EPS vs INFO: Grades, Fees and Holdings Compared

WisdomTree U.S. LargeCap Fund

EPSANYSE Arca

Harbor PanAgora Dynamic Large Cap Core ETF

INFOCNYSE

Overlap

54.0%by weight

Expense ratio

EPS −0.27pt a year

EPS0.08%INFO0.35%

Avg volume · 30D

INFO 1.1×the volume

EPS51KINFO54.1K

EPS vs INFO Performance

Oct 31, 2025 – Oct 30, 2026

+14.0%EPS+13.7%INFO

Expense ratio: EPS 0.08%, better; INFO 0.35%
Fund size: EPS $1.63B; INFO $944M
1Y total return: EPS +14.0%, better; INFO +13.7%
Yield (12M): EPS 1.13%, better; INFO 0.31%
Holdings: EPS 506; INFO 137
Avg volume (30D): EPS 51K sh; INFO 54.1K sh, better
NAV per share: EPS $78.98; INFO $27.72
52W range

ETF.net Grade

Pillar letters and Scores for EPS, INFO, with each pillar’s weight
Pillar	EPS	INFO
Cost30% weight	A82Higher	D30
Mission25% weight	A100Higher	A78
Risk15% weight	B63Higher	C51
Tradability15% weight	A84Higher	C46
Holdings10% weight	B56Higher	C44
Durability5% weight	A73Higher	C48

Rank among US Large-Cap funds

How we build Categories ›

Same Category. EPS and INFO 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 INFO 18th of 29 funds in the US Large-Cap Category.

Rank 1ASCHXSchwab U.S. Large-Cap ETFScore 83
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 17BDSPYTema S&P 500 Historical Weight ETF StrategyScore 59
Rank 18CINFOHarbor PanAgora Dynamic Large Cap Core ETFScore 49
Rank 19CBLUCBluemonte Large Cap Core ETFScore 46

Our read on each fund

ETF.net Research

EPSAWisdomTree U.S. LargeCap Fund

INFOCHarbor PanAgora Dynamic Large Cap Core 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.

INFO Harbor rents out PanAgora's institutional quant machine: a proprietary alpha model picks roughly 130 large caps, measured against the S&P 500, for about half what the typical active US equity ETF charges.

Stated mandate

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

INFO The fund invests in stocks and preferred stocks issued by large-cap companies.

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.

INFO 0.35% a year, versus a 0.65% median for active US equity ETFs. The quant model starts with a smaller fee hurdle to clear.
Roughly 130 large-cap names, chosen by PanAgora's proprietary multi-factor alpha model and benchmarked to the S&P 500: index-shaped exposure, active stock picking.harborcapital.com etfgi.com
Low cost plus a portfolio that matches its stated large-cap core mandate puts it in the upper tier of the active US equity funds we cover.

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.

INFO Thinly traded next to giant core peers, so spreads can run wider. Harbor moved the listing from NYSE Arca to the NYSE trading floor in late 2025.morningstar.com
Cheaper systematic rivals exist: DFAU at 0.12%, AVLC at 0.15%, FELC at 0.18%.
Launched October 2024, so the live record is short, and cash comes back once or twice a year rather than quarterly.

Full EPS profile⁠

Full INFO profile⁠

EPS vs INFO Holdings

How EPS and INFO differ

Overlap by weight

54.0%

Shared holdings make up 90.9% of INFO and 62.8% of EPS.

Level by level

Holdings107 in both54.0%
Sector11 Sectors91.6%
Asset classEquity100%
Countryby domicile99.7%

Sector

Sector weights in EPS and INFO, widest gap first
Sector	More in EPSMore in INFO	EPS	INFO
Technology	INFO +4.0 points	37.1%	41.1%
Communication	EPS +3.1 points	12.2%	9.1%
Financials	EPS +2.9 points	14.8%	11.9%
Industrials	INFO +2.5 points	4.8%	7.3%
Health Care	EPS +1.6 points	10.2%	8.6%
Energy	EPS +0.9 points	4.2%	3.3%
Real Estate	INFO +0.8 points	0.7%	1.5%
Utilities	INFO +0.6 points	1.6%	2.2%
Consumer Discretionary	INFO +0.4 points	9.5%	9.9%
Materials	INFO +0.2 points	1.2%	1.4%
Consumer Staples	EPS +0.1 points	3.8%	3.7%

