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      EPS vs. IVW ETF Comparison

      Comparison of WisdomTree Earnings 500 Fund (EPS) to iShares S&P 500 Growth ETF (IVW)
      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
      IVW

      iShares S&P 500 Growth ETF

      IVW 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 S&P 500® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.

      Grade (RS Rating)

      Last Trade

      $99.62

      Average Daily Volume

      1,876,242

      Number of Holdings *

      233

      * may have additional holdings in another (foreign) market
      Performance
      Period EPS IVW
      30 Days 3.88% 3.28%
      60 Days 5.50% 4.93%
      90 Days 7.36% 6.28%
      12 Months 33.08% 37.80%
      202 Overlapping Holdings
      Symbol Grade Weight in EPS Weight in IVW Overlap
      AAPL C 5.27% 11.96% 5.27%
      ABBV D 0.93% 0.38% 0.38%
      ABNB C 0.2% 0.1% 0.1%
      ADBE C 0.25% 0.81% 0.25%
      ADI D 0.26% 0.21% 0.21%
      ADP B 0.16% 0.17% 0.16%
      ADSK A 0.13% 0.12% 0.12%
      AJG B 0.07% 0.11% 0.07%
      AKAM D 0.05% 0.02% 0.02%
      ALGN D 0.02% 0.03% 0.02%
      AMAT F 0.34% 0.53% 0.34%
      AME A 0.06% 0.07% 0.06%
      AMP A 0.18% 0.1% 0.1%
      AMT D 0.06% 0.13% 0.06%
      AMZN C 3.27% 6.81% 3.27%
      ANET C 0.18% 0.34% 0.18%
      ANSS B 0.07% 0.06% 0.06%
      APA D 0.03% 0.03% 0.03%
      APH A 0.15% 0.17% 0.15%
      AVGO D 1.31% 2.73% 1.31%
      AXON A 0.04% 0.15% 0.04%
      AXP A 0.5% 0.39% 0.39%
      AZO C 0.1% 0.13% 0.1%
      BKNG A 0.32% 0.57% 0.32%
      BLDR D 0.08% 0.07% 0.07%
      BR A 0.03% 0.05% 0.03%
      BRO B 0.04% 0.07% 0.04%
      BSX B 0.17% 0.24% 0.17%
      CARR D 0.11% 0.1% 0.1%
      CAT B 0.58% 0.38% 0.38%
      CBOE B 0.03% 0.05% 0.03%
      CDNS B 0.09% 0.29% 0.09%
      CDW F 0.06% 0.04% 0.04%
      CE F 0.02% 0.03% 0.02%
      CEG D 0.1% 0.11% 0.1%
      CF B 0.09% 0.03% 0.03%
      CHD B 0.03% 0.04% 0.03%
      CHTR C 0.18% 0.06% 0.06%
      CL D 0.11% 0.1% 0.1%
      CME A 0.12% 0.1% 0.1%
      CMG B 0.06% 0.28% 0.06%
      COP C 0.42% 0.31% 0.31%
      COST B 0.37% 0.59% 0.37%
      CPAY A 0.06% 0.09% 0.06%
      CPRT A 0.06% 0.17% 0.06%
      CRM B 0.41% 1.11% 0.41%
      CRWD B 0.08% 0.27% 0.08%
      CSGP D 0.02% 0.05% 0.02%
      CSX B 0.14% 0.12% 0.12%
      CTAS B 0.08% 0.14% 0.08%
      CTRA B 0.08% 0.04% 0.04%
      DAL C 0.24% 0.08% 0.08%
      DAY B 0.01% 0.02% 0.01%
      DE A 0.42% 0.2% 0.2%
      DECK A 0.03% 0.09% 0.03%
      DFS B 0.22% 0.08% 0.08%
      DHI D 0.22% 0.17% 0.17%
      DLR B 0.05% 0.08% 0.05%
