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 +18.13% over the past year and +4.59% YTD, with dividends reinvested. Since Feb. 23, 2007, EPS is up +300.23% in real purchasing-power return, or +7.44%/yr, and is currently ā3.68% below its real total-return high on Jun. 2, 2026.
Data ending Thu Jun. 25, 2026
| Fri 2007-02-23š¬ to Thu 2026-06-25 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| EPS × |
+4.59%
2026-06-25 |
+18.13%
2026-06-25 |
||||
| WisdomTree U.S. Earnings 500 Fund Exchange-Traded Fund | ||||||
| Fri 2007-02-23š¬ to Thu 2026-06-25 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| EPS × |
+300.23%
+7.44%/yr |
+9.29%/yr
(R2=0.930) |
||||
| WisdomTree U.S. Earnings 500 Fund Exchange-Traded Fund | ||||||
| Fri 2007-02-23š¬ to Thu 2026-06-25 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| EPS × |
$10,000.00
2007-02-23 |
$40,022.54
2026-06-25 |
||||
| WisdomTree U.S. Earnings 500 Fund Exchange-Traded Fund | ||||||
| Year | EPS |
|---|---|
| 2026 (YTD) | +4.59% |
| 2025 | +14.34% |
| 2024 | +20.49% |
| 2023 | +18.83% |
| 2022 | ā20.94% |
| 2021 | +19.09% |
| 2020 | +10.51% |
| 2019 | +29.57% |
| 2018 | ā9.25% |
| 2017 | +20.19% |
| 2016 | +11.45% |
| 2015 | ā2.28% |
| 2014 | +12.74% |
| 2013 | +31.01% |
| 2012 | +12.63% |
| 2011 | +0.66% |
| 2010 | +11.60% |
| 2009 | +23.89% |
| 2008 | ā36.73% |
| 2007 | ā0.37% |
| Fri 2007-02-23š¬ to Thu 2026-06-25 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| EPS × |
ā3.68%
from 2026-06-02 peak |
ā55.22%
2009-03-06 from 2007-10-10 peak |
||||
| WisdomTree U.S. Earnings 500 Fund Exchange-Traded Fund | ||||||
| Period ending Thu 2026-06-25 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| EPS × | +18.13% |
+29.18% +13.66%/yr |
+58.71% +16.65%/yr |
+45.40% +7.77%/yr |
+187.60% +11.14%/yr |
|
| WisdomTree U.S. Earnings 500 Fund Exchange-Traded Fund | ||||||