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ISMDvsEESETF Comparison

ETF 1

ISMD

Inspire Small/Mid Cap Impact ETF

This fund is part of

US Multi-Factor

-0.38%

Full ISMD fund page

VS

ETF 2

EES

WisdomTree U.S. SmallCap Fund

This fund is part of

US Small Cap

-0.4%

Full EES fund page

Inspire Small/Mid Cap Impact ETF (ISMD) belongs to the US Multi-Factor segment. WisdomTree U.S. SmallCap Fund (EES) is part of the US Small Cap segment. ISMD's top 3 sector exposures are Industrials, Financials and Information Technology. In contrast, EES's top sector exposures are Financials, Industrials and Consumer Discretionary. ISMD is more expensive with a Total Expense Ratio (TER) of 0.53%, versus 0.38% for EES. ISMD is up 15.21% year-to-date (YTD) with +$16M in YTD flows. EES performs worse with 11.51% YTD performance, and -$15M in YTD flows. Run a side-by-side ETF comparison of ISMD and EES below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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ISMD vs EES performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/27/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	ISMD EES	+12.65%+11.03%	+7.35%+7.28%	+15.21%+11.51%	+37.33%+37.25%	+53.63%+56.24%	+39.76%+40.02%
Flows	ISMD EES	-$52K-$3M	+$14M-$12M	+$16M-$15M	+$53M-$47M	+$78M-$111M	+$116M-$117M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	ISMD EES	+18.50%+16.64%	+18.93%+17.84%	+20.20%+20.88%	+21.15%+21.58%
Max drawdown	ISMD EES	-9.36%-7.97%	-9.50%-7.97%	-26.77%-26.88%	-26.77%-26.88%
Max drawdown duration	ISMD EES	59d64d	82d64d	399d379d	399d379d

Trading data

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	ISMD	EES
Last sale 4/28/2026 at 7:58 PM	$44.31	$63.00
Previous close 04/28/2026	$44.41	$63.18
Consolidated volume 04/28/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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	ISMD	EES
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/28/2026 at 7:58 PM

Live

Closed

	ISMD	EES
Last price	$44.31	$63.00
1D performance	-0.23%	-0.28%
AuM	$286.12 M	$686.05 M
E/R	0.53%	0.38%

Characteristics

	ISMD	EES
Management strategy	Passive	Passive
Provider	Inspire ETFs	WisdomTree
Benchmark	Inspire Small/Mid Cap Impact Equal Weight Index	WisdomTree U.S. SmallCap Index
N° of holdings	465	1290
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	February 28, 2017	February 23, 2007
ESG	Yes	No

More ISMD data on Trackinsight

More EES data on Trackinsight

Exposure

Countries

ISMD

USA

90.12%

Other

9.88%

EES

USA

94.17%

Other

5.83%

Sectors

ISMD

Industrials

16.45%

Financials

16.18%

Information Techn.

13.45%

Consumer Discreti.

9.87%

Real Estate

7.7%

Health Care

7.01%

Other

29.34%

EES

Financials

18.49%

Industrials

13.27%

Consumer Discreti.

12.67%

Information Techn.

11.75%

Health Care

9.17%

Other

34.65%

Diversification

ISMD

Total weight of top 15 holdings out of 15

5.65%

EES

Total weight of top 15 holdings out of 15

10.39%

Top 15 holdings

Data as of March 31, 2026

ISMD

KOSMOS ENERGY

0.60%

ULTRA CLEAN HOLDINGS

0.47%

TRONOX HOLDINGS PLC

0.45%

US03214Q1085

0.42%

CHEMOURS CO

0.36%

VIAVI SOLUTIONS INC

0.36%

AEHR TEST SYSTEMS

0.36%

PAR PACIFIC HOLDINGS INC

0.34%

ARGAN

0.34%

FORMFACTOR

0.34%

DARLING INGREDIENTS INC

0.33%

GREEN PLAINS INC

0.33%

LINCOLN EDUCATIONAL SERVICES

0.32%

SM ENERGY

0.32%

TIDEWATER

0.32%

EES

US92333F1012

2.18%

CRESCENT ENERGY COMPANY

0.89%

NORTHERN OIL&GAS

0.69%

MATSON

0.68%

US0889291045

0.64%

WESTERN UNION

0.58%

VIRTU FINANCIL/D

0.56%

RINGCENTRAL INC

0.55%

ALLIANCE DATA SYSTEMS

0.55%

SAREPTA THERAPEUTICS INC DE

0.54%

CABOT

0.53%

DXC TECHNOLOGY COMPANY

0.52%

STRIDE INC

0.51%

ACADEMY SPORTS AND OUTDOORS

0.49%

LEVI STRAUSS & CO

0.49%

Frequently asked questions about ISMD and EES

How have the ISMD and EES ETFs performed in 2026?

As of April 27, 2026, ISMD is up 15.21% year-to-date (YTD), while EES has returned 11.51%. That puts ISMD better performer ahead so far this year.

Which ETF is attracting more investor money: ISMD or EES?

Year-to-date, the ISMD ETF saw +$16M in flows, compared to -$15M for EES.

Which ETF is more volatile: ISMD or EES?

Over the past year, ISMD had a volatility of 18.93%, while EES experienced 17.84%.

Which ETF is bigger: ISMD or EES?

As of April 27, 2026, ISMD holds $286.12 M in assets under management (AUM), while EES manages $686.05 M.

What sectors do the ISMD and EES ETFs invest in?

ISMD leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, EES focuses on Financials, Industrials and Consumer Discretionary.

What are the top holdings of the ISMD ETF and EES ETF?

ISMD top holdings include KOSMOS ENERGY, ULTRA CLEAN HOLDINGS and TRONOX HOLDINGS PLC. EES holds in its top three: US92333F1012, CRESCENT ENERGY COMPANY and NORTHERN OIL&GAS.

ISMDvsEESETF Comparison

Inspire Small/Mid Cap Impact ETF

WisdomTree U.S. SmallCap Fund

ISMD vs EES performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the ISMD and EES ETFs performed in 2026?

As of April 27, 2026, ISMD is up 15.21% year-to-date (YTD), while EES has returned 11.51%. That puts ISMD better performer ahead so far this year.

Which ETF is attracting more investor money: ISMD or EES?

Year-to-date, the ISMD ETF saw +$16M in flows, compared to -$15M for EES.

Which ETF is more volatile: ISMD or EES?

Over the past year, ISMD had a volatility of 18.93%, while EES experienced 17.84%.

Which ETF is bigger: ISMD or EES?

As of April 27, 2026, ISMD holds $286.12 M in assets under management (AUM), while EES manages $686.05 M.

What sectors do the ISMD and EES ETFs invest in?

ISMD leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, EES focuses on Financials, Industrials and Consumer Discretionary.

What are the top holdings of the ISMD ETF and EES ETF?

ISMD top holdings include KOSMOS ENERGY, ULTRA CLEAN HOLDINGS and TRONOX HOLDINGS PLC. EES holds in its top three: US92333F1012, CRESCENT ENERGY COMPANY and NORTHERN OIL&GAS.

Which ETF is more diversified: ISMD or EES?

ISMD holds 468 securities with 5.65% of its assets in the top 15. EES has 1406 securities and a top 15 weight of 10.39%.

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