EPS vs HDUS: Grades, Fees and Holdings Compared

WisdomTree U.S. LargeCap Fund

EPSANYSE Arca

Hartford Disciplined US Equity ETF

HDUSBNYSE Arca

Overlap

57.5%by weight

Expense ratio

EPS −0.11pt a year

EPS0.08%HDUS0.19%

Avg volume · 30D

EPS 1.9×the volume

EPS51KHDUS27.3K

3Y return · a year

EPS +0.2pt

EPS+21.4%HDUS+21.2%

EPS vs HDUS Performance

Oct 31, 2025 – Nov 2, 2026

+13.4%EPS+11.5%HDUS

Expense ratio: EPS 0.08%, better; HDUS 0.19%
Fund size: EPS $1.63B; HDUS $115M
1Y total return: EPS +13.4%, better; HDUS +11.5%
Yield (12M): EPS 1.14%; HDUS 1.43%, better
Holdings: EPS 506; HDUS 241
Avg volume (30D): EPS 51K sh, better; HDUS 27.3K sh
NAV per share: EPS $78.98; HDUS $72.15
52W range

ETF.net Grade

Pillar letters and Scores for EPS, HDUS, with each pillar’s weight
Pillar	EPS	HDUS
Cost30% weight	A82Higher	C50
Mission25% weight	A100	A100
Risk15% weight	B63	B63
Tradability15% weight	A84Higher	B56
Holdings10% weight	B56	A76Higher
Durability5% weight	A73Higher	C40

Rank among US Large-Cap funds

How we build Categories ›

Same Category. EPS and HDUS are both graded against the same 29 US Large-Cap funds, so their Grades compare head to head.

US Large-Cap⁠

Category · 29 funds

See all 29 ›

EPS ranks 3rd and HDUS 8th of 29 funds in the US Large-Cap Category.

Rank 1ASCHXSchwab U.S. Large-Cap ETFScore 84
Rank 2ABKLCBNY Mellon US Large Cap Core Equity ETFScore 82
Rank 3AEPSWisdomTree U.S. LargeCap FundScore 80
Rank 4AVVVanguard Morningstar Large-Cap ETFScore 78
Rank 7BIWLiShares Russell Top 200 ETFScore 69
Rank 8BHDUSHartford Disciplined US Equity ETFScore 67
Rank 8BSPXTProShares S&P 500 Ex-Technology ETFScore 67

Our read on each fund

ETF.net Research

EPSAWisdomTree U.S. LargeCap Fund

HDUSBHartford Disciplined US Equity ETF

In short

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.

HDUS A core US large-cap holding with a factor engine under the hood: Hartford's own index rules tilt toward value, momentum and quality while leashing how far the portfolio can drift from the cap-weighted market.

Stated mandate

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

HDUS The fund seeks investment results, before fees and expenses, that correspond to the total return of an index tracking exchange-traded U.S. large-cap equity securities.

Why people hold it

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.

HDUS Rules-based multifactor selection across value, momentum and quality, run through an optimizer that targets a lower volatility level and controlled drift from the cap-weighted universe.hartfordfunds.com
Built in-house: the index methodology comes from Lattice Strategies, a Hartford Funds subsidiary, and the portfolio is reshuffled on a set schedule twice a year rather than at a manager's whim.hartfordfunds.com etfexpress.com
Spreads the bet across roughly 300 US large caps and pays quarterly, and it does what the prospectus says it does: US large-cap equity, index-tracked, no style wandering.
Lands in the upper half of a two-dozen-fund US large-cap peer group, which is respectable company for a smart-beta build competing against plain vanilla trackers.

Worth knowing

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.

HDUS 0.19% a year is above the typical fee in its large-cap group and several times the 0.03% charged by plain cap-weighted rivals like SCHX and VV. That is the toll for the factor machinery.
Small asset base and light trading versus the household-name trackers, so spreads and order size matter more here than with the giants.
The factor tilts mean it can diverge from a plain cap-weighted large-cap index in either direction, and the live record only dates to its 2022 launch.hartfordfunds.com

Full EPS profile⁠

Full HDUS profile⁠

EPS vs HDUS Holdings

How EPS and HDUS differ

Overlap by weight

57.5%

Shared holdings make up 80.9% of HDUS and 72.8% of EPS.

