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EES vs DFJ

WisdomTree U.S. SmallCap Fund vs WisdomTree Japan SmallCap Dividend Fund

EES

WisdomTree U.S. SmallCap Fund

Annual cost

0.38%

Fund size

$686M

DFJ

WisdomTree Japan SmallCap Dividend Fund

Annual cost

0.58%

Fund size

$399M

Key differences

Both EES and DFJ are equity ETFs. EES charges 0.38% a year and DFJ 0.58%. The main difference: EES covers North America; DFJ covers the Asia-Pacific region.

  • EES covers North America; DFJ covers the Asia-Pacific region.
  • EES costs 0.20% less per year.
  • Over the last three years, DFJ has delivered higher annualized returns.

Side-by-side comparison

EESDFJ
Annual cost (TER)0.38%0.58%
Fund size (AUM)$686M$399M
Since20072006
Dividend yield1.11%2.37%
Asset classequityequity
Regionnorth americaasia pacific
Strategyindex trackingindex tracking
CAGR 1Y+29.6%+25.8%
CAGR 3Y+16.6%+18.8%
CAGR 5Y+6.6%+9.6%
Sharpe 3Y0.670.93
Volatility 1Y17.47%16.57%
Max drawdown-50.52%-40.02%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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