Screener
EES vs WTMY
WisdomTree U.S. SmallCap Fund vs Wisdomtree High Income Laddered Municipal Fund
Key differences
EES is an equity ETF, while WTMY is a fixed income ETF. EES charges 0.38% a year and WTMY 0.35%.
- EES is an equity fund, while WTMY is a fixed income fund. They carry different risk/return profiles.
- EES follows a index tracking strategy; WTMY uses active selection.
- EES is much larger than WTMY. Larger funds are usually more liquid and less likely to close.
- EES has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EES | WTMY | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.35% |
| Fund size (AUM) | $686M | $6M |
| Since | 2007 | 2025 |
| Dividend yield | 1.11% | 3.43% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.4% | +5.3% |
| CAGR 3Y | +15.3% | N/A |
| CAGR 5Y | +6.9% | N/A |
| Sharpe 3Y | 0.62 | N/A |
| Volatility 1Y | 17.54% | 2.50% |
| Max drawdown | -50.52% | -3.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.