EES vs GSPY
Comparison between WISDOMTREE U.S. SMALLCAP FUND (EES, ETF) and GOTHAM ENHANCED 500 ETF (GSPY, ETF).
5-Year PerformanceGSPY has outperformed EES, delivering a return of +13.3% compared to +6.2%
EES vs GSPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EES
$690M
GSPY
$687M
Expense Ratio
Winner
EES
0.38%
GSPY
0.50%
Max Drawdown
EES
64.55%
Winner
GSPY
23.30%
Sharpe Ratio
EES
1.40
Winner
GSPY
1.67
5Y Beta
EES
0.96
Winner
GSPY
0.96
P/E Ratio
Winner
EES
21.49
GSPY
26.02
Forward P/E
Winner
EES
11.50
GSPY
20.02
5Y Dividends CAGR
EES
13.87%
GSPY
N/A
5Y EPS CAGR
EES
10.62%
Winner
GSPY
24.99%
Debt to Equity
EES
203.27%
Winner
GSPY
21.94%
P/S Ratio
Winner
EES
1.06
GSPY
3.05
P/B Ratio
Winner
EES
1.76
GSPY
5.01
EES vs GSPY - Holdings Comparison
EES and GSPY have 1 common holdings. Overlap is 0.00%
EES's top 25 holdings weight is 15.18%. GSPY's top 25 holdings weight is 54.03%.
| Rank | EES | GSPY |
|---|---|---|
| #1 | n/a (VG) - 1.49% | NVIDIA CORP (NVDA) - 7.50% |
| #2 | ORGANON & CO ORDINARY SHARES (OGN) - 0.87% | APPLE INC (AAPL) - 7.37% |
| #3 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.75% | MICROSOFT CORP (MSFT) - 5.41% |
| #4 | CRESCENT ENERGY CO CLASS A (CRGY) - 0.74% | ALPHABET INC CLASS A (GOOGL) - 4.75% |
| #5 | MATSON INC (MATX) - 0.73% | AMAZON.COM INC (AMZN) - 4.51% |
| #6 | BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 0.66% | META PLATFORMS INC CLASS A (META) - 2.72% |
| #7 | AVIENT CORP (AVNT) - 0.62% | BROADCOM INC (AVGO) - 2.09% |
| #8 | NABORS INDUSTRIES LTD (NBR) - 0.62% | MICRON TECHNOLOGY INC (MU) - 1.88% |
| #9 | FIVE9 INC (FIVN) - 0.62% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.52% |
| #10 | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.61% | TESLA INC (TSLA) - 1.38% |
| #11 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.60% | CATERPILLAR INC (CAT) - 1.28% |
| #12 | UNITI GROUP INC (UNIT) - 0.60% | VISA INC CLASS A (V) - 1.24% |
| #13 | RINGCENTRAL INC CLASS A (RNG) - 0.58% | ADVANCED MICRO DEVICES INC (AMD) - 1.20% |
| #14 | LEVI STRAUSS & CO CLASS A (LEVI) - 0.57% | JPMORGAN CHASE & CO (JPM) - 1.19% |
| #15 | CABOT CORP (CBT) - 0.53% | MERCK & CO INC (MRK) - 1.08% |
| #16 | THE WESTERN UNION CO (WU) - 0.50% | CISCO SYSTEMS INC (CSCO) - 1.05% |
| #17 | HARLEY-DAVIDSON INC (HOG) - 0.49% | COCA-COLA CO (KO) - 1.04% |
| #18 | STRIDE INC (LRN) - 0.48% | LAM RESEARCH CORP (LRCX) - 1.01% |
| #19 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 0.48% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #20 | FIRST BANCORP (FBP) - 0.46% | PROCTER & GAMBLE CO (PG) - 0.87% |
| #21 | NORTHERN OIL & GAS INC (NOG) - 0.46% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.86% |
| #22 | n/a (ASO) - 0.45% | THE HOME DEPOT INC (HD) - 0.84% |
| #23 | CLEANSPARK INC (CLSK) - 0.44% | n/a (DELL) - 0.81% |
| #24 | PERDOCEO EDUCATION CORP (PRDO) - 0.42% | EXXON MOBIL CORP (XOM) - 0.80% |
| #25 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.41% | PEPSICO INC (PEP) - 0.72% |
| Total Holdings | 887 | 503 |
EES vs GSPY - Historical Returns
Returns include dividend reinvestment.
