EES vs SPY
Comparison between WISDOMTREE U.S. SMALLCAP FUND (EES, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EES, delivering a return of +13.3% compared to +6.2%
EES vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EES
$690M
Winner
SPY
$735B
Expense Ratio
EES
0.38%
Winner
SPY
0.09%
Max Drawdown
EES
64.55%
Winner
SPY
56.47%
Sharpe Ratio
EES
1.40
Winner
SPY
1.62
5Y Beta
Winner
EES
0.96
SPY
1.00
P/E Ratio
Winner
EES
21.49
SPY
28.99
Forward P/E
Winner
EES
11.50
SPY
22.37
5Y Dividends CAGR
Winner
EES
13.87%
SPY
5.43%
5Y EPS CAGR
EES
10.62%
Winner
SPY
26.05%
Debt to Equity
EES
203.27%
Winner
SPY
32.40%
P/S Ratio
Winner
EES
1.06
SPY
3.74
P/B Ratio
Winner
EES
1.76
SPY
5.61
EES vs SPY - Holdings Comparison
EES and SPY have 1 common holdings. Overlap is 0.00%
EES's top 25 holdings weight is 15.18%. SPY's top 25 holdings weight is 52.37%.
| Rank | EES | SPY |
|---|---|---|
| #1 | n/a (VG) - 1.49% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | ORGANON & CO ORDINARY SHARES (OGN) - 0.87% | APPLE INC (AAPL) - 7.02% |
| #3 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.75% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | CRESCENT ENERGY CO CLASS A (CRGY) - 0.74% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | MATSON INC (MATX) - 0.73% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 0.66% | BROADCOM INC (AVGO) - 3.10% |
| #7 | AVIENT CORP (AVNT) - 0.62% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | NABORS INDUSTRIES LTD (NBR) - 0.62% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | FIVE9 INC (FIVN) - 0.62% | TESLA INC (TSLA) - 1.89% |
| #10 | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.61% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.60% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | UNITI GROUP INC (UNIT) - 0.60% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | RINGCENTRAL INC CLASS A (RNG) - 0.58% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | LEVI STRAUSS & CO CLASS A (LEVI) - 0.57% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | CABOT CORP (CBT) - 0.53% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | THE WESTERN UNION CO (WU) - 0.50% | INTEL CORP (INTC) - 0.90% |
| #17 | HARLEY-DAVIDSON INC (HOG) - 0.49% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | STRIDE INC (LRN) - 0.48% | VISA INC CLASS A (V) - 0.85% |
| #19 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 0.48% | WALMART INC (WMT) - 0.81% |
| #20 | FIRST BANCORP (FBP) - 0.46% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | NORTHERN OIL & GAS INC (NOG) - 0.46% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | n/a (ASO) - 0.45% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | CLEANSPARK INC (CLSK) - 0.44% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | PERDOCEO EDUCATION CORP (PRDO) - 0.42% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.41% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 887 | 505 |
EES vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
EES
-0.73%
Winner
SPY
+1.90%
3M
EES
+7.25%
Winner
SPY
+8.55%
6M
Winner
EES
+12.25%
SPY
+8.18%
1Y
Winner
EES
+30.60%
SPY
+25.79%
5Y(CAGR)
EES
+6.24%
Winner
SPY
+13.32%
10Y(CAGR)
EES
+10.51%
Winner
SPY
+15.19%
Max(CAGR)
Winner
EES
+8.59%
SPY
+8.47%
EES vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EES | SPY |
|---|---|---|
| 2026 | +12.44% | +8.26% |
| 2025 | +7.56% | +18.00% |
| 2024 | +10.65% | +25.59% |
| 2023 | +18.38% | +26.72% |
| 2022 | -17.08% | -18.64% |
| 2021 | +35.62% | +30.52% |
| 2020 | +3.35% | +17.28% |
| 2019 | +19.53% | +31.09% |
| 2018 | -10.99% | -5.24% |
| 2017 | +11.87% | +20.78% |
| 2016 | +32.94% | +13.59% |
| 2015 | -6.19% | +1.31% |
| 2014 | +3.60% | +14.56% |
| 2013 | +41.33% | +29.00% |
| 2012 | +13.08% | +14.17% |
| 2011 | -3.47% | +0.85% |
| 2010 | +23.75% | +13.14% |
| 2009 | +44.04% | +22.67% |
| 2008 | -30.66% | -36.25% |
| 2007 | -15.14% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EES vs SPY Drawdown Comparison
The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EES drawdown is -1.47%. The current SPY drawdown is -2.90%.
| Rank | EES | SPY |
|---|---|---|
| #1 | -63.64% Jun 4, 2007 - Nov 4, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -50.52% Aug 27, 2018 - Jan 6, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -27.15% Nov 25, 2024 - Dec 10, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.14% Jul 7, 2011 - Feb 1, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -25.81% Nov 12, 2021 - Jul 16, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -24.93% Jun 23, 2015 - Nov 10, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -14.91% Mar 26, 2012 - Sep 13, 2012 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.40% Jul 3, 2014 - Feb 19, 2015 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.27% Sep 14, 2012 - Jan 2, 2013 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.22% Jul 31, 2024 - Sep 19, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.15% Jun 8, 2021 - Nov 1, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.04% Apr 29, 2011 - Jul 7, 2011 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.69% Jan 22, 2018 - May 17, 2018 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.15% Mar 12, 2021 - May 7, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.10% Dec 31, 2013 - Mar 4, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EES and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
EES vs SPY dividend yield comparison.
| Year | EES | SPY |
|---|---|---|
| 2026 | 0.17% | 0.24% |
| 2025 | 1.29% | 1.07% |
| 2024 | 1.37% | 1.21% |
| 2023 | 1.18% | 1.40% |
| 2022 | 1.12% | 1.65% |
| 2021 | 1.69% | 1.20% |
| 2020 | 1.29% | 1.52% |
| 2019 | 1.31% | 1.75% |
| 2018 | 1.81% | 2.04% |
| 2017 | 0.93% | 1.80% |
| 2016 | 1.02% | 2.03% |
| 2015 | 1.38% | 2.06% |
| 2014 | 0.99% | 1.87% |
| 2013 | 0.78% | 1.81% |
| 2012 | 2.08% | 2.18% |
| 2011 | 1.29% | 2.05% |
| 2010 | 1.08% | 1.80% |
| 2009 | 0.54% | 1.95% |
| 2008 | 2.17% | 3.02% |
| 2007 | 0.91% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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