Screener
SMMD vs EES
iShares Russell 2500 ETF vs WisdomTree U.S. SmallCap Fund
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
| SMMD | EES | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.38% |
| Fund size (AUM) | $3.0B | $690M |
| Since | 2017 | 2007 |
| Dividend yield | 1.10% | 1.12% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +39.3% | +34.6% |
| CAGR 3Y | +19.5% | +16.9% |
| CAGR 5Y | +8.4% | +7.2% |
| Sharpe 3Y | 0.84 | 0.68 |
| Volatility 1Y | 17.31% | 17.57% |
| Max drawdown | -41.06% | -50.52% |
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