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 +14.27% over the past year and +10.19% YTD, with dividends reinvested. Since Feb. 23, 2007, EPS is up +321.69% in real purchasing-power return, or +7.63%/yr, and is currently −2.09% below its real total-return high on Aug. 13, 2026.
Data ending Fri Sep. 18, 2026
| Fri 2007-02-23💬 to Fri 2026-09-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| EPS × |
+321.69%
+7.63%/yr |
+9.34%/yr
R2=0.932 |
||||
| WisdomTree U.S. Earnings 500 Fund Exchange-Traded Fund | ||||||
| Fri 2007-02-23💬 to Fri 2026-09-18 |
Start
Value |
End
Value |
|---|---|---|
| EPS × |
$10,000.00
2007-02-23 |
$42,168.81
2026-09-18 |
| YTD | YoY | |
|---|---|---|
| EPS × | +10.19% | +14.27% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| EPS × |
−2.09%
on 2026-09-18 from 2026-08-13 peak |
−55.22%
on 2009-03-06 from 2007-10-10 peak |
| Period ending Fri 2026-09-18 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| EPS × | +14.27% |
+31.87% +14.84%/yr |
+62.18% +17.49%/yr |
+50.18% +8.47%/yr |
+186.29% +11.09%/yr |
| Year | EPS |
|---|---|
| 2026 (YTD) | +10.19% |
| 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% |
