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EES vs PSC

WisdomTree U.S. SmallCap Fund vs Principal U.S. Small-Cap ETF

EES

WisdomTree U.S. SmallCap Fund

Annual cost

0.38%

Fund size

$690M

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.0B

Key differences

  • Over the last 3 years, PSC has delivered higher annualized returns.
  • EES has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EESPSC
Annual cost (TER)0.38%0.38%
Fund size (AUM)$690M$2.0B
Since20072016
Dividend yield1.12%0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.6%+31.6%
CAGR 3Y+16.9%+19.5%
CAGR 5Y+7.2%+8.9%
Sharpe 3Y0.680.81
Volatility 1Y17.57%18.93%
Max drawdown-50.52%-46.75%

Similar to EES and PSC