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EES vs EZM

WisdomTree U.S. SmallCap Fund vs WisdomTree U.S. MidCap Fund

EES

WisdomTree U.S. SmallCap Fund

WisdomTree

Annual cost

0.38%

Fund size

$690M

EZM

WisdomTree U.S. MidCap Fund

WisdomTree

Annual cost

0.38%

Fund size

$886M

Side-by-side comparison

EESEZM
Annual cost (TER)0.38%0.38%
Fund size (AUM)$690M$886M
Since20072007
Dividend yield1.12%1.29%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.0%+23.1%
CAGR 3Y+16.5%+15.7%
CAGR 5Y+6.5%+7.6%
Sharpe 3Y0.670.68
Volatility 1Y17.55%15.02%
Max drawdown-50.52%-47.26%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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