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EES: WisdomTree SmallCap Earnings ETF (ETF)
Basic Info 50.63 0.46(0.92%) June 11
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 02/23/2007 |
| Last Dividend Date: | 03/25/2021 |
| 12-Mo. Yield | 1.13% |
| Expenses | 0.38% |
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Performance Analytics (As of 06/11/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.3 | 30.3 | 86.1 | 10.3 | 44.0 | 26.0 | 18.2 | 3.0 | 20.0 | -11.5 | 11.3 | 28.8 | -8.4 | 1.3 | 43.9 | 12.7 | -3.2 | 25.5 | 47.7 | -33.6 | -15.9 |
| SR | NA | 3.75 | 2.51 | 0.32 | 0.78 | 0.61 | 0.45 | 0.06 | -0.18 | -1.95 | -0.62 | -0.28 | -1.6 | -1.12 | 1.72 | -0.33 | -0.75 | 0.3 | 0.7 | -1.22 | -2.04 |
| DD(%) | NA | 8.1 | 17.7 | 50.5 | 50.5 | 50.5 | 63.6 | 48.7 | 15.3 | 25.7 | 6.5 | 14.1 | 17.0 | 12.6 | 5.8 | 14.9 | 26.4 | 19.6 | 40.3 | 49.6 | 20.5 |
| SD(%) | NA | 23.1 | 28.6 | 31.3 | 55.3 | 41.6 | 39.2 | 47.2 | 17.7 | 17.0 | 12.8 | 19.2 | 16.8 | 15.3 | 14.8 | 17.8 | 28.9 | 23.1 | 41.8 | 43.3 | 21.5 |
| TR | NA | 0.88 | 0.61 | 0.09 | 0.41 | 0.25 | 0.18 | 0.02 | -0.03 | -0.35 | -0.07 | -0.05 | -0.26 | -0.17 | 0.25 | -0.06 | -0.24 | 0.07 | 0.27 | -0.63 | -0.44 |
| Alpha(%) | NA | 0.12 | 0.02 | -0.01 | 0.16 | 0.08 | 0.06 | -0.06 | -0.02 | -0.01 | 0.15 | 0.11 | 0.04 | -0.02 | 0.05 | -0.02 | -0.01 | -0.05 | 0.04 | -0.02 | -0.06 |
| Beta(%) | NA | 0.98 | 1.19 | 1.09 | 1.04 | 1.01 | 0.97 | 1.12 | 1.11 | 0.96 | 1.15 | 1.08 | 1.03 | 1.01 | 1.02 | 1.06 | 0.89 | 0.93 | 1.09 | 0.84 | 1.0 |
| RS | NA | 0.78 | 0.81 | 0.89 | 0.06 | 0.1 | 0.17 | 0.91 | 0.85 | 0.92 | 0.83 | 0.89 | 0.89 | 0.89 | 0.9 | 0.93 | 0.93 | 0.93 | 0.86 | 0.73 | 0.81 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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Best ETFs
- RWJ (RevenueShares Small Cap ETF) 1.31% (99%)
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- EES (WisdomTree SmallCap Earnings ETF) 0.92% (85%)
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- SCHA (Schwab US Small-Cap ETF) 0.93% (80%)
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* Day change on 06/11/2021.Latest Articles Related to EES
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