      DPZ C 0.02% 0.02% 0.02%
      DRI B 0.04% 0.04% 0.04%
      DXCM D 0.02% 0.06% 0.02%
      EA A 0.08% 0.06% 0.06%
      ECL D 0.06% 0.11% 0.06%
      EFX F 0.03% 0.04% 0.03%
      ENPH F 0.03% 0.01% 0.01%
      EOG A 0.29% 0.18% 0.18%
      EPAM C 0.05% 0.02% 0.02%
      EQIX A 0.06% 0.14% 0.06%
      ERIE D 0.01% 0.02% 0.01%
      EW C 0.04% 0.05% 0.04%
      EXPD D 0.03% 0.02% 0.02%
      EXPE B 0.06% 0.08% 0.06%
      FANG D 0.15% 0.12% 0.12%
      FAST B 0.05% 0.08% 0.05%
      FDS B 0.02% 0.03% 0.02%
      FI A 0.28% 0.22% 0.22%
      FICO B 0.09% 0.2% 0.09%
      FTNT C 0.13% 0.21% 0.13%
      FTV C 0.04% 0.09% 0.04%
      GDDY A 0.07% 0.09% 0.07%
      GE D 0.17% 0.29% 0.17%
      GEV B 0.09% 0.13% 0.09%
      GOOGL C 5.03% 3.55% 3.55%
      GWW B 0.09% 0.13% 0.09%
      HCA F 0.24% 0.11% 0.11%
      HD A 0.75% 0.51% 0.51%
      HES B 0.06% 0.14% 0.06%
      HLT A 0.08% 0.21% 0.08%
      HST C 0.02% 0.03% 0.02%
      HSY F 0.06% 0.03% 0.03%
      HUBB B 0.03% 0.04% 0.03%
      HWM A 0.05% 0.09% 0.05%
      IDXX F 0.03% 0.07% 0.03%
      INTU C 0.22% 0.68% 0.22%
      IQV D 0.06% 0.05% 0.05%
      IR B 0.06% 0.11% 0.06%
      IRM D 0.04% 0.06% 0.04%
      ISRG A 0.13% 0.43% 0.13%
      IT C 0.07% 0.14% 0.07%
      ITW B 0.12% 0.12% 0.12%
      JBL B 0.08% 0.03% 0.03%
      KLAC D 0.18% 0.3% 0.18%
      KO D 0.46% 0.33% 0.33%
      LEN D 0.18% 0.08% 0.08%
      LLY F 0.46% 2.14% 0.46%
      LRCX F 0.19% 0.34% 0.19%
      LVS C 0.03% 0.04% 0.03%
      LW C 0.01% 0.03% 0.01%
      LYV A 0.03% 0.07% 0.03%
      MA C 0.53% 1.07% 0.53%
      MAR B 0.12% 0.23% 0.12%
      MAS D 0.03% 0.03% 0.03%
      MCD D 0.32% 0.32% 0.32%
      MCHP D 0.12% 0.07% 0.07%
      MCO B 0.09% 0.12% 0.09%
      MDLZ F 0.14% 0.13% 0.13%
      META D 3.74% 4.35% 3.74%
      MGM D 0.01% 0.02% 0.01%
      MLM B 0.04% 0.08% 0.04%
      MMC B 0.16% 0.2% 0.16%
      MNST C 0.05% 0.08% 0.05%
      MOH F 0.03% 0.04% 0.03%
      MPC D 0.36% 0.1% 0.1%
      MPWR F 0.05% 0.1% 0.05%
      MRK F 0.28% 0.34% 0.28%
      MRO B 0.07% 0.03% 0.03%
      MSCI C 0.04% 0.09% 0.04%
      MSFT F 5.07% 10.94% 5.07%
      MSI B 0.15% 0.16% 0.15%
      MTD D 0.03% 0.03% 0.03%
      NFLX A 0.47% 1.24% 0.47%
      NKE D 0.12% 0.13% 0.12%
      NOW A 0.16% 0.74% 0.16%
      NTAP C 0.1% 0.03% 0.03%
      NUE C 0.16% 0.08% 0.08%
      NVDA C 3.69% 12.44% 3.69%
      NVR D 0.07% 0.1% 0.07%
      ODFL B 0.05% 0.14% 0.05%
      OKE A 0.14% 0.13% 0.13%
      ON D 0.11% 0.04% 0.04%
      ORCL B 0.99% 1.03% 0.99%
      ORLY B 0.11% 0.18% 0.11%
      OTIS C 0.06% 0.05% 0.05%
      PANW C 0.12% 0.44% 0.12%
