WisdomTree U.S. SmallCap Fund (EES) belongs to the Small Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with EES. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EES
EES charges 0.38% annually. There are 22 ETFs in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Morningstar Small-Cap ETF | 0.04% | 275.08M | Jun 2004 | EES vs ISCB | |
| Vanguard Small-Cap ETF | 0.05% | 177.40B | Jan 2004 | EES vs VB | |
| SPDR Portfolio S&P 600 Small Cap ETF | 0.05% | 15.79B | Jul 2013 | EES vs SPSM | |
| iShares Core S&P Small-Cap ETF | 0.06% | 103.49B | May 2000 | EES vs IJR | |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.09% | 732.58M | Nov 2020 | EES vs BBSC |
Best Risk-Adjusted Alternatives to EES
EES has a PortfoliosLab risk / return rank of 57. There are 25 ETFs in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco NASDAQ Future Gen 200 ETF | 85 | 18.47M | Oct 2022 | EES vs QQQS | |
| JPMorgan Fundamental Data Science Small Core ETF | 79 | 8.82M | Aug 2024 | EES vs SCDS | |
| First Trust Small Cap Core AlphaDEX Fund | 79 | 1.27B | May 2007 | EES vs FYX | |
| Fidelity Enhanced Small Cap ETF | 76 | 5.00B | Dec 2007 | EES vs FESM | |
| U.S. Small Cap Equity Active ETF | 73 | — | May 2025 | EES vs RUSC |
Top Performing EES Alternatives (YTD)
EES is at 12.00% YTD. There are 38 ETFs in the Small Cap Blend Equities category with higher YTD returns, going as high as 27.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco NASDAQ Future Gen 200 ETF | 27.27% | 18.47M | Oct 2022 | EES vs QQQS | |
| JPMorgan Fundamental Data Science Small Core ETF | 23.60% | 8.82M | Aug 2024 | EES vs SCDS | |
| Allspring SMID Core ETF | 22.72% | 33.92M | Jul 2025 | EES vs ASCE | |
| Inspire Small/Mid Cap Impact ETF | 21.54% | 318.37M | Feb 2017 | EES vs ISMD | |
| Fidelity Enhanced Small Cap ETF | 19.64% | 5.00B | Dec 2007 | EES vs FESM |
Lowest Volatility Alternatives to EES
EES has 17.42% 1-year volatility. There are 35 ETFs in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 6.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | 6.21% | — | Jun 2025 | EES vs RB | |
| First Trust Horizon Managed Volatility Small/Mid E... | 10.37% | 31.42M | Apr 2020 | EES vs HSMV | |
| OShares U.S. Small-Cap Quality Dividend ETF | 13.15% | 876.85M | Dec 2016 | EES vs OUSM | |
| 6 Meridian Small Cap Equity ETF | 13.30% | 106.31M | May 2020 | EES vs SIXS | |
| Opus Small Cap Value Plus ETF | 13.37% | 685.56M | Jul 2018 | EES vs OSCV |
Lowest Drawdown Alternatives to EES
EES has a 1-year max drawdown of -7.98%. There are 11 ETFs in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.15%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows 100 ETF | -6.15% | 3.51B | Jun 2017 | EES vs CALF | |
| Hypatia Women CEO ETF | -6.96% | 5.55M | Jan 2023 | EES vs WCEO | |
| 6 Meridian Small Cap Equity ETF | -7.16% | 106.31M | May 2020 | EES vs SIXS | |
| VictoryShares US Small Cap High Dividend Volatilit... | -7.18% | 260.47M | Jul 2015 | EES vs CSB | |
| Opus Small Cap Value Plus ETF | -7.55% | 685.56M | Jul 2018 | EES vs OSCV |
Other ETFs from WisdomTree
The 10 most viewed WisdomTree ETFs shown here include USFR, DGRW, GDE and span 10 categories. AUM among these funds goes as high as $17B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WisdomTree Floating Rate Treasury Fund | Government Bonds, Ultrashort Bond | 100 | 1.60% | 17.01B | Feb 2014 | EES vs USFR | |
| WisdomTree U.S. Dividend Growth Fund | Large Cap Growth Equities, Dividend | 60 | 9.10% | 16.64B | May 2013 | EES vs DGRW | |
| WisdomTree Efficient Gold Plus Equity Strategy Fun... | Gold | 49 | 9.79% | 576.93M | Mar 2022 | EES vs GDE | |
| WisdomTree Japan Hedged Equity Fund | Japan Equities | 88 | 19.64% | 6.78B | Jun 2006 | EES vs DXJ | |
| WisdomTree U.S. Efficient Core Fund | Diversified Portfolio | 60 | 8.62% | 1.34B | Aug 2018 | EES vs NTSX | |
| WisdomTree US High Dividend Fund | Large Cap Value Equities, Dividend | 62 | 9.88% | 1.48B | Jun 2006 | EES vs DHS | |
| WisdomTree India Earnings Fund | Asia Pacific Equities | 3 | -10.02% | 2.13B | Feb 2008 | EES vs EPI | |
| WisdomTree U.S. Quality Growth Fund | Large Cap Growth Equities | 54 | 15.43% | 2.47B | Dec 2022 | EES vs QGRW | |
| WisdomTree Efficient Gold Plus Gold Miners Strateg... | Commodities, Gold | 34 | -4.13% | 197.59M | Dec 2021 | EES vs GDMN | |
| WisdomTree US Value ETF | Large Cap Value Equities | 60 | 10.52% | 2.83B | Feb 2007 | EES vs WTV |
Often Compared With EES
Investors most often compare EES with DES, DWAS, SCHD. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare EES with Any Fund or Stock
Compare EES with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EES with funds that move differently
WisdomTree U.S. SmallCap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EES.
Explore EES Diversifiers