EPS vs. VFMV ETF Comparison

Comparison of WisdomTree Earnings 500 Fund (EPS) to Vanguard U.S. Minimum Volatility ETF (VFMV)
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
VFMV

Vanguard U.S. Minimum Volatility ETF

VFMV Description The investment seeks to provide long-term capital appreciation with lower volatility relative to the broad U.S. equity market. The fund invests primarily in a group of U.S. common stocks that together are deemed by the advisor to have the potential to generate lower volatility relative to the broad U.S. equity market. The portfolio will include a diverse mix of companies representing many different market sectors and industry groups. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.

Grade (RS Rating)

Last Trade

$126.54

Average Daily Volume

6,907

Number of Holdings *

165

* may have additional holdings in another (foreign) market
Performance
Period EPS VFMV
30 Days 3.88% 3.75%
60 Days 5.50% 4.37%
90 Days 7.36% 5.38%
12 Months 33.08% 27.52%
87 Overlapping Holdings
Symbol Grade Weight in EPS Weight in VFMV Overlap
AAPL C 5.27% 0.54% 0.54%
ABBV D 0.93% 0.74% 0.74%
ABT B 0.32% 1.49% 0.32%
ADI D 0.26% 1.5% 0.26%
AEE A 0.04% 0.19% 0.04%
AJG B 0.07% 0.35% 0.07%
AKAM D 0.05% 0.04% 0.04%
AMAT F 0.34% 0.08% 0.08%
AMGN D 0.37% 0.14% 0.14%
AVGO D 1.31% 0.64% 0.64%
AZO C 0.1% 0.34% 0.1%
BRK.A B 1.8% 0.31% 0.31%
BSX B 0.17% 0.75% 0.17%
CAH B 0.06% 0.64% 0.06%
CBOE B 0.03% 1.04% 0.03%
CHD B 0.03% 1.44% 0.03%
CI F 0.33% 0.11% 0.11%
CL D 0.11% 1.05% 0.11%
CME A 0.12% 1.14% 0.12%
CMS C 0.03% 0.03% 0.03%
CNA B 0.04% 0.04% 0.04%
COR B 0.11% 1.48% 0.11%
CSCO B 0.81% 1.25% 0.81%
CTSH B 0.12% 0.06% 0.06%
CVX A 1.12% 0.9% 0.9%
DECK A 0.03% 0.2% 0.03%
DTE C 0.04% 0.03% 0.03%
DUK C 0.17% 1.42% 0.17%
EA A 0.08% 1.16% 0.08%
ED D 0.06% 1.44% 0.06%
FANG D 0.15% 0.3% 0.15%
FE C 0.05% 0.77% 0.05%
GD F 0.13% 1.14% 0.13%
GDDY A 0.07% 0.46% 0.07%
GILD C 0.34% 0.83% 0.34%
GIS D 0.09% 1.0% 0.09%
GOOGL C 5.03% 0.64% 0.64%
HOLX D 0.04% 0.36% 0.04%
HPQ B 0.2% 0.96% 0.2%
HSY F 0.06% 0.36% 0.06%
IBM C 0.46% 1.52% 0.46%
JNJ D 1.01% 1.49% 1.01%
JPM A 2.94% 0.05% 0.05%
KLAC D 0.18% 0.07% 0.07%
KMI A 0.13% 0.2% 0.13%
KO D 0.46% 1.4% 0.46%
LLY F 0.46% 0.32% 0.32%
LMT D 0.31% 1.47% 0.31%
MCD D 0.32% 0.79% 0.32%
MCK B 0.19% 1.52% 0.19%
MDLZ F 0.14% 0.28% 0.14%
META D 3.74% 0.47% 0.47%
MO A 0.43% 0.24% 0.24%
MRK F 0.28% 1.46% 0.28%
MSFT F 5.07% 1.3% 1.3%
MSI B 0.15% 0.03% 0.03%
NBIX C 0.01% 0.03% 0.01%
NOC D 0.14% 1.17% 0.14%
NTAP C 0.1% 1.37% 0.1%
ORLY B 0.11% 1.11% 0.11%
PEP F 0.36% 0.04% 0.04%