      PAYC B 0.01% 0.02% 0.01%
      PAYX C 0.06% 0.06% 0.06%
      PCAR B 0.2% 0.15% 0.15%
      PEP F 0.36% 0.28% 0.28%
      PG A 0.68% 0.53% 0.53%
      PGR A 0.15% 0.26% 0.15%
      PH A 0.18% 0.24% 0.18%
      PHM D 0.14% 0.09% 0.09%
      PLTR B 0.16% 0.41% 0.16%
      PM B 0.49% 0.25% 0.25%
      PODD C 0.01% 0.02% 0.01%
      POOL C 0.02% 0.03% 0.02%
      PSA D 0.08% 0.08% 0.08%
      PTC A 0.05% 0.05% 0.05%
      PWR A 0.06% 0.11% 0.06%
      QCOM F 0.5% 0.33% 0.33%
      REGN F 0.17% 0.17% 0.17%
      ROK B 0.04% 0.05% 0.04%
      ROL B 0.02% 0.02% 0.02%
      ROP B 0.1% 0.09% 0.09%
      ROST C 0.06% 0.16% 0.06%
      RSG A 0.08% 0.08% 0.08%
      SBAC D 0.02% 0.03% 0.02%
      SBUX A 0.15% 0.23% 0.15%
      SHW A 0.13% 0.16% 0.13%
      SMCI F 0.06% 0.03% 0.03%
      SNA A 0.04% 0.03% 0.03%
      SNPS B 0.1% 0.29% 0.1%
      SPG B 0.1% 0.07% 0.07%
      SPGI C 0.16% 0.25% 0.16%
      STLD B 0.13% 0.04% 0.04%
      SYK C 0.19% 0.29% 0.19%
      TDG D 0.07% 0.25% 0.07%
      TJX A 0.19% 0.3% 0.19%
      TMO F 0.32% 0.27% 0.27%
      TRGP B 0.04% 0.14% 0.04%
      TSCO D 0.04% 0.04% 0.04%
      TSLA B 0.75% 2.98% 0.75%
      TTWO A 0.02% 0.05% 0.02%
      TXN C 0.38% 0.24% 0.24%
      TYL B 0.06% 0.09% 0.06%
      UBER D 0.09% 0.52% 0.09%
      ULTA F 0.03% 0.04% 0.03%
      UNH C 0.92% 0.72% 0.72%
      UNP C 0.24% 0.22% 0.22%
      URI B 0.17% 0.19% 0.17%
      V A 0.86% 1.17% 0.86%
      VMC B 0.04% 0.08% 0.04%
      VRSK A 0.04% 0.08% 0.04%
      VRSN F 0.04% 0.03% 0.03%
      VRTX F 0.18% 0.28% 0.18%
      VST B 0.19% 0.16% 0.16%
      WAT B 0.02% 0.03% 0.02%
      WM A 0.1% 0.13% 0.1%
      WMB A 0.13% 0.09% 0.09%
      WST C 0.02% 0.08% 0.02%
      YUM B 0.05% 0.06% 0.05%
      ZTS D 0.08% 0.15% 0.08%
      EPS Overweight 294 Positions Relative to IVW
      Symbol Grade Weight
      JPM A 2.94%
      XOM B 2.18%
      BRK.A B 1.8%
      BAC A 1.69%
      WMT A 1.12%
      CVX A 1.12%
      WFC A 1.1%
      JNJ D 1.01%
      T A 0.9%
      VZ C 0.85%
      CSCO B 0.81%
      BMY B 0.69%
      C A 0.69%
      CMCSA B 0.64%
      MS A 0.59%
      GS A 0.48%
      IBM C 0.46%
      TMUS B 0.44%
      GM B 0.43%
      MO A 0.43%
      RTX C 0.4%
      LOW D 0.38%
      AMGN D 0.37%
      GILD C 0.34%
      CI F 0.33%
      CVS D 0.33%
      LNG B 0.33%
      ABT B 0.32%
      PNC B 0.32%
      DIS B 0.32%
      LMT D 0.31%
      SCHW B 0.31%
      PYPL B 0.3%
      PSX C 0.3%
      COF B 0.29%
      VLO C 0.29%
      APP B 0.28%
      BLK C 0.28%
      UPS C 0.27%
      HON B 0.26%
      MET A 0.26%
      F C 0.26%
      ELV F 0.24%
