Screener
EES vs QHY
WisdomTree U.S. SmallCap Fund vs WisdomTree U.S. High Yield Corporate Bond Fund
Key differences
- EES is classified as equity, while QHY is fixed income — different risk/return profiles.
- Over the last 3 years, EES has delivered higher annualized returns.
- EES has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EES | QHY | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.38% |
| Fund size (AUM) | $690M | $239M |
| Since | 2007 | 2016 |
| Dividend yield | 1.12% | 6.25% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +32.0% | +8.2% |
| CAGR 3Y | +16.5% | +8.4% |
| CAGR 5Y | +6.5% | +3.3% |
| Sharpe 3Y | 0.67 | 0.84 |
| Volatility 1Y | 17.55% | 3.70% |
| Max drawdown | -50.52% | -22.74% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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