Screener
EES vs WTLS
WisdomTree U.S. SmallCap Fund vs Wisdomtree Efficient Long/Short US Equity Fund
Key differences
- EES costs 0.50% less per year.
- EES is significantly larger than WTLS — larger funds tend to be more liquid and less likely to close.
- EES is classified as equity, while WTLS is alternative — different risk/return profiles.
- EES follows a index tracking strategy; WTLS uses long short.
- EES has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EES | WTLS | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.88% |
| Fund size (AUM) | $690M | $11M |
| Since | 2007 | 2026 |
| Dividend yield | 1.12% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | long short |
| CAGR 1Y | +32.0% | N/A |
| CAGR 3Y | +16.5% | N/A |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 0.67 | N/A |
| Volatility 1Y | 17.55% | — |
| Max drawdown | -50.52% | -8.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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