      USB A 0.24%
      DHR F 0.24%
      MMM D 0.23%
      PRU A 0.2%
      DHS A 0.2%
      HPQ B 0.2%
      AFL B 0.2%
      UAL A 0.19%
      BK A 0.19%
      MCK B 0.19%
      AIG B 0.19%
      SO D 0.18%
      FDX B 0.17%
      HPE B 0.17%
      MTB A 0.17%
      DUK C 0.17%
      FIS C 0.17%
      CMI A 0.16%
      KR B 0.15%
      GLW B 0.15%
      ICE C 0.15%
      SCCO F 0.15%
      TGT F 0.15%
      SRE A 0.14%
      NOC D 0.14%
      OXY D 0.14%
      FITB A 0.13%
      TRV B 0.13%
      HIG B 0.13%
      EMR A 0.13%
      GD F 0.13%
      KMI A 0.13%
      SYF B 0.13%
      NSC B 0.12%
      EBAY D 0.12%
      HBAN A 0.12%
      FCNCA A 0.12%
      D C 0.12%
      BDX F 0.12%
      DVN F 0.12%
      RF A 0.12%
      CTSH B 0.12%
      COR B 0.11%
      ADM D 0.11%
      CFG B 0.11%
      APD A 0.11%
      AEP D 0.11%
      CNC D 0.11%
      STT A 0.11%
      CRBG B 0.11%
      KHC F 0.11%
      PLD D 0.11%
      GEN B 0.1%
      GPN B 0.1%
      KVUE A 0.1%
      PCG A 0.1%
      LHX C 0.1%
      KMB D 0.09%
      FOXA B 0.09%
      GIS D 0.09%
      ZM B 0.09%
      VICI C 0.09%
      RJF A 0.09%
      KEYS A 0.09%
      INTC D 0.08%
      WDAY B 0.08%
      EXC C 0.08%
      HAL C 0.08%
      EIX B 0.08%
      PEG A 0.08%
      EQH B 0.08%
      ALB C 0.08%
      MKL A 0.08%
      KDP D 0.08%
      SWKS F 0.07%
      CBRE B 0.07%
      TROW B 0.07%
      HUM C 0.07%
      K A 0.07%
      PSTG D 0.07%
      TDY B 0.07%
      STZ D 0.07%
      GEHC F 0.07%
      FFIV B 0.07%
      SYY B 0.07%
      TEAM A 0.06%
      TWLO A 0.06%
      BKR B 0.06%
      OMC C 0.06%
      DOV A 0.06%
      NDAQ A 0.06%
      ED D 0.06%
      DD D 0.06%
      PFG D 0.06%
      CAH B 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%
      PPG F 0.05%
      WEC A 0.05%
      WELL 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%
      DOW F 0.05%
      A D 0.05%
      BBY D 0.05%
      ACI C 0.05%
      DDOG A 0.05%
      NTNX A 0.05%
      NTRS A 0.05%
      BIIB F 0.05%
      ES D 0.05%
      LPLA A 0.05%
      OC A 0.05%
      CNP B 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%
      OKTA C 0.04%
      GPC D 0.04%
      DT C 0.04%
      AVB B 0.04%
      PKG A 0.04%
      DGX A 0.04%
      CSL C 0.04%
      IP B 0.04%
      DTE C 0.04%
      CCI D 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%
      CAG D 0.04%
      WRB A 0.04%
      RMD C 0.04%
      RGA A 0.04%
      LKQ D 0.03%
      HRL D 0.03%
      EVRG A 0.03%
      NI A 0.03%
      LNT A 0.03%
      HEI B 0.03%
      CPB D 0.03%
      EMN D 0.03%
      AWK D 0.03%
      IPG D 0.03%
