BLUC vs EPS

BLUCCBluemonte Large Cap Core ETF

EPSAWisdomTree U.S. LargeCap Fund

In short

BLUC An active allocator in an aisle ruled by index funds: BLUC buys other firms' large-cap ETFs and tilts between them on the Bluemonte team's calls. 0.22% net of a waiver through August 31, 2027 (0.27% gross).

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

BLUC The Fund seeks capital growth through active management and normally invests at least 80% of its assets in investments providing exposure to large-capitalization companies, primarily through unaffiliated ETFs. Those underlying funds may invest in domestic and international equities and real-estate-related securities or instruments.

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

Why people hold it

• BLUC Active allocation in a one-ticket wrapper: a short list of unaffiliated ETFs, weighted by the team's read on large-cap segments rather than by a rules-based index.bluemontefunds.com
• Fee lands near the typical charge among the 29 funds in its large-cap category: 0.22%, net of a waiver through August 31, 2027, against 0.27% gross.
• The mandate keeps at least 80% of assets in large-cap exposure, and the fund pays out quarterly.

• 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

• BLUC Index rivals cost far less: SCHX charges 0.03%, BKLC 0.00%. Here you are paying for the allocation calls on top of the underlying funds' own expenses.
• Thinly traded, with history only since its June 2025 launch, so the spread you get on the screen deserves a look before you trade.
• Wider reach than the name suggests: the underlying funds may hold international equities and real-estate securities alongside US large caps.

• 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 BLUC profile⁠

Full EPS profile⁠