EES vs ARKF
Comparison between WISDOMTREE U.S. SMALLCAP FUND (EES, ETF) and ARK BLOCKCHAIN & FINTECH INNOVATION ETF (ARKF, ETF).
5-Year PerformanceEES has outperformed ARKF, delivering a return of +8.8% compared to -4.5%
EES vs ARKF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EES
$724M
ARKF
$724M
Expense Ratio
Winner
EES
0.38%
ARKF
0.75%
Max Drawdown
Winner
EES
64.55%
ARKF
78.63%
Sharpe Ratio
Winner
EES
1.51
ARKF
-0.73
5Y Beta
Winner
EES
0.95
ARKF
1.70
P/E Ratio
EES
23.32
Winner
ARKF
-46.15
Forward P/E
Winner
EES
11.94
ARKF
31.10
5Y Dividends CAGR
Winner
EES
15.53%
ARKF
-32.24%
5Y EPS CAGR
EES
11.58%
ARKF
N/A
Debt to Equity
EES
198.11%
ARKF
N/A
P/S Ratio
Winner
EES
1.12
ARKF
3.01
P/B Ratio
Winner
EES
1.86
ARKF
4.38
EES vs ARKF - Holdings Comparison
EES and ARKF have 1 common holdings. Overlap is 0.00%
EES's top 25 holdings weight is 14.19%. ARKF's top 25 holdings weight is 80.85%.
| Rank | EES | ARKF |
|---|---|---|
| #1 | n/a (VG) - 1.29% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 8.88% |
| #2 | ORGANON & CO ORDINARY SHARES (OGN) - 0.84% | ARK BITCOIN ETF HOLDCO (ARKF) (n/a) - 5.77% |
| #3 | MATSON INC (MATX) - 0.75% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 5.47% |
| #4 | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.72% | TOAST INC CLASS A (TOST) - 4.32% |
| #5 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.68% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 4.21% |
| #6 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.67% | BLOCK INC CLASS A (XYZ) - 4.00% |
| #7 | BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 0.65% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.43% |
| #8 | LEVI STRAUSS & CO CLASS A (LEVI) - 0.58% | MERCADOLIBRE INC (MELI) - 3.41% |
| #9 | UNITI GROUP INC (UNIT) - 0.55% | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 3.33% |
| #10 | CRESCENT ENERGY CO CLASS A (CRGY) - 0.53% | ROKU INC CLASS A (ROKU) - 3.32% |
| #11 | HARLEY-DAVIDSON INC (HOG) - 0.53% | ADVANCED MICRO DEVICES INC (AMD) - 3.04% |
| #12 | RINGCENTRAL INC CLASS A (RNG) - 0.53% | CIRCLE INTERNET GROUP INC ORDINARY SHARES CLASS A (CRCL) - 2.98% |
| #13 | CABOT CORP (CBT) - 0.53% | AMAZON.COM INC (AMZN) - 2.93% |
| #14 | ENOVA INTERNATIONAL INC (ENVA) - 0.52% | META PLATFORMS INC CLASS A (META) - 2.82% |
| #15 | STRIDE INC (LRN) - 0.48% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 2.77% |
| #16 | THE WESTERN UNION CO (WU) - 0.47% | ADYEN NV (n/a) - 2.66% |
| #17 | FIRST BANCORP (FBP) - 0.47% | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.44% |
| #18 | SAREPTA THERAPEUTICS INC (SRPT) - 0.45% | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 2.17% |
| #19 | ZIFF DAVIS INC (ZD) - 0.44% | DRAFTKINGS INC ORDINARY SHARES CLASS A (DKNG) - 2.10% |
| #20 | ANTERIX INC (ATEX) - 0.43% | PINTEREST INC CLASS A (PINS) - 1.96% |
| #21 | n/a (HG) - 0.42% | KLARNA GROUP PLC (KLAR) - 1.85% |
| #22 | FULTON FINANCIAL CORP (FULT) - 0.42% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.82% |
| #23 | TEREX CORP (TEX) - 0.42% | FUTU HOLDINGS LTD ADR (FUTU) - 1.74% |
| #24 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 0.41% | BULLISH (BLSH) - 1.72% |
| #25 | EURONET WORLDWIDE INC (EEFT) - 0.41% | SEA LTD ADR (SE) - 1.71% |
| Total Holdings | 883 | 51 |
EES vs ARKF - Historical Returns
Returns include dividend reinvestment.
