EES vs. DES
Compare and contrast key facts about WisdomTree U.S. SmallCap Fund (EES) and WisdomTree U.S. SmallCap Dividend Fund (DES).
EES and DES are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EES is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Small Cap Index. It was launched on Feb 23, 2007. DES is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree SmallCap Dividend (TR). It was launched on Jun 16, 2006. Both EES and DES are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EES or DES.
Correlation
The correlation between EES and DES is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EES vs. DES - Performance Comparison
Key characteristics
EES:
0.78
DES:
0.71
EES:
1.27
DES:
1.17
EES:
1.16
DES:
1.14
EES:
1.50
DES:
1.15
EES:
3.64
DES:
3.15
EES:
4.55%
DES:
4.37%
EES:
21.24%
DES:
19.33%
EES:
-63.66%
DES:
-65.49%
EES:
-7.31%
DES:
-9.25%
Returns By Period
In the year-to-date period, EES achieves a 0.61% return, which is significantly higher than DES's -0.66% return. Over the past 10 years, EES has outperformed DES with an annualized return of 8.60%, while DES has yielded a comparatively lower 6.92% annualized return.
EES
0.61%
0.18%
13.75%
16.18%
9.67%
8.60%
DES
-0.66%
-0.54%
8.90%
13.86%
7.19%
6.92%
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EES vs. DES - Expense Ratio Comparison
Both EES and DES have an expense ratio of 0.38%.
Risk-Adjusted Performance
EES vs. DES — Risk-Adjusted Performance Rank
EES
DES
EES vs. DES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. SmallCap Fund (EES) and WisdomTree U.S. SmallCap Dividend Fund (DES). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
EES vs. DES - Dividend Comparison
EES's dividend yield for the trailing twelve months is around 1.37%, less than DES's 2.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EES WisdomTree U.S. SmallCap Fund | 1.37% | 1.37% | 1.18% | 1.12% | 1.69% | 1.29% | 1.31% | 1.81% | 0.93% | 1.02% | 1.38% | 0.99% |
DES WisdomTree U.S. SmallCap Dividend Fund | 2.83% | 2.81% | 2.65% | 2.89% | 2.31% | 2.75% | 2.68% | 3.65% | 2.89% | 2.70% | 3.55% | 2.68% |
Drawdowns
EES vs. DES - Drawdown Comparison
The maximum EES drawdown since its inception was -63.66%, roughly equal to the maximum DES drawdown of -65.49%. Use the drawdown chart below to compare losses from any high point for EES and DES. For additional features, visit the drawdowns tool.
Volatility
EES vs. DES - Volatility Comparison
WisdomTree U.S. SmallCap Fund (EES) and WisdomTree U.S. SmallCap Dividend Fund (DES) have volatilities of 4.99% and 4.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.