EES vs LEMB
Comparison between WISDOMTREE U.S. SMALLCAP FUND (EES, ETF) and ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF (LEMB, ETF).
5-Year PerformanceEES has outperformed LEMB, delivering a return of +8.5% compared to +1.8%
EES vs LEMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EES vs LEMB - Historical Returns
Returns include dividend reinvestment.
EES vs LEMB - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EES | LEMB |
|---|---|---|
| 2026 | +20.98% | +4.18% |
| 2025 | +7.56% | +17.92% |
| 2024 | +10.65% | -1.21% |
| 2023 | +18.38% | +7.40% |
| 2022 | -17.08% | -10.56% |
| 2021 | +35.62% | -10.11% |
| 2020 | +3.35% | +2.84% |
| 2019 | +19.53% | +6.12% |
| 2018 | -10.99% | -8.37% |
| 2017 | +11.87% | +13.07% |
| 2016 | +32.94% | +7.66% |
| 2015 | -6.19% | -11.28% |
| 2014 | +3.60% | -2.17% |
| 2013 | +41.33% | -6.86% |
| 2012 | +13.08% | +10.99% |
| 2011 | -3.47% | -2.15% |
| 2010 | +23.75% | N/A |
| 2009 | +44.04% | N/A |
| 2008 | -30.66% | N/A |
| 2007 | -15.14% | N/A |
EES vs LEMB Drawdown Comparison
The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The maximum drawdown for LEMB was -30.82%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current EES drawdown is -2.33%. The current LEMB drawdown is -1.96%.
| Rank | EES | LEMB |
|---|---|---|
| #1 | -63.64% Jun 4, 2007 - Nov 4, 2010 | -30.82% May 8, 2013 - Oct 20, 2022 |
| #2 | -50.52% Aug 27, 2018 - Jan 6, 2021 | -7.80% Mar 22, 2012 - Aug 3, 2012 |
| #3 | -27.15% Nov 25, 2024 - Dec 10, 2025 | -5.18% Oct 28, 2011 - Jan 24, 2012 |
| #4 | -26.14% Jul 7, 2011 - Feb 1, 2012 | -2.40% Oct 20, 2011 - Oct 28, 2011 |
| #5 | -25.81% Nov 12, 2021 - Jul 16, 2024 | -2.18% Feb 9, 2012 - Mar 22, 2012 |
| #6 | -24.93% Jun 23, 2015 - Nov 10, 2016 | -1.88% Aug 3, 2012 - Sep 7, 2012 |
| #7 | -14.91% Mar 26, 2012 - Sep 13, 2012 | -1.79% Feb 19, 2013 - Apr 24, 2013 |
| #8 | -12.40% Jul 3, 2014 - Feb 19, 2015 | -1.25% Oct 17, 2012 - Nov 29, 2012 |
| #9 | -11.27% Sep 14, 2012 - Jan 2, 2013 | -1.15% Jan 17, 2013 - Feb 5, 2013 |
| #10 | -10.22% Jul 31, 2024 - Sep 19, 2024 | -1.07% Oct 4, 2012 - Oct 16, 2012 |
| #11 | -10.15% Jun 8, 2021 - Nov 1, 2021 | -1.06% Sep 14, 2012 - Oct 4, 2012 |
| #12 | -9.04% Apr 29, 2011 - Jul 7, 2011 | -0.65% Jan 2, 2013 - Jan 10, 2013 |
| #13 | -8.69% Jan 22, 2018 - May 17, 2018 | -0.58% Nov 29, 2012 - Dec 4, 2012 |
| #14 | -8.15% Mar 12, 2021 - May 7, 2021 | -0.56% Sep 7, 2012 - Sep 13, 2012 |
| #15 | -8.10% Dec 31, 2013 - Mar 4, 2014 | -0.46% Dec 20, 2012 - Dec 27, 2012 |
Correlation
Correlation between EES and LEMB is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2007 - 2026)
EES vs LEMB dividend yield comparison.
| Year | EES | LEMB |
|---|---|---|
| 2026 | 0.53% | 0.00% |
| 2025 | 1.29% | 2.44% |
| 2024 | 1.37% | 0.00% |
| 2023 | 1.18% | 1.34% |
| 2022 | 1.12% | 0.86% |
| 2021 | 1.69% | 3.89% |
| 2020 | 1.29% | 0.00% |
| 2019 | 1.31% | 4.39% |
| 2018 | 1.81% | 3.46% |
| 2017 | 0.93% | 0.00% |
| 2016 | 1.02% | 0.00% |
| 2015 | 1.38% | 0.64% |
| 2014 | 0.99% | 2.85% |
| 2013 | 0.78% | 2.99% |
| 2012 | 2.08% | 3.44% |
| 2011 | 1.29% | 0.78% |
| 2010 | 1.08% | 0.00% |
| 2009 | 0.54% | 0.00% |
| 2008 | 2.17% | 0.00% |
| 2007 | 0.91% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks