EPS vs. IWY ETF Comparison
Comparison of WisdomTree Earnings 500 Fund (EPS) to iShares Russell Top 200 Growth ETF (IWY)
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
$59.71
Average Daily Volume
40,706
Number of Holdings
*
492
* may have additional holdings in another (foreign) market
IWY
iShares Russell Top 200 Growth ETF
IWY Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. 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 Growth Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization growth sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$218.72
Average Daily Volume
404,504
Number of Holdings
*
105
* may have additional holdings in another (foreign) market
Performance
| Period | EPS | IWY |
|---|---|---|
| 30 Days | 2.50% | 2.93% |
| 60 Days | 4.68% | 5.60% |
| 90 Days | 5.36% | 2.10% |
| 12 Months | 32.09% | 43.05% |
91 Overlapping Holdings
| Symbol | Grade | Weight in EPS | Weight in IWY | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 5.45% | 13.5% | 5.45% | |
| ABBV | B | 1.13% | 0.6% | 0.6% | |
| ABNB | D | 0.21% | 0.23% | 0.21% | |
| ADBE | F | 0.28% | 0.94% | 0.28% | |
| ADP | C | 0.16% | 0.43% | 0.16% | |
| ADSK | B | 0.11% | 0.23% | 0.11% | |
| AMAT | D | 0.41% | 0.6% | 0.41% | |
| AMGN | D | 0.46% | 0.57% | 0.46% | |
| AMT | C | 0.08% | 0.45% | 0.08% | |
| AMZN | C | 3.22% | 7.24% | 3.22% | |
| ANET | C | 0.19% | 0.4% | 0.19% | |
| APH | C | 0.15% | 0.18% | 0.15% | |
| AVGO | C | 1.43% | 3.17% | 1.43% | |
| AXP | B | 0.48% | 0.23% | 0.23% | |
| AZO | B | 0.11% | 0.19% | 0.11% | |
| BKNG | B | 0.27% | 0.53% | 0.27% | |
| CAT | B | 0.6% | 0.1% | 0.1% | |
| CDNS | D | 0.08% | 0.3% | 0.08% | |
| CEG | C | 0.12% | 0.05% | 0.05% | |
| CI | C | 0.37% | 0.04% | 0.04% | |
| CL | C | 0.13% | 0.19% | 0.13% | |
| CMG | D | 0.06% | 0.32% | 0.06% | |
| COST | C | 0.38% | 1.64% | 0.38% | |
| CPRT | D | 0.06% | 0.17% | 0.06% | |
| CRM | C | 0.36% | 0.86% | 0.36% | |
| CRWD | D | 0.06% | 0.28% | 0.06% | |
| CTAS | C | 0.08% | 0.27% | 0.08% | |
| ECL | B | 0.07% | 0.22% | 0.07% | |
| ELV | D | 0.33% | 0.08% | 0.08% | |
| EQIX | B | 0.06% | 0.02% | 0.02% | |
| EW | F | 0.04% | 0.03% | 0.03% | |
| FTNT | B | 0.12% | 0.16% | 0.12% | |
| GE | C | 0.19% | 0.18% | 0.18% | |
| GOOGL | D | 4.76% | 3.91% | 3.91% | |
| GS | B | 0.43% | 0.17% | 0.17% | |
| HCA | B | 0.3% | 0.08% | 0.08% | |
| HD | B | 0.77% | 1.26% | 0.77% | |
| HON | C | 0.24% | 0.08% | 0.08% | |
| INTU | D | 0.23% | 0.72% | 0.23% | |
| ISRG | C | 0.12% | 0.7% | 0.12% | |
| ITW | B | 0.12% | 0.12% | 0.12% | |
| KLAC | D | 0.24% | 0.42% | 0.24% | |
| KMB | C | 0.09% | 0.08% | 0.08% | |
| KO | B | 0.55% | 0.65% | 0.55% | |
| LLY | D | 0.61% | 3.0% | 0.61% | |
| LMT | A | 0.35% | 0.16% | 0.16% | |
| LRCX | D | 0.23% | 0.41% | 0.23% | |
| MA | B | 0.52% | 1.66% | 0.52% | |
