EES vs EUSB
Comparison between WISDOMTREE U.S. SMALLCAP FUND (EES, ETF) and ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF (EUSB, ETF).
5-Year PerformanceEES has outperformed EUSB, delivering a return of +6.2% compared to +0.3%
EES vs EUSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EES vs EUSB - Historical Returns
Returns include dividend reinvestment.
EES vs EUSB - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EES | EUSB |
|---|---|---|
| 2026 | +12.44% | -0.02% |
| 2025 | +7.56% | +7.35% |
| 2024 | +10.65% | +2.26% |
| 2023 | +18.38% | +5.24% |
| 2022 | -17.08% | -12.12% |
| 2021 | +35.62% | -1.19% |
| 2020 | +3.35% | +1.68% |
| 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 EUSB Drawdown Comparison
The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The maximum drawdown for EUSB was -17.87%, occurring on Oct 20, 2022. Recovery took 1388 trading sessions.
The current EES drawdown is -1.47%. The current EUSB drawdown is -1.65%.
| Rank | EES | EUSB |
|---|---|---|
| #1 | -63.64% Jun 4, 2007 - Nov 4, 2010 | -17.87% Aug 4, 2020 - Feb 12, 2026 |
| #2 | -50.52% Aug 27, 2018 - Jan 6, 2021 | -2.48% Feb 27, 2026 - May 19, 2026 |
| #3 | -27.15% Nov 25, 2024 - Dec 10, 2025 | -0.24% Jul 23, 2020 - Jul 30, 2020 |
| #4 | -26.14% Jul 7, 2011 - Feb 1, 2012 | -0.16% Jul 9, 2020 - Jul 16, 2020 |
| #5 | -25.81% Nov 12, 2021 - Jul 16, 2024 | -0.11% Feb 13, 2026 - Feb 23, 2026 |
| #6 | -24.93% Jun 23, 2015 - Nov 10, 2016 | -0.07% Jun 26, 2020 - Jul 2, 2020 |
| #7 | -14.91% Mar 26, 2012 - Sep 13, 2012 | -0.05% Jul 7, 2020 - Jul 9, 2020 |
| #8 | -12.40% Jul 3, 2014 - Feb 19, 2015 | -0.04% Jul 2, 2020 - Jul 7, 2020 |
| #9 | -11.27% Sep 14, 2012 - Jan 2, 2013 | -0.03% Feb 23, 2026 - Feb 26, 2026 |
| #10 | -10.22% Jul 31, 2024 - Sep 19, 2024 | -0.01% Jul 30, 2020 - Aug 3, 2020 |
| #11 | -10.15% Jun 8, 2021 - Nov 1, 2021 | N/A |
| #12 | -9.04% Apr 29, 2011 - Jul 7, 2011 | N/A |
| #13 | -8.69% Jan 22, 2018 - May 17, 2018 | N/A |
| #14 | -8.15% Mar 12, 2021 - May 7, 2021 | N/A |
| #15 | -8.10% Dec 31, 2013 - Mar 4, 2014 | N/A |
Correlation
Correlation between EES and EUSB is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2007 - 2026)
EES vs EUSB dividend yield comparison.
| Year | EES | EUSB |
|---|---|---|
| 2026 | 0.17% | 1.65% |
| 2025 | 1.29% | 3.84% |
| 2024 | 1.37% | 3.67% |
| 2023 | 1.18% | 3.08% |
| 2022 | 1.12% | 2.21% |
| 2021 | 1.69% | 1.10% |
| 2020 | 1.29% | 0.57% |
| 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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