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USMF vs EES
WisdomTree U.S. Multifactor Fund vs WisdomTree U.S. SmallCap Fund
Key differences
- USMF costs 0.10% less per year.
- Over the last 3 years, EES has delivered higher annualized returns.
- EES has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| USMF | EES | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.38% |
| Fund size (AUM) | $358M | $690M |
| Since | 2017 | 2007 |
| Dividend yield | 1.36% | 1.12% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.2% | +32.0% |
| CAGR 3Y | +14.2% | +16.5% |
| CAGR 5Y | +7.8% | +6.5% |
| Sharpe 3Y | 0.85 | 0.67 |
| Volatility 1Y | 10.86% | 17.55% |
| Max drawdown | -36.24% | -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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