PG A 0.68% 1.48% 0.68%
PGR A 0.15% 1.48% 0.15%
PSX C 0.3% 0.1% 0.1%
QCOM F 0.5% 0.25% 0.25%
REGN F 0.17% 1.12% 0.17%
ROL B 0.02% 0.23% 0.02%
ROP B 0.1% 1.33% 0.1%
RSG A 0.08% 1.2% 0.08%
RTX C 0.4% 1.06% 0.4%
SO D 0.18% 1.38% 0.18%
T A 0.9% 1.41% 0.9%
TJX A 0.19% 1.27% 0.19%
TMUS B 0.44% 1.43% 0.44%
TRV B 0.13% 0.38% 0.13%
TW A 0.01% 0.13% 0.01%
TXN C 0.38% 1.48% 0.38%
TYL B 0.06% 0.74% 0.06%
UNH C 0.92% 0.75% 0.75%
V A 0.86% 0.35% 0.35%
VRTX F 0.18% 0.03% 0.03%
VZ C 0.85% 1.0% 0.85%
WEC A 0.05% 0.45% 0.05%
WM A 0.1% 1.06% 0.1%
WMB A 0.13% 0.37% 0.13%
WMT A 1.12% 1.08% 1.08%
XOM B 2.18% 1.23% 1.23%
EPS Overweight 409 Positions Relative to VFMV
Symbol Grade Weight
NVDA C 3.69%
AMZN C 3.27%
BAC A 1.69%
WFC A 1.1%
ORCL B 0.99%
TSLA B 0.75%
HD A 0.75%
BMY B 0.69%
C A 0.69%
CMCSA B 0.64%
MS A 0.59%
CAT B 0.58%
MA C 0.53%
AXP A 0.5%
PM B 0.49%
GS A 0.48%
NFLX A 0.47%
GM B 0.43%
COP C 0.42%
DE A 0.42%
CRM B 0.41%
LOW D 0.38%
COST B 0.37%
MPC D 0.36%
CVS D 0.33%
LNG B 0.33%
BKNG A 0.32%
PNC B 0.32%
DIS B 0.32%
TMO F 0.32%
SCHW B 0.31%
PYPL B 0.3%
COF B 0.29%
VLO C 0.29%
EOG A 0.29%
APP B 0.28%
FI A 0.28%
BLK C 0.28%
UPS C 0.27%
HON B 0.26%
MET A 0.26%
F C 0.26%
ADBE C 0.25%
DAL C 0.24%
UNP C 0.24%
ELV F 0.24%
USB A 0.24%
DHR F 0.24%
HCA F 0.24%
MMM D 0.23%
DFS B 0.22%
DHI D 0.22%
INTU C 0.22%
PRU A 0.2%
DHS A 0.2%
PCAR B 0.2%
ABNB C 0.2%
AFL B 0.2%
UAL A 0.19%
SYK C 0.19%
BK A 0.19%
VST B 0.19%
AIG B 0.19%
LRCX F 0.19%
CHTR C 0.18%
AMP A 0.18%
ANET C 0.18%
PH A 0.18%
LEN D 0.18%
FDX B 0.17%
HPE B 0.17%
MTB A 0.17%
URI B 0.17%
FIS C 0.17%
GE D 0.17%
MMC B 0.16%
PLTR B 0.16%
NOW A 0.16%
ADP B 0.16%
CMI A 0.16%
NUE C 0.16%
SPGI C 0.16%
KR B 0.15%
GLW B 0.15%
ICE C 0.15%
SCCO F 0.15%
SBUX A 0.15%
APH A 0.15%
TGT F 0.15%
OKE A 0.14%
PHM D 0.14%
SRE A 0.14%
OXY D 0.14%
CSX B 0.14%
ADSK A 0.13%
SHW A 0.13%
STLD B 0.13%
ISRG A 0.13%
FITB A 0.13%
FTNT C 0.13%
HIG B 0.13%
EMR A 0.13%
SYF B 0.13%
NSC B 0.12%
EBAY D 0.12%
HBAN A 0.12%
NKE D 0.12%
FCNCA A 0.12%
D C 0.12%
BDX F 0.12%
DVN F 0.12%
MAR B 0.12%
RF A 0.12%
ITW B 0.12%
PANW C 0.12%
MCHP D 0.12%
ADM D 0.11%
CFG B 0.11%
APD A 0.11%
AEP D 0.11%
ON D 0.11%
CNC D 0.11%
CARR D 0.11%
STT A 0.11%
CRBG B 0.11%
KHC F 0.11%
PLD D 0.11%
GEN B 0.1%
SNPS B 0.1%
GPN B 0.1%
KVUE A 0.1%
PCG A 0.1%
LHX C 0.1%
SPG B 0.1%
CEG D 0.1%
GEV B 0.09%
FICO B 0.09%
KMB D 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%
KEYS A 0.09%
CRWD B 0.08%
INTC D 0.08%
WDAY B 0.08%
EXC C 0.08%
JBL B 0.08%
HAL C 0.08%
CTAS B 0.08%
EIX B 0.08%
PEG A 0.08%
ZTS D 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%
