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LEMB vs EES

Comparison between ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF (LEMB, ETF) and WISDOMTREE U.S. SMALLCAP FUND (EES, ETF).

5-Year PerformanceEES has outperformed LEMB, delivering a return of +8.5% compared to +1.8%

LEMB vs EES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LEMB
$715M
Winner
EES
$716M
Expense Ratio
Winner
LEMB
0.30%
EES
0.38%
Max Drawdown
Winner
LEMB
41.45%
EES
64.55%
Sharpe Ratio
LEMB
0.88
Winner
EES
1.37
5Y Beta
Winner
LEMB
0.16
EES
0.93
P/E Ratio
LEMB
N/A
EES
24.72
Forward P/E
LEMB
N/A
EES
11.94
5Y Dividends CAGR
LEMB
-12.03%
Winner
EES
15.53%
5Y EPS CAGR
LEMB
N/A
EES
11.64%
Debt to Equity
LEMB
N/A
EES
197.91%
P/S Ratio
LEMB
N/A
EES
1.13
P/B Ratio
LEMB
N/A
EES
1.87

LEMB vs EES - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LEMB
+2.98%
EES
+1.51%
3M
LEMB
+3.96%
Winner
EES
+7.76%
6M
LEMB
+1.31%
Winner
EES
+14.37%
1Y
LEMB
+9.32%
Winner
EES
+24.66%
5Y(CAGR)
LEMB
+1.82%
Winner
EES
+8.51%
10Y(CAGR)
LEMB
+1.16%
Winner
EES
+10.85%
Max(CAGR)
LEMB
+0.63%
Winner
EES
+8.90%

LEMB vs EES - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearLEMBEES
2026+4.18%+20.98%
2025+17.92%+7.56%
2024-1.21%+10.65%
2023+7.40%+18.38%
2022-10.56%-17.08%
2021-10.11%+35.62%
2020+2.84%+3.35%
2019+6.12%+19.53%
2018-8.37%-10.99%
2017+13.07%+11.87%
2016+7.66%+32.94%
2015-11.28%-6.19%
2014-2.17%+3.60%
2013-6.86%+41.33%
2012+10.99%+13.08%
2011-2.15%-3.47%
2010N/A+23.75%
2009N/A+44.04%
2008N/A-30.66%
2007N/A-15.14%

LEMB vs EES Drawdown Comparison

The maximum drawdown for LEMB was -30.82%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

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

The current LEMB drawdown is -1.96%. The current EES drawdown is -2.33%.

RankLEMBEES
#1-30.82%
May 8, 2013 - Oct 20, 2022
-63.64%
Jun 4, 2007 - Nov 4, 2010
#2-7.80%
Mar 22, 2012 - Aug 3, 2012
-50.52%
Aug 27, 2018 - Jan 6, 2021
#3-5.18%
Oct 28, 2011 - Jan 24, 2012
-27.15%
Nov 25, 2024 - Dec 10, 2025
#4-2.40%
Oct 20, 2011 - Oct 28, 2011
-26.14%
Jul 7, 2011 - Feb 1, 2012
#5-2.18%
Feb 9, 2012 - Mar 22, 2012
-25.81%
Nov 12, 2021 - Jul 16, 2024
#6-1.88%
Aug 3, 2012 - Sep 7, 2012
-24.93%
Jun 23, 2015 - Nov 10, 2016
#7-1.79%
Feb 19, 2013 - Apr 24, 2013
-14.91%
Mar 26, 2012 - Sep 13, 2012
#8-1.25%
Oct 17, 2012 - Nov 29, 2012
-12.40%
Jul 3, 2014 - Feb 19, 2015
#9-1.15%
Jan 17, 2013 - Feb 5, 2013
-11.27%
Sep 14, 2012 - Jan 2, 2013
#10-1.07%
Oct 4, 2012 - Oct 16, 2012
-10.22%
Jul 31, 2024 - Sep 19, 2024
#11-1.06%
Sep 14, 2012 - Oct 4, 2012
-10.15%
Jun 8, 2021 - Nov 1, 2021
#12-0.65%
Jan 2, 2013 - Jan 10, 2013
-9.04%
Apr 29, 2011 - Jul 7, 2011
#13-0.58%
Nov 29, 2012 - Dec 4, 2012
-8.69%
Jan 22, 2018 - May 17, 2018
#14-0.56%
Sep 7, 2012 - Sep 13, 2012
-8.15%
Mar 12, 2021 - May 7, 2021
#15-0.46%
Dec 20, 2012 - Dec 27, 2012
-8.10%
Dec 31, 2013 - Mar 4, 2014

Correlation

Correlation between LEMB and EES is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.16
-101

Dividend Comparison (2007 - 2026)

LEMB vs EES dividend yield comparison.

YearLEMBEES
20260.00%0.53%
20252.44%1.29%
20240.00%1.37%
20231.34%1.18%
20220.86%1.12%
20213.89%1.69%
20200.00%1.29%
20194.39%1.31%
20183.46%1.81%
20170.00%0.93%
20160.00%1.02%
20150.64%1.38%
20142.85%0.99%
20132.99%0.78%
20123.44%2.08%
20110.78%1.29%
20100.00%1.08%
20090.00%0.54%
20080.00%2.17%
20070.00%0.91%

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