Compare · 2 funds side by side · dividends reinvested

EES and VUG

EESWisdomTree×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 04

EES and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. SmallCap FundUS Stock Styles · Small cap0.38%1.19%+14.9%+19.3%+18.0%+6.7%−8.0%15.4%$688M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: EES 2007 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Fund · $688M$13,838

EES

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

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

EESMeasureVUG

+14.9%Year to dateJan 1 → Nov 6+1.4%

+19.3%1 yearTotal return+0.2%

+18.0%3 years · per year$10,000 became $16,424 · $18,415+22.6%

+6.7%5 years · per year$10,000 became $13,838 · $16,124+10.0%

0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%

1.19%Trailing 12-mo yield$119 · $42 a year on $10k0.42%

−8.0%Worst dropSmaller is better−15.1%

15.4%VolatilityLower is calmer19.0%

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

5–3EES wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EES vs VUG: Top 5 Holdings

Today

EES

5.4%in top 5

VUG

in top 545.2%

EESStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 6, 2026 · share of each fund

EES vs VUG Returns, Every Period

WisdomTreeEES

+6.7%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

EESVUGFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

EES vs VUG

YTD

WisdomTreeEES

+14.9%

VUGVanguard

+1.4%

+14.9%Year to date+1.4%

−8.0%Worst drop · 1Y−15.1%

15.4%Volatility · 1Y19.0%

1.2%Yield0.4%

$688MAssets$233B

4–0EES wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EES, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

EES0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EES, VUG

1.19%highest, EES

FundTrailing yieldYield$10k

EES1.19%$119

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, EES

EES$119 − $38 = $81

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EES, VUG

Today

0.0%most shared, EES and VUG

EESVUG

EES—0.0%

VUG0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.3%EES, at 15.4% volatility

EESWorst drop−8.0%15.4% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

EESVUG

+14.9%Year to date+1.4%

1.2%Yield0.4%

+19.3%Past year+0.2%

0.38%Fee0.03%

3–1EES wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026