EES vs DMBS
Comparison between WISDOMTREE U.S. SMALLCAP FUND (EES, ETF) and DOUBLELINE MORTGAGE ETF (DMBS, ETF).
EES vs DMBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EES
$690M
Winner
DMBS
$693M
Expense Ratio
Winner
EES
0.38%
DMBS
0.39%
Max Drawdown
EES
64.55%
Winner
DMBS
9.85%
Sharpe Ratio
Winner
EES
1.40
DMBS
0.48
5Y Beta
EES
0.96
Winner
DMBS
0.04
P/E Ratio
EES
21.49
DMBS
N/A
Forward P/E
EES
11.50
DMBS
N/A
5Y Dividends CAGR
EES
13.87%
DMBS
N/A
5Y EPS CAGR
EES
10.62%
DMBS
N/A
Debt to Equity
EES
203.27%
DMBS
N/A
P/S Ratio
EES
1.06
DMBS
N/A
P/B Ratio
EES
1.76
DMBS
N/A
EES vs DMBS - Historical Returns
Returns include dividend reinvestment.
1M
EES
-0.73%
Winner
DMBS
-0.31%
3M
Winner
EES
+7.25%
DMBS
-1.15%
6M
Winner
EES
+12.25%
DMBS
+0.46%
1Y
Winner
EES
+30.60%
DMBS
+5.95%
5Y(CAGR)
EES
+6.24%
DMBS
N/A
10Y(CAGR)
EES
+10.51%
DMBS
N/A
Max(CAGR)
Winner
EES
+8.59%
DMBS
+3.73%
EES vs DMBS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EES | DMBS |
|---|---|---|
| 2026 | +12.44% | +0.25% |
| 2025 | +7.56% | +8.59% |
| 2024 | +10.65% | +2.75% |
| 2023 | +18.38% | +1.31% |
| 2022 | -17.08% | N/A |
| 2021 | +35.62% | N/A |
| 2020 | +3.35% | N/A |
| 2019 | +19.53% | N/A |
| 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 DMBS Drawdown Comparison
The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The maximum drawdown for DMBS was -8.13%, occurring on Oct 25, 2023. Recovery took 175 trading sessions.
The current EES drawdown is -1.47%. The current DMBS drawdown is -2.03%.
| Rank | EES | DMBS |
|---|---|---|
| #1 | -63.64% Jun 4, 2007 - Nov 4, 2010 | -8.13% Apr 5, 2023 - Dec 14, 2023 |
| #2 | -50.52% Aug 27, 2018 - Jan 6, 2021 | -4.88% Sep 16, 2024 - Apr 3, 2025 |
| #3 | -27.15% Nov 25, 2024 - Dec 10, 2025 | -4.17% Dec 27, 2023 - Jul 11, 2024 |
| #4 | -26.14% Jul 7, 2011 - Feb 1, 2012 | -3.20% Feb 27, 2026 - May 19, 2026 |
| #5 | -25.81% Nov 12, 2021 - Jul 16, 2024 | -3.09% Apr 4, 2025 - Jun 26, 2025 |
| #6 | -24.93% Jun 23, 2015 - Nov 10, 2016 | -1.16% Jul 1, 2025 - Aug 1, 2025 |
| #7 | -14.91% Mar 26, 2012 - Sep 13, 2012 | -1.04% Aug 2, 2024 - Aug 21, 2024 |
| #8 | -12.40% Jul 3, 2014 - Feb 19, 2015 | -0.91% Sep 15, 2025 - Oct 14, 2025 |
| #9 | -11.27% Sep 14, 2012 - Jan 2, 2013 | -0.85% Oct 28, 2025 - Nov 25, 2025 |
| #10 | -10.22% Jul 31, 2024 - Sep 19, 2024 | -0.78% Nov 26, 2025 - Dec 18, 2025 |
| #11 | -10.15% Jun 8, 2021 - Nov 1, 2021 | -0.63% Jul 17, 2024 - Jul 29, 2024 |
| #12 | -9.04% Apr 29, 2011 - Jul 7, 2011 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #13 | -8.69% Jan 22, 2018 - May 17, 2018 | -0.50% Dec 14, 2023 - Dec 20, 2023 |
| #14 | -8.15% Mar 12, 2021 - May 7, 2021 | -0.44% Aug 27, 2024 - Sep 4, 2024 |
| #15 | -8.10% Dec 31, 2013 - Mar 4, 2014 | -0.42% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between EES and DMBS is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2007 - 2026)
EES vs DMBS dividend yield comparison.
| Year | EES | DMBS |
|---|---|---|
| 2026 | 0.17% | 2.19% |
| 2025 | 1.29% | 4.96% |
| 2024 | 1.37% | 4.97% |
| 2023 | 1.18% | 2.82% |
| 2022 | 1.12% | 0.00% |
| 2021 | 1.69% | 0.00% |
| 2020 | 1.29% | 0.00% |
| 2019 | 1.31% | 0.00% |
| 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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