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DMBS vs EES

Comparison between DOUBLELINE MORTGAGE ETF (DMBS, ETF) and WISDOMTREE U.S. SMALLCAP FUND (EES, ETF).

DMBS vs EES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DMBS
$693M
EES
$690M
Expense Ratio
DMBS
0.39%
Winner
EES
0.38%
Max Drawdown
Winner
DMBS
9.85%
EES
64.55%
Sharpe Ratio
DMBS
0.48
Winner
EES
1.40
5Y Beta
Winner
DMBS
0.04
EES
0.96
P/E Ratio
DMBS
N/A
EES
21.49
Forward P/E
DMBS
N/A
EES
11.50
5Y Dividends CAGR
DMBS
N/A
EES
13.87%
5Y EPS CAGR
DMBS
N/A
EES
10.62%
Debt to Equity
DMBS
N/A
EES
203.27%
P/S Ratio
DMBS
N/A
EES
1.06
P/B Ratio
DMBS
N/A
EES
1.76

DMBS vs EES - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DMBS
-0.31%
EES
-0.73%
3M
DMBS
-1.15%
Winner
EES
+7.25%
6M
DMBS
+0.46%
Winner
EES
+12.25%
1Y
DMBS
+5.95%
Winner
EES
+30.60%
5Y(CAGR)
DMBS
N/A
EES
+6.24%
10Y(CAGR)
DMBS
N/A
EES
+10.51%
Max(CAGR)
DMBS
+3.73%
Winner
EES
+8.59%

DMBS vs EES - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearDMBSEES
2026+0.25%+12.44%
2025+8.59%+7.56%
2024+2.75%+10.65%
2023+1.31%+18.38%
2022N/A-17.08%
2021N/A+35.62%
2020N/A+3.35%
2019N/A+19.53%
2018N/A-10.99%
2017N/A+11.87%
2016N/A+32.94%
2015N/A-6.19%
2014N/A+3.60%
2013N/A+41.33%
2012N/A+13.08%
2011N/A-3.47%
2010N/A+23.75%
2009N/A+44.04%
2008N/A-30.66%
2007N/A-15.14%

DMBS vs EES Drawdown Comparison

The maximum drawdown for DMBS was -8.13%, occurring on Oct 25, 2023. Recovery took 175 trading sessions.

The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.

The current DMBS drawdown is -2.03%. The current EES drawdown is -1.47%.

RankDMBSEES
#1-8.13%
Apr 5, 2023 - Dec 14, 2023
-63.64%
Jun 4, 2007 - Nov 4, 2010
#2-4.88%
Sep 16, 2024 - Apr 3, 2025
-50.52%
Aug 27, 2018 - Jan 6, 2021
#3-4.17%
Dec 27, 2023 - Jul 11, 2024
-27.15%
Nov 25, 2024 - Dec 10, 2025
#4-3.20%
Feb 27, 2026 - May 19, 2026
-26.14%
Jul 7, 2011 - Feb 1, 2012
#5-3.09%
Apr 4, 2025 - Jun 26, 2025
-25.81%
Nov 12, 2021 - Jul 16, 2024
#6-1.16%
Jul 1, 2025 - Aug 1, 2025
-24.93%
Jun 23, 2015 - Nov 10, 2016
#7-1.04%
Aug 2, 2024 - Aug 21, 2024
-14.91%
Mar 26, 2012 - Sep 13, 2012
#8-0.91%
Sep 15, 2025 - Oct 14, 2025
-12.40%
Jul 3, 2014 - Feb 19, 2015
#9-0.85%
Oct 28, 2025 - Nov 25, 2025
-11.27%
Sep 14, 2012 - Jan 2, 2013
#10-0.78%
Nov 26, 2025 - Dec 18, 2025
-10.22%
Jul 31, 2024 - Sep 19, 2024
#11-0.63%
Jul 17, 2024 - Jul 29, 2024
-10.15%
Jun 8, 2021 - Nov 1, 2021
#12-0.62%
Jan 14, 2026 - Feb 5, 2026
-9.04%
Apr 29, 2011 - Jul 7, 2011
#13-0.50%
Dec 14, 2023 - Dec 20, 2023
-8.69%
Jan 22, 2018 - May 17, 2018
#14-0.44%
Aug 27, 2024 - Sep 4, 2024
-8.15%
Mar 12, 2021 - May 7, 2021
#15-0.42%
Aug 13, 2025 - Aug 22, 2025
-8.10%
Dec 31, 2013 - Mar 4, 2014

Correlation

Correlation between DMBS and EES is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2007 - 2026)

DMBS vs EES dividend yield comparison.

YearDMBSEES
20262.19%0.17%
20254.96%1.29%
20244.97%1.37%
20232.82%1.18%
20220.00%1.12%
20210.00%1.69%
20200.00%1.29%
20190.00%1.31%
20180.00%1.81%
20170.00%0.93%
20160.00%1.02%
20150.00%1.38%
20140.00%0.99%
20130.00%0.78%
20120.00%2.08%
20110.00%1.29%
20100.00%1.08%
20090.00%0.54%
20080.00%2.17%
20070.00%0.91%

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