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      IVW vs. EPS ETF Comparison

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

      $94.50

      Average Daily Volume

      2,373,577

      Number of Holdings *

      233

      * may have additional holdings in another (foreign) market
      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

      $59.40

      Average Daily Volume

      39,308

      Number of Holdings *

      492

      * may have additional holdings in another (foreign) market
      Performance
      Period IVW EPS
      30 Days 1.57% 1.22%
      60 Days 8.07% 6.94%
      90 Days -0.13% 4.18%
      12 Months 40.32% 34.56%
      201 Overlapping Holdings
      Symbol Grade Weight in IVW Weight in EPS Overlap
      AAPL C 12.57% 5.45% 5.45%
      ABBV A 0.46% 1.13% 0.46%
      ABNB D 0.1% 0.21% 0.1%
      ADBE F 0.83% 0.28% 0.28%
      ADI C 0.25% 0.3% 0.25%
      ADP A 0.16% 0.16% 0.16%
      ADSK B 0.11% 0.11% 0.11%
      AJG D 0.11% 0.07% 0.07%
      AKAM D 0.03% 0.06% 0.03%
      ALGN D 0.04% 0.02% 0.02%
      AMAT B 0.62% 0.41% 0.41%
      AME D 0.07% 0.06% 0.06%
      AMP A 0.09% 0.15% 0.09%
      AMT C 0.16% 0.08% 0.08%
      AMZN C 6.37% 3.22% 3.22%
      ANET A 0.36% 0.19% 0.19%
      ANSS D 0.06% 0.07% 0.06%
      APA F 0.03% 0.03% 0.03%
      APH D 0.16% 0.15% 0.15%
      AVGO C 2.92% 1.43% 1.43%
      AXON A 0.1% 0.02% 0.02%
      AXP A 0.39% 0.48% 0.39%
      AZO D 0.14% 0.11% 0.11%
      BKNG C 0.52% 0.27% 0.27%
      BLDR B 0.08% 0.09% 0.08%
      BR B 0.05% 0.03% 0.03%
      BRO A 0.07% 0.04% 0.04%
      BSX A 0.24% 0.16% 0.16%
      CARR A 0.12% 0.12% 0.12%
      CAT A 0.4% 0.6% 0.4%
      CBOE A 0.05% 0.03% 0.03%
      CDNS D 0.27% 0.08% 0.08%
      CDW D 0.05% 0.08% 0.05%
      CE D 0.06% 0.03% 0.03%
      CEG B 0.13% 0.12% 0.12%
      CF A 0.03% 0.09% 0.03%
      CHD C 0.04% 0.03% 0.03%
      CHTR D 0.05% 0.15% 0.05%
      CL D 0.12% 0.13% 0.12%
      CME A 0.1% 0.12% 0.1%
      CMG C 0.29% 0.06% 0.06%
      COP D 0.3% 0.42% 0.3%
      COST C 0.6% 0.38% 0.38%
      CPAY A 0.08% 0.05% 0.05%
      CPRT B 0.17% 0.06% 0.06%
      CRM B 0.97% 0.36% 0.36%
      CRWD D 0.24% 0.06% 0.06%
      CSGP F 0.05% 0.02% 0.02%
      CSX D 0.12% 0.15% 0.12%
      CTAS B 0.14% 0.08% 0.08%
      CTRA D 0.04% 0.08% 0.04%
      DAL C 0.07% 0.18% 0.07%
      DAY B 0.02% 0.01% 0.01%
      DE A 0.22% 0.45% 0.22%
      DECK B 0.09% 0.03% 0.03%
      DFS C 0.07% 0.18% 0.07%
      DHI C 0.2% 0.27% 0.2%
      DLR C 0.07% 0.04% 0.04%
      DPZ D 0.02% 0.02% 0.02%
      DRI C 0.04% 0.04% 0.04%
      DXCM F 0.06% 0.02% 0.02%
      EA D 0.06% 0.07% 0.06%
      ECL B 0.12% 0.07% 0.07%
      EFX C 0.05% 0.04% 0.04%
      ENPH D 0.02% 0.06% 0.02%
      EOG B 0.17% 0.28% 0.17%