| MCD | B | 0.34% | 0.06% | 0.06% | |
| MCK | F | 0.15% | 0.12% | 0.12% | |
| MCO | C | 0.09% | 0.32% | 0.09% | |
| META | B | 3.9% | 5.01% | 3.9% | |
| MMC | C | 0.17% | 0.06% | 0.06% | |
| MMM | B | 0.26% | 0.06% | 0.06% | |
| MNST | D | 0.05% | 0.12% | 0.05% | |
| MRK | F | 0.34% | 1.21% | 0.34% | |
| MS | B | 0.47% | 0.03% | 0.03% | |
| MSFT | C | 5.41% | 13.18% | 5.41% | |
| MSI | B | 0.15% | 0.14% | 0.14% | |
| NFLX | B | 0.4% | 1.22% | 0.4% | |
| NKE | D | 0.14% | 0.26% | 0.14% | |
| NOW | C | 0.15% | 0.78% | 0.15% | |
| NVDA | C | 3.15% | 11.05% | 3.15% | |
| ORCL | B | 0.9% | 1.07% | 0.9% | |
| ORLY | B | 0.1% | 0.24% | 0.1% | |
| PANW | D | 0.11% | 0.43% | 0.11% | |
| PEP | D | 0.41% | 0.76% | 0.41% | |
| PG | C | 0.71% | 0.37% | 0.37% | |
| PGR | C | 0.16% | 0.52% | 0.16% | |
| PSA | C | 0.09% | 0.04% | 0.04% | |
| QCOM | D | 0.53% | 0.72% | 0.53% | |
| REGN | D | 0.25% | 0.04% | 0.04% | |
| SBUX | C | 0.15% | 0.34% | 0.15% | |
| SCHW | D | 0.26% | 0.04% | 0.04% | |
| SHW | B | 0.13% | 0.33% | 0.13% | |
| SNOW | F | 0.03% | 0.14% | 0.03% | |
| SNPS | F | 0.09% | 0.31% | 0.09% | |
| SYK | C | 0.18% | 0.16% | 0.16% | |
| TDG | B | 0.08% | 0.06% | 0.06% | |
| TEAM | D | 0.04% | 0.1% | 0.04% | |
| TJX | C | 0.2% | 0.32% | 0.2% | |
| TSLA | C | 0.57% | 2.7% | 0.57% | |
| TXN | B | 0.4% | 0.09% | 0.09% | |
| UBER | C | 0.1% | 0.6% | 0.1% | |
| UNH | C | 0.95% | 0.15% | 0.15% | |
| UNP | D | 0.26% | 0.29% | 0.26% | |
| V | C | 0.78% | 1.83% | 0.78% | |
| VRTX | D | 0.19% | 0.24% | 0.19% | |
| WDAY | D | 0.08% | 0.21% | 0.08% | |
| WM | D | 0.1% | 0.33% | 0.1% | |
| ZTS | B | 0.09% | 0.3% | 0.09% |
EPS Overweight 401 Positions Relative to IWY
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | D | 2.65% | |
| XOM | D | 2.23% | |
| BRK.A | C | 1.81% | |
| BAC | D | 1.49% | |
| JNJ | C | 1.12% | |
| CVX | F | 1.08% | |
| WMT | B | 1.08% | |
| VZ | A | 0.94% | |
| T | B | 0.89% | |
| WFC | D | 0.84% | |
| CSCO | B | 0.78% | |
| CMCSA | C | 0.65% | |
| C | C | 0.64% | |
| BMY | C | 0.62% | |
| IBM | B | 0.51% | |
| PM | C | 0.48% | |
| DE | A | 0.45% | |
| RTX | B | 0.42% | |
| COP | F | 0.42% | |
| MO | C | 0.41% | |
| LOW | B | 0.4% | |
| TMO | B | 0.4% | |
| GM | C | 0.39% | |
| TMUS | B | 0.39% | |
| MPC | F | 0.38% | |
| CVS | D | 0.36% | |
| GILD | B | 0.34% | |
| ABT | C | 0.32% | |
| PSX | F | 0.31% | |
| DHS | A | 0.31% | |
| ADI | C | 0.3% | |
| PNC | C | 0.3% | |
| DHR | B | 0.3% | |
| PYPL | B | 0.29% | |
| UPS | D | 0.28% | |
| DIS | D | 0.28% | |
| VLO | F | 0.28% | |
| LNG | D | 0.28% | |
| EOG | D | 0.28% | |
| F | F | 0.27% | |
| DHI | C | 0.27% | |
| BLK | B | 0.27% | |
| MET | B | 0.26% | |
| COF | B | 0.24% | |
| USB | C | 0.23% | |
| LEN | B | 0.21% | |
| AFL | A | 0.21% | |
| HPQ | C | 0.2% | |
| SO | B | 0.19% | |
| AIG | D | 0.19% | |
| PRU | C | 0.19% | |
