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 +17.74% over the past year and +3.90% YTD, with dividends reinvested. Since Feb. 23, 2007, EPS is up +297.59% in real purchasing-power return, or +7.42%/yr, and is currently āˆ’4.32% below its real total-return high on Jun. 2, 2026.

Data ending Wed Jun. 10, 2026

Fri 2007-02-23šŸ’¬ to Wed 2026-06-10 YTD
Return
1 Year
Return
EPS
×
+3.90%
2026-06-10
+17.74%
2026-06-10
WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund

Returns

Fri 2007-02-23šŸ’¬ to Wed 2026-06-10 Overall
Return
Exponential
Trendline
EPS
×
+297.59%
+7.42%/yr
+9.28%/yr
(R2=0.929)
WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund

Growth of $10,000

Fri 2007-02-23šŸ’¬ to Wed 2026-06-10 Start
Value
End
Value
EPS
×
$10,000.00
2007-02-23
$39,759.27
2026-06-10
WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund

Annual Returns

Year EPS
2026 (YTD) +3.90%
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 Wed 2026-06-10 Current
Drawdown
Worst
Drawdown
EPS
×
āˆ’4.32%
from 2026-06-02 peak
āˆ’55.22%
2009-03-06
from 2007-10-10 peak
WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-06-10 1
Year
2
Years
3
Years
5
Years
10
Years
EPS
×
+17.74% +30.59%
+14.28%/yr
+58.43%
+16.58%/yr
+43.69%
+7.52%/yr
+178.33%
+10.78%/yr
WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund