YYY vs EES
Comparison between AMPLIFY CEF HIGH INCOME ETF (YYY, ETF) and WISDOMTREE U.S. SMALLCAP FUND (EES, ETF).
5-Year PerformanceEES has outperformed YYY, delivering a return of +8.8% compared to +3.6%
YYY vs EES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YYY
$721M
Winner
EES
$724M
Expense Ratio
YYY
3.23%
Winner
EES
0.38%
Max Drawdown
Winner
YYY
59.65%
EES
64.55%
Sharpe Ratio
YYY
0.83
Winner
EES
1.51
5Y Beta
Winner
YYY
0.53
EES
0.95
P/E Ratio
YYY
N/A
EES
23.32
Forward P/E
YYY
N/A
EES
11.94
5Y Dividends CAGR
YYY
-1.59%
Winner
EES
15.53%
5Y EPS CAGR
YYY
N/A
EES
11.58%
Debt to Equity
YYY
N/A
EES
198.11%
P/S Ratio
YYY
N/A
EES
1.12
P/B Ratio
YYY
N/A
EES
1.86
YYY vs EES - Holdings Comparison
YYY and EES have 1 common holdings. Overlap is -0.02%
YYY's top 25 holdings weight is 62.18%. EES's top 25 holdings weight is 14.19%.
| Rank | YYY | EES |
|---|---|---|
| #1 | ABERDEEN TOTAL DYNAMIC DIVIDEND FUND (AOD) - 3.57% | n/a (VG) - 1.29% |
| #2 | BLACKROCK CAPITAL ALLOCATION TRUST (BCAT) - 3.57% | ORGANON & CO ORDINARY SHARES (OGN) - 0.84% |
| #3 | ABRDN HEALTHCARE INVESTORS (HQH) - 3.48% | MATSON INC (MATX) - 0.75% |
| #4 | ROYCE SMALL-CAP TRUST INC (RVT) - 3.47% | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.72% |
| #5 | TORTOISE ENERGY INFRASTRUCTURE CORP (TYG) - 3.43% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.68% |
| #6 | BLACKROCK ESG CAPITAL ALLOCATION TRUST (ECAT) - 3.33% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.67% |
| #7 | DOUBLELINE INCOME SOLUTIONS FUND (DSL) - 3.17% | BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 0.65% |
| #8 | NUVEEN FLOATING RATE INCOME FUND (JFR) - 3.09% | LEVI STRAUSS & CO CLASS A (LEVI) - 0.58% |
| #9 | NUVEEN CREDIT STRATEGIES INCOME FUND (JQC) - 2.77% | UNITI GROUP INC (UNIT) - 0.55% |
| #10 | n/a (IGR) - 2.76% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.53% |
| #11 | WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - 2.76% | HARLEY-DAVIDSON INC (HOG) - 0.53% |
| #12 | PIMCO ACCESS INCOME FUND (PAXS) - 2.63% | RINGCENTRAL INC CLASS A (RNG) - 0.53% |
| #13 | ABRDN INCOME CREDIT STRATEGIES FUND (ACP) - 2.56% | CABOT CORP (CBT) - 0.53% |
| #14 | BLACKROCK DEBT STRATEGIES FUND INC (DSU) - 2.37% | ENOVA INTERNATIONAL INC (ENVA) - 0.52% |
| #15 | ABRDN ASIA-PACIFIC INCOME (FAX) - 2.35% | STRIDE INC (LRN) - 0.48% |
| #16 | ABRDN LIFE SCIENCES INVESTORS (HQL) - 2.31% | THE WESTERN UNION CO (WU) - 0.47% |
| #17 | FS SPECIALTY LENDING FUND (FSSL) - 2.04% | FIRST BANCORP (FBP) - 0.47% |
| #18 | ABERDEEN INDIA FUND, INC (IFN) - 1.84% | SAREPTA THERAPEUTICS INC (SRPT) - 0.45% |
| #19 | KKR INCOME OPPORTUNITIES FUND (KIO) - 1.81% | ZIFF DAVIS INC (ZD) - 0.44% |
| #20 | INVESCO SENIOR INCOME TRUST (VVR) - 1.79% | ANTERIX INC (ATEX) - 0.43% |
| #21 | BLACKROCK FLOAT RATE STRAT (FRA) - 1.51% | n/a (HG) - 0.42% |
| #22 | NUVEEN REAL ASSET INCOME AND GROWTH (JRI) - 1.43% | FULTON FINANCIAL CORP (FULT) - 0.42% |
| #23 | WESTERN ASSET HIGH INCOME FUND II INC (HIX) - 1.41% | TEREX CORP (TEX) - 0.42% |
| #24 | SABA CAPITAL INCOME & OPPORTUNITIES FUND (BRW) - 1.39% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 0.41% |
| #25 | CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY (EMO) - 1.34% | EURONET WORLDWIDE INC (EEFT) - 0.41% |
| Total Holdings | 63 | 883 |
YYY vs EES - Historical Returns
Returns include dividend reinvestment.
