Correlation
The correlation between EES and NVDY is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
EES vs. NVDY
Compare and contrast key facts about WisdomTree U.S. SmallCap Fund (EES) and YieldMax NVDA Option Income Strategy ETF (NVDY).
EES and NVDY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EES is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Small Cap Index. It was launched on Feb 23, 2007. NVDY is an actively managed fund by YieldMax. It was launched on May 10, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EES or NVDY.
Performance
EES vs. NVDY - Performance Comparison
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Key characteristics
EES:
0.13
NVDY:
0.27
EES:
0.42
NVDY:
0.81
EES:
1.05
NVDY:
1.11
EES:
0.15
NVDY:
0.55
EES:
0.41
NVDY:
1.36
EES:
9.90%
NVDY:
13.66%
EES:
24.76%
NVDY:
48.30%
EES:
-63.66%
NVDY:
-34.09%
EES:
-15.59%
NVDY:
-12.87%
Returns By Period
In the year-to-date period, EES achieves a -8.38% return, which is significantly lower than NVDY's -5.97% return.
EES
-8.38%
5.50%
-14.66%
3.27%
4.03%
13.97%
7.25%
NVDY
-5.97%
18.86%
-7.25%
13.04%
N/A
N/A
N/A
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EES vs. NVDY - Expense Ratio Comparison
EES has a 0.38% expense ratio, which is lower than NVDY's 0.99% expense ratio.
Risk-Adjusted Performance
EES vs. NVDY — Risk-Adjusted Performance Rank
EES
NVDY
EES vs. NVDY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. SmallCap Fund (EES) and YieldMax NVDA Option Income Strategy ETF (NVDY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
EES vs. NVDY - Dividend Comparison
EES's dividend yield for the trailing twelve months is around 1.47%, less than NVDY's 113.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EES WisdomTree U.S. SmallCap Fund | 1.47% | 1.37% | 1.18% | 1.12% | 1.69% | 1.29% | 1.31% | 1.81% | 0.93% | 1.02% | 1.38% | 0.99% |
NVDY YieldMax NVDA Option Income Strategy ETF | 113.64% | 83.65% | 22.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EES vs. NVDY - Drawdown Comparison
The maximum EES drawdown since its inception was -63.66%, which is greater than NVDY's maximum drawdown of -34.09%. Use the drawdown chart below to compare losses from any high point for EES and NVDY.
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Volatility
EES vs. NVDY - Volatility Comparison
WisdomTree U.S. SmallCap Fund (EES) and YieldMax NVDA Option Income Strategy ETF (NVDY) have volatilities of 6.71% and 6.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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