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.
Correlation
The correlation between EES and NVDY is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EES vs. NVDY - Performance Comparison
Key characteristics
EES:
0.66
NVDY:
3.11
EES:
1.10
NVDY:
3.49
EES:
1.13
NVDY:
1.49
EES:
1.26
NVDY:
6.28
EES:
3.34
NVDY:
20.03
EES:
4.19%
NVDY:
6.64%
EES:
21.22%
NVDY:
42.76%
EES:
-63.66%
NVDY:
-21.19%
EES:
-7.53%
NVDY:
-2.68%
Returns By Period
In the year-to-date period, EES achieves a 0.43% return, which is significantly lower than NVDY's 5.02% return.
EES
0.43%
-6.40%
17.38%
14.37%
8.85%
9.06%
NVDY
5.02%
-1.22%
13.29%
130.38%
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 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.
Dividends
EES vs. NVDY - Dividend Comparison
EES's dividend yield for the trailing twelve months is around 1.31%, less than NVDY's 86.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EES WisdomTree U.S. SmallCap Fund | 1.31% | 1.31% | 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 | 86.57% | 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 -21.19%. Use the drawdown chart below to compare losses from any high point for EES and NVDY. For additional features, visit the drawdowns tool.
Volatility
EES vs. NVDY - Volatility Comparison
The current volatility for WisdomTree U.S. SmallCap Fund (EES) is 5.02%, while YieldMax NVDA Option Income Strategy ETF (NVDY) has a volatility of 8.17%. This indicates that EES experiences smaller price fluctuations and is considered to be less risky than NVDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.