EPS vs VOO
WisdomTree US LargeCap Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EPS delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EPS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.08% | 0.03% | |
| AUM | $1.6B | $979.0B | |
| Dividend Yield | 1.15% | 1.09% | |
| Holdings | 502 | 509 | |
| YTD Return | +14.99% | +13.80% | |
| 1Y Return | +25.81% | +23.71% | |
| 3Y Return (annualized) | +20.90% | +21.50% | |
| 5Y Return (annualized) | +13.01% | +13.44% | |
| Volatility (annualized) | 15.5% | 14.1% | |
| Max Drawdown | -55.6% | -34.3% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 23, 2007 | Sep 7, 2010 |
EPS vs VOO Performance
WisdomTree US LargeCap Fund (EPS) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EPS returned +25.81% while VOO returned +23.71%. Year to date, EPS is up 14.99% versus a gain of 13.80% for VOO.
Over three years, EPS compounded at +20.90% per year against +21.50% for VOO; over five years the annualized figures are +13.01% and +13.44% respectively. Across the full 16-year window we track, VOO has the edge at +13.58% annualized vs +8.97%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPS has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -55.6% for EPS and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EPS charges 0.08% per year while VOO charges 0.03%. On a $10,000 position that is $8 vs $3 annually, a gap of $5 per year that compounds over a long holding period. On income, EPS currently yields 1.15% against 1.09% for VOO.
Holdings Overlap
EPS and VOO share 383 holdings out of 616 unique holdings combined, representing a 70.5% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, EPS or VOO?
EPS has an expense ratio of 0.08% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $5 per year of difference.
Which performed better, EPS or VOO?
Over the past year EPS returned +25.81% vs +23.71% for VOO, so EPS leads on 1-year performance. Over the longest common window we track (16 years), EPS annualized +8.97% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, EPS or VOO?
EPS has been the more volatile fund at 15.5% annualized versus 14.1% for VOO. Worst drawdown: EPS -55.6% vs VOO -34.3%.
Should I hold both EPS and VOO?
EPS and VOO have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between EPS and VOO?
EPS and VOO share 383 common holdings with a 70.5% weight overlap. Combined, they hold 616 unique securities.
Which pays a higher dividend, EPS or VOO?
EPS yields 1.15% while VOO yields 1.09%, so EPS currently pays the higher dividend yield.
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