AQLG vs EPS

AQLGDHCM Large Cap Growth ETF

EPSAWisdomTree U.S. LargeCap Fund

In short

AQLG A young, actively run large-cap growth fund that can hold stocks or other ETFs, with an objective written around appreciation rather than tracking an index. You are paying 0.65% a year for a manager's judgment in the aisle where index plumbing costs pennies.

EPS Large-cap core with a profit filter. Roughly 500 U.S. companies, all of them earnings generators, tracked since 2007 for 0.08% a year. Same plumbing as a plain index fund, with a screen most of them skip.

Stated mandate

AQLG The Fund seeks long-term capital appreciation by investing its net assets in equity securities or ETFs of large-capitalization companies.

EPS The fund seeks to track earnings-generating large-cap companies in the U.S. equity market.

Why people hold it

• AQLG Simple mandate: long-term capital appreciation from large-cap companies, owned either as individual stocks or as ETFs. No leverage or options machinery in the objective.
• That stock-or-ETF flexibility lets the manager shift large-cap exposure in blocks instead of working through dozens of single names.
• The objective is framed as capital appreciation, not index replication, so what you own reflects the manager's growth calls rather than a benchmark's recipe.

• EPS The screen is the whole point: the index holds large U.S. companies that actually generate earnings, so unprofitable names do not ride in on market cap alone.wisdomtree.com
• 0.08% a year, under the median for its large-cap peer group, and it still spreads across roughly 500 stocks.
• Running since 2007 and now a multi-billion-dollar fund, it has tracked its index tightly and ranks in the top quartile of its large-cap cohort.
• Pays out quarterly, the standard cadence for a core equity holding.

Worth knowing

• AQLG The fee is 0.65% a year against a 0.20% median for its large-cap peer group, and index options like SCHX (0.03%) or BKLC (0.00%) charge a rounding error.
• It is a small, thinly traded fund, so the gap between buy and sell prices can be wide and shows up in the price you actually get.
• Launched in 2026, it has no full market cycle behind it, and the mandate points at growth in share price rather than income.

• EPS It trades thinly for the category, so bid-ask spreads can run wider than the heavily traded core names in the group.
• Cheaper shelf-mates exist: SCHX and VV charge 0.03%, BKLC charges nothing. The earnings screen is what the extra basis points buy.
• Screening on earnings means the portfolio can look different from a plain cap-weighted large-cap index, and its results will drift from that benchmark in both directions.

Full AQLG profile⁠

Full EPS profile⁠