1M
YYY
+1.46%
Winner
EES
+4.12%
3M
YYY
+2.90%
Winner
EES
+9.37%
6M
YYY
+4.30%
Winner
EES
+13.51%
1Y
YYY
+10.99%
Winner
EES
+32.35%
5Y(CAGR)
YYY
+3.60%
Winner
EES
+8.80%
10Y(CAGR)
YYY
+5.41%
Winner
EES
+11.03%
Max(CAGR)
YYY
+5.96%
Winner
EES
+8.94%
YYY vs EES - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | YYY | EES |
|---|---|---|
| 2026 | +6.01% | +20.75% |
| 2025 | +12.27% | +7.56% |
| 2024 | +11.16% | +10.65% |
| 2023 | +11.07% | +18.38% |
| 2022 | -22.00% | -17.08% |
| 2021 | +14.86% | +35.62% |
| 2020 | -1.24% | +3.35% |
| 2019 | +20.23% | +19.53% |
| 2018 | -10.11% | -10.99% |
| 2017 | +13.66% | +11.87% |
| 2016 | +16.17% | +32.94% |
| 2015 | -7.94% | -6.19% |
| 2014 | +2.13% | +3.60% |
| 2013 | +11.35% | +41.33% |
| 2012 | +13.80% | +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% |
YYY vs EES Drawdown Comparison
The maximum drawdown for YYY was -42.52%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The current YYY drawdown is -0.52%. The current EES drawdown is -0.46%.
| Rank | YYY | EES |
|---|---|---|
| #1 | -42.52% Feb 20, 2020 - Feb 8, 2021 | -63.64% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -27.96% Jul 2, 2021 - Sep 24, 2024 | -50.52% Aug 27, 2018 - Jan 6, 2021 |
| #3 | -26.28% May 29, 2014 - Mar 1, 2017 | -27.15% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -14.22% Oct 2, 2018 - Mar 13, 2019 | -26.14% Jul 7, 2011 - Feb 1, 2012 |
| #5 | -13.47% Feb 18, 2025 - Jun 3, 2025 | -25.81% Nov 12, 2021 - Jul 16, 2024 |
| #6 | -10.33% Apr 1, 2013 - Dec 24, 2013 | -24.93% Jun 23, 2015 - Nov 10, 2016 |
| #7 | -8.85% Sep 14, 2012 - Dec 19, 2012 | -14.91% Mar 26, 2012 - Sep 13, 2012 |
| #8 | -8.07% Feb 18, 2026 - Apr 30, 2026 | -12.40% Jul 3, 2014 - Feb 19, 2015 |
| #9 | -6.21% Jun 21, 2012 - Jul 3, 2012 | -11.27% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -5.40% Dec 4, 2024 - Feb 18, 2025 | -10.22% Jul 31, 2024 - Sep 19, 2024 |
| #11 | -5.04% Jan 26, 2018 - Oct 2, 2018 | -10.15% Jun 8, 2021 - Nov 1, 2021 |
| #12 | -4.90% Dec 19, 2012 - Jan 24, 2013 | -9.04% Apr 29, 2011 - Jul 7, 2011 |
| #13 | -4.38% Jan 22, 2014 - Feb 14, 2014 | -8.69% Jan 22, 2018 - May 17, 2018 |
| #14 | -4.19% Feb 1, 2013 - Mar 20, 2013 | -8.15% Mar 12, 2021 - May 7, 2021 |
| #15 | -3.81% May 3, 2019 - Jun 17, 2019 | -8.10% Dec 31, 2013 - Mar 4, 2014 |
Correlation
Correlation between YYY and EES is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
YYY vs EES dividend yield comparison.
| Year | YYY | EES |
|---|---|---|
| 2026 | 6.26% | 0.54% |
| 2025 | 12.51% | 1.29% |
| 2024 | 12.50% | 1.37% |
| 2023 | 12.39% | 1.18% |
| 2022 | 12.36% | 1.12% |
| 2021 | 9.08% | 1.69% |
| 2020 | 9.79% | 1.29% |
| 2019 | 9.10% | 1.31% |
| 2018 | 9.73% | 1.81% |
| 2017 | 8.16% | 0.93% |
| 2016 | 10.34% | 1.02% |
| 2015 | 10.77% | 1.38% |
| 2014 | 9.54% | 0.99% |
| 2013 | 5.14% | 0.78% |
| 2012 | 4.47% | 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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