All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
EPS real return snapshot: after CPI-U inflation, EPS returned +15.54% over the past year and +11.99% YTD, with dividends reinvested. Since Feb. 23, 2007, EPS is up +328.57% in real purchasing-power return, or +7.70%/yr, and is currently −0.49% below its real total-return high on Aug. 13, 2026.
Data ending Fri Oct. 9, 2026
| Fri 2007-02-23💬 to Fri 2026-10-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| EPS × |
+328.57%
+7.70%/yr |
+9.35%/yr
R2=0.933 |
||||
| 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 |
$42,856.64
2026-10-09 |
| YTD | YoY | |
|---|---|---|
| EPS × | +11.99% | +15.54% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| EPS × |
−0.49%
on 2026-10-09 from 2026-08-13 peak |
−55.22%
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 × | +15.54% |
+30.08% +14.05%/yr |
+68.98% +19.11%/yr |
+53.98% +9.02%/yr |
+189.71% +11.22%/yr |
| Year | EPS |
|---|---|
| 2026 (YTD) | +11.99% |
| 2025 | +14.34% |
| 2024 | +20.49% |
| 2023 | +18.83% |
| 2022 | −20.94% |
| 2021 | +19.09% |
| 2020 | +10.51% |
| 2019 | +29.57% |
| 2018 | −9.25% |
| 2017 | +20.19% |
| 2016 | +11.45% |
| 2015 | −2.28% |
| 2014 | +12.74% |
| 2013 | +31.01% |
| 2012 | +12.63% |
| 2011 | +0.66% |
| 2010 | +11.60% |
| 2009 | +23.89% |
| 2008 | −36.73% |
| 2007 | −0.37% |