      EPAM F 0.02% 0.04% 0.02%
      EQIX B 0.14% 0.06% 0.06%
      ERIE A 0.03% 0.02% 0.02%
      EW F 0.05% 0.04% 0.04%
      EXPD C 0.02% 0.03% 0.02%
      EXPE B 0.07% 0.05% 0.05%
      FANG D 0.12% 0.16% 0.12%
      FAST B 0.07% 0.05% 0.05%
      FDS C 0.03% 0.02% 0.02%
      FICO A 0.17% 0.07% 0.07%
      FTNT A 0.18% 0.12% 0.12%
      FTV B 0.1% 0.04% 0.04%
      GDDY D 0.08% 0.06% 0.06%
      GE C 0.31% 0.19% 0.19%
      GEV B 0.11% 0.07% 0.07%
      GOOGL B 3.49% 4.76% 3.49%
      GWW A 0.13% 0.08% 0.08%
      HCA B 0.13% 0.3% 0.13%
      HD A 0.53% 0.77% 0.53%
      HES D 0.13% 0.05% 0.05%
      HLT A 0.21% 0.08% 0.08%
      HST D 0.03% 0.02% 0.02%
      HSY D 0.04% 0.07% 0.04%
      HUBB A 0.04% 0.03% 0.03%
      HWM A 0.09% 0.05% 0.05%
      IDXX D 0.09% 0.03% 0.03%
      INTU F 0.63% 0.23% 0.23%
      IQV F 0.06% 0.07% 0.06%
      IR A 0.11% 0.06% 0.06%
      IRM A 0.06% 0.04% 0.04%
      ISRG A 0.41% 0.12% 0.12%
      IT C 0.14% 0.08% 0.08%
      ITW A 0.12% 0.12% 0.12%
      JBL D 0.03% 0.07% 0.03%
      KLAC B 0.38% 0.24% 0.24%
      KO C 0.39% 0.55% 0.39%
      LEN B 0.09% 0.21% 0.09%
      LLY D 2.51% 0.61% 0.61%
      LRCX D 0.39% 0.23% 0.23%
      LVS B 0.04% 0.03% 0.03%
      LW D 0.02% 0.01% 0.01%
      LYV A 0.06% 0.02% 0.02%
      MA A 1.06% 0.52% 0.52%
      MAR B 0.21% 0.11% 0.11%
      MAS A 0.04% 0.04% 0.04%
      MCD A 0.35% 0.34% 0.34%
      MCHP F 0.09% 0.15% 0.09%
      MCO D 0.13% 0.09% 0.09%
      MDLZ C 0.15% 0.17% 0.15%
      META A 4.5% 3.9% 3.9%
      MGM D 0.02% 0.01% 0.01%
      MLM D 0.08% 0.04% 0.04%
      MMC D 0.21% 0.17% 0.17%
      MNST D 0.08% 0.05% 0.05%
      MOH D 0.04% 0.03% 0.03%
      MPC F 0.11% 0.38% 0.11%
      MPWR B 0.16% 0.08% 0.08%
      MRK F 0.42% 0.34% 0.34%
      MRO D 0.03% 0.07% 0.03%
      MSCI B 0.09% 0.04% 0.04%
      MSFT D 11.55% 5.41% 5.41%
      MSI A 0.16% 0.15% 0.15%
      MTD B 0.04% 0.04% 0.04%
      NFLX A 1.1% 0.4% 0.4%
      NKE D 0.17% 0.14% 0.14%
      NOW C 0.66% 0.15% 0.15%
      NTAP D 0.03% 0.1% 0.03%
      NUE D 0.08% 0.18% 0.08%
      NVDA C 10.84% 3.15% 3.15%
      NVR A 0.11% 0.08% 0.08%
      ODFL D 0.13% 0.05% 0.05%
      OKE B 0.12% 0.12% 0.12%
      ON F 0.05% 0.12% 0.05%
      ORCL B 0.98% 0.9% 0.9%
      ORLY A 0.18% 0.1% 0.1%
      OTIS A 0.06% 0.06% 0.06%
      PANW D 0.39% 0.11% 0.11%
      PAYC D 0.01% 0.01% 0.01%
      PAYX A 0.06% 0.06% 0.06%
      PCAR D 0.14% 0.18% 0.14%
      PEP D 0.31% 0.41% 0.31%
      PG C 0.58% 0.71% 0.58%
      PGR C 0.27% 0.16% 0.16%
      PH A 0.23% 0.17% 0.17%
      PHM A 0.11% 0.16% 0.11%
      PLTR A 0.27% 0.1% 0.1%
      PM C 0.25% 0.48% 0.25%
      PODD C 0.02% 0.01% 0.01%
      POOL B 0.03% 0.02% 0.02%
      PSA C 0.09% 0.09% 0.09%
