EES vs. IWM
Compare and contrast key facts about WisdomTree U.S. SmallCap Fund (EES) and iShares Russell 2000 ETF (IWM).
EES and IWM 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. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000. Both EES and IWM 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 IWM.
Correlation
The correlation between EES and IWM 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. IWM - Performance Comparison
Key characteristics
EES:
0.66
IWM:
0.82
EES:
1.10
IWM:
1.27
EES:
1.13
IWM:
1.15
EES:
1.26
IWM:
0.88
EES:
3.34
IWM:
4.34
EES:
4.19%
IWM:
3.90%
EES:
21.22%
IWM:
20.62%
EES:
-63.66%
IWM:
-59.05%
EES:
-7.53%
IWM:
-7.14%
Returns By Period
In the year-to-date period, EES achieves a 0.43% return, which is significantly lower than IWM's 1.57% return. Over the past 10 years, EES has outperformed IWM with an annualized return of 9.06%, while IWM has yielded a comparatively lower 8.33% annualized return.
EES
0.43%
-6.40%
17.38%
14.37%
8.85%
9.06%
IWM
1.57%
-6.56%
12.44%
17.16%
7.72%
8.33%
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EES vs. IWM - Expense Ratio Comparison
EES has a 0.38% expense ratio, which is higher than IWM's 0.19% expense ratio.
Risk-Adjusted Performance
EES vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. SmallCap Fund (EES) and iShares Russell 2000 ETF (IWM). 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. IWM - Dividend Comparison
EES's dividend yield for the trailing twelve months is around 1.31%, more than IWM's 1.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EES WisdomTree U.S. SmallCap Fund | 1.31% | 1.31% | 1.18% | 1.12% | 1.69% | 1.29% | 1.31% | 1.81% | 0.93% | 1.02% | 1.38% | 0.99% |
IWM iShares Russell 2000 ETF | 1.13% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
Drawdowns
EES vs. IWM - Drawdown Comparison
The maximum EES drawdown since its inception was -63.66%, which is greater than IWM's maximum drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for EES and IWM. For additional features, visit the drawdowns tool.
Volatility
EES vs. IWM - Volatility Comparison
The current volatility for WisdomTree U.S. SmallCap Fund (EES) is 5.02%, while iShares Russell 2000 ETF (IWM) has a volatility of 5.85%. This indicates that EES experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.