GSPY vs EES
Comparison between GOTHAM ENHANCED 500 ETF (GSPY, ETF) and WISDOMTREE U.S. SMALLCAP FUND (EES, ETF).
5-Year PerformanceGSPY has outperformed EES, delivering a return of +13.3% compared to +6.2%
GSPY vs EES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GSPY
$687M
Winner
EES
$690M
Expense Ratio
GSPY
0.50%
Winner
EES
0.38%
Max Drawdown
Winner
GSPY
23.30%
EES
64.55%
Sharpe Ratio
Winner
GSPY
1.67
EES
1.40
5Y Beta
Winner
GSPY
0.96
EES
0.96
P/E Ratio
GSPY
26.02
Winner
EES
21.49
Forward P/E
GSPY
20.02
Winner
EES
11.50
5Y Dividends CAGR
GSPY
N/A
EES
13.87%
5Y EPS CAGR
Winner
GSPY
24.99%
EES
10.62%
Debt to Equity
Winner
GSPY
21.94%
EES
203.27%
P/S Ratio
GSPY
3.05
Winner
EES
1.06
P/B Ratio
GSPY
5.01
Winner
EES
1.76
GSPY vs EES - Holdings Comparison
GSPY and EES have 1 common holdings. Overlap is 0.00%
GSPY's top 25 holdings weight is 54.03%. EES's top 25 holdings weight is 15.18%.
| Rank | GSPY | EES |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.50% | n/a (VG) - 1.49% |
| #2 | APPLE INC (AAPL) - 7.37% | ORGANON & CO ORDINARY SHARES (OGN) - 0.87% |
| #3 | MICROSOFT CORP (MSFT) - 5.41% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.75% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.75% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.74% |
| #5 | AMAZON.COM INC (AMZN) - 4.51% | MATSON INC (MATX) - 0.73% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.72% | BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 0.66% |
| #7 | BROADCOM INC (AVGO) - 2.09% | AVIENT CORP (AVNT) - 0.62% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.88% | NABORS INDUSTRIES LTD (NBR) - 0.62% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.52% | FIVE9 INC (FIVN) - 0.62% |
| #10 | TESLA INC (TSLA) - 1.38% | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.61% |
| #11 | CATERPILLAR INC (CAT) - 1.28% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.60% |
| #12 | VISA INC CLASS A (V) - 1.24% | UNITI GROUP INC (UNIT) - 0.60% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.20% | RINGCENTRAL INC CLASS A (RNG) - 0.58% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.19% | LEVI STRAUSS & CO CLASS A (LEVI) - 0.57% |
| #15 | MERCK & CO INC (MRK) - 1.08% | CABOT CORP (CBT) - 0.53% |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.05% | THE WESTERN UNION CO (WU) - 0.50% |
| #17 | COCA-COLA CO (KO) - 1.04% | HARLEY-DAVIDSON INC (HOG) - 0.49% |
| #18 | LAM RESEARCH CORP (LRCX) - 1.01% | STRIDE INC (LRN) - 0.48% |
| #19 | JOHNSON & JOHNSON (JNJ) - 0.91% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 0.48% |
| #20 | PROCTER & GAMBLE CO (PG) - 0.87% | FIRST BANCORP (FBP) - 0.46% |
| #21 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.86% | NORTHERN OIL & GAS INC (NOG) - 0.46% |
| #22 | THE HOME DEPOT INC (HD) - 0.84% | n/a (ASO) - 0.45% |
| #23 | n/a (DELL) - 0.81% | CLEANSPARK INC (CLSK) - 0.44% |
| #24 | EXXON MOBIL CORP (XOM) - 0.80% | PERDOCEO EDUCATION CORP (PRDO) - 0.42% |
| #25 | PEPSICO INC (PEP) - 0.72% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.41% |
| Total Holdings | 503 | 887 |
GSPY vs EES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GSPY
+2.52%
EES
-0.73%
3M
Winner
GSPY
+8.49%
EES
+7.25%
6M
GSPY
+9.46%
Winner
EES
+12.25%
1Y
GSPY
+27.47%
Winner
EES
+30.60%
5Y(CAGR)
Winner
GSPY
+13.28%
EES
+6.24%
10Y(CAGR)
GSPY
N/A
EES
+10.51%
Max(CAGR)
Winner
GSPY
+15.02%
EES
+8.59%
GSPY vs EES - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | GSPY | EES |
|---|---|---|
| 2026 | +8.99% | +12.44% |
| 2025 | +18.41% | +7.56% |
| 2024 | +24.23% | +10.65% |
| 2023 | +26.37% | +18.38% |
| 2022 | -17.40% | -17.08% |
| 2021 | +29.20% | +35.62% |
| 2020 | +0.58% | +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% |
GSPY vs EES Drawdown Comparison
The maximum drawdown for GSPY was -23.30%, occurring on Sep 30, 2022. Recovery took 480 trading sessions.
The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The current GSPY drawdown is -2.49%. The current EES drawdown is -1.47%.
| Rank | GSPY | EES |
|---|---|---|
| #1 | -23.30% Jan 4, 2022 - Dec 1, 2023 | -63.64% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -18.67% Feb 19, 2025 - Jun 26, 2025 | -50.52% Aug 27, 2018 - Jan 6, 2021 |
| #3 | -8.62% Feb 2, 2026 - Apr 14, 2026 | -27.15% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -7.95% Jul 16, 2024 - Aug 30, 2024 | -26.14% Jul 7, 2011 - Feb 1, 2012 |
| #5 | -5.23% Oct 28, 2025 - Dec 10, 2025 | -25.81% Nov 12, 2021 - Jul 16, 2024 |
| #6 | -5.08% Sep 2, 2021 - Oct 20, 2021 | -24.93% Jun 23, 2015 - Nov 10, 2016 |
| #7 | -4.91% Mar 28, 2024 - May 15, 2024 | -14.91% Mar 26, 2012 - Sep 13, 2012 |
| #8 | -4.27% Feb 12, 2021 - Mar 11, 2021 | -12.40% Jul 3, 2014 - Feb 19, 2015 |
| #9 | -4.13% Dec 6, 2024 - Jan 22, 2025 | -11.27% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -4.12% Aug 30, 2024 - Sep 19, 2024 | -10.22% Jul 31, 2024 - Sep 19, 2024 |
| #11 | -4.04% May 7, 2021 - Jun 14, 2021 | -10.15% Jun 8, 2021 - Nov 1, 2021 |
| #12 | -3.78% Nov 16, 2021 - Dec 10, 2021 | -9.04% Apr 29, 2011 - Jul 7, 2011 |
| #13 | -3.23% Jan 21, 2021 - Feb 4, 2021 | -8.69% Jan 22, 2018 - May 17, 2018 |
| #14 | -3.01% Oct 8, 2025 - Oct 24, 2025 | -8.15% Mar 12, 2021 - May 7, 2021 |
| #15 | -2.64% Oct 18, 2024 - Nov 6, 2024 | -8.10% Dec 31, 2013 - Mar 4, 2014 |
Correlation
Correlation between GSPY and EES is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
GSPY vs EES dividend yield comparison.
| Year | GSPY | EES |
|---|---|---|
| 2026 | 0.00% | 0.17% |
| 2025 | 2.61% | 1.29% |
| 2024 | 0.84% | 1.37% |
| 2023 | 1.06% | 1.18% |
| 2022 | 1.25% | 1.12% |
| 2021 | 0.23% | 1.69% |
| 2020 | 0.00% | 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% |
Select Stocks to Compare
Popular: GSPY vs SPYEES vs SPY
More Comparisons
Compare with similar stocks