      PTC D 0.05% 0.05% 0.05%
      PWR B 0.11% 0.05% 0.05%
      QCOM D 0.36% 0.53% 0.36%
      REGN D 0.24% 0.25% 0.24%
      ROK D 0.05% 0.04% 0.04%
      ROL B 0.02% 0.02% 0.02%
      ROP C 0.09% 0.1% 0.09%
      ROST C 0.18% 0.07% 0.07%
      RSG D 0.08% 0.08% 0.08%
      SBAC B 0.04% 0.02% 0.02%
      SBUX B 0.24% 0.15% 0.15%
      SHW B 0.16% 0.13% 0.13%
      SMCI F 0.08% 0.1% 0.08%
      SNA A 0.02% 0.03% 0.02%
      SNPS F 0.29% 0.09% 0.09%
      SPG A 0.07% 0.1% 0.07%
      SPGI C 0.26% 0.18% 0.18%
      STLD B 0.04% 0.12% 0.04%
      SYK C 0.29% 0.18% 0.18%
      TDG A 0.29% 0.08% 0.08%
      TJX C 0.31% 0.2% 0.2%
      TMO C 0.32% 0.4% 0.32%
      TRGP B 0.12% 0.03% 0.03%
      TSCO A 0.05% 0.05% 0.05%
      TSLA C 2.62% 0.57% 0.57%
      TTWO F 0.05% 0.02% 0.02%
      TXN C 0.26% 0.4% 0.26%
      TYL B 0.09% 0.06% 0.06%
      UBER C 0.58% 0.1% 0.1%
      ULTA D 0.05% 0.04% 0.04%
      UNH B 0.74% 0.95% 0.74%
      UNP D 0.24% 0.26% 0.24%
      URI C 0.2% 0.17% 0.17%
      V C 1.1% 0.78% 0.78%
      VMC D 0.08% 0.04% 0.04%
      VRSK D 0.08% 0.04% 0.04%
      VRSN B 0.03% 0.05% 0.03%
      VRTX D 0.28% 0.19% 0.19%
      VST A 0.15% 0.14% 0.14%
      WAT B 0.03% 0.02% 0.02%
      WM B 0.13% 0.1% 0.1%
      WMB A 0.08% 0.11% 0.08%
      WST D 0.08% 0.02% 0.02%
      YUM A 0.07% 0.05% 0.05%
      ZTS C 0.18% 0.09% 0.09%
      IVW Overweight 32 Positions Relative to EPS
      Symbol Grade Weight
      GOOG B 2.88%
      AMD D 0.97%
      LIN B 0.44%
      ACN B 0.43%
      KKR A 0.32%
      BX C 0.29%
      ETN C 0.29%
      TT A 0.22%
      FI A 0.19%
      NXPI F 0.17%
      BA F 0.15%
      RCL C 0.15%
      ACGL A 0.15%
      AON A 0.14%
      FCX B 0.13%
      LULU D 0.12%
      TEL D 0.07%
      DELL C 0.07%
      STE D 0.05%
      CCL C 0.05%
      GRMN D 0.05%
      PNR C 0.04%
      WYNN B 0.03%
      STX B 0.03%
      COO C 0.03%
      NCLH C 0.03%
      DVA C 0.02%
      RL B 0.02%
      ALLE A 0.02%
      CZR B 0.02%
      GNRC B 0.02%
      AOS B 0.02%
      IVW Underweight 291 Positions Relative to EPS
      Symbol Grade Weight
      JPM D -2.65%
      XOM A -2.23%
      BRK.A C -1.81%
      BAC D -1.49%
      JNJ D -1.12%
      CVX B -1.08%
      WMT A -1.08%
      VZ A -0.94%
      T A -0.89%
      WFC D -0.84%
      CSCO A -0.78%
      CMCSA B -0.65%
      C B -0.64%
      BMY B -0.62%
      IBM B -0.51%
      MS B -0.47%
      AMGN D -0.46%
      GS C -0.43%
      RTX A -0.42%
      MO D -0.41%
      LOW A -0.4%
      GM D -0.39%
      TMUS A -0.39%
      CI D -0.37%
      CVS D -0.36%
      LMT A -0.35%
      GILD A -0.34%
      ELV F -0.33%
      ABT B -0.32%
      PSX D -0.31%
      DHS A -0.31%
      PNC C -0.3%
      DHR C -0.3%
      PYPL C -0.29%
      UPS D -0.28%
