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EES vs SMMD
WisdomTree U.S. SmallCap Fund vs iShares Russell 2500 ETF
Key differences
- SMMD costs 0.23% less per year.
- SMMD is significantly larger than EES — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SMMD has delivered higher annualized returns.
- EES has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EES | SMMD | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.15% |
| Fund size (AUM) | $690M | $3.0B |
| Since | 2007 | 2017 |
| Dividend yield | 1.12% | 1.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +34.6% | +39.3% |
| CAGR 3Y | +16.9% | +19.5% |
| CAGR 5Y | +7.2% | +8.4% |
| Sharpe 3Y | 0.68 | 0.84 |
| Volatility 1Y | 17.57% | 17.31% |
| Max drawdown | -50.52% | -41.06% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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