EES vs NUDM
Comparison between WISDOMTREE U.S. SMALLCAP FUND (EES, ETF) and NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF (NUDM, ETF).
5-Year PerformanceNUDM has outperformed EES, delivering a return of +9.1% compared to +7.9%
EES vs NUDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EES
$686M
Winner
NUDM
$686M
Expense Ratio
EES
0.38%
Winner
NUDM
0.27%
Max Drawdown
EES
64.55%
Winner
NUDM
35.28%
Sharpe Ratio
Winner
EES
1.55
NUDM
1.21
5Y Beta
EES
0.95
Winner
NUDM
0.74
P/E Ratio
EES
19.29
NUDM
N/A
Forward P/E
EES
11.98
NUDM
N/A
5Y Dividends CAGR
EES
13.87%
Winner
NUDM
22.34%
5Y EPS CAGR
EES
11.41%
NUDM
N/A
Debt to Equity
EES
210.53%
NUDM
N/A
EES vs NUDM - Holdings Comparison
EES and NUDM have 1 common holdings. Overlap is 0.00%
EES's top 25 holdings weight is 13.84%. NUDM's top 25 holdings weight is 45.12%.
| Rank | EES | NUDM |
|---|---|---|
| #1 | n/a (VG) - 1.54% | ASML HOLDING NV (n/a) - 4.69% |
| #2 | ORGANON & CO ORDINARY SHARES (OGN) - 0.86% | NOVARTIS AG REGISTERED SHARES (n/a) - 2.49% |
| #3 | MATSON INC (MATX) - 0.76% | SIEMENS AG (n/a) - 2.28% |
| #4 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.71% | SOFTBANK GROUP CORP (n/a) - 2.11% |
| #5 | CRESCENT ENERGY CO CLASS A (CRGY) - 0.69% | TOKYO ELECTRON LTD (n/a) - 2.05% |
| #6 | BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 0.67% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 2.00% |
| #7 | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.66% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.95% |
| #8 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.65% | ABB LTD (n/a) - 1.93% |
| #9 | UNITI GROUP INC (UNIT) - 0.62% | ALLIANZ SE (n/a) - 1.93% |
| #10 | LEVI STRAUSS & CO CLASS A (LEVI) - 0.56% | MIZUHO FINANCIAL GROUP INC (n/a) - 1.89% |
| #11 | STRIDE INC (LRN) - 0.55% | SAP SE (n/a) - 1.66% |
| #12 | RINGCENTRAL INC CLASS A (RNG) - 0.53% | IBERDROLA SA (n/a) - 1.65% |
| #13 | CABOT CORP (CBT) - 0.52% | PANASONIC HOLDINGS CORP (n/a) - 1.63% |
| #14 | HARLEY-DAVIDSON INC (HOG) - 0.52% | INTESA SANPAOLO (n/a) - 1.63% |
| #15 | THE WESTERN UNION CO (WU) - 0.44% | NATIONAL AUSTRALIA BANK LTD (n/a) - 1.57% |
| #16 | NORTHERN OIL & GAS INC (NOG) - 0.44% | GENERALI (n/a) - 1.54% |
| #17 | FULTON FINANCIAL CORP (FULT) - 0.41% | MITSUBISHI ELECTRIC CORP (n/a) - 1.45% |
| #18 | n/a (ASO) - 0.41% | SONY GROUP CORP (n/a) - 1.44% |
| #19 | n/a (HG) - 0.41% | DANONE SA (n/a) - 1.42% |
| #20 | COVISTA INC (CVSA) - 0.40% | 3I GROUP ORD (n/a) - 1.35% |
| #21 | THE CHEESECAKE FACTORY INC (CAKE) - 0.30% | GSK PLC (n/a) - 1.35% |
| #22 | INTEGER HOLDINGS CORP (ITGR) - 0.30% | BAYER AG (n/a) - 1.32% |
| #23 | AVIENT CORP (AVNT) - 0.30% | UNILEVER PLC (n/a) - 1.31% |
| #24 | AXCELIS TECHNOLOGIES INC (ACLS) - 0.30% | NESTLE SA (n/a) - 1.24% |
| #25 | ENERGIZER HOLDINGS INC (ENR) - 0.29% | LONDON STOCK EXCHANGE GROUP PLC (n/a) - 1.24% |
| Total Holdings | 848 | 152 |
EES vs NUDM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EES
+5.05%
NUDM
+4.59%
3M
Winner
EES
+15.56%
NUDM
+10.50%
6M
Winner
EES
+13.35%
NUDM
+10.99%
1Y
Winner
EES
+33.63%
NUDM
+24.53%
5Y(CAGR)
EES
+7.94%
Winner
NUDM
+9.06%
10Y(CAGR)
Winner
EES
+11.29%
NUDM
+8.61%
Max(CAGR)
Winner
EES
+10.13%
NUDM
+8.61%
EES vs NUDM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EES | NUDM |
|---|---|---|
| 2026 | +15.87% | +9.11% |
| 2025 | +7.56% | +29.43% |
| 2024 | +10.65% | +6.75% |
| 2023 | +18.38% | +16.47% |
| 2022 | -17.08% | -15.68% |
| 2021 | +35.62% | +9.92% |
| 2020 | +3.35% | +9.57% |
| 2019 | +19.53% | +25.05% |
| 2018 | -10.99% | -14.87% |
| 2017 | +11.87% | +8.40% |
| 2016 | +36.09% | N/A |
| 2015 | -3.72% | N/A |
| 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 NUDM Drawdown Comparison
The maximum drawdown for EES was -61.92%, occurring on Mar 9, 2009. Recovery took 697 trading sessions.