1M
EES
-0.73%
Winner
GSPY
+2.52%
3M
EES
+7.25%
Winner
GSPY
+8.49%
6M
Winner
EES
+12.25%
GSPY
+9.46%
1Y
Winner
EES
+30.60%
GSPY
+27.47%
5Y(CAGR)
EES
+6.24%
Winner
GSPY
+13.28%
10Y(CAGR)
EES
+10.51%
GSPY
N/A
Max(CAGR)
EES
+8.59%
Winner
GSPY
+15.02%
EES vs GSPY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EES | GSPY |
|---|---|---|
| 2026 | +12.44% | +8.99% |
| 2025 | +7.56% | +18.41% |
| 2024 | +10.65% | +24.23% |
| 2023 | +18.38% | +26.37% |
| 2022 | -17.08% | -17.40% |
| 2021 | +35.62% | +29.20% |
| 2020 | +3.35% | +0.58% |
| 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 GSPY Drawdown Comparison
The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The maximum drawdown for GSPY was -23.30%, occurring on Sep 30, 2022. Recovery took 480 trading sessions.
The current EES drawdown is -1.47%. The current GSPY drawdown is -2.49%.
| Rank | EES | GSPY |
|---|---|---|
| #1 | -63.64% Jun 4, 2007 - Nov 4, 2010 | -23.30% Jan 4, 2022 - Dec 1, 2023 |
| #2 | -50.52% Aug 27, 2018 - Jan 6, 2021 | -18.67% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -27.15% Nov 25, 2024 - Dec 10, 2025 | -8.62% Feb 2, 2026 - Apr 14, 2026 |
| #4 | -26.14% Jul 7, 2011 - Feb 1, 2012 | -7.95% Jul 16, 2024 - Aug 30, 2024 |
| #5 | -25.81% Nov 12, 2021 - Jul 16, 2024 | -5.23% Oct 28, 2025 - Dec 10, 2025 |
| #6 | -24.93% Jun 23, 2015 - Nov 10, 2016 | -5.08% Sep 2, 2021 - Oct 20, 2021 |
| #7 | -14.91% Mar 26, 2012 - Sep 13, 2012 | -4.91% Mar 28, 2024 - May 15, 2024 |
| #8 | -12.40% Jul 3, 2014 - Feb 19, 2015 | -4.27% Feb 12, 2021 - Mar 11, 2021 |
| #9 | -11.27% Sep 14, 2012 - Jan 2, 2013 | -4.13% Dec 6, 2024 - Jan 22, 2025 |
| #10 | -10.22% Jul 31, 2024 - Sep 19, 2024 | -4.12% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -10.15% Jun 8, 2021 - Nov 1, 2021 | -4.04% May 7, 2021 - Jun 14, 2021 |
| #12 | -9.04% Apr 29, 2011 - Jul 7, 2011 | -3.78% Nov 16, 2021 - Dec 10, 2021 |
| #13 | -8.69% Jan 22, 2018 - May 17, 2018 | -3.23% Jan 21, 2021 - Feb 4, 2021 |
| #14 | -8.15% Mar 12, 2021 - May 7, 2021 | -3.01% Oct 8, 2025 - Oct 24, 2025 |
| #15 | -8.10% Dec 31, 2013 - Mar 4, 2014 | -2.64% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between EES and GSPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
EES vs GSPY dividend yield comparison.
| Year | EES | GSPY |
|---|---|---|
| 2026 | 0.17% | 0.00% |
| 2025 | 1.29% | 2.61% |
| 2024 | 1.37% | 0.84% |
| 2023 | 1.18% | 1.06% |
| 2022 | 1.12% | 1.25% |
| 2021 | 1.69% | 0.23% |
| 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% |
Select Stocks to Compare
Popular: EES vs SPYGSPY vs SPY
More Comparisons
Compare with similar stocks