BOBP vs EPS

BOBPFCORE16 Best of Breed Premier Index ETF

EPSAWisdomTree U.S. LargeCap Fund

In short

BOBP Most large-cap index funds own the market by size. BOBP owns 50 equal-weighted names picked on return skewness and keeps a cash sleeve by rule, widening it when its trailing-return indicator trips.

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

BOBP The fund seeks to track the total return of the CORE16 Best of Breed Premier Index before fees and expenses. The index uses a rules-based selection of U.S. large-cap equities and can shift part of its allocation to cash or cash equivalents to mitigate downside risk.

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

Why people hold it

• BOBP The cash brake is written into the index, not left to a manager: 90% equities and 10% cash normally, shifting to 80/20 when the indicator falls below its threshold, then back.sec.gov
• Equal weighting across the 50 selected stocks gives the largest name the same target slice as the smallest, so no mega-cap sets the agenda by default.sec.gov
• Biweekly rebalancing resets both the stock list and the equity/cash split, so the screen refreshes on a short clock rather than a calendar-quarter one.sec.gov

• 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

• BOBP At 0.71%, with no fee waiver in place, it prices above the category median; plain cap-weighted peers in the group go far cheaper, like SCHX at 0.03% and BKLC at 0.00%.
• Young and thinly traded since its 2025 launch, so limit orders and spreads deserve attention in a way they rarely do with the category's giants.
• It is classified non-diversified, and a 50-stock equal-weight book can carry heavier sector and single-name concentration than a broad market index.sec.gov

• 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 BOBP profile⁠

Full EPS profile⁠