EES vs. FLPSX
Compare and contrast key facts about WisdomTree U.S. SmallCap Fund (EES) and Fidelity Low-Priced Stock Fund (FLPSX).
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. FLPSX is managed by Fidelity. It was launched on Dec 27, 1989.
Performance
EES vs. FLPSX - Performance Comparison
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EES vs. FLPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EES WisdomTree U.S. SmallCap Fund | 2.16% | 6.99% | 9.86% | 18.53% | -16.18% | 34.39% | 3.06% | 21.68% | -10.12% | 12.42% |
FLPSX Fidelity Low-Priced Stock Fund | -1.04% | 14.69% | 7.23% | 14.41% | -5.69% | 24.46% | 9.34% | 25.75% | -10.80% | 18.88% |
Returns By Period
In the year-to-date period, EES achieves a 2.16% return, which is significantly higher than FLPSX's -1.04% return. Both investments have delivered pretty close results over the past 10 years, with EES having a 10.06% annualized return and FLPSX not far behind at 9.89%.
EES
- 1D
- 1.84%
- 1M
- -2.62%
- YTD
- 2.16%
- 6M
- 4.45%
- 1Y
- 20.40%
- 3Y*
- 11.84%
- 5Y*
- 5.39%
- 10Y*
- 10.06%
FLPSX
- 1D
- -0.37%
- 1M
- -8.40%
- YTD
- -1.04%
- 6M
- 0.58%
- 1Y
- 15.02%
- 3Y*
- 11.25%
- 5Y*
- 7.50%
- 10Y*
- 9.89%
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EES vs. FLPSX - Expense Ratio Comparison
EES has a 0.38% expense ratio, which is lower than FLPSX's 0.82% expense ratio.
Return for Risk
EES vs. FLPSX — Risk / Return Rank
EES
FLPSX
EES vs. FLPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. SmallCap Fund (EES) and Fidelity Low-Priced Stock Fund (FLPSX). 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.
| EES | FLPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.88 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.34 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.05 | +0.39 |
Martin ratioReturn relative to average drawdown | 5.46 | 4.35 | +1.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EES | FLPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.88 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.44 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.57 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.83 | -0.51 |
Correlation
The correlation between EES and FLPSX is 0.87, 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.
Dividends
EES vs. FLPSX - Dividend Comparison
EES's dividend yield for the trailing twelve months is around 1.23%, less than FLPSX's 13.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EES WisdomTree U.S. SmallCap Fund | 1.23% | 1.29% | 1.37% | 1.18% | 1.12% | 1.69% | 1.29% | 1.31% | 1.81% | 0.93% | 1.02% | 1.38% |
FLPSX Fidelity Low-Priced Stock Fund | 13.42% | 13.28% | 16.24% | 18.29% | 9.45% | 12.11% | 11.14% | 8.14% | 13.45% | 7.45% | 4.85% | 4.04% |
Drawdowns
EES vs. FLPSX - Drawdown Comparison
The maximum EES drawdown since its inception was -63.66%, which is greater than FLPSX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for EES and FLPSX.
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Drawdown Indicators
| EES | FLPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.66% | -54.81% | -8.85% |
Max Drawdown (1Y)Largest decline over 1 year | -14.04% | -12.50% | -1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -27.15% | -18.76% | -8.39% |
Max Drawdown (10Y)Largest decline over 10 years | -50.52% | -38.16% | -12.36% |
Current DrawdownCurrent decline from peak | -5.13% | -8.81% | +3.68% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -5.68% | -4.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 3.03% | +0.67% |
Volatility
EES vs. FLPSX - Volatility Comparison
WisdomTree U.S. SmallCap Fund (EES) has a higher volatility of 5.04% compared to Fidelity Low-Priced Stock Fund (FLPSX) at 4.14%. This indicates that EES's price experiences larger fluctuations and is considered to be riskier than FLPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EES | FLPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 4.14% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 12.75% | 9.10% | +3.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.35% | 16.76% | +5.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.67% | 17.18% | +4.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.83% | 17.32% | +6.51% |