PSA D 0.08%
KDP D 0.08%
SWKS F 0.07%
CBRE B 0.07%
MRO B 0.07%
NVR D 0.07%
ANSS B 0.07%
TROW B 0.07%
HUM C 0.07%
TDG D 0.07%
K A 0.07%
PSTG D 0.07%
TDY B 0.07%
STZ D 0.07%
IT C 0.07%
GEHC F 0.07%
FFIV B 0.07%
SYY B 0.07%
TEAM A 0.06%
IQV D 0.06%
HES B 0.06%
SMCI F 0.06%
PWR A 0.06%
TWLO A 0.06%
BKR B 0.06%
PAYX C 0.06%
EQIX A 0.06%
OTIS C 0.06%
OMC C 0.06%
CPRT A 0.06%
DOV A 0.06%
NDAQ A 0.06%
AME A 0.06%
DD D 0.06%
PFG D 0.06%
CPAY A 0.06%
ROST C 0.06%
IR B 0.06%
EXPE B 0.06%
AMT D 0.06%
CMG B 0.06%
ECL D 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%
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%
WELL A 0.05%
FNF B 0.05%
L A 0.05%
DLR B 0.05%
HUBS A 0.05%
TER D 0.05%
RS B 0.05%
DOW F 0.05%
MNST C 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%
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%
DGX A 0.04%
CSL C 0.04%
SNA A 0.04%
IP B 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%
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%
EW C 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%
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%
SNOW C 0.03%
HUBB B 0.03%
EXR D 0.03%
EQT B 0.03%
LVS C 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%
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%
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%
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%
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 78 Positions Relative to VFMV
Symbol Grade Weight
DOX D -1.5%
EQC B -1.49%
CVLT B -1.38%
MUSA A -1.13%
IDT B -1.1%
IDCC A -1.06%
KEX C -1.05%
FCN D -0.98%
LRN A -0.97%
WTW B -0.93%
MGEE C -0.89%
HSTM B -0.84%
VECO F -0.78%
DLB B -0.78%
TKO B -0.73%
CHE D -0.69%
SPOT B -0.68%
SAFT C -0.67%
BLKB B -0.66%
CTRE D -0.65%
CRUS D -0.64%
NSIT F -0.56%
WTM A -0.54%
YELP C -0.52%
NABL F -0.51%
GOOG C -0.48%
MATX C -0.45%
PBH A -0.42%
NEU C -0.4%
FLO D -0.38%
INSW F -0.37%
DTM B -0.35%
PPC C -0.34%
LAUR A -0.34%
NVEC C -0.33%
THFF B -0.33%
PFE D -0.32%
VERX B -0.3%
RLI B -0.3%
QRVO F -0.28%
OLLI D -0.26%
ATR B -0.25%
LIN D -0.24%
JBSS D -0.24%
MCS B -0.22%
EXEL B -0.21%
AMSF B -0.21%
LOPE B -0.2%
MTSI B -0.2%
IMMR C -0.2%
ACN C -0.2%
EBF F -0.2%
JJSF B -0.19%
CASS B -0.19%
QNST B -0.18%
HQY B -0.18%
SPOK C -0.15%
FDP B -0.15%
OLED D -0.14%
HCKT B -0.14%
SPNS F -0.14%
PI D -0.12%
DGICA A -0.1%
TNK F -0.09%
DJCO B -0.09%
CNXN C -0.07%
CB C -0.07%
UNM A -0.06%
OSIS B -0.06%
PEBK B -0.04%
LANC C -0.04%
CLBK B -0.04%
GLRE B -0.04%
BCAL B -0.03%
EIG B -0.03%
MRAM D -0.02%
FFNW C -0.02%
MU D -0.02%
Compare ETFs