DIM vs. SPY
Compare and contrast key facts about WisdomTree International MidCap Dividend Fund (DIM) and SPDR S&P 500 ETF (SPY).
DIM and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIM is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International MidCap Dividend Index. It was launched on Jun 16, 2006. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both DIM and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIM or SPY.
Correlation
The correlation between DIM and SPY is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DIM vs. SPY - Performance Comparison
Key characteristics
DIM:
1.07
SPY:
0.54
DIM:
1.56
SPY:
0.90
DIM:
1.21
SPY:
1.13
DIM:
1.44
SPY:
0.57
DIM:
4.07
SPY:
2.24
DIM:
4.28%
SPY:
4.82%
DIM:
16.51%
SPY:
20.02%
DIM:
-61.45%
SPY:
-55.19%
DIM:
-0.47%
SPY:
-7.53%
Returns By Period
In the year-to-date period, DIM achieves a 17.29% return, which is significantly higher than SPY's -3.30% return. Over the past 10 years, DIM has underperformed SPY with an annualized return of 4.89%, while SPY has yielded a comparatively higher 12.33% annualized return.
DIM
17.29%
18.30%
12.69%
17.59%
11.41%
4.89%
SPY
-3.30%
13.81%
-4.52%
10.65%
15.81%
12.33%
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DIM vs. SPY - Expense Ratio Comparison
DIM has a 0.58% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
DIM vs. SPY — Risk-Adjusted Performance Rank
DIM
SPY
DIM vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International MidCap Dividend Fund (DIM) and SPDR S&P 500 ETF (SPY). 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
DIM vs. SPY - Dividend Comparison
DIM's dividend yield for the trailing twelve months is around 3.18%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIM WisdomTree International MidCap Dividend Fund | 3.18% | 3.58% | 4.62% | 3.96% | 3.65% | 2.53% | 3.26% | 3.28% | 2.57% | 2.94% | 2.81% | 3.46% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
DIM vs. SPY - Drawdown Comparison
The maximum DIM drawdown since its inception was -61.45%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for DIM and SPY. For additional features, visit the drawdowns tool.
Volatility
DIM vs. SPY - Volatility Comparison
The current volatility for WisdomTree International MidCap Dividend Fund (DIM) is 7.23%, while SPDR S&P 500 ETF (SPY) has a volatility of 12.36%. This indicates that DIM experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.