WT vs. SPY
Compare and contrast key facts about WisdomTree Inc. (WT) 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: WT or SPY.
Correlation
The correlation between WT and SPY is 0.26, 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
WT vs. SPY - Performance Comparison
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Key characteristics
WT:
0.09
SPY:
0.50
WT:
0.37
SPY:
0.88
WT:
1.05
SPY:
1.13
WT:
0.05
SPY:
0.56
WT:
0.18
SPY:
2.17
WT:
17.83%
SPY:
4.85%
WT:
34.23%
SPY:
20.02%
WT:
-99.93%
SPY:
-55.19%
WT:
-54.69%
SPY:
-7.65%
Returns By Period
In the year-to-date period, WT achieves a -10.10% return, which is significantly lower than SPY's -3.42% return. Over the past 10 years, WT has underperformed SPY with an annualized return of -4.84%, while SPY has yielded a comparatively higher 12.35% annualized return.
WT
-10.10%
11.45%
-12.67%
3.00%
27.67%
-4.84%
SPY
-3.42%
2.87%
-5.06%
9.87%
15.76%
12.35%
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Risk-Adjusted Performance
WT vs. SPY — Risk-Adjusted Performance Rank
WT
SPY
WT vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inc. (WT) 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.
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Dividends
WT vs. SPY - Dividend Comparison
WT's dividend yield for the trailing twelve months is around 0.95%, less than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WT WisdomTree Inc. | 0.95% | 1.14% | 1.73% | 2.20% | 1.96% | 2.24% | 2.48% | 1.80% | 2.55% | 2.87% | 3.64% | 0.51% |
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
WT vs. SPY - Drawdown Comparison
The maximum WT drawdown since its inception was -99.93%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WT and SPY. For additional features, visit the drawdowns tool.
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Volatility
WT vs. SPY - Volatility Comparison
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