EUSB vs EES
Comparison between ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF (EUSB, ETF) and WISDOMTREE U.S. SMALLCAP FUND (EES, ETF).
5-Year PerformanceEES has outperformed EUSB, delivering a return of +6.2% compared to +0.3%
EUSB vs EES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EUSB vs EES - Historical Returns
Returns include dividend reinvestment.
EUSB vs EES - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EUSB | EES |
|---|---|---|
| 2026 | -0.02% | +12.44% |
| 2025 | +7.35% | +7.56% |
| 2024 | +2.26% | +10.65% |
| 2023 | +5.24% | +18.38% |
| 2022 | -12.12% | -17.08% |
| 2021 | -1.19% | +35.62% |
| 2020 | +1.68% | +3.35% |
| 2019 | N/A | +19.53% |
| 2018 | N/A | -10.99% |
| 2017 | N/A | +11.87% |
| 2016 | N/A | +32.94% |
| 2015 | N/A | -6.19% |
| 2014 | N/A | +3.60% |
| 2013 | N/A | +41.33% |
| 2012 | N/A | +13.08% |
| 2011 | N/A | -3.47% |
| 2010 | N/A | +23.75% |
| 2009 | N/A | +44.04% |
| 2008 | N/A | -30.66% |
| 2007 | N/A | -15.14% |
EUSB vs EES Drawdown Comparison
The maximum drawdown for EUSB was -17.87%, occurring on Oct 20, 2022. Recovery took 1388 trading sessions.
The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The current EUSB drawdown is -1.65%. The current EES drawdown is -1.47%.
| Rank | EUSB | EES |
|---|---|---|
| #1 | -17.87% Aug 4, 2020 - Feb 12, 2026 | -63.64% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -2.48% Feb 27, 2026 - May 19, 2026 | -50.52% Aug 27, 2018 - Jan 6, 2021 |
| #3 | -0.24% Jul 23, 2020 - Jul 30, 2020 | -27.15% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -0.16% Jul 9, 2020 - Jul 16, 2020 | -26.14% Jul 7, 2011 - Feb 1, 2012 |
| #5 | -0.11% Feb 13, 2026 - Feb 23, 2026 | -25.81% Nov 12, 2021 - Jul 16, 2024 |
| #6 | -0.07% Jun 26, 2020 - Jul 2, 2020 | -24.93% Jun 23, 2015 - Nov 10, 2016 |
| #7 | -0.05% Jul 7, 2020 - Jul 9, 2020 | -14.91% Mar 26, 2012 - Sep 13, 2012 |
| #8 | -0.04% Jul 2, 2020 - Jul 7, 2020 | -12.40% Jul 3, 2014 - Feb 19, 2015 |
| #9 | -0.03% Feb 23, 2026 - Feb 26, 2026 | -11.27% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -0.01% Jul 30, 2020 - Aug 3, 2020 | -10.22% Jul 31, 2024 - Sep 19, 2024 |
| #11 | N/A | -10.15% Jun 8, 2021 - Nov 1, 2021 |
| #12 | N/A | -9.04% Apr 29, 2011 - Jul 7, 2011 |
| #13 | N/A | -8.69% Jan 22, 2018 - May 17, 2018 |
| #14 | N/A | -8.15% Mar 12, 2021 - May 7, 2021 |
| #15 | N/A | -8.10% Dec 31, 2013 - Mar 4, 2014 |
Correlation
Correlation between EUSB and EES is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2007 - 2026)
EUSB vs EES dividend yield comparison.
| Year | EUSB | EES |
|---|---|---|
| 2026 | 1.65% | 0.17% |
| 2025 | 3.84% | 1.29% |
| 2024 | 3.67% | 1.37% |
| 2023 | 3.08% | 1.18% |
| 2022 | 2.21% | 1.12% |
| 2021 | 1.10% | 1.69% |
| 2020 | 0.57% | 1.29% |
| 2019 | 0.00% | 1.31% |
| 2018 | 0.00% | 1.81% |
| 2017 | 0.00% | 0.93% |
| 2016 | 0.00% | 1.02% |
| 2015 | 0.00% | 1.38% |
| 2014 | 0.00% | 0.99% |
| 2013 | 0.00% | 0.78% |
| 2012 | 0.00% | 2.08% |
| 2011 | 0.00% | 1.29% |
| 2010 | 0.00% | 1.08% |
| 2009 | 0.00% | 0.54% |
| 2008 | 0.00% | 2.17% |
| 2007 | 0.00% | 0.91% |
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