WTEF.DE vs. SPY
Compare and contrast key facts about WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc (WTEF.DE) and SPDR S&P 500 ETF (SPY).
WTEF.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. WTEF.DE is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree US Efficient Core UCITS. It was launched on Oct 10, 2023. 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 WTEF.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: WTEF.DE or SPY.
Correlation
The correlation between WTEF.DE and SPY is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WTEF.DE vs. SPY - Performance Comparison
Key characteristics
WTEF.DE:
2.01
SPY:
1.75
WTEF.DE:
2.73
SPY:
2.36
WTEF.DE:
1.39
SPY:
1.32
WTEF.DE:
4.24
SPY:
2.66
WTEF.DE:
14.17
SPY:
11.01
WTEF.DE:
1.85%
SPY:
2.03%
WTEF.DE:
13.03%
SPY:
12.77%
WTEF.DE:
-6.31%
SPY:
-55.19%
WTEF.DE:
-0.12%
SPY:
-2.12%
Returns By Period
In the year-to-date period, WTEF.DE achieves a 4.42% return, which is significantly higher than SPY's 2.36% return.
WTEF.DE
4.42%
0.26%
14.93%
26.27%
N/A
N/A
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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WTEF.DE vs. SPY - Expense Ratio Comparison
WTEF.DE has a 0.20% expense ratio, which is higher than SPY's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
WTEF.DE vs. SPY — Risk-Adjusted Performance Rank
WTEF.DE
SPY
WTEF.DE vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc (WTEF.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
WTEF.DE vs. SPY - Dividend Comparison
WTEF.DE has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTEF.DE WisdomTree US Efficient Core UCITS ETF USD Unhedged 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 | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
WTEF.DE vs. SPY - Drawdown Comparison
The maximum WTEF.DE drawdown since its inception was -6.31%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WTEF.DE and SPY. For additional features, visit the drawdowns tool.
Volatility
WTEF.DE vs. SPY - Volatility Comparison
The current volatility for WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc (WTEF.DE) is 2.99%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.38%. This indicates that WTEF.DE 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.