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EES vs YYY

Comparison between WISDOMTREE U.S. SMALLCAP FUND (EES, ETF) and AMPLIFY CEF HIGH INCOME ETF (YYY, ETF).

5-Year PerformanceEES has outperformed YYY, delivering a return of +8.8% compared to +3.6%

EES vs YYY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EES
$724M
YYY
$721M
Expense Ratio
Winner
EES
0.38%
YYY
3.23%
Max Drawdown
EES
64.55%
Winner
YYY
59.65%
Sharpe Ratio
Winner
EES
1.51
YYY
0.83
5Y Beta
EES
0.95
Winner
YYY
0.53
P/E Ratio
EES
23.32
YYY
N/A
Forward P/E
EES
11.94
YYY
N/A
5Y Dividends CAGR
Winner
EES
15.53%
YYY
-1.59%
5Y EPS CAGR
EES
11.58%
YYY
N/A
Debt to Equity
EES
198.11%
YYY
N/A
P/S Ratio
EES
1.12
YYY
N/A
P/B Ratio
EES
1.86
YYY
N/A

EES vs YYY - Holdings Comparison

EES and YYY have 1 common holdings. Overlap is -0.02%

EES's top 25 holdings weight is 14.19%. YYY's top 25 holdings weight is 62.18%.

RankEESYYY
#1
n/a (VG) - 1.29%
ABERDEEN TOTAL DYNAMIC DIVIDEND FUND (AOD) - 3.57%
#2
ORGANON & CO ORDINARY SHARES (OGN) - 0.84%
BLACKROCK CAPITAL ALLOCATION TRUST (BCAT) - 3.57%
#3
MATSON INC (MATX) - 0.75%
ABRDN HEALTHCARE INVESTORS (HQH) - 3.48%
#4
VIRTU FINANCIAL INC CLASS A (VIRT) - 0.72%
ROYCE SMALL-CAP TRUST INC (RVT) - 3.47%
#5
GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.68%
TORTOISE ENERGY INFRASTRUCTURE CORP (TYG) - 3.43%
#6
BREAD FINANCIAL HOLDINGS INC (BFH) - 0.67%
BLACKROCK ESG CAPITAL ALLOCATION TRUST (ECAT) - 3.33%
#7
BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 0.65%
DOUBLELINE INCOME SOLUTIONS FUND (DSL) - 3.17%
#8
LEVI STRAUSS & CO CLASS A (LEVI) - 0.58%
NUVEEN FLOATING RATE INCOME FUND (JFR) - 3.09%
#9
UNITI GROUP INC (UNIT) - 0.55%
NUVEEN CREDIT STRATEGIES INCOME FUND (JQC) - 2.77%
#10
CRESCENT ENERGY CO CLASS A (CRGY) - 0.53%
n/a (IGR) - 2.76%
#11
HARLEY-DAVIDSON INC (HOG) - 0.53%
WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - 2.76%
#12
RINGCENTRAL INC CLASS A (RNG) - 0.53%
PIMCO ACCESS INCOME FUND (PAXS) - 2.63%
#13
CABOT CORP (CBT) - 0.53%
ABRDN INCOME CREDIT STRATEGIES FUND (ACP) - 2.56%
#14
ENOVA INTERNATIONAL INC (ENVA) - 0.52%
BLACKROCK DEBT STRATEGIES FUND INC (DSU) - 2.37%
#15
STRIDE INC (LRN) - 0.48%
ABRDN ASIA-PACIFIC INCOME (FAX) - 2.35%
#16
THE WESTERN UNION CO (WU) - 0.47%
ABRDN LIFE SCIENCES INVESTORS (HQL) - 2.31%
#17
FIRST BANCORP (FBP) - 0.47%
FS SPECIALTY LENDING FUND (FSSL) - 2.04%
#18
SAREPTA THERAPEUTICS INC (SRPT) - 0.45%
ABERDEEN INDIA FUND, INC (IFN) - 1.84%
#19
ZIFF DAVIS INC (ZD) - 0.44%
KKR INCOME OPPORTUNITIES FUND (KIO) - 1.81%
#20
ANTERIX INC (ATEX) - 0.43%
INVESCO SENIOR INCOME TRUST (VVR) - 1.79%
#21
n/a (HG) - 0.42%
BLACKROCK FLOAT RATE STRAT (FRA) - 1.51%
#22
FULTON FINANCIAL CORP (FULT) - 0.42%
NUVEEN REAL ASSET INCOME AND GROWTH (JRI) - 1.43%
#23
TEREX CORP (TEX) - 0.42%
WESTERN ASSET HIGH INCOME FUND II INC (HIX) - 1.41%
#24
CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 0.41%
SABA CAPITAL INCOME & OPPORTUNITIES FUND (BRW) - 1.39%
#25
EURONET WORLDWIDE INC (EEFT) - 0.41%
CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY (EMO) - 1.34%
Total Holdings88363

