Screener
WDIG vs EES
WisdomTree Efficient Rare Earth Plus Strategic Metals Fund vs WisdomTree U.S. SmallCap Fund
Key differences
- EES costs 0.17% less per year.
- WDIG is classified as mixed asset, while EES is equity — different risk/return profiles.
- WDIG follows a active selection strategy; EES uses index tracking.
- EES has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WDIG | EES | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.38% |
| Fund size (AUM) | — | $690M |
| Since | 2026 | 2007 |
| Dividend yield | — | 1.12% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +34.6% |
| CAGR 3Y | N/A | +16.9% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | N/A | 0.68 |
| Volatility 1Y | — | 17.57% |
| Max drawdown | -15.71% | -50.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to WDIG and EES
Explore further