WTD7.DE vs. SPY
Compare and contrast key facts about WisdomTree Europe SmallCap Dividend UCITS ETF Acc (WTD7.DE) and SPDR S&P 500 ETF (SPY).
WTD7.DE and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTD7.DE is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Europe SmallCap Dividend. It was launched on Nov 3, 2016. 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 WTD7.DE 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: WTD7.DE or SPY.
Correlation
The correlation between WTD7.DE and SPY is 0.34, 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
WTD7.DE vs. SPY - Performance Comparison
Key characteristics
WTD7.DE:
1.12
SPY:
1.72
WTD7.DE:
1.58
SPY:
2.33
WTD7.DE:
1.20
SPY:
1.32
WTD7.DE:
1.42
SPY:
2.61
WTD7.DE:
4.08
SPY:
10.82
WTD7.DE:
3.41%
SPY:
2.03%
WTD7.DE:
12.48%
SPY:
12.75%
WTD7.DE:
-43.81%
SPY:
-55.19%
WTD7.DE:
-0.86%
SPY:
-1.05%
Returns By Period
In the year-to-date period, WTD7.DE achieves a 5.18% return, which is significantly higher than SPY's 2.95% return.
WTD7.DE
5.18%
6.59%
3.70%
13.92%
4.34%
N/A
SPY
2.95%
3.78%
11.68%
23.68%
14.09%
13.13%
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WTD7.DE vs. SPY - Expense Ratio Comparison
WTD7.DE has a 0.38% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
WTD7.DE vs. SPY — Risk-Adjusted Performance Rank
WTD7.DE
SPY
WTD7.DE vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe SmallCap Dividend UCITS ETF Acc (WTD7.DE) 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
WTD7.DE vs. SPY - Dividend Comparison
WTD7.DE has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.17%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTD7.DE WisdomTree Europe SmallCap Dividend UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
WTD7.DE vs. SPY - Drawdown Comparison
The maximum WTD7.DE drawdown since its inception was -43.81%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WTD7.DE and SPY. For additional features, visit the drawdowns tool.
Volatility
WTD7.DE vs. SPY - Volatility Comparison
WisdomTree Europe SmallCap Dividend UCITS ETF Acc (WTD7.DE) has a higher volatility of 4.06% compared to SPDR S&P 500 ETF (SPY) at 3.45%. This indicates that WTD7.DE'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.