This fund offers exposure to small cap U.S. stocks, an asset class that needs to be a part of most long-term portfolios and can be useful for tactical traders looking to implement a tilt towards riskier securities. EES is one of dozens of options for small cap exposure through ETFs, and is unique because of the weighting methodology employed. The related benchmark is earnings-weighted and includes just the bottom 25% of the market capitalization of the WisdomTree Earnings Index. Thanks to this method, all of the unprofitable small caps and many of the riskiest securities are excluded from the product making this fund a potentially more stable choice in the small cap world. As a result, investors who are seeking more small cap holdings but are concerned about market volatility would be wise to take a closer look at this fund. This is of course assuming that investors can tolerate the higher fees that this product charges when compared to similar non-earnings focused products in the space.
The adjacent table gives investors an individual Realtime Rating for EES on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Small Cap Value Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.View the Category Report
The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb.com Category.
This ETF is currently available for commission free trading on the following platforms: (E*TRADE)
There are 10 other ETFs in the Small Cap Value Equities ETFdb.com Category that are also eligible for commission free trading:
This section shows how this ETF has performed relative to its peer group ETFdb.com Category.
The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.
The following chart also includes the option to compare the performance of EES relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
This section shows how the volatility of this ETF compares to the peer group ETFdb.com Category.
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