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EZM vs DES

WisdomTree U.S. MidCap Fund vs WisdomTree U.S. SmallCap Dividend Fund

EZM

WisdomTree U.S. MidCap Fund

WisdomTree

Annual cost

0.38%

Fund size

$886M

DES

WisdomTree U.S. SmallCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$2.1B

Side-by-side comparison

EZMDES
Annual cost (TER)0.38%0.38%
Fund size (AUM)$886M$2.1B
Since20072006
Dividend yield1.29%2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.1%+27.9%
CAGR 3Y+15.7%+15.3%
CAGR 5Y+7.6%+6.1%
Sharpe 3Y0.680.65
Volatility 1Y15.02%16.62%
Max drawdown-47.26%-45.65%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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