EPSvsSCHXETF Comparison
VS
WisdomTree U.S. LargeCap Fund (EPS) and Schwab U.S. Large-Cap ETF (SCHX) belong to the same industry segment: US Large Cap. Both ETFs have the same top 3 sector exposures: Technology, Finance and Consumer Non-Cyclicals. EPS is more expensive with a Total Expense Ratio (TER) of 0.08%, versus 0.03% for SCHX. EPS is up 11.57% year-to-date (YTD) with +$72M in YTD flows. SCHX performs worse with 10.01% YTD performance, and +$2.36B 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
EPS vs SCHX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/31/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPS SCHX | +1.00%+0.14% | +4.62%+3.98% | +11.57%+10.01% | +21.47%+18.88% | +68.80%+69.16% | +80.84%+78.01% |
| Flows | EPS SCHX | +$11K+$190M | +$46M+$837M | +$72M+$2.36B | +$155M+$3.90B | +$359M+$12.07B | +$460M+$14.43B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPS SCHX | +12.92%+13.47% | +12.27%+13.03% | +14.16%+15.40% | +16.20%+17.41% |
| Max drawdown | EPS SCHX | -4.22%-4.49% | -8.40%-9.01% | -17.76%-19.16% | -23.62%-25.39% |
| Max drawdown duration | EPS SCHX | 59d59d | 70d92d | 128d126d | 707d715d |
Trading data
EPS | SCHX | |
Last sale 8/3/2026 at 2:21 PM | $79.47 | $29.83 |
| Previous close 07/31/2026 | $78.57 | $29.44 |
| Consolidated volume 07/31/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 31, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
EPS | SCHX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 8/3/2026 at 2:21 PM
Live
Closed
EPS | SCHX | |
|---|---|---|
| Last price | $79.47 | $29.83 |
| 1D performance | +1.15% | +1.32% |
| AuM | $1.59 B | $71.82 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 | 500 | 688 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | November 3, 2009 |
| ESG | No | No |
Advertisement
Exposure
Countries
EPS
USA
97.58%
Other
2.42%
SCHX
USA
97.65%
Other
2.35%
Sectors
EPS
Technology
43.03%
Finance
16.5%
Consumer Non-Cycl.
10.4%
Healthcare
9.4%
Other
20.67%
SCHX
Technology
45.19%
Finance
13.68%
Consumer Non-Cycl.
9.07%
Healthcare
8.52%
Industrials
7.91%
Other
15.63%
Advertisement
Diversification
EPS
Total weight of top 15 holdings out of 15
42.47%
SCHX
Total weight of top 15 holdings out of 15
42.9%
Top 15 holdings
Data as of June 30, 2026
EPS
NVIDIA Corp.
7.05%
Alphabet, Inc.
6.08%
Amazon.com, Inc.
5.52%
Apple, Inc.
4.91%
Microsoft Corp.
3.27%
Meta Platforms, Inc.
2.82%
JPMorgan Chase & Co.
2.16%
Micron Technology, Inc.
1.98%
Berkshire Hathaway, Inc.
1.68%
Broadcom Inc.
1.57%
Exxon Mobil Corp.
1.24%
Johnson & Johnson
1.22%
Bank of America Corp.
1.07%
Eli Lilly & Co.
0.97%
Merck & Co., Inc.
0.94%
SCHX
NVIDIA Corp.
7.63%
Apple, Inc.
6.80%
Microsoft Corp.
4.29%
Amazon.com, Inc.
3.63%
Alphabet, Inc.
3.20%
Broadcom Inc.
2.84%
Alphabet, Inc.
2.57%
Meta Platforms, Inc.
1.91%
Micron Technology, Inc.
1.84%
Tesla, Inc.
1.67%
JPMorgan Chase & Co.
1.41%
Berkshire Hathaway, Inc.
1.41%
Eli Lilly & Co.
1.39%
Advanced Micro Devices, Inc.
1.33%
Intel Corp.
0.98%
Frequently asked questions about EPS and SCHX
How have the EPS and SCHX ETFs performed in 2026?
As of July 31, 2026, EPS is up 11.57% year-to-date (YTD), while SCHX has returned 10.01%. 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 +$72M in flows, compared to +$2.36B for SCHX.
Which ETF is more volatile: EPS or SCHX?
Over the past year, EPS had a volatility of 12.27%, while SCHX experienced 13.03%.
Which ETF is bigger: EPS or SCHX?
As of July 31, 2026, EPS holds $1.59 B in assets under management (AUM), while SCHX manages $71.82 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 Consumer Non-Cyclicals.
What are the top holdings of the EPS ETF and SCHX ETF?
EPS top holdings include NVIDIA Corp., Alphabet, Inc. and Amazon.com, Inc.. SCHX holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: EPS or SCHX?
EPS holds 501 securities with 42.47% of its assets in the top 15. SCHX has 693 securities and a top 15 weight of 42.9%.
Advertisement
Latest news about EPS & SCHX
Advertisement
Advertisement