Country, concentration and asset class

Country by domicile

Country weights in EPS and INFO, widest gap first
Country	More in EPSMore in INFO	EPS	INFO
United States	INFO +0.3 points	99.2%	99.5%
Switzerland	EPS +0.1 points	0.4%	0.3%
Mexico	INFO +0.1 points	0.1%	0.2%
China	EPS +0.1 points	0.1%	0.0%
Brazil	EPS +0.1 points	0.1%	0.0%
United Kingdom	Same weight	0.0%	0.0%

Concentration

Weight in the 10 largest Holdings

EPS38.3%
INFO40.8%

Securities held

EPS504
INFO137

Asset class

EPS: Equity
INFO: Equity

Holdings

Only in EPS397
In both107
Only in INFO30

Only in EPS

397 securities, 37.0% of EPS by weight

Berkshire Hathaway Inc1.81%
Merck & Co Inc/NJ1.08%
Verizon Communications Inc0.74%
Pfizer Inc0.74%
Procter & Gamble Co/The0.61%
Coca-Cola Co/The0.57%
Goldman Sachs Group Inc0.57%
Morgan Stanley0.55%
Bristol-Myers Squibb Co0.54%
Amgen Inc0.54%
Home Depot Inc0.47%
AT&T Inc0.43%
Oracle Corp0.42%
Chubb Ltd0.38%
Walt Disney Co/The0.38%
Salesforce Inc0.38%
Texas Instruments Inc0.36%
International Business Machines Corp0.35%
Sandisk Corp-W/I0.35%
Progressive Corp/The0.34%
PepsiCo Inc/NC0.33%
Linde Plc0.32%
Hewlett Packard Enterprise Co0.32%
T-Mobile US Inc0.30%
Union Pacific Corp0.29%
Costco Wholesale Corp0.29%
American Express Co0.29%
Capital One Financial Corp0.28%
Adobe Inc0.27%
KLA Corp0.27%
Travelers Cos Inc/The0.26%
BlackRock Inc0.26%
US Bancorp0.25%
Charles Schwab Corp/The0.25%
McDonalds Corp0.23%
Marvell Technology Inc0.23%
Abbott Laboratories0.22%
Arista Networks Inc0.22%
PNC Financial Services Group Inc0.22%
United Parcel Service Inc0.22%
NetFlix 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%
NXP Semiconductors NV0.17%
Diamondback Energy Inc0.17%

Only in INFO

30 securities, 9.1% of INFO by weight

Bank of New York Mellon Corp0.87%
Ringcentral Inc-Class A0.52%
Host Hotels & Resorts Inc0.52%
Popular Inc0.44%
Crown Holdings Inc0.42%
Elastic NV0.41%
Renaissancere Holdings Ltd0.40%
Borgwarner Inc0.39%
Caris Life Sciences Inc0.38%
Zions Bancorp Na0.37%
Berkshire Hathaway Inc-Cl B0.37%
Lamar Advertising Co-A0.35%
H&R Block Inc0.35%
Monster Beverage Corp0.31%
Oshkosh Corp0.28%
Ball Corp0.28%
Acuity Inc0.27%
Booking Holdings Inc0.25%
Td Synnex Corp0.25%
Gap Inc/The0.23%
Maplebear Inc0.22%
Ryder System Inc0.21%
Crh PLC0.18%
Centene Corp0.18%
Evercore Inc - A0.16%
Mondelez International Inc-A0.16%
Corebridge Financial Inc0.10%
Leonardo Drs Inc0.09%
Rambus Inc0.08%
Eastman Chemical Co0.07%

Weight gaps

The 100 widest of 107 Holdings in both funds.