Level by level

Holdings159 in both57.5%
Sector11 Sectors87.6%
Countryby domicile99.4%
Asset classEquity100%

Sector

Sector weights in EPS and HDUS, widest gap first
Sector	More in EPSMore in HDUS	EPS	HDUS
Real Estate	HDUS +4.9 points	0.7%	5.6%
Financials	EPS +4.4 points	14.8%	10.4%
Industrials	HDUS +4.0 points	4.8%	8.8%
Health Care	EPS +2.5 points	10.2%	7.7%
Utilities	HDUS +2.0 points	1.6%	3.6%
Technology	EPS +1.8 points	37.1%	35.3%
Communication	EPS +1.5 points	12.2%	10.7%
Consumer Discretionary	EPS +1.2 points	9.5%	8.3%
Consumer Staples	HDUS +1.1 points	3.8%	4.9%
Energy	EPS +1.1 points	4.2%	3.1%
Materials	HDUS +0.5 points	1.2%	1.7%

Country, concentration and asset class

Country by domicile

Country weights in EPS and HDUS, widest gap first
Country	More in EPSMore in HDUS	EPS	HDUS
United States	HDUS +0.6 points	99.2%	99.8%
Other countries (5)	EPS +0.6 points	0.8%	0.2%

Concentration

Weight in the 10 largest Holdings

EPS38.3%
HDUS32.6%

Securities held

EPS504
HDUS239

Asset class

EPS: Equity
HDUS: Equity

Holdings

Only in EPS345
In both159
Only in HDUS80

Only in EPS

345 securities, 27.1% of EPS by weight

Berkshire Hathaway Inc1.81%
Pfizer Inc0.74%
Chubb Ltd0.38%
Walt Disney Co/The0.38%
CVS Health Corp0.34%
Thermo Fisher Scientific Inc0.32%
Linde Plc0.32%
Hewlett Packard Enterprise Co0.32%
Union Pacific Corp0.29%
Costco Wholesale Corp0.29%
Seagate Technology Holdings0.29%
American Express Co0.29%
Capital One Financial Corp0.28%
Cigna Corp0.27%
Analog Devices Inc0.27%
Adobe Inc0.27%
BlackRock Inc0.26%
US Bancorp0.25%
Charles Schwab Corp/The0.25%
Nextera Energy0.25%
Newmont Mining Corp0.24%
MetLife Inc0.24%
Medtronic Inc0.23%
PNC Financial Services Group Inc0.22%
United Parcel Service Inc0.22%
Regeneron Pharmaceuticals Inc0.20%
HCA Healthcare Inc0.20%
Bank of New York Mellon Corp0.20%
Schlumberger Ltd0.19%
Lowe's Cos Inc0.19%
Danaher Corp0.19%
Cheniere Energy Inc0.18%
Corning Inc0.18%
McKesson Corp0.17%
NXP Semiconductors NV0.17%
Diamondback Energy Inc0.17%
Ford Motor Co0.16%
Devon Energy Corp0.16%
priceline.com Inc0.16%
Marathon Petroleum Corp0.16%
Truist Financial Corp0.16%
Fedex Corp0.16%
S&P Global Inc0.16%
Eaton Corp0.15%
Lumentum Holdings Inc0.15%
Southern Co/The0.15%
Okta Inc0.15%
Delta Air Lines Inc0.14%
PayPal Holdings Inc0.14%
Aflac Inc0.14%

