Find A Portfolio/Ticker
Comparison Box
EES: WisdomTree SmallCap Earnings ETF (ETF)
Basic Info 47.91 0.13(0.27%) September 17
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 02/23/2007 |
| Last Dividend Date: | 06/24/2021 |
| 12-Mo. Yield | 0.98% |
| Expenses | 0.38% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/17/2021)
| 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(%) | 0.2 | 23.6 | 55.3 | 7.6 | 41.0 | 26.4 | 17.4 | 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 | 1.61 | 2.35 | 0.22 | 0.73 | 0.63 | 0.43 | 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 | 10.2 | 10.2 | 50.1 | 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 | 21.6 | 23.5 | 31.7 | 55.4 | 41.3 | 38.9 | 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 | 0.33 | 0.49 | 0.06 | 0.39 | 0.25 | 0.17 | 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 | 0.04 | 0.01 | -0.02 | 0.15 | 0.08 | 0.05 | -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 | 1.04 | 1.12 | 1.09 | 1.04 | 1.03 | 0.98 | 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 | 0.81 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (Vanguard Small Cap Index Inv) 0.26% (99%)
- DFSCX (DFA US Micro Cap I) 0.11% (99%)
- IASCX (ING Small Company Port Adv) 0.16% (98%)
- RDVIX (Royce Dividend Value Invmt) 0.71% (96%)
- RMCFX (Royce Micro-Cap Svc) 0.07% (96%)
- RSEFX (Royce Special Equity Svc) 0.34% (95%)
- RTRIX (Royce Total Return Instl) 0.47% (95%)
- LRSYX (Lord Abbett Small Cap Value I) 0.42% (92%)
- GLSIX (Aberdeen Health Sciences I/S) 0.78% (92%)
- TSMVX (Transamerica Small/Mid Cap Value I2) 0.48% (92%)
Best ETFs
- IWM (iShares Russell 2000) 0.13% (99%)
- JKJ (iShares Morningstar Small-Cap) (99%)
- IWC (iShares Micro-Cap) 0.18% (98%)
- EES (WisdomTree SmallCap Earnings ETF) 0.27% (98%)
- FDM (First Trust Dow Jones Sel MicroCap ETF) 0.25% (98%)
- FYX (First Trust Small Cap Core AlphaDEX ETF) 0.14% (97%)
- IJR (iShares Core S&P Small-Cap) 0.05% (97%)
- PRFZ (PowerShares FTSE RAFI US 1500 Sm-Mid ETF) 0.76% (97%)
- RWJ (RevenueShares Small Cap ETF) 0.12% (97%)
- VB (Vanguard Small-Cap ETF) 0.41% (96%)
Best Closed End Funds
* Day change on 09/17/2021.Latest Articles Related to EES
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments