Should WisdomTree U.S. SmallCap ETF (EES) Be on Your Investing Radar?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 30 2024
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Source: NASDAQ.COM
Overview of WisdomTree U.S. SmallCap ETF (EES): The WisdomTree U.S. SmallCap ETF, launched in 2007, focuses on small-cap value stocks and has approximately $628 million in assets. It offers a diversified portfolio with a significant allocation to the Financials sector and aims to match the performance of the WisdomTree U.S. SmallCap Earnings Index.
Performance and Comparison: EES has shown a year-to-date gain of 6.20% and an annual increase of 23.51%, with a medium risk profile indicated by its beta of 1.24. Investors may also consider similar ETFs like Avantis U.S. Small Cap Value ETF and Vanguard Small-Cap Value ETF for additional options in this investment space.
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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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.
