EPS follows the WisdomTree U.S. LargeCap Index, weighting 500 holdings by earnings generation rather than market capitalization. Heavier allocations go to more profitable companies, producing a natural quality tilt and limiting exposure to unprofitable growth names. Over the past ten years EPS returned 266.34% versus the S&P 500's 234.36%, outperforming by roughly 32 percentage points. The fund charges a 0.08% expense ratio and posts about 16% annual turnover, preserving investor returns and minimizing taxable distributions. Sector weights include 31% information technology, 15% financials, 13% healthcare, 11% consumer discretionary, and 9% industrials. Quarterly dividends yield about 1.3% while offering capital appreciation to support retiree withdrawals.
"EPS follows the WisdomTree U.S. LargeCap Index, weighting its 500 holdings by earnings generation rather than market cap. Companies producing more profits get larger allocations, creating a natural quality tilt without complex factor screens. NVIDIA (NASDAQ:NVDA) holds the top spot at 7.2%, followed by Amazon (NASDAQ:AMZN) at 6% and Alphabet (NASDAQ:GOOGL) at 6%, while Apple (NASDAQ:AAPL) and Microsoft (NASDAQ:MSFT) receive smaller allocations than in market-cap weighted funds."
"Information technology commands 31% of assets, but the 15% financial allocation provides defensive ballast through dividend payers like JPMorgan Chase (NYSE:JPM). The bank's 1.7% dividend yield and 16% earnings growth exemplify the income-plus-appreciation combination retirees need. Healthcare (13%), consumer discretionary (11%), and industrials (9%) round out the top sector allocations, while the tech overweight captures growth without concentrated single-stock risk."
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