      J F 0.03%
      SJM D 0.03%
      O D 0.03%
      CPNG D 0.03%
      SNOW C 0.03%
      EXR D 0.03%
      EQT B 0.03%
      CMS C 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%
      PAG B 0.03%
      VTR C 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%
      WPC D 0.02%
      PFGC B 0.02%
      NDSN B 0.02%
      TSN B 0.02%
      GLPI C 0.02%
      ALNY D 0.02%
      IEX B 0.02%
      AVTR F 0.02%
      GGG B 0.02%
      USFD A 0.02%
      NWSA B 0.02%
      CLX B 0.02%
      ACM A 0.02%
      LBRDK C 0.02%
      GL B 0.02%
      AVY D 0.02%
      LUV C 0.02%
      SIRI C 0.02%
      WY D 0.02%
      MDB C 0.02%
      MKC D 0.02%
      XYL D 0.02%
      BALL D 0.02%
      RPM A 0.02%
      WSO A 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%
      TECH D 0.01%
      WMS D 0.01%
      AMH D 0.01%
      SUI D 0.01%
      CPT B 0.01%
      MORN 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%
      BURL A 0.01%
      CCK C 0.01%
      REG B 0.01%
      LECO B 0.0%
      FIVE F 0.0%
      CELH F 0.0%
      SAIA B 0.0%
      EPS Underweight 31 Positions Relative to IVW
      Symbol Grade Weight
      GOOG C -2.94%
      AMD F -0.77%
      ACN C -0.42%
      LIN D -0.39%
      KKR A -0.35%
      BX A -0.32%
      ETN A -0.31%
      TT A -0.22%
      RCL A -0.19%
      NXPI D -0.15%
      BA F -0.15%
      AON A -0.14%
      ACGL D -0.13%
      LULU C -0.13%
      FCX D -0.11%
      DELL C -0.07%
      CCL B -0.06%
      GRMN B -0.06%
      TEL B -0.06%
      NCLH B -0.04%
      STE F -0.04%
      PNR A -0.04%
      STX D -0.03%
      COO D -0.03%
      WYNN D -0.03%
      RL B -0.02%
      ALLE D -0.02%
      CZR F -0.02%
      AOS F -0.02%
      GNRC B -0.02%
      DVA B -0.01%

      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

      IVW: Top Represented Industries & Keywords

      Industries: Software - Application Business Services Semiconductors Diversified Industrials Oil & Gas E&P Diagnostics & Research Restaurants Insurance Brokers Internet Content & Information Leisure Medical Devices Software - Infrastructure Specialty Industrial Machinery Specialty Retail Building Materials Capital Markets Credit Services Information Technology Services Medical Instruments & Supplies Residential Construction
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Electronics Natural Gas Cloud Computing IBD 50 Integrated Circuits Mobile Devices Semiconductor Chemical Insurance Software Work From Home Medicine Smartphones Telecommunications Transport Aerospace
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