WisdomTree SmallCap Earnings Fund (EES)

$36.40
F Fund
-- Sector
Fund TypeETF
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. Small Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
WisdomTree SmallCap Earnings Fund 17 1.18 -5.33% -5.18% 0.38%
U.S. Small Cap - Value 15 1.08 -1.94% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -1.56% 2.24% -3.80%
Year-to-Date -5.33% -1.94% -3.40%
1 Year -2.64% 3.23% -5.87%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

17%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 17% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.38%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$493

Real cost (fees + lost compounding)

$609

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
94%

Return in excess of styles
(over past year)
-3.19%