All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

EPS: Total Return Chart (with Dividends Reinvested)

EPS total return snapshot: EPS returned +25.34% over the past year and +9.89% YTD, with dividends reinvested. Since Feb. 23, 2007, EPS is up +570.25% in nominal total return, or +10.36%/yr, and is currently āˆ’2.17% below its total-return high on Jun. 2, 2026.

Data ending Fri Jun. 12, 2026

Fri 2007-02-23šŸ’¬ to Fri 2026-06-12 YTD
Return
1 Year
Return
EPS
×
+9.89%
2026-06-12
+25.34%
2026-06-12
WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund

Returns

Fri 2007-02-23šŸ’¬ to Fri 2026-06-12 Overall
Return
Exponential
Trendline
EPS
×
+570.25%
+10.36%/yr
+11.86%/yr
(R2=0.953)
WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund

Growth of $10,000

Fri 2007-02-23šŸ’¬ to Fri 2026-06-12 Start
Value
End
Value
EPS
×
$10,000.00
2007-02-23
$67,025.22
2026-06-12
WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund

Annual Returns

Year EPS
2026 (YTD) +9.89%
2025 +17.40%
2024 +23.97%
2023 +22.81%
2022 āˆ’15.82%
2021 +27.47%
2020 +12.02%
2019 +32.54%
2018 āˆ’7.52%
2017 +22.73%
2016 +13.76%
2015 āˆ’1.56%
2014 +13.59%
2013 +32.98%
2012 +14.59%
2011 +3.65%
2010 +13.27%
2009 +27.26%
2008 āˆ’36.68%
2007 +2.93%

Drawdowns

Fri 2007-02-23šŸ’¬ to Fri 2026-06-12 Current
Drawdown
Worst
Drawdown
EPS
×
āˆ’2.17%
from 2026-06-02 peak
āˆ’54.43%
2009-03-06
from 2007-10-10 peak
WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-06-12 1
Year
2
Years
3
Years
5
Years
10
Years
EPS
×
+25.34% +41.50%
+18.96%/yr
+76.97%
+20.96%/yr
+82.25%
+12.75%/yr
+296.65%
+14.77%/yr
WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund