Compare · 2 funds side by side · dividends reinvested

EES and SPYM

EESWisdomTree×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

EES and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. SmallCap FundUS Stock Styles · Small cap0.38%1.19%+15.0%+20.5%+18.3%+6.8%−8.0%15.5%$688M1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: EES 2007 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Fund · $688M$13,870

EES

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

EESMeasureSPYM

+15.0%Year to dateJan 1 → Nov 5+8.4%

+20.5%1 yearTotal return+9.8%

+18.3%3 years · per year$10,000 became $16,557 · $18,222+22.1%

+6.8%5 years · per year$10,000 became $13,870 · $17,164+11.4%

0.38%Expense ratio$38 · $2 a year on $10k · lower is better0.02%

1.19%Trailing 12-mo yield$119 · $106 a year on $10k1.06%

−8.0%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

EES vs SPYM: Top 5 Holdings

Today

EES

5.4%in top 5

SPYM

in top 527.7%

EESStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

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

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

EES vs SPYM Returns, Every Period

WisdomTreeEES

+6.8%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

EESSPYMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: EES vs SPYM

YTD

WisdomTreeEES

+15.0%

SPYMSPDR

+8.4%

+15.0%Year to date+8.4%

−8.0%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.6%

1.2%Yield1.1%

$688MAssets$182B

3–1EES wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EES, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

EES0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EES, SPYM

1.19%highest, EES

FundTrailing yieldYield$10k

EES1.19%$119

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

EES$119 − $38 = $81

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EES, SPYM

Today

0.0%most shared, EES and SPYM

EESSPYM

EES—0.0%

SPYM0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.5%EES, at 15.5% volatility

SPYMWorst drop−8.9%13.6% vol

EESWorst drop−8.0%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

EESSPYM

+15.0%Year to date+8.4%

1.2%Yield1.1%

+20.5%Past year+9.8%

0.38%Fee0.02%

3–1EES wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026