1M
EES
+4.12%
Winner
ARKF
+6.49%
3M
Winner
EES
+9.37%
ARKF
-1.46%
6M
Winner
EES
+13.51%
ARKF
-8.84%
1Y
Winner
EES
+32.35%
ARKF
-22.91%
5Y(CAGR)
Winner
EES
+8.80%
ARKF
-4.47%
10Y(CAGR)
EES
+11.03%
ARKF
N/A
Max(CAGR)
EES
+8.94%
Winner
ARKF
+10.41%
EES vs ARKF - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EES | ARKF |
|---|---|---|
| 2026 | +20.75% | -12.81% |
| 2025 | +7.56% | +27.29% |
| 2024 | +10.65% | +40.71% |
| 2023 | +18.38% | +94.64% |
| 2022 | -17.08% | -65.20% |
| 2021 | +35.62% | -17.14% |
| 2020 | +3.35% | +103.08% |
| 2019 | +19.53% | +19.04% |
| 2018 | -10.99% | N/A |
| 2017 | +11.87% | N/A |
| 2016 | +32.94% | N/A |
| 2015 | -6.19% | N/A |
| 2014 | +3.60% | N/A |
| 2013 | +41.33% | N/A |
| 2012 | +13.08% | N/A |
| 2011 | -3.47% | N/A |
| 2010 | +23.75% | N/A |
| 2009 | +44.04% | N/A |
| 2008 | -30.66% | N/A |
| 2007 | -15.14% | N/A |
EES vs ARKF Drawdown Comparison
The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The maximum drawdown for ARKF was -78.63%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The current EES drawdown is -0.46%. The current ARKF drawdown is -33.92%.
| Rank | EES | ARKF |
|---|---|---|
| #1 | -63.64% Jun 4, 2007 - Nov 4, 2010 | -78.63% Feb 16, 2021 - Dec 28, 2022 |
| #2 | -50.52% Aug 27, 2018 - Jan 6, 2021 | -35.23% Feb 20, 2020 - May 20, 2020 |
| #3 | -27.15% Nov 25, 2024 - Dec 10, 2025 | -11.13% Sep 1, 2020 - Oct 7, 2020 |
| #4 | -26.14% Jul 7, 2011 - Feb 1, 2012 | -10.93% Jul 24, 2019 - Nov 22, 2019 |
| #5 | -25.81% Nov 12, 2021 - Jul 16, 2024 | -9.42% May 3, 2019 - Jul 1, 2019 |
| #6 | -24.93% Jun 23, 2015 - Nov 10, 2016 | -8.16% Nov 6, 2020 - Nov 25, 2020 |
| #7 | -14.91% Mar 26, 2012 - Sep 13, 2012 | -6.52% Jan 25, 2021 - Feb 2, 2021 |
| #8 | -12.40% Jul 3, 2014 - Feb 19, 2015 | -6.24% Oct 13, 2020 - Nov 4, 2020 |
| #9 | -11.27% Sep 14, 2012 - Jan 2, 2013 | -5.28% Aug 6, 2020 - Aug 20, 2020 |
| #10 | -10.22% Jul 31, 2024 - Sep 19, 2024 | -5.16% Jun 10, 2020 - Jun 16, 2020 |
| #11 | -10.15% Jun 8, 2021 - Nov 1, 2021 | -4.57% Jul 8, 2020 - Jul 29, 2020 |
| #12 | -9.04% Apr 29, 2011 - Jul 7, 2011 | -3.82% Dec 22, 2020 - Jan 8, 2021 |
| #13 | -8.69% Jan 22, 2018 - May 17, 2018 | -3.22% Feb 27, 2019 - Mar 13, 2019 |
| #14 | -8.15% Mar 12, 2021 - May 7, 2021 | -3.06% Jan 17, 2020 - Feb 4, 2020 |
| #15 | -8.10% Dec 31, 2013 - Mar 4, 2014 | -2.75% Mar 21, 2019 - Apr 1, 2019 |
Correlation
Correlation between EES and ARKF is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.42
-101
Dividend Comparison (2007 - 2026)
EES vs ARKF dividend yield comparison.
| Year | EES | ARKF |
|---|---|---|
| 2026 | 0.54% | 0.00% |
| 2025 | 1.29% | 0.09% |
| 2024 | 1.37% | 0.00% |
| 2023 | 1.18% | 0.00% |
| 2022 | 1.12% | 0.00% |
| 2021 | 1.69% | 0.00% |
| 2020 | 1.29% | 0.37% |
| 2019 | 1.31% | 1.25% |
| 2018 | 1.81% | 0.00% |
| 2017 | 0.93% | 0.00% |
| 2016 | 1.02% | 0.00% |
| 2015 | 1.38% | 0.00% |
| 2014 | 0.99% | 0.00% |
| 2013 | 0.78% | 0.00% |
| 2012 | 2.08% | 0.00% |
| 2011 | 1.29% | 0.00% |
| 2010 | 1.08% | 0.00% |
| 2009 | 0.54% | 0.00% |
| 2008 | 2.17% | 0.00% |
| 2007 | 0.91% | 0.00% |
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