Is WisdomTree U.S. SmallCap ETF (EES) a Strong ETF Right Now?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 07 2024
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Source: NASDAQ.COM
Overview of WisdomTree U.S. SmallCap ETF (EES): Launched in 2007, EES is a smart beta ETF focusing on small-cap value stocks, with a current asset size of over $625 million and an annual expense ratio of 0.38%. It aims to match the performance of the WisdomTree U.S. SmallCap Earnings Index.
Performance and Comparison: EES has shown a year-to-date increase of 5.72% and a 25.91% rise over the past year, while also being compared to other ETFs like Avantis U.S. Small Cap Value ETF and Vanguard Small-Cap Value ETF, which offer lower expense ratios and potentially lower risk options.
Analyst Views on VBR
Wall Street analysts forecast VBR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VBR is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 227.030
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Current: 227.030
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
