Compare · 2 funds side by side · dividends reinvested

EES and IJR

EESWisdomTree×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,078EES · best of the two

02 / 04

EES and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. SmallCap FundUS Stock Styles · Small cap0.38%1.16%+17.2%+21.9%+19.6%+7.1%−8.0%14.9%$689M1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: EES 2007 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Fund · $689M$14,078

EES

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 35.6% in common

EESMeasureIJR

+17.2%Year to dateJan 1 → Nov 3+18.3%

+21.9%1 yearTotal return+21.3%

+19.6%3 years · per year$10,000 became $17,122 · $16,862+19.0%

+7.1%5 years · per year$10,000 became $14,078 · $13,468+6.1%

0.38%Expense ratio$38 · $6 a year on $10k · lower is better0.06%

1.16%Trailing 12-mo yield$116 · $121 a year on $10k1.21%

−8.0%Worst dropSmaller is better−9.7%

14.9%VolatilityLower is calmer15.8%

EESIJR Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3EES wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EES vs IJR: Top 5 Holdings

Today

EES

5.4%in top 5

IJR

in top 53.1%

EESStockIJR

1.7%VGnot top 5

1.1%RNGnot top 5

0.9%OGNnot top 5

0.9%MATXnot top 5

0.8%CRGYnot top 5

not top 5GKOS0.8%

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

Held in common35.6%

End-of-day Nov 3, 2026 · share of each fund

EES vs IJR Returns, Every Period

WisdomTreeEES

+7.1%

5 years, per year

IJRiShares

+6.1%

5 years, per year

EESIJRFaded: behind in that period

3–1EES wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EES vs IJR

YTD

WisdomTreeEES

+17.2%

IJRiShares

+18.3%

+17.2%Year to date+18.3%

−8.0%Worst drop · 1Y−9.7%

14.9%Volatility · 1Y15.8%

1.2%Yield1.2%

$689MAssets$106B

2–1EES wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EES, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

EES0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EES, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

EES1.16%$116

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

EES$116 − $38 = $78

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EES, IJR

Today

35.6%most shared, EES and IJR

EESIJR

EES—35.6%

IJR35.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.9%EES, at 14.9% volatility

EESWorst drop−8.0%14.9% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IJREES

+18.3%Year to date+17.2%

1.2%Yield1.2%

+21.3%Past year+21.9%

0.06%Fee0.38%

2–1IJR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026