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 +25.31% over the past year and +7.01% YTD, with dividends reinvested. Since Feb. 23, 2007, EPS is up +309.51% in real purchasing-power return, or +7.60%/yr, and is currently āˆ’0.05% below its real total-return high on May 14, 2026.

Fri 2007-02-23? to Fri 2026-05-22 YTD
Return 		1 Year
Return
EPS × 		+7.01%
2026-05-22 		+25.31%
2026-05-22
WisdomTree U.S. Earnings 500 Fund Exchange-Traded Fund

Returns

Fri 2007-02-23? to Fri 2026-05-22 Overall
Return 		Exponential
Trendline
EPS × 		+309.51%
+7.60%/yr 		+9.27%/yr
(R2=0.929)
WisdomTree U.S. Earnings 500 Fund Exchange-Traded Fund

Growth of $10,000

Fri 2007-02-23? to Fri 2026-05-22 Start
Value 		End
Value
EPS × 		$10,000.00
2007-02-23 		$40,951.39
2026-05-22
WisdomTree U.S. Earnings 500 Fund Exchange-Traded Fund

Annual Returns

Year EPS
2026 (YTD) +7.01%
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 2007-02-23? to Fri 2026-05-22 Current
Drawdown 		Worst
Drawdown
EPS × 		āˆ’0.05%
from 2026-05-14 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 Fri 2026-05-22 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
EPS × 		+25.31% +34.83%
+16.13%/yr 		+67.01%
+18.64%/yr 		+49.26%
+8.34%/yr 		+190.79%
+11.26%/yr
WisdomTree U.S. Earnings 500 Fund Exchange-Traded Fund