WDFC vs. SPY
Compare and contrast key facts about WD-40 Company (WDFC) and SPDR S&P 500 ETF (SPY).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WDFC or SPY.
Correlation
The correlation between WDFC and SPY is 0.38, 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
WDFC vs. SPY - Performance Comparison
Key characteristics
WDFC:
-0.48
SPY:
1.75
WDFC:
-0.51
SPY:
2.36
WDFC:
0.94
SPY:
1.32
WDFC:
-0.36
SPY:
2.66
WDFC:
-1.01
SPY:
11.01
WDFC:
11.52%
SPY:
2.03%
WDFC:
24.28%
SPY:
12.77%
WDFC:
-54.20%
SPY:
-55.19%
WDFC:
-26.75%
SPY:
-2.12%
Returns By Period
In the year-to-date period, WDFC achieves a -5.22% return, which is significantly lower than SPY's 2.36% return. Both investments have delivered pretty close results over the past 10 years, with WDFC having a 12.61% annualized return and SPY not far ahead at 12.96%.
WDFC
-5.22%
-0.70%
-8.56%
-12.12%
5.80%
12.61%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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Risk-Adjusted Performance
WDFC vs. SPY — Risk-Adjusted Performance Rank
WDFC
SPY
WDFC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WD-40 Company (WDFC) 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
WDFC vs. SPY - Dividend Comparison
WDFC's dividend yield for the trailing twelve months is around 1.56%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WDFC WD-40 Company | 1.56% | 1.45% | 1.39% | 1.94% | 1.16% | 1.01% | 1.26% | 1.18% | 1.66% | 1.44% | 1.16% | 2.05% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
WDFC vs. SPY - Drawdown Comparison
The maximum WDFC drawdown since its inception was -54.20%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WDFC and SPY. For additional features, visit the drawdowns tool.
Volatility
WDFC vs. SPY - Volatility Comparison
WD-40 Company (WDFC) has a higher volatility of 5.35% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that WDFC's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.