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EZM vs EES

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

EZM

WisdomTree U.S. MidCap Fund

WisdomTree

Annual cost

0.38%

Fund size

$886M

EES

WisdomTree U.S. SmallCap Fund

WisdomTree

Annual cost

0.38%

Fund size

$690M

Side-by-side comparison

EZMEES
Annual cost (TER)0.38%0.38%
Fund size (AUM)$886M$690M
Since20072007
Dividend yield1.29%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.1%+32.0%
CAGR 3Y+15.7%+16.5%
CAGR 5Y+7.6%+6.5%
Sharpe 3Y0.680.67
Volatility 1Y15.02%17.55%
Max drawdown-47.26%-50.52%

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

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