Only in HDUS

80 securities, 19.1% of HDUS by weight

Bank of New York Mellon Corp Common Stock0.93%
Lamar Advertising Co A Reit USD.0010.92%
Txnm Energy Inc Common Stock0.85%
Omega Healthcare Investors Reit USD.10.83%
Annaly Capital Management In Reit USD.010.82%
Medtronic PLC Common Stock USD.10.68%
Donaldson Co Inc Common Stock USD5.00.61%
Murphy Usa Inc Common Stock USD.010.60%
Sei Investments Company Common Stock USD.010.60%
Cf Industries Holdings Inc Common Stock USD.010.55%
Agnc Investment Corp Reit USD.010.55%
Dropbox Inc Class A Common Stock USD.000010.53%
Accenture PLC Class A Common Stock USD.00002250.48%
New York Times Co A Common Stock USD.10.42%
Lockheed Martin Corp Common Stock USD1.00.42%
Crh PLC Common Stock EUR.320.41%
News Corp Class A Common Stock USD.010.40%
Elevance Health Inc Common Stock USD.010.39%
Exelixis Inc Common Stock USD.0010.36%
Booking Holdings Inc Common Stock USD.0080.34%
Expand Energy Corp Common Stock USD.010.34%
Msa Safety Inc Common Stock0.33%
Kimberly Clark Corp Common Stock USD1.250.31%
Watts Water Technologies A Common Stock USD.10.27%
Epr Properties Reit USD.010.27%
Portland General Electric Co Common Stock0.24%
Terreno Realty Corp Reit USD.010.24%
Oge Energy Corp Common Stock USD.010.23%
Gaming and Leisure Propertie Reit0.22%
H+r Block Inc Common Stock0.22%
Macy’s Inc Common Stock USD.010.22%
Enersys Common Stock USD.010.22%
Hanover Insurance Group Inc/ Common Stock USD.010.21%
Lantheus Holdings Inc Common Stock USD.010.20%
Skyworks Solutions Inc Common Stock USD.250.20%
Ralliant Corp Common Stock USD.010.19%
Ingredion Inc Common Stock USD.010.18%
Td Synnex Corp Common Stock USD.0010.16%
Msc Industrial Direct Co A Common Stock USD.0010.16%
Texas Roadhouse Inc Common Stock USD.0010.15%
Federal Realty Invs Trust Reit USD.010.15%
American Homes 4 Rent A Reit USD.010.15%
Uipath Inc Class A Common Stock USD.000010.15%
Toro Co Common Stock USD1.00.15%
Mueller Industries Inc Common Stock USD.010.14%
Sirius Xm Holdings Inc Common Stock0.12%
Virtu Financial Inc Class A Common Stock USD.000010.11%
Glaukos Corp Common Stock USD.0010.11%
Moog Inc Class A Common Stock USD1.00.10%
Cirrus Logic Inc Common Stock USD.0010.10%

Weight gaps

The 100 widest of 159 Holdings in both funds.