| NUE | D | 0.18% | |
| SPGI | C | 0.18% | |
| DFS | C | 0.18% | |
| DUK | B | 0.18% | |
| BK | B | 0.18% | |
| DAL | C | 0.18% | |
| PCAR | D | 0.18% | |
| MDLZ | C | 0.17% | |
| SCCO | C | 0.17% | |
| URI | B | 0.17% | |
| PH | B | 0.17% | |
| FIS | C | 0.17% | |
| ICE | C | 0.16% | |
| FDX | D | 0.16% | |
| PHM | B | 0.16% | |
| TGT | C | 0.16% | |
| FANG | F | 0.16% | |
| BSX | B | 0.16% | |
| GLW | B | 0.15% | |
| CNC | D | 0.15% | |
| KR | B | 0.15% | |
| CSX | C | 0.15% | |
| GD | C | 0.15% | |
| CMI | B | 0.15% | |
| AMP | B | 0.15% | |
| HPE | C | 0.15% | |
| CHTR | D | 0.15% | |
| OXY | F | 0.15% | |
| NOC | B | 0.15% | |
| MCHP | D | 0.15% | |
| HIG | B | 0.14% | |
| MTB | C | 0.14% | |
| VST | B | 0.14% | |
| CTSH | B | 0.13% | |
| SRE | B | 0.13% | |
| ADM | D | 0.13% | |
| EBAY | B | 0.13% | |
| PLD | C | 0.13% | |
| BDX | D | 0.13% | |
| DVN | F | 0.13% | |
| KHC | C | 0.13% | |
| APP | C | 0.12% | |
| STLD | C | 0.12% | |
| CME | B | 0.12% | |
| AEP | C | 0.12% | |
| OKE | C | 0.12% | |
| ON | D | 0.12% | |
| D | C | 0.12% | |
| CARR | B | 0.12% | |
| FITB | B | 0.12% | |
| TRV | C | 0.12% | |
| KDP | B | 0.11% | |
| SYF | C | 0.11% | |
| GIS | B | 0.11% | |
| WMB | C | 0.11% | |
| RF | B | 0.11% | |
| UAL | B | 0.11% | |
| MAR | B | 0.11% | |
| KMI | C | 0.11% | |
| STT | B | 0.11% | |
| CRBG | C | 0.11% | |
| EMR | D | 0.11% | |
| NSC | C | 0.11% | |
| PCG | C | 0.1% | |
| SMCI | F | 0.1% | |
| PLTR | C | 0.1% | |
| KVUE | B | 0.1% | |
| KEYS | B | 0.1% | |
| CFG | D | 0.1% | |
| LHX | C | 0.1% | |
| SPG | B | 0.1% | |
| HBAN | B | 0.1% | |
| APD | B | 0.1% | |
| FCNCA | D | 0.1% | |
| NTAP | D | 0.1% | |
| ROP | C | 0.1% | |
| GEHC | B | 0.09% | |
| CF | B | 0.09% | |
| BLDR | C | 0.09% | |
| GPN | D | 0.09% | |
| VICI | C | 0.09% | |
| IT | C | 0.08% | |
| NVR | B | 0.08% | |
| HLT | B | 0.08% | |
| EQH | C | 0.08% | |
| CTRA | F | 0.08% | |
| RSG | D | 0.08% | |
| STZ | C | 0.08% | |
| SYY | C | 0.08% | |
| SWKS | F | 0.08% | |
| PEG | B | 0.08% | |
| HUM | F | 0.08% | |
| HAL | F | 0.08% | |
| ZM | C | 0.08% | |
| EXC | B | 0.08% | |
| GWW | B | 0.08% | |
| MKL | C | 0.08% | |
| EIX | B | 0.08% | |
| FOXA | B | 0.08% | |
| MPWR | B | 0.08% | |
| CDW | D | 0.08% | |
| TER | C | 0.07% | |
| ANSS | D | 0.07% | |
| TROW | C | 0.07% | |
| ED | B | 0.07% | |
| MRO | D | 0.07% | |
| GEV | B | 0.07% | |
| DD | B | 0.07% | |
| AJG | D | 0.07% | |
| EA | D | 0.07% | |
| ROST | C | 0.07% | |
| BIIB | F | 0.07% | |
| TDY | B | 0.07% | |
| RJF | C | 0.07% | |
| FFIV | B | 0.07% | |
| IQV | D | 0.07% | |
| PSTG | F | 0.07% | |
| JBL | C | 0.07% | |
| K | A | 0.07% | |
| HSY | D | 0.07% | |
| ALB | D | 0.07% | |
| INTC | D | 0.07% | |
| FICO | B | 0.07% | |
| AME | C | 0.06% | |
| AKAM | D | 0.06% | |
| ETR | A | 0.06% | |
| NDAQ | C | 0.06% | |
