WisdomTree U.S. SmallCap Fund (EES) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EES
EES charges 0.38% annually. Among ETFs in the Small Cap Blend Equities category, these options have the lowest expense ratios among EES alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Small-Cap ETF | 0.04% | Jun 28, 2004 | EES vs ISCB | |
| SPDR Portfolio S&P 600 Small Cap ETF | 0.05% | Jul 8, 2013 | EES vs SPSM | |
| Vanguard Extended Market ETF | 0.06% | Dec 27, 2001 | EES vs VXF | |
| iShares Core S&P Small-Cap ETF | 0.06% | May 22, 2000 | EES vs IJR | |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.09% | Nov 16, 2020 | EES vs BBSC |
Best Risk-Adjusted Alternatives to EES
Among ETFs in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares Microcap ETF | 87 | Aug 12, 2005 | EES vs IWC | |
| Invesco NASDAQ Future Gen 200 ETF | 84 | Oct 13, 2022 | EES vs QQQS | |
| First Trust Dow Jones Select MicroCap Index Fund | 83 | Sep 27, 2005 | EES vs FDM | |
| First Trust Small Cap Core AlphaDEX Fund | 81 | May 8, 2007 | EES vs FYX | |
| Fidelity Enhanced Small Cap ETF | 76 | Dec 20, 2007 | EES vs FESM |
Top Performing EES Alternatives (YTD)
EES alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| WisdomTree U.S. SmallCap Dividend Fund | 7.74% | Jun 16, 2006 | EES vs DES | |
| Opus Small Cap Value Plus ETF | 6.67% | Jul 18, 2018 | EES vs OSCV | |
| VictoryShares US Small Cap High Dividend Volatilit... | 6.03% | Jul 8, 2015 | EES vs CSB | |
| First Trust Small Cap Core AlphaDEX Fund | 5.67% | May 8, 2007 | EES vs FYX | |
| Overlay Shares Small Cap Equity ETF | 4.70% | Sep 30, 2019 | EES vs OVS |
Lowest Volatility Alternatives to EES
EES alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | 9.68% | Jul 14, 2015 | EES vs ALTY | |
| First Trust Horizon Managed Volatility Small/Mid E... | 13.63% | Apr 6, 2020 | EES vs HSMV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | 16.27% | Feb 5, 2015 | EES vs REGL | |
| Virtus Private Credit Strategy ETF | 16.60% | Feb 7, 2019 | EES vs VPC | |
| 6 Meridian Small Cap Equity ETF | 16.64% | May 11, 2020 | EES vs SIXS |
Lowest Drawdown Alternatives to EES
EES alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | -8.52% | Jul 14, 2015 | EES vs ALTY | |
| Invesco Russell 1000 Dynamic Multifactor ETF | -10.00% | Nov 8, 2017 | EES vs OMFL | |
| First Trust Horizon Managed Volatility Small/Mid E... | -10.57% | Apr 6, 2020 | EES vs HSMV | |
| ProShares Russell 2000 Dividend Growers ETF | -10.94% | Feb 5, 2015 | EES vs SMDV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | -10.94% | Feb 5, 2015 | EES vs REGL |
Other ETFs from WisdomTree
Most popular WisdomTree ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WisdomTree U.S. Dividend Growth Fund | Large Cap Growth Equities, Dividend | 49 | -1.50% | May 22, 2013 | EES vs DGRW | |
| WisdomTree Bloomberg Floating Rate Treasury Fund | Government Bonds | 100 | 0.93% | Feb 4, 2014 | EES vs USFR | |
| WisdomTree Efficient Gold Plus Equity Strategy Fun... | Gold | 89 | 2.08% | Mar 15, 2022 | EES vs GDE | |
| WisdomTree Japan Hedged Equity Fund | Japan Equities | 93 | 10.00% | Jun 16, 2006 | EES vs DXJ | |
| WisdomTree U.S. Efficient Core Fund | Diversified Portfolio, Actively Managed | 60 | -4.59% | Aug 2, 2018 | EES vs NTSX | |
| WisdomTree US High Dividend Fund | Large Cap Value Equities, Dividend | 59 | 8.00% | Jun 16, 2006 | EES vs DHS | |
| WisdomTree India Earnings Fund | Asia Pacific Equities | 5 | -11.86% | Feb 22, 2008 | EES vs EPI | |
| WisdomTree U.S. Quality Growth Fund | Large Cap Growth Equities | 57 | -8.93% | Dec 15, 2022 | EES vs QGRW | |
| WisdomTree Efficient Gold Plus Gold Miners Strateg... | Commodities, Gold | 91 | 8.77% | Dec 16, 2021 | EES vs GDMN | |
| WisdomTree US Value ETF | Large Cap Value Equities | 61 | 2.09% | Feb 23, 2007 | EES vs WTV |
Often Compared With EES
What investors most often compare with EES, 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.