      DIS D -0.28%
      VLO F -0.28%
      LNG A -0.28%
      F D -0.27%
      BLK A -0.27%
      MMM C -0.26%
      SCHW D -0.26%
      MET A -0.26%
      HON C -0.24%
      COF C -0.24%
      USB C -0.23%
      AFL A -0.21%
      HPQ C -0.2%
      SO A -0.19%
      AIG F -0.19%
      PRU C -0.19%
      DUK A -0.18%
      BK C -0.18%
      SCCO B -0.17%
      FIS C -0.17%
      ICE A -0.16%
      FDX D -0.16%
      TGT C -0.16%
      GLW B -0.15%
      CNC F -0.15%
      KR C -0.15%
      GD A -0.15%
      CMI B -0.15%
      HPE B -0.15%
      MCK F -0.15%
      OXY F -0.15%
      NOC B -0.15%
      HIG A -0.14%
      MTB C -0.14%
      CTSH B -0.13%
      SRE A -0.13%
      ADM D -0.13%
      EBAY A -0.13%
      PLD D -0.13%
      BDX B -0.13%
      DVN F -0.13%
      KHC D -0.13%
      APP A -0.12%
      AEP C -0.12%
      D A -0.12%
      FITB C -0.12%
      TRV C -0.12%
      KDP C -0.11%
      SYF B -0.11%
      GIS C -0.11%
      RF C -0.11%
      UAL B -0.11%
      KMI A -0.11%
      STT C -0.11%
      CRBG C -0.11%
      EMR B -0.11%
      NSC C -0.11%
      PCG B -0.1%
      KVUE C -0.1%
      KEYS B -0.1%
      CFG D -0.1%
      LHX A -0.1%
      HBAN D -0.1%
      APD C -0.1%
      FCNCA D -0.1%
      GEHC C -0.09%
      GPN F -0.09%
      KMB B -0.09%
      VICI C -0.09%
      WDAY D -0.08%
      EQH C -0.08%
      STZ B -0.08%
      SYY B -0.08%
      SWKS F -0.08%
      PEG A -0.08%
      HUM F -0.08%
      HAL F -0.08%
      ZM C -0.08%
      EXC A -0.08%
      MKL C -0.08%
      EIX A -0.08%
      FOXA A -0.08%
      TER C -0.07%
      TROW D -0.07%
      ED A -0.07%
      DD B -0.07%
      BIIB F -0.07%
      TDY A -0.07%
      RJF B -0.07%
      FFIV B -0.07%
      PSTG F -0.07%
      K B -0.07%
      ALB D -0.07%
      INTC D -0.07%
      ETR A -0.06%
      NDAQ C -0.06%
      A B -0.06%
      BBY B -0.06%
      DOV C -0.06%
      ES C -0.06%
      XEL A -0.06%
      CAH B -0.06%
      WAB A -0.06%
      DOW B -0.06%
      OMC C -0.06%
      PFG C -0.06%
      CBRE A -0.06%
      NTRS C -0.05%
      WELL C -0.05%
      DDOG D -0.05%
      ZBH F -0.05%
      RMD C -0.05%
      CCI C -0.05%
      L D -0.05%
      WEC A -0.05%
      LDOS A -0.05%
      RS D -0.05%
      NTNX C -0.05%
      SSNC C -0.05%
      FNF A -0.05%
      DINO F -0.05%
      ACI F -0.05%
      OC C -0.05%
      BKR B -0.05%
      PPG D -0.05%
      FE B -0.05%
      CAG D -0.05%
      WLK C -0.05%
      PKG C -0.04%
      ZS F -0.04%
      PAG D -0.04%
      TXT F -0.04%
      NET D -0.04%
      TEAM D -0.04%
      BSY D -0.04%
      MOS D -0.04%
      DGX B -0.04%
      OKTA F -0.04%
      AVB C -0.04%
      HOLX D -0.04%
      DT C -0.04%
      TTD C -0.04%
      TWLO B -0.04%
      HUBS D -0.04%
