All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
EPS total return snapshot: EPS returned +19.63% over the past year and +16.18% YTD, with dividends reinvested. Since Feb. 23, 2007, EPS is up +608.65% in nominal total return, or +10.49%/yr, and is currently at its total-return high.
Data ending Fri Oct. 9, 2026
| Fri 2007-02-23💬 to Fri 2026-10-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| EPS × |
+608.65%
+10.49%/yr |
+11.96%/yr
R2=0.955 |
||||
| WisdomTree U.S. Earnings 500 Fund Exchange-Traded Fund | ||||||
| Fri 2007-02-23💬 to Fri 2026-10-09 |
Start
Value |
End
Value |
|---|---|---|
| EPS × |
$10,000.00
2007-02-23 |
$70,865.46
2026-10-09 |
| YTD | YoY | |
|---|---|---|
| EPS × | +16.18% | +19.63% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| EPS × |
—
on 2026-10-09 |
−54.43%
on 2009-03-06 from 2007-10-10 peak |
| Period ending Fri 2026-10-09 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| EPS × | +19.63% |
+38.65% +17.75%/yr |
+84.58% +22.67%/yr |
+88.31% +13.49%/yr |
+303.29% +14.96%/yr |
| Year | EPS |
|---|---|
| 2026 (YTD) | +16.18% |
| 2025 | +17.40% |
| 2024 | +23.97% |
| 2023 | +22.81% |
| 2022 | −15.82% |
| 2021 | +27.47% |
| 2020 | +12.02% |
| 2019 | +32.53% |
| 2018 | −7.52% |
| 2017 | +22.73% |
| 2016 | +13.76% |
| 2015 | −1.56% |
| 2014 | +13.59% |
| 2013 | +32.98% |
| 2012 | +14.59% |
| 2011 | +3.65% |
| 2010 | +13.27% |
| 2009 | +27.26% |
| 2008 | −36.68% |
| 2007 | +2.93% |