Holding weights in EPS and INFO, widest gap first
Holding	More in EPSMore in INFO	EPS	INFO
Amazon.com IncAMZN	EPS +2.37 points	5.65%	3.28%
Apple IncAAPL	INFO +2.31 points	5.96%	8.27%
Microsoft CorpMSFT	INFO +1.43 points	4.69%	6.12%
JPMorgan Chase & CoJPM	EPS +1.42 points	2.10%	0.68%
Nvidia CorpNVDA	INFO +1.26 points	7.14%	8.40%
Eli Lilly & CoLLY	INFO +0.98 points	1.19%	2.17%
Advanced Micro DevicesAMD	INFO +0.96 points	0.60%	1.56%
Marathon Petroleum CorpMPC	INFO +0.93 points	0.16%	1.09%
Exxonmobil Holdings CorpXOM	EPS +0.84 points	1.63%	0.79%
Philip Morris International IncPM	INFO +0.84 points	0.52%	1.36%
Johnson Controls InternationalJCI	INFO +0.83 points	0.09%	0.92%
Meta PlatformsInc. Cl AMETA	EPS +0.81 points	3.10%	2.29%
Visa IncV	EPS +0.78 points	0.96%	0.18%
AbbVie IncABBV	INFO +0.78 points	0.72%	1.50%
EOG Resources IncEOG	INFO +0.75 points	0.28%	1.03%
Nextera EnergyNEE	INFO +0.73 points	0.25%	0.98%
Northern Trust CorpNTRS	INFO +0.73 points	0.06%	0.79%
Analog Devices IncADI	INFO +0.73 points	0.27%	1.00%
eBay IncEBAY	INFO +0.72 points	0.11%	0.83%
Block Inc - ASQ	INFO +0.71 points	0.05%	0.76%
State Street CorpSTT	INFO +0.68 points	0.12%	0.80%
M&T Bank CorpMTB	INFO +0.66 points	0.08%	0.74%
Incyte CorpINCY	INFO +0.65 points	0.03%	0.68%
General Electric CoGE	INFO +0.64 points	0.22%	0.86%
Broadcom IncAVGO	INFO +0.63 points	1.32%	1.95%
Ameriprise Financial IncAMP	INFO +0.62 points	0.12%	0.74%
Cisco Systems IncCSCO	EPS +0.62 points	0.79%	0.17%
Synchrony FinancialSYF	INFO +0.60 points	0.11%	0.71%
Tesla IncTSLA	INFO +0.59 points	0.65%	1.24%
MetLife IncMET	INFO +0.59 points	0.24%	0.83%
General Motors CoGM	INFO +0.58 points	0.36%	0.94%
Williams-Sonoma IncWSM	INFO +0.54 points	0.03%	0.57%
Atmos Energy CorpATO	INFO +0.54 points	0.03%	0.57%
Mastercard IncMA	INFO +0.51 points	0.57%	1.08%
Cummins IncCMI	INFO +0.51 points	0.10%	0.61%
Altria Group IncMO	INFO +0.51 points	0.40%	0.91%
Amphenol CorpAPH	INFO +0.48 points	0.20%	0.68%
Heico CorpHEI	INFO +0.45 points	0.01%	0.46%
Reliance Steel & Aluminum CoRS	INFO +0.45 points	0.02%	0.47%
Lam Research CorpLRCX	INFO +0.44 points	0.37%	0.81%
Avery Dennison CorpAVY	INFO +0.42 points	<0.01%	0.43%
RTX CorpRTX	INFO +0.43 points	0.32%	0.75%
Wells Fargo & CoWFC	EPS +0.42 points	0.64%	0.21%
Wabtec CorpWAB	INFO +0.42 points	0.05%	0.47%
Johnson & JohnsonJNJ	INFO +0.41 points	1.32%	1.73%
McKesson CorpMCK	INFO +0.40 points	0.17%	0.57%
Palantir Technologies Inc-APLTR	INFO +0.40 points	0.21%	0.61%
Ross Stores IncROST	INFO +0.39 points	0.07%	0.46%
Chevron CorpCVX	INFO +0.38 points	0.75%	1.13%
Comfort Systems USA IncFIX	INFO +0.39 points	0.02%	0.41%
Micron Technology IncMU	INFO +0.37 points	1.40%	1.77%
Graco IncGGG	INFO +0.35 points	<0.01%	0.36%
Fortinet IncFTNT	INFO +0.36 points	0.19%	0.55%
Zoom Video Communications-AZM	INFO +0.33 points	0.12%	0.45%
ConocoPhillipsCOP	EPS +0.30 points	0.48%	0.18%
Intuit IncINTU	INFO +0.29 points	0.14%	0.43%
Intel CorpINTC	INFO +0.29 points	0.16%	0.45%
Allegion PlcALLE	INFO +0.27 points	0.02%	0.29%
Keysight Technologies IncKEYS	INFO +0.28 points	0.13%	0.41%
Hartford Financial Services GrpHIG	INFO +0.27 points	0.10%	0.37%
Crowdstrike Holdings Inc - ACRWD	INFO +0.26 points	0.15%	0.41%
Newmont Mining CorpNEM	INFO +0.26 points	0.24%	0.50%
Cloudflare Inc - Class ANET	INFO +0.25 points	0.08%	0.33%
Garmin LtdGRMN	INFO +0.24 points	0.05%	0.29%
Kroger Co/TheKR	INFO +0.23 points	0.09%	0.32%
ServiceNow IncNOW	INFO +0.24 points	0.11%	0.35%
Comcast CorpCMCSA	EPS +0.24 points	0.38%	0.14%
Medtronic IncMDT	INFO +0.22 points	0.23%	0.45%
Qualcomm IncQCOM	EPS +0.22 points	0.48%	0.26%
Expedia Group IncEXPE	INFO +0.22 points	0.06%	0.28%
NRG Energy IncNRG	INFO +0.21 points	0.03%	0.24%
Zscaler IncZS	INFO +0.22 points	0.06%	0.28%
Walmart IncWMT	INFO +0.21 points	0.75%	0.96%
Ametek IncAME	INFO +0.20 points	0.05%	0.25%
Thermo Fisher Scientific IncTMO	EPS +0.19 points	0.32%	0.13%
Rockwell Automation Inc/DEROK	INFO +0.19 points	0.03%	0.22%
Tyson Foods IncTSN	INFO +0.19 points	0.03%	0.22%
Broadridge Financial Solutions Inc.BR	INFO +0.18 points	0.01%	0.19%
Uber Technologies IncUBER	EPS +0.18 points	0.40%	0.22%
Tapestry IncTPR	INFO +0.17 points	0.03%	0.20%
Regeneron Pharmaceuticals IncREGN	INFO +0.16 points	0.20%	0.36%
Royal Caribbean Cruises LtdRCL	INFO +0.14 points	0.14%	0.28%
Citigroup IncC	INFO +0.13 points	0.52%	0.65%
Fox Corp - Class AFOXA	INFO +0.13 points	0.05%	0.18%
Versant Media Group IncVSNT	INFO +0.12 points	0.02%	0.14%
Iron Mountain IncIRM	INFO +0.13 points	0.02%	0.15%
Applied Materials IncAMAT	INFO +0.12 points	0.45%	0.57%
Docusign IncDOCU	INFO +0.12 points	0.05%	0.17%
UnitedHealth Group IncUNH	EPS +0.12 points	0.78%	0.66%
Bank of America CorpBAC	EPS +0.11 points	0.89%	0.78%
Equinix IncEQIX	INFO +0.10 points	0.06%	0.16%
Ciena CorpCIEN	INFO +0.10 points	0.09%	0.19%
Medpace Holdings IncMEDP	INFO +0.09 points	<0.01%	0.10%
Caterpillar IncCAT	EPS +0.07 points	0.31%	0.24%
Parker Hannifin CorpPH	INFO +0.08 points	0.12%	0.20%
Allstate Corp/TheALL	EPS +0.08 points	0.31%	0.23%
Flex LtdFLEX	INFO +0.06 points	0.13%	0.19%
Seagate Technology HoldingsSTX	INFO +0.06 points	0.29%	0.35%
Western Digital CorpWDC	EPS +0.06 points	0.29%	0.23%
Google IncGOOGL	INFO +0.06 points	4.78%	4.84%

