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EES vs KSA

Comparison between WISDOMTREE U.S. SMALLCAP FUND (EES, ETF) and ISHARES MSCI SAUDI ARABIA ETF (KSA, ETF).

5-Year PerformanceEES has outperformed KSA, delivering a return of +7.9% compared to +2.5%

EES vs KSA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EES
$686M
Winner
KSA
$686M
Expense Ratio
Winner
EES
0.38%
KSA
0.75%
Max Drawdown
EES
64.55%
Winner
KSA
41.80%
Sharpe Ratio
Winner
EES
1.55
KSA
0.31
5Y Beta
EES
0.95
Winner
KSA
0.47
P/E Ratio
EES
19.29
KSA
N/A
Forward P/E
EES
11.98
KSA
N/A
5Y Dividends CAGR
Winner
EES
13.87%
KSA
12.77%
5Y EPS CAGR
EES
11.41%
KSA
N/A
Debt to Equity
EES
210.53%
KSA
N/A

EES vs KSA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EES
+5.05%
KSA
+2.18%
3M
Winner
EES
+15.56%
KSA
+3.85%
6M
Winner
EES
+13.35%
KSA
+7.97%
1Y
Winner
EES
+33.63%
KSA
+9.11%
5Y(CAGR)
Winner
EES
+7.94%
KSA
+2.46%
10Y(CAGR)
Winner
EES
+11.29%
KSA
+7.65%
Max(CAGR)
Winner
EES
+10.13%
KSA
+6.38%

EES vs KSA - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearEESKSA
2026+15.87%+6.59%
2025+7.56%-8.51%
2024+10.65%-1.75%
2023+18.38%+12.85%
2022-17.08%-7.14%
2021+35.62%+33.62%
2020+3.35%+1.25%
2019+19.53%+7.88%
2018-10.99%+13.85%
2017+11.87%+5.92%
2016+36.09%+10.81%
2015-3.72%-5.83%
2014+5.72%N/A
2013+43.84%N/A
2012+17.91%N/A
2011-0.92%N/A
2010+26.70%N/A
2009+46.07%N/A
2008-28.20%N/A
2007-13.69%N/A

EES vs KSA Drawdown Comparison

The maximum drawdown for EES was -61.92%, occurring on Mar 9, 2009. Recovery took 697 trading sessions.

The maximum drawdown for KSA was -40.56%, occurring on Mar 16, 2020. Recovery took 466 trading sessions.

The current EES drawdown is -1.16%. The current KSA drawdown is -14.59%.

RankEESKSA
#1-61.92%
Jul 9, 2007 - Apr 14, 2010
-40.56%
May 3, 2019 - Mar 10, 2021
#2-50.52%
Aug 27, 2018 - Jan 6, 2021
-28.74%
Oct 13, 2015 - Jun 21, 2017
#3-27.15%
Nov 25, 2024 - Dec 10, 2025
-28.10%
Apr 18, 2022 - Mar 17, 2023
#4-25.81%
Nov 12, 2021 - Jul 16, 2024
-13.77%
Jul 20, 2018 - Jan 16, 2019
#5-25.61%
Jul 7, 2011 - Feb 1, 2012
-10.56%
Nov 12, 2021 - Jan 12, 2022
#6-23.81%
Jun 23, 2015 - Aug 19, 2016
-9.88%
Jun 23, 2017 - Jan 12, 2018
#7-18.86%
Apr 29, 2010 - Nov 2, 2010
-5.79%
Jan 26, 2018 - Mar 9, 2018
#8-14.91%
Mar 26, 2012 - Sep 13, 2012
-5.64%
Apr 23, 2018 - Jun 1, 2018
#9-11.92%
Jul 3, 2014 - Dec 23, 2014
-5.13%
Sep 17, 2015 - Oct 7, 2015
#10-10.71%
Sep 14, 2012 - Dec 24, 2012
-4.87%
Apr 28, 2021 - Jun 1, 2021
#11-10.22%
Jul 31, 2024 - Sep 19, 2024
-4.63%
Jun 5, 2018 - Jul 20, 2018
#12-10.15%
Jun 8, 2021 - Nov 1, 2021
-3.81%
Jun 29, 2021 - Aug 2, 2021
#13-9.04%
Apr 29, 2011 - Jul 7, 2011
-3.35%
Feb 7, 2019 - Mar 21, 2019
#14-8.69%
Jan 22, 2018 - May 17, 2018
-3.13%
Mar 8, 2022 - Mar 24, 2022
#15-8.15%
Mar 12, 2021 - May 7, 2021
-3.10%
Jan 20, 2022 - Jan 31, 2022

Correlation

Correlation between EES and KSA 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 KSA dividend yield comparison.

YearEESKSA
20260.17%1.54%
20251.29%2.95%
20241.37%3.44%
20231.18%2.44%
20221.12%1.93%
20211.69%1.58%
20201.29%1.76%
20191.31%2.15%
20181.81%2.51%
20170.93%2.30%
20163.07%3.05%
20154.13%0.04%
20142.98%0.00%
20132.34%0.00%
20126.25%0.00%
20113.88%0.00%
20103.23%0.00%
20091.61%0.00%
20086.51%0.00%
20072.74%0.00%

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