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EES vs DES
WisdomTree U.S. SmallCap Fund vs WisdomTree U.S. SmallCap Dividend Fund
Key differences
- DES is significantly larger than EES — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, EES has delivered higher annualized returns.
Side-by-side comparison
| EES | DES | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.38% |
| Fund size (AUM) | $690M | $2.1B |
| Since | 2007 | 2006 |
| Dividend yield | 1.12% | 2.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +32.0% | +27.9% |
| CAGR 3Y | +16.5% | +15.3% |
| CAGR 5Y | +6.5% | +6.1% |
| Sharpe 3Y | 0.67 | 0.65 |
| Volatility 1Y | 17.55% | 16.62% |
| Max drawdown | -50.52% | -45.65% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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