All 503 EPS holdings⁠All 135 INFO 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 INFO Cost

Overpaying INFO vs EPS

$5,437

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

EPS 0.08%
$1,689
INFO 0.35%
$7,126

Amount$10,000

Years30 years

Cost over time

EPS 0.08%
INFO 0.35%
Overpaying

Year by year

Year	EPS	INFO	Overpaying
10	$147	$634	$487
20	$575	$2,454	$1,879
30	$1,689	$7,126	$5,437

Expense ratio

0.08%EPS, cheaper
0.35%INFO

EPS0.08%INFO0.35%

0.00%1.25%

Middle half of US Large-Cap funds
Median 0.20%

EPS 6th cheapest of 29 funds

INFO 20th cheapest of 29 funds

EPS vs INFO Dividends

Last 12 months to Oct 30, 2026

Yield (12M): EPS 1.13%, better; INFO 0.31%
Payout (12M): EPS $0.90; INFO $0.09
Last payment: EPS $0.23; INFO $0.09
Ex-dividend: EPS Sep 25, 2026; INFO Dec 19, 2025
Paid on: EPS Sep 29, 2026; INFO Dec 24, 2025
Frequency: EPS Quarterly; INFO Annual

Distribution history

Per share, 2017 to 2026, same scale for both

EPSQuarterly · 39 paymentsAll EPS payments⁠

INFOAnnual · 2 paymentsAll INFO payments⁠

EPS vs INFO 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%INFO 12.9%since Nov 2024
Return per unit of riskSharpe ratio, 3 years: EPS 1.43INFO 1.07since Nov 2024
Worst fallMax drawdown, 5 years: EPS −23.6%INFO −19.6%since Oct 2024
Market sensitivityBeta, 5 years: EPS 0.96INFO 1.01; Market = 1

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