| PAYX | C | 0.06% | |
| TYL | C | 0.06% | |
| A | C | 0.06% | |
| BBY | A | 0.06% | |
| DOV | B | 0.06% | |
| OTIS | B | 0.06% | |
| ES | B | 0.06% | |
| XEL | B | 0.06% | |
| CAH | C | 0.06% | |
| WAB | B | 0.06% | |
| IR | B | 0.06% | |
| GDDY | C | 0.06% | |
| DOW | C | 0.06% | |
| OMC | B | 0.06% | |
| ENPH | D | 0.06% | |
| PFG | B | 0.06% | |
| CBRE | B | 0.06% | |
| ODFL | D | 0.05% | |
| HWM | B | 0.05% | |
| NTRS | C | 0.05% | |
| WELL | C | 0.05% | |
| TSCO | B | 0.05% | |
| DDOG | D | 0.05% | |
| ZBH | F | 0.05% | |
| RMD | C | 0.05% | |
| CCI | C | 0.05% | |
| L | D | 0.05% | |
| VRSN | C | 0.05% | |
| FAST | C | 0.05% | |
| WEC | B | 0.05% | |
| LDOS | A | 0.05% | |
| RS | D | 0.05% | |
| NTNX | D | 0.05% | |
| SSNC | C | 0.05% | |
| FNF | B | 0.05% | |
| DINO | F | 0.05% | |
| YUM | B | 0.05% | |
| ACI | F | 0.05% | |
| OC | C | 0.05% | |
| BKR | C | 0.05% | |
| PPG | C | 0.05% | |
| PTC | C | 0.05% | |
| CPAY | B | 0.05% | |
| PWR | B | 0.05% | |
| FE | B | 0.05% | |
| EXPE | C | 0.05% | |
| CAG | B | 0.05% | |
| HES | F | 0.05% | |
| WLK | C | 0.05% | |
| ULTA | D | 0.04% | |
| PKG | B | 0.04% | |
| VRSK | D | 0.04% | |
| ZS | F | 0.04% | |
| PAG | D | 0.04% | |
| MAS | B | 0.04% | |
| TXT | D | 0.04% | |
| VMC | C | 0.04% | |
| IRM | C | 0.04% | |
| BRO | C | 0.04% | |
| NET | D | 0.04% | |
| BSY | C | 0.04% | |
| MOS | F | 0.04% | |
| DGX | B | 0.04% | |
| EFX | C | 0.04% | |
| MTD | C | 0.04% | |
| OKTA | F | 0.04% | |
| AVB | C | 0.04% | |
| HOLX | D | 0.04% | |
| DT | C | 0.04% | |
| MSCI | C | 0.04% | |
| TTD | B | 0.04% | |
| TWLO | C | 0.04% | |
| HUBS | D | 0.04% | |
| MANH | B | 0.04% | |
| LPLA | D | 0.04% | |
| DRI | C | 0.04% | |
| CSL | B | 0.04% | |
| PPL | A | 0.04% | |
| ROK | D | 0.04% | |
| WSM | C | 0.04% | |
| DTE | A | 0.04% | |
| KEY | C | 0.04% | |
| WRB | D | 0.04% | |
| MLM | D | 0.04% | |
| OVV | F | 0.04% | |
| EPAM | F | 0.04% | |
| CNA | D | 0.04% | |
| GPC | D | 0.04% | |
| DLR | B | 0.04% | |
| FTV | C | 0.04% | |
| RGA | C | 0.04% | |
| XYL | C | 0.03% | |
| NI | B | 0.03% | |
| EQT | C | 0.03% | |
| VEEV | C | 0.03% | |
| EQR | C | 0.03% | |
| MKC | C | 0.03% | |
| AVTR | C | 0.03% | |
| BALL | C | 0.03% | |
| EVRG | B | 0.03% | |
| CHD | C | 0.03% | |
| SOLV | D | 0.03% | |
| BAH | B | 0.03% | |
| LNT | A | 0.03% | |
| LKQ | F | 0.03% | |
| HEI | C | 0.03% | |
| HRL | F | 0.03% | |
| DECK | C | 0.03% | |
| LVS | C | 0.03% | |
| U | D | 0.03% | |
| HUBB | B | 0.03% | |
| VRT | C | 0.03% | |
| CE | D | 0.03% | |
| AWK | C | 0.03% | |
| CPNG | B | 0.03% | |
| TAP | D | 0.03% | |
| SJM | C | 0.03% | |
| EMN | B | 0.03% | |
| SNA | B | 0.03% | |
| ATO | B | 0.03% | |
| IDXX | D | 0.03% | |
| CPB | C | 0.03% | |
| O | B | 0.03% | |
| TRGP | C | 0.03% | |
| CMS | B | 0.03% | |
| CNP | C | 0.03% | |
| BR | C | 0.03% | |
