WPVLX vs. SPY
Compare and contrast key facts about Weitz Partners Value Fund (WPVLX) and State Street SPDR S&P 500 ETF (SPY).
WPVLX is managed by Weitz. It was launched on Jun 1, 1983. 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.
Performance
WPVLX vs. SPY - Performance Comparison
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WPVLX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPVLX Weitz Partners Value Fund | -8.30% | 3.15% | 15.68% | 17.83% | -21.28% | 23.67% | 7.53% | 33.31% | -11.48% | 11.45% |
SPY State Street SPDR S&P 500 ETF | -3.65% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, WPVLX achieves a -8.30% return, which is significantly lower than SPY's -3.65% return. Over the past 10 years, WPVLX has underperformed SPY with an annualized return of 6.33%, while SPY has yielded a comparatively higher 14.06% annualized return.
WPVLX
- 1D
- 2.23%
- 1M
- -6.55%
- YTD
- -8.30%
- 6M
- -9.51%
- 1Y
- -6.31%
- 3Y*
- 8.12%
- 5Y*
- 2.77%
- 10Y*
- 6.33%
SPY
- 1D
- 0.75%
- 1M
- -4.28%
- YTD
- -3.65%
- 6M
- -1.42%
- 1Y
- 18.14%
- 3Y*
- 18.48%
- 5Y*
- 11.86%
- 10Y*
- 14.06%
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WPVLX vs. SPY - Expense Ratio Comparison
WPVLX has a 1.09% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
WPVLX vs. SPY — Risk / Return Rank
WPVLX
SPY
WPVLX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Partners Value Fund (WPVLX) and State Street 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.
| WPVLX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.35 | 0.96 | -1.31 |
Sortino ratioReturn per unit of downside risk | -0.39 | 1.49 | -1.88 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.23 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.41 | 1.53 | -1.94 |
Martin ratioReturn relative to average drawdown | -1.27 | 7.27 | -8.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WPVLX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.35 | 0.96 | -1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.70 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.79 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.56 | -0.03 |
Correlation
The correlation between WPVLX and SPY is 0.82, 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.
Dividends
WPVLX vs. SPY - Dividend Comparison
WPVLX's dividend yield for the trailing twelve months is around 9.85%, more than SPY's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPVLX Weitz Partners Value Fund | 9.85% | 9.03% | 7.76% | 1.80% | 7.32% | 6.72% | 10.93% | 7.09% | 9.27% | 2.32% | 0.00% | 13.92% |
SPY State Street SPDR S&P 500 ETF | 1.13% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
WPVLX vs. SPY - Drawdown Comparison
The maximum WPVLX drawdown since its inception was -59.01%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WPVLX and SPY.
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Drawdown Indicators
| WPVLX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.01% | -55.19% | -3.82% |
Max Drawdown (1Y)Largest decline over 1 year | -13.44% | -12.05% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -28.45% | -24.50% | -3.95% |
Max Drawdown (10Y)Largest decline over 10 years | -39.62% | -33.72% | -5.90% |
Current DrawdownCurrent decline from peak | -11.10% | -5.53% | -5.57% |
Average DrawdownAverage peak-to-trough decline | -7.51% | -9.09% | +1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 2.54% | +1.80% |
Volatility
WPVLX vs. SPY - Volatility Comparison
The current volatility for Weitz Partners Value Fund (WPVLX) is 5.07%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 5.35%. This indicates that WPVLX 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.
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Volatility by Period
| WPVLX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 5.35% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | 9.50% | +0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.49% | 19.06% | -1.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.16% | 17.06% | +0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.54% | 17.92% | +0.62% |