Holding weights in EPS and HDUS, widest gap first
Holding	More in EPSMore in HDUS	EPS	HDUS
Amazon.com IncAMZN	EPS +2.56 points	5.65%	3.09%
Meta PlatformsInc. Cl AMETA	EPS +1.35 points	3.10%	1.75%
Nvidia CorpNVDA	EPS +1.21 points	7.14%	5.93%
JPMorgan Chase & CoJPM	EPS +1.07 points	2.10%	1.03%
Microsoft CorpMSFT	HDUS +1.00 points	4.69%	5.69%
T Rowe Price Group IncTROW	HDUS +0.94 points	0.04%	0.98%
PepsiCo Inc/NCPEP	HDUS +0.82 points	0.33%	1.15%
Broadcom IncAVGO	HDUS +0.81 points	1.32%	2.13%
Google IncGOOGL	EPS +0.78 points	4.78%	4.00%
EOG Resources IncEOG	HDUS +0.74 points	0.28%	1.02%
Merck & Co Inc/NJMRK	EPS +0.73 points	1.08%	0.35%
Snap-On IncSNA	HDUS +0.67 points	0.02%	0.69%
Simon Property Group IncSPG	HDUS +0.65 points	0.08%	0.73%
Evergy IncEVRG	HDUS +0.62 points	0.02%	0.64%
Bank of America CorpBAC	EPS +0.61 points	0.89%	0.28%
Exxonmobil Holdings CorpXOM	EPS +0.57 points	1.63%	1.06%
Dell Technologies -CDELL	EPS +0.56 points	0.65%	0.09%
Tesla IncTSLA	HDUS +0.54 points	0.65%	1.19%
Northern Trust CorpNTRS	HDUS +0.54 points	0.06%	0.60%
Cummins IncCMI	HDUS +0.53 points	0.10%	0.63%
Wells Fargo & CoWFC	EPS +0.53 points	0.64%	0.11%
General Dynamics CorpGD	HDUS +0.50 points	0.14%	0.64%
Reliance Steel & Aluminum CoRS	HDUS +0.48 points	0.02%	0.50%
General Electric CoGE	HDUS +0.46 points	0.22%	0.68%
Advanced Micro DevicesAMD	HDUS +0.46 points	0.60%	1.06%
Home Depot IncHD	EPS +0.43 points	0.47%	0.04%
Coca-Cola Co/TheKO	HDUS +0.43 points	0.57%	1.00%
Philip Morris International IncPM	EPS +0.42 points	0.52%	0.10%
Verizon Communications IncVZ	HDUS +0.42 points	0.74%	1.16%
Best Buy Co IncBBY	HDUS +0.42 points	0.05%	0.47%
Mastercard IncMA	HDUS +0.41 points	0.57%	0.98%
Altria Group IncMO	HDUS +0.41 points	0.40%	0.81%
Goldman Sachs Group IncGS	EPS +0.40 points	0.57%	0.17%
ConocoPhillipsCOP	EPS +0.40 points	0.48%	0.08%
Centerpoint Energy IncCNP	HDUS +0.40 points	0.03%	0.43%
Amphenol CorpAPH	HDUS +0.38 points	0.20%	0.58%
EMCOR Group IncEME	HDUS +0.37 points	0.02%	0.39%
Edison InternationalEIX	HDUS +0.34 points	0.06%	0.40%
Iron Mountain IncIRM	HDUS +0.33 points	0.02%	0.35%
Bristol-Myers Squibb CoBMY	EPS +0.32 points	0.54%	0.22%
WW Grainger IncGWW	HDUS +0.31 points	0.06%	0.37%
Lam Research CorpLRCX	HDUS +0.30 points	0.37%	0.67%
PPG Industries IncPPG	HDUS +0.30 points	0.05%	0.35%
KLA CorpKLAC	HDUS +0.29 points	0.27%	0.56%
Uber Technologies IncUBER	EPS +0.28 points	0.40%	0.12%
West Pharmaceutical Services IncWST	HDUS +0.28 points	0.01%	0.29%
Avery Dennison CorpAVY	HDUS +0.27 points	<0.01%	0.28%
Applied Materials IncAMAT	HDUS +0.27 points	0.45%	0.72%
Sandisk Corp-W/ISNDK	EPS +0.26 points	0.35%	0.09%
Cisco Systems IncCSCO	HDUS +0.25 points	0.79%	1.04%
Ralph Lauren CorpRL	HDUS +0.24 points	<0.01%	0.25%
Interactive Brokers Group IncIBKR	HDUS +0.24 points	0.02%	0.26%
Micron Technology IncMU	EPS +0.24 points	1.40%	1.16%
Apple IncAAPL	HDUS +0.24 points	5.96%	6.20%
Take-Two Interactive SoftwareTTWO	HDUS +0.22 points	0.02%	0.24%
State Street CorpSTT	HDUS +0.23 points	0.12%	0.35%
Veralto CorpVLTO	HDUS +0.22 points	0.02%	0.24%
Natera IncNTRA	HDUS +0.21 points	0.03%	0.24%
Ross Stores IncROST	HDUS +0.21 points	0.07%	0.28%
Packaging Corp of AmericaPKG	HDUS +0.21 points	0.02%	0.23%
Visa IncV	HDUS +0.20 points	0.96%	1.16%
Oracle CorpORCL	EPS +0.20 points	0.42%	0.22%
Abbott LaboratoriesABT	EPS +0.19 points	0.22%	0.03%
American Electric Power Co IncAEP	HDUS +0.19 points	0.11%	0.30%
McDonalds CorpMCD	EPS +0.18 points	0.23%	0.05%
GE Vernova IncGEV	HDUS +0.18 points	0.11%	0.29%
Western Digital CorpWDC	EPS +0.17 points	0.29%	0.12%
Duke Energy CorpDUK	HDUS +0.17 points	0.17%	0.34%
Chevron CorpCVX	EPS +0.17 points	0.75%	0.58%
UnitedHealth Group IncUNH	EPS +0.17 points	0.78%	0.61%
Arista Networks IncANET	EPS +0.16 points	0.22%	0.06%
United Therapeutics CorpUTHR	HDUS +0.16 points	0.04%	0.20%
TJX Cos IncTJX	HDUS +0.16 points	0.15%	0.31%
Eli Lilly & CoLLY	HDUS +0.15 points	1.19%	1.34%
Clorox CoCLX	HDUS +0.15 points	<0.01%	0.16%
Valero Energy CorpVLO	HDUS +0.14 points	0.16%	0.30%
Gilead Sciences IncGILD	HDUS +0.15 points	0.46%	0.61%
LPL Financial Holdings IncLPLA	HDUS +0.14 points	0.03%	0.17%
Jabil IncJBL	HDUS +0.14 points	0.10%	0.24%
Equinix IncEQIX	HDUS +0.13 points	0.06%	0.19%
Jack Henry & Associates IncJKHY	HDUS +0.12 points	0.02%	0.14%
General Motors CoGM	EPS +0.13 points	0.36%	0.23%
Palantir Technologies Inc-APLTR	HDUS +0.12 points	0.21%	0.33%
Crowdstrike Holdings Inc - ACRWD	HDUS +0.13 points	0.15%	0.28%
Yum! Brands IncYUM	HDUS +0.12 points	0.04%	0.16%
Williams-Sonoma IncWSM	HDUS +0.12 points	0.03%	0.15%
Curtiss-Wright CorpCW	HDUS +0.12 points	<0.01%	0.13%
T-Mobile US IncTMUS	EPS +0.12 points	0.30%	0.18%
Vertex Pharmaceuticals IncVRTX	EPS +0.12 points	0.17%	0.05%
RTX CorpRTX	HDUS +0.12 points	0.32%	0.44%
Walmart IncWMT	HDUS +0.10 points	0.75%	0.85%
Cloudflare Inc - Class ANET	HDUS +0.11 points	0.08%	0.19%
Vistra CorpVST	HDUS +0.10 points	0.03%	0.13%
Amgen IncAMGN	EPS +0.10 points	0.54%	0.44%
International Business Machines CorpIBM	HDUS +0.10 points	0.35%	0.45%
Comcast CorpCMCSA	EPS +0.10 points	0.38%	0.28%
Flex LtdFLEX	EPS +0.10 points	0.13%	0.03%
Hunt (JB) Transprt Svcs IncJBHT	HDUS +0.10 points	0.01%	0.11%
Texas Instruments IncTXN	HDUS +0.09 points	0.36%	0.45%
Masco CorpMAS	HDUS +0.09 points	0.02%	0.11%