The maximum drawdown for NUDM was -32.01%, occurring on Mar 20, 2020. Recovery took 205 trading sessions.
The current EES drawdown is -1.16%.
| Rank | EES | NUDM |
|---|---|---|
| #1 | -61.92% Jul 9, 2007 - Apr 14, 2010 | -32.01% Jan 17, 2020 - Nov 9, 2020 |
| #2 | -50.52% Aug 27, 2018 - Jan 6, 2021 | -30.11% Nov 8, 2021 - Mar 1, 2024 |
| #3 | -27.15% Nov 25, 2024 - Dec 10, 2025 | -22.45% Jan 24, 2018 - Dec 27, 2019 |
| #4 | -25.81% Nov 12, 2021 - Jul 16, 2024 | -13.47% Mar 7, 2025 - May 2, 2025 |
| #5 | -25.61% Jul 7, 2011 - Feb 1, 2012 | -12.50% Feb 25, 2026 - Jun 15, 2026 |
| #6 | -23.81% Jun 23, 2015 - Aug 19, 2016 | -9.64% Sep 26, 2024 - Mar 5, 2025 |
| #7 | -18.86% Apr 29, 2010 - Nov 2, 2010 | -7.77% Jul 12, 2024 - Aug 21, 2024 |
| #8 | -14.91% Mar 26, 2012 - Sep 13, 2012 | -6.16% Nov 12, 2025 - Dec 11, 2025 |
| #9 | -11.92% Jul 3, 2014 - Dec 23, 2014 | -5.93% Sep 3, 2021 - Nov 8, 2021 |
| #10 | -10.71% Sep 14, 2012 - Dec 24, 2012 | -5.53% Jun 15, 2021 - Aug 13, 2021 |
| #11 | -10.22% Jul 31, 2024 - Sep 19, 2024 | -5.23% Mar 27, 2024 - May 9, 2024 |
| #12 | -10.15% Jun 8, 2021 - Nov 1, 2021 | -4.43% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -9.04% Apr 29, 2011 - Jul 7, 2011 | -4.09% Jan 21, 2021 - Feb 9, 2021 |
| #14 | -8.69% Jan 22, 2018 - May 17, 2018 | -3.91% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -8.15% Mar 12, 2021 - May 7, 2021 | -3.77% Feb 16, 2021 - Apr 5, 2021 |
Correlation
Correlation between EES and NUDM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2007 - 2026)
EES vs NUDM dividend yield comparison.
| Year | EES | NUDM |
|---|---|---|
| 2026 | 0.17% | 0.00% |
| 2025 | 1.29% | 7.46% |
| 2024 | 1.37% | 3.33% |
| 2023 | 1.18% | 3.14% |
| 2022 | 1.12% | 1.98% |
| 2021 | 1.69% | 4.31% |
| 2020 | 1.29% | 1.47% |
| 2019 | 1.31% | 3.42% |
| 2018 | 1.81% | 2.45% |
| 2017 | 0.93% | 0.47% |
| 2016 | 3.07% | 0.00% |
| 2015 | 4.13% | 0.00% |
| 2014 | 2.98% | 0.00% |
| 2013 | 2.34% | 0.00% |
| 2012 | 6.25% | 0.00% |
| 2011 | 3.88% | 0.00% |
| 2010 | 3.23% | 0.00% |
| 2009 | 1.61% | 0.00% |
| 2008 | 6.51% | 0.00% |
| 2007 | 2.74% | 0.00% |
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