EES:NYE-WisdomTree U.S. SmallCap Earnings Fund (USD)

ETF | Small Blend |

Last Closing

USD 54.2729

Change

+0.37 (+0.69)%

Market Cap

USD 0.65B

Volume

6.94K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the small-capitalization segment of the U.S. stock market. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF

+0.97 (+0.84%)

USD 87.73B
SCHA Schwab U.S. Small-Cap ETF

+0.24 (+0.92%)

USD 18.38B
SPSM SPDR® Portfolio S&P 600 Small..

+0.40 (+0.89%)

USD 13.08B
FNDA Schwab Fundamental U.S. Small ..

+0.25 (+0.84%)

USD 9.58B
GSSC Goldman Sachs ActiveBeta® U.S..

+0.58 (+0.84%)

USD 0.55B
JHSC John Hancock Multifactor Small..

+0.30 (+0.74%)

USD 0.54B
JPSE JPMorgan Diversified Return U...

+0.24 (+0.51%)

USD 0.52B
ISMD Inspire Small/Mid Cap Impact E..

+0.42 (+1.12%)

USD 0.21B
SMLV SPDR® SSGA US Small Cap Low V..

+0.96 (+0.75%)

USD 0.20B
IWC iShares Micro-Cap ETF

+1.45 (+1.13%)

N/A

ETFs Containing EES

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.94% 40% F 60% D-
Dividend Return 1.06% 43% F 16% F
Total Return 10.00% 40% F 54% F
Trailing 12 Months  
Capital Gain 7.30% 40% F 58% F
Dividend Return 1.06% 43% F 16% F
Total Return 8.36% 33% F 52% F
Trailing 5 Years  
Capital Gain 41.23% 60% D- 71% C-
Dividend Return 7.72% 47% F 22% F
Total Return 48.95% 47% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 13.90% 73% C 73% C
Dividend Return 15.33% 73% C 72% C
Total Return 1.42% 87% B+ 35% F
Risk Return Profile  
Volatility (Standard Deviation) 34.52% 20% F 30% F
Risk Adjusted Return 44.39% 40% F 59% D-
Market Capitalization 0.65B 60% D- 52% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.