All 503 EPS holdings⁠All 275 HDUS holdings⁠

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

EPS vs HDUS Cost

Overpaying HDUS vs EPS

$2,263

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

EPS 0.08%
$1,689
HDUS 0.19%
$3,952

Amount$10,000

Years30 years

Cost over time

EPS 0.08%
HDUS 0.19%
Overpaying

Year by year

Year	EPS	HDUS	Overpaying
10	$147	$347	$200
20	$575	$1,351	$776
30	$1,689	$3,952	$2,263

Expense ratio

0.08%EPS, cheaper
0.19%HDUS

EPS0.08%HDUS0.19%

0.00%1.25%

Middle half of US Large-Cap funds
Median 0.20%

EPS 6th cheapest of 29 funds

HDUS 14th cheapest of 29 funds

EPS vs HDUS Dividends

Last 12 months to Nov 2, 2026

Yield (12M): EPS 1.14%; HDUS 1.43%, better
Payout (12M): EPS $0.90; HDUS $1.03
Last payment: EPS $0.23; HDUS $0.29
Ex-dividend: EPS Sep 25, 2026; HDUS Sep 25, 2026
Paid on: EPS Sep 29, 2026; HDUS Sep 29, 2026
Frequency: EPS Quarterly; HDUS Quarterly

Distribution history

Per share, 2017 to 2026, same scale for both

EPSQuarterly · 39 paymentsAll EPS payments⁠

HDUSQuarterly · 16 paymentsAll HDUS payments⁠

EPS vs HDUS Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years: EPS 11.8%HDUS 11.7%, better
Return per unit of riskSharpe ratio, 3 years: EPS 1.43HDUS 1.43
Worst fallMax drawdown, 5 years: EPS −23.6%HDUS −17.9%since Nov 2022
Market sensitivityBeta, 5 years: EPS 0.96HDUS 0.95; Market = 1

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