EES vs YYY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EES
+4.12%
YYY
+1.46%
3M
Winner
EES
+9.37%
YYY
+2.90%
6M
Winner
EES
+13.51%
YYY
+4.30%
1Y
Winner
EES
+32.35%
YYY
+10.99%
5Y(CAGR)
Winner
EES
+8.80%
YYY
+3.60%
10Y(CAGR)
Winner
EES
+11.03%
YYY
+5.41%
Max(CAGR)
Winner
EES
+8.94%
YYY
+5.96%

EES vs YYY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearEESYYY
2026+20.75%+6.01%
2025+7.56%+12.27%
2024+10.65%+11.16%
2023+18.38%+11.07%
2022-17.08%-22.00%
2021+35.62%+14.86%
2020+3.35%-1.24%
2019+19.53%+20.23%
2018-10.99%-10.11%
2017+11.87%+13.66%
2016+32.94%+16.17%
2015-6.19%-7.94%
2014+3.60%+2.13%
2013+41.33%+11.35%
2012+13.08%+13.80%
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 YYY Drawdown Comparison

The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.

The maximum drawdown for YYY was -42.52%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

The current EES drawdown is -0.46%. The current YYY drawdown is -0.52%.

RankEESYYY
#1-63.64%
Jun 4, 2007 - Nov 4, 2010		-42.52%
Feb 20, 2020 - Feb 8, 2021
#2-50.52%
Aug 27, 2018 - Jan 6, 2021		-27.96%
Jul 2, 2021 - Sep 24, 2024
#3-27.15%
Nov 25, 2024 - Dec 10, 2025		-26.28%
May 29, 2014 - Mar 1, 2017
#4-26.14%
Jul 7, 2011 - Feb 1, 2012		-14.22%
Oct 2, 2018 - Mar 13, 2019
#5-25.81%
Nov 12, 2021 - Jul 16, 2024		-13.47%
Feb 18, 2025 - Jun 3, 2025
#6-24.93%
Jun 23, 2015 - Nov 10, 2016		-10.33%
Apr 1, 2013 - Dec 24, 2013
#7-14.91%
Mar 26, 2012 - Sep 13, 2012		-8.85%
Sep 14, 2012 - Dec 19, 2012
#8-12.40%
Jul 3, 2014 - Feb 19, 2015		-8.07%
Feb 18, 2026 - Apr 30, 2026
#9-11.27%
Sep 14, 2012 - Jan 2, 2013		-6.21%
Jun 21, 2012 - Jul 3, 2012
#10-10.22%
Jul 31, 2024 - Sep 19, 2024		-5.40%
Dec 4, 2024 - Feb 18, 2025
#11-10.15%
Jun 8, 2021 - Nov 1, 2021		-5.04%
Jan 26, 2018 - Oct 2, 2018
#12-9.04%
Apr 29, 2011 - Jul 7, 2011		-4.90%
Dec 19, 2012 - Jan 24, 2013
#13-8.69%
Jan 22, 2018 - May 17, 2018		-4.38%
Jan 22, 2014 - Feb 14, 2014
#14-8.15%
Mar 12, 2021 - May 7, 2021		-4.19%
Feb 1, 2013 - Mar 20, 2013
#15-8.10%
Dec 31, 2013 - Mar 4, 2014		-3.81%
May 3, 2019 - Jun 17, 2019

Correlation

Correlation between EES and YYY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2007 - 2026)

EES vs YYY dividend yield comparison.

YearEESYYY
20260.54%6.26%
20251.29%12.51%
20241.37%12.50%
20231.18%12.39%
20221.12%12.36%
20211.69%9.08%
20201.29%9.79%
20191.31%9.10%
20181.81%9.73%
20170.93%8.16%
20161.02%10.34%
20151.38%10.77%
20140.99%9.54%
20130.78%5.14%
20122.08%4.47%
20111.29%0.00%
20101.08%0.00%
20090.54%0.00%
20082.17%0.00%
20070.91%0.00%

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