      MANH C -0.04%
      LPLA D -0.04%
      CSL A -0.04%
      PPL A -0.04%
      WSM B -0.04%
      DTE A -0.04%
      KEY C -0.04%
      WRB B -0.04%
      OVV F -0.04%
      CNA D -0.04%
      GPC D -0.04%
      RGA C -0.04%
      XYL C -0.03%
      NI A -0.03%
      EQT B -0.03%
      VEEV C -0.03%
      EQR C -0.03%
      MKC C -0.03%
      AVTR D -0.03%
      BALL C -0.03%
      EVRG C -0.03%
      SOLV C -0.03%
      SNOW F -0.03%
      BAH A -0.03%
      LNT A -0.03%
      LKQ F -0.03%
      HEI A -0.03%
      HRL F -0.03%
      U D -0.03%
      VRT B -0.03%
      AWK B -0.03%
      CPNG C -0.03%
      TAP D -0.03%
      SJM C -0.03%
      EMN C -0.03%
      ATO A -0.03%
      CPB D -0.03%
      O A -0.03%
      CMS A -0.03%
      CNP B -0.03%
      IPG C -0.03%
      CINF A -0.03%
      J D -0.03%
      UTHR C -0.03%
      CHK D -0.03%
      AEE A -0.03%
      IP C -0.03%
      BEN F -0.03%
      EXR C -0.03%
      BLD C -0.02%
      TFX C -0.02%
      REG C -0.02%
      VTR C -0.02%
      WTRG D -0.02%
      CCK C -0.02%
      CHRW A -0.02%
      ESS C -0.02%
      PFGC A -0.02%
      MAA C -0.02%
      INVH D -0.02%
      PINS D -0.02%
      TSN D -0.02%
      IEX D -0.02%
      NDSN B -0.02%
      USFD C -0.02%
      LBRDK B -0.02%
      GGG B -0.02%
      GLPI A -0.02%
      NWSA D -0.02%
      WPC C -0.02%
      ACM C -0.02%
      LUV B -0.02%
      CLX B -0.02%
      RPM A -0.02%
      SW C -0.02%
      GL C -0.02%
      WSO C -0.02%
      MDB F -0.02%
      ALNY C -0.02%
      AVY C -0.02%
      JBHT D -0.02%
      WY B -0.02%
      COTY F -0.01%
      FND C -0.01%
      NBIX F -0.01%
      BMRN F -0.01%
      REXR D -0.01%
      XPO F -0.01%
      EXAS C -0.01%
      MORN C -0.01%
      SWK A -0.01%
      AMH D -0.01%
      TECH C -0.01%
      CASY D -0.01%
      TW A -0.01%
      CPT C -0.01%
      KIM C -0.01%
      SUI D -0.01%
      WMS D -0.01%
      INCY B -0.01%
      UDR C -0.01%
      EME C -0.01%
      LII C -0.01%
      JKHY A -0.01%
      ARE D -0.01%
      CRL F -0.01%
      BURL D -0.01%
      ELS D -0.01%
      LECO D -0.0%
      FIVE D -0.0%
      SAIA D -0.0%
      CELH F -0.0%

      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 IBD 50 Cloud Computing Integrated Circuits Mobile Devices Semiconductor Chemical Insurance Software Work From Home Medicine Smartphones Telecommunications Transport Aerospace

      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
      Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Insurance Dow Jones Component Electricity Electronics Aerospace Real Estate Investment Trust Bank Telecommunications Banking Chemical Medicine Cloud Computing Semiconductor Work From Home IBD 50 Investment Bank
      Compare ETFs