Tag: EES

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5 Best U.S. Small Cap Value ETFs to Own Long-Term: RWJ vs XSVM vs EES vs VBR vs SLYV 1.7

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.20% CAGR

  • Correlation to U.S. Markets: 0.89

  • U.S. Large Cap Blend Performance: 10.26% CAGR

  • Back test timeframe: January 1972 – October 2023

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)

  • Long-Term Performance: 8.65% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 6.68% CAGR

  • Back test timeframe: August 2000 – October 2023

  • Number of ETFs available in this asset class: 35

  • Number of ETFs in this asset class that are 10-years old or older: 15

U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500): January 1972 – October 2023

Continue reading “5 Best U.S. Small Cap Value ETFs to Own Long-Term: RWJ vs XSVM vs EES vs VBR vs SLYV 1.7”

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US SmallCap Fund WisdomTree Trust (EES) declared a dividend of $0.1353/sh (yield 2.71%)

US SmallCap Fund/WisdomTree Trust (NYSE:EES) on 03/23/2020 declared a dividend of $ 0.1353 per share payable on March 27, 2020 to shareholders of record as of March 25, 2020. Dividend amount recorded is a decrease of $ 0.0122 from last dividend Paid.

US SmallCap Fund/WisdomTree Trust (NYSE:EES) has paid dividends since 2007, has a current dividend yield of 2.7066929340% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200323/us-smallcap-fund-wisdomtree-trust-nyse-ees-declared-a-dividend-of-$0.1353-per-share/

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4 Best Long-Term Performance U.S. Small Cap Blend ETFs 1.3

  • The U.S. Small Cap Blend asset class has outperformed the U.S. Large Cap Blend asset class by 1.35% CAGR over the last 47 years
  •  The oldest U.S. Small Cap Blend ETF has outperformed an S&P 500 index fund by 3.66% CAGR over the last 19 years
  • There are 42 ETFs available in the U.S. Small Cap Blend category
  •  10 of these ETFs have been available for 10 years or longer. This article will focus on these 10 older Small Cap Blend ETFs

U.S. Small Cap Blend vs U.S. Large Cap Blend: June 2000 – November 2019

Continue reading “4 Best Long-Term Performance U.S. Small Cap Blend ETFs 1.3”

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Best Long-Term Performance U.S. Small Cap Blend ETFs 1.2

  • The U.S. Small Cap Blend asset class has been one of the most profitable equity asset classes for over 45 years
  • The oldest available Small Cap Blend ETF has outperformed an S&P 500 index fund by a whopping 4.45% CAGR over the last 18 years
  • There are currently 42 ETFs available in the Small Cap Blend Morningstar category. Eleven of these ETFs have been available for 10 years or longer
  • Five of these older ETFs have outperformed an S&P 500 index fund since their inception dates

U.S. Small Cap Blend vs U.S. Large Cap Blend (aka S&P 500)

Source: https://www.portfoliovisualizer.com/

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WisdomTree ETFs declares quarterly distributions (EES)

WisdomTree Dynamic Bearish U.S. Equity Fund (BATS:DYB) – $0.0000.

WisdomTree Dynamic Long/Short U.S. Equity Fund (BATS:DYLS) – $0.59330.

WisdomTree Europe Domestic Economy Fund (BATS:EDOM) – 0.09893.

WisdomTree U.S. SmallCap Earnings Fund (NYSEARCA:EES) – $0.16794 (2.19% YIELD) 

WisdomTree Emerging Markets Local Debt Fund (NYSEARCA:ELD) – $0.15500.

WisdomTree Emerging Markets Corporate Bond Fund (NASDAQ:EMCB) – $0.25000.

WisdomTree Emerging Markets Consumer Growth Fund (NASDAQ:EMCG) – $0.16148.

WisdomTree Emerging Markets Multifactor Fund (NYSEARCA:EMMF) – $0.12098.

Payable Dec. 28; for shareholders of record Dec. 26; ex-div Dec. 24.

Source: https://seekingalpha.com/news/3419114-wisdomtree-etfs-declares-quarterly-distributions

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Best Long-Term Performance U.S. Small Cap Blend ETFs 1.1

• One of the best performing asset classes over the last 46 years has been the U.S. Small Cap Blend Equity asset class
• IJR is one of the two oldest ETFs available in this asset class and has outperformed the S&P 500 by a whopping 4.53% CAGR (compounded annual growth rate) over the last 18 years
• There are 11 ETFs available in this asset class that have existed for 10 years or longer
• 8 of these 11 ETFs have outperformed the S&P 500 over the last 10 years

US Small Cap Blend vs US Large Cap Blend: January 1972 thru December 2017

Source: Portfolio Visualizer

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Started Accumulation Small Cap Blend Equities (EES)

We began accumulating the WisdomTree U.S. SmallCap Earnings Fund (EES) today. Folks, you’ve gotta buy this stuff when it’s on sale.

We sold our holdings in IJR to buy EES. There’s nothing wrong with holding IJR long -term in my opinion; we’re just moving our small cap blend holdings to EES because it is offered at my brokerage commission free.

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Took Profits In Small Cap Blend Equities (IJR) 2-5-18

We had a 5% trailing stop set on our position in the iShares Core S&P Small-Cap ETF (IJR). The stop tripped today and closed the positon. Price paid $56.20. Price sold $76.48. I don’t see any problem holding IJR long-term; we are simply moving these funds to another small cap blend ETF that is offered commission free at my brokerage. (EES)