Compare · 2 funds side by side · dividends reinvested

EES and IWF

EESWisdomTree×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,892IWF · best of the two

02 / 04

EES and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. SmallCap FundUS Stock Styles · Small cap0.38%1.16%+17.7%+23.7%+17.9%+6.7%−8.0%15.5%$674M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: EES 2007 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Fund · $674M$13,838

EES

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EESMeasureIWF

+17.7%Year to dateJan 1 → Nov 9−2.5%

+23.7%1 yearTotal return−2.2%

+17.9%3 years · per year$10,000 became $16,388 · $17,207+19.8%

+6.7%5 years · per year$10,000 became $13,838 · $15,892+9.7%

0.38%Expense ratio$38 · $18 a year on $10k · lower is better0.18%

1.16%Trailing 12-mo yield$116 · $38 a year on $10k0.38%

−8.0%Worst dropSmaller is better−14.6%

15.5%VolatilityLower is calmer19.5%

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

5–3EES wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EES vs IWF: Top 5 Holdings

Today

EES

4.8%in top 5

IWF

in top 539.7%

EESStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

1.4%VGnot top 5

1.0%RNGnot top 5

0.9%OGNnot top 5

0.8%MATXnot top 5

0.7%HOGnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

EES vs IWF Returns, Every Period

WisdomTreeEES

+6.7%

5 years, per year

IWFiShares

+9.7%

5 years, per year

EESIWFFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

EES vs IWF

YTD

WisdomTreeEES

+17.7%

IWFiShares

−2.5%

+17.7%Year to date−2.5%

−8.0%Worst drop · 1Y−14.6%

15.5%Volatility · 1Y19.5%

1.2%Yield0.4%

$674MAssets$118B

4–0EES wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EES, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

EES0.38%$38

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EES, IWF

1.16%highest, EES

FundTrailing yieldYield$10k

EES1.16%$116

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$78most kept, EES

EES$116 − $38 = $78

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EES, IWF

Today

0.0%most shared, EES and IWF

EESIWF

EES—0.0%

IWF0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.7%EES, at 15.5% volatility

EESWorst drop−8.0%15.5% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EESIWF

+17.7%Year to date−2.5%

1.2%Yield0.4%

+23.7%Past year−2.2%

0.38%Fee0.18%

3–1EES wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026