EPSvsSCHXETF Comparison
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WisdomTree U.S. LargeCap Fund (EPS) and Schwab U.S. Large-Cap ETF (SCHX) belong to the same industry segment: US Large Cap. EPS's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, SCHX's top sector exposures are Technology, Finance and Healthcare. EPS is more expensive with a Total Expense Ratio (TER) of 0.08%, versus 0.03% for SCHX. EPS is up 14.12% year-to-date (YTD) with +$96M in YTD flows. SCHX performs worse with 12.33% YTD performance, and +$2.87B in YTD flows. Run a side-by-side ETF comparison of EPS and SCHX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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EPS vs SCHX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPS SCHX | -1.08%-1.36% | +4.05%+3.26% | +14.12%+12.33% | +18.66%+16.40% | +76.98%+77.84% | +83.85%+79.66% |
| Flows | EPS SCHX | +$8M+$308M | +$63M+$551M | +$96M+$2.87B | +$183M+$4.04B | +$381M+$12.62B | +$475M+$14.64B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPS SCHX | +10.91%+11.27% | +12.31%+13.07% | +14.15%+15.38% | +16.23%+17.44% |
| Max drawdown | EPS SCHX | -3.09%-3.18% | -8.40%-9.01% | -17.76%-19.16% | -23.62%-25.39% |
| Max drawdown duration | EPS SCHX | 16d16d | 70d92d | 128d126d | 707d715d |
Trading data
EPS | SCHX | |
Last sale 9/18/2026 at 4:32 PM | $80.11 | $30.05 |
| Previous close 09/17/2026 | $80.31 | $30.07 |
| Consolidated volume 09/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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EPS | SCHX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/18/2026 at 4:32 PM
Live
Closed
EPS | SCHX | |
|---|---|---|
| Last price | $80.11 | $30.05 |
| 1D performance | -0.25% | -0.07% |
| AuM | $1.65 B | $73.84 B |
| E/R | 0.08% | 0.03% |
Characteristics
EPS | SCHX | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | WisdomTree | Schwab ETFs |
| Benchmark | WisdomTree U.S. Large Cap Total Return Index | Dow Jones U.S. Large-Cap Total Stock Market Index |
| N° of holdings | 503 | 695 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | November 3, 2009 |
| ESG | No | No |
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Exposure
Countries
EPS
USA
97.39%
Other
2.61%
SCHX
USA
97.63%
Other
2.37%
Sectors
EPS
Technology
42.07%
Finance
17.17%
Consumer Non-Cycl.
10.55%
Healthcare
9.82%
Other
20.39%
SCHX
Technology
44.34%
Finance
14.25%
Healthcare
8.99%
Consumer Non-Cycl.
8.97%
Industrials
7.9%
Other
15.54%
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Diversification
EPS
Total weight of top 15 holdings out of 15
43.84%
SCHX
Total weight of top 15 holdings out of 15
43.1%
Top 15 holdings
Data as of July 31, 2026
EPS
NVIDIA Corp.
6.93%
Apple, Inc.
5.87%
Alphabet, Inc.
5.82%
Amazon.com, Inc.
5.65%
Microsoft Corp.
4.13%
Meta Platforms, Inc.
2.76%
JPMorgan Chase & Co.
2.23%
Berkshire Hathaway, Inc.
1.73%
Broadcom Inc.
1.59%
Micron Technology, Inc.
1.41%
ExxonMobil Holdings Corp.
1.39%
Johnson & Johnson
1.26%
Bank of America Corp.
1.12%
Eli Lilly & Co.
0.98%
Merck & Co., Inc.
0.96%
SCHX
Apple, Inc.
7.77%
NVIDIA Corp.
7.47%
Microsoft Corp.
4.53%
Amazon.com, Inc.
3.54%
Alphabet, Inc.
3.00%
Broadcom Inc.
2.82%
Alphabet, Inc.
2.41%
Meta Platforms, Inc.
2.02%
Micron Technology, Inc.
1.56%
JPMorgan Chase & Co.
1.49%
Eli Lilly & Co.
1.47%
Berkshire Hathaway, Inc.
1.40%
Tesla, Inc.
1.36%
Advanced Micro Devices, Inc.
1.25%
ExxonMobil Holdings Corp.
1.01%
Frequently asked questions about EPS and SCHX
How have the EPS and SCHX ETFs performed in 2026?
As of September 17, 2026, EPS is up 14.12% year-to-date (YTD), while SCHX has returned 12.33%. That puts EPS better performer ahead so far this year.
Which ETF is attracting more investor money: EPS or SCHX?
Year-to-date, the EPS ETF saw +$96M in flows, compared to +$2.87B for SCHX.
Which ETF is more volatile: EPS or SCHX?
Over the past year, EPS had a volatility of 12.31%, while SCHX experienced 13.07%.
Which ETF is bigger: EPS or SCHX?
As of September 17, 2026, EPS holds $1.65 B in assets under management (AUM), while SCHX manages $73.84 B.
What sectors do the EPS and SCHX ETFs invest in?
EPS leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, SCHX focuses on Technology, Finance and Healthcare.
What are the top holdings of the EPS ETF and SCHX ETF?
EPS top holdings include NVIDIA Corp., Apple, Inc. and Alphabet, Inc.. SCHX holds in its top three: Apple, Inc., NVIDIA Corp. and Microsoft Corp..
Which ETF is more diversified: EPS or SCHX?
EPS holds 503 securities with 43.84% of its assets in the top 15. SCHX has 696 securities and a top 15 weight of 43.1%.
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