Summary: WisdomTree U.S. LargeCap ETF (EPS) offers exposure to Large Cap Value segment of US market.

From Nasdaq: 2024-09-02 06:20:06

The WisdomTree U.S. LargeCap ETF (EPS) provides exposure to Large Cap Value segment of the US equity market. It has over $964.81 million in assets, an expense ratio of 0.08%, and a dividend yield of 1.50%. Sector exposure includes Information Technology, with Apple, Microsoft, and Alphabet as top holdings.

Large cap companies offer stability with market cap above $10 billion. Value stocks have lower price-to-earnings and price-to-book ratios but lower sales and earnings growth rates. EPS seeks to match the WisdomTree U.S. Earnings 500 Index performance, up 18.83% this year. Risk is medium with beta of 0.99 and standard deviation of 16.57%.

Investors seeking Large Cap Value exposure can consider ETF options like SCHD and VTV. EPS has a Zacks ETF Rank of 3 and is suitable for long-term investment. Passively managed ETFs like EPS offer low costs, transparency, and tax efficiency, making them a popular choice for investors.



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