA F -0.03%
EL F -0.03%
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