All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

EPS: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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 āˆ’3.68% below its real total-return high on Jun. 2, 2026.

Data ending Thu Jun. 25, 2026

Fri 2007-02-23šŸ’¬ 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

Returns

Fri 2007-02-23šŸ’¬ 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

Growth of $10,000

Fri 2007-02-23šŸ’¬ 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

Annual Returns

Year EPS
2026 (YTD) +4.59%
2025 +14.34%
2024 +20.49%
2023 +18.83%
2022 āˆ’20.94%
2021 +19.09%
2020 +10.51%
2019 +29.57%
2018 āˆ’9.25%
2017 +20.19%
2016 +11.45%
2015 āˆ’2.28%
2014 +12.74%
2013 +31.01%
2012 +12.63%
2011 +0.66%
2010 +11.60%
2009 +23.89%
2008 āˆ’36.73%
2007 āˆ’0.37%

Drawdowns

Fri 2007-02-23šŸ’¬ to Thu 2026-06-25 Current
Drawdown 		Worst
Drawdown
EPS × 		āˆ’3.68%
from 2026-06-02 peak 		āˆ’55.22%
2009-03-06
from 2007-10-10 peak
WisdomTree U.S. Earnings 500 Fund Exchange-Traded Fund

Rolling Returns

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