| EXPD | B | 0.03% | |
| IPG | C | 0.03% | |
| CINF | C | 0.03% | |
| J | A | 0.03% | |
| UTHR | B | 0.03% | |
| MOH | D | 0.03% | |
| CHK | C | 0.03% | |
| AEE | B | 0.03% | |
| IP | C | 0.03% | |
| BEN | F | 0.03% | |
| CBOE | C | 0.03% | |
| EXR | C | 0.03% | |
| APA | F | 0.03% | |
| BLD | C | 0.02% | |
| TFX | B | 0.02% | |
| REG | C | 0.02% | |
| VTR | C | 0.02% | |
| WTRG | D | 0.02% | |
| CCK | B | 0.02% | |
| CHRW | B | 0.02% | |
| ESS | C | 0.02% | |
| PFGC | B | 0.02% | |
| MAA | C | 0.02% | |
| INVH | D | 0.02% | |
| PINS | D | 0.02% | |
| SBAC | C | 0.02% | |
| TSN | D | 0.02% | |
| DPZ | D | 0.02% | |
| IEX | C | 0.02% | |
| DXCM | F | 0.02% | |
| FDS | C | 0.02% | |
| TTWO | D | 0.02% | |
| NDSN | C | 0.02% | |
| USFD | C | 0.02% | |
| LBRDK | C | 0.02% | |
| GGG | C | 0.02% | |
| GLPI | C | 0.02% | |
| NWSA | D | 0.02% | |
| WPC | C | 0.02% | |
| ACM | B | 0.02% | |
| ERIE | B | 0.02% | |
| LUV | C | 0.02% | |
| CLX | C | 0.02% | |
| POOL | C | 0.02% | |
| ROL | C | 0.02% | |
| RPM | B | 0.02% | |
| ALGN | D | 0.02% | |
| SW | B | 0.02% | |
| GL | D | 0.02% | |
| WSO | C | 0.02% | |
| MDB | D | 0.02% | |
| ALNY | C | 0.02% | |
| WST | D | 0.02% | |
| LYV | A | 0.02% | |
| CSGP | D | 0.02% | |
| WAT | B | 0.02% | |
| AVY | C | 0.02% | |
| JBHT | D | 0.02% | |
| HST | D | 0.02% | |
| WY | C | 0.02% | |
| AXON | B | 0.02% | |
| COTY | D | 0.01% | |
| FND | C | 0.01% | |
| NBIX | F | 0.01% | |
| DAY | D | 0.01% | |
| BMRN | F | 0.01% | |
| MGM | D | 0.01% | |
| REXR | C | 0.01% | |
| XPO | D | 0.01% | |
| EXAS | D | 0.01% | |
| MORN | C | 0.01% | |
| SWK | B | 0.01% | |
| AMH | D | 0.01% | |
| TECH | C | 0.01% | |
| CASY | D | 0.01% | |
| TW | B | 0.01% | |
| CPT | C | 0.01% | |
| KIM | C | 0.01% | |
| SUI | C | 0.01% | |
| WMS | D | 0.01% | |
| PAYC | D | 0.01% | |
| INCY | C | 0.01% | |
| UDR | C | 0.01% | |
| LW | D | 0.01% | |
| PODD | C | 0.01% | |
| EME | B | 0.01% | |
| LII | C | 0.01% | |
| JKHY | B | 0.01% | |
| ARE | C | 0.01% | |
| CRL | F | 0.01% | |
| BURL | C | 0.01% | |
| ELS | D | 0.01% | |
| LECO | D | 0.0% | |
| FIVE | D | 0.0% | |
| SAIA | D | 0.0% | |
| CELH | F | 0.0% |
EPS: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Utilities - Regulated Electric
Business Services
Oil & Gas E&P
Diagnostics & Research
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
IWY: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Capital Markets
Drug Manufacturers - Major
Household & Personal Products
Internet Content & Information
Aerospace & Defense
Asset Management
Beverages - Soft Drinks
Business Services
Credit Services
Diversified Industrials
Health Care Plans
Restaurants
Semiconductor Equipment & Materials
Software - Infrastructure
Specialty Retail
Apparel Stores
Biotechnology
Computer Systems
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