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WTEF.DE vs. SPYL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WTEF.DE vs. SPYL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc (WTEF.DE) and State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) (SPYL.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WTEF.DE achieves a 9.49% return, which is significantly lower than SPYL.DE's 11.37% return.


WTEF.DE

1D
-0.22%
1M
4.75%
YTD
9.49%
6M
9.49%
1Y
21.82%
3Y*
5Y*
10Y*

SPYL.DE

1D
-0.15%
1M
4.36%
YTD
11.37%
6M
10.86%
1Y
25.56%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTEF.DE vs. SPYL.DE - Yearly Performance Comparison


2026 (YTD)202520242023
WTEF.DE
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc
9.49%3.44%28.84%10.66%
SPYL.DE
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)
11.37%4.71%32.33%9.54%

Correlation

The correlation between WTEF.DE and SPYL.DE is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.79

Correlation (All Time)
Calculated using the full available price history since Nov 2, 2023

0.81

The correlation between WTEF.DE and SPYL.DE has been stable across timeframes, ranging from 0.79 to 0.81 - a consistent structural relationship.

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Return for Risk

WTEF.DE vs. SPYL.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTEF.DE
WTEF.DE Risk / Return Rank: 5050
Overall Rank
WTEF.DE Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
WTEF.DE Sortino Ratio Rank: 4747
Sortino Ratio Rank
WTEF.DE Omega Ratio Rank: 4848
Omega Ratio Rank
WTEF.DE Calmar Ratio Rank: 5353
Calmar Ratio Rank
WTEF.DE Martin Ratio Rank: 5252
Martin Ratio Rank

SPYL.DE
SPYL.DE Risk / Return Rank: 6969
Overall Rank
SPYL.DE Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
SPYL.DE Sortino Ratio Rank: 6767
Sortino Ratio Rank
SPYL.DE Omega Ratio Rank: 7070
Omega Ratio Rank
SPYL.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
SPYL.DE Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WTEF.DE vs. SPYL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc (WTEF.DE) and State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) (SPYL.DE). 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.


WTEF.DESPYL.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.55

Sortino ratioReturn per unit of downside risk

-0.70

Omega ratioGain probability vs. loss probability

1.30

1.41

-0.11

Calmar ratioReturn relative to maximum drawdown

2.57

3.58

-1.01

Martin ratioReturn relative to average drawdown

8.75

12.72

-3.98

WTEF.DE vs. SPYL.DE - Sharpe Ratio Comparison

The current WTEF.DE Sharpe Ratio is 1.66, which is comparable to the SPYL.DE Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of WTEF.DE and SPYL.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


WTEF.DESPYL.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.66

2.21

-0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

1.20

1.54

-0.33

Drawdowns

WTEF.DE vs. SPYL.DE - Drawdown Comparison

The maximum WTEF.DE drawdown since its inception was -22.39%, roughly equal to the maximum SPYL.DE drawdown of -23.27%. Use the drawdown chart below to compare losses from any high point for WTEF.DE and SPYL.DE.


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Drawdown Indicators


WTEF.DESPYL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-22.39%

-23.27%

+0.88%

Max Drawdown (1Y)

Largest decline over 1 year

-8.53%

-7.13%

-1.40%

Current Drawdown

Current decline from peak

-0.52%

-0.46%

-0.06%

Average Drawdown

Average peak-to-trough decline

-3.55%

-3.24%

-0.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.51%

2.01%

+0.50%

Volatility

WTEF.DE vs. SPYL.DE - Volatility Comparison

WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc (WTEF.DE) has a higher volatility of 3.73% compared to State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) (SPYL.DE) at 2.66%. This indicates that WTEF.DE's price experiences larger fluctuations and is considered to be riskier than SPYL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WTEF.DESPYL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.73%

2.66%

+1.07%

Volatility (6M)

Calculated over the trailing 6-month period

9.66%

7.57%

+2.09%

Volatility (1Y)

Calculated over the trailing 1-year period

13.17%

11.52%

+1.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.98%

14.61%

+0.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.98%

14.61%

+0.37%

WTEF.DE vs. SPYL.DE - Expense Ratio Comparison

WTEF.DE has a 0.20% expense ratio, which is higher than SPYL.DE's 0.03% 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%.


Dividends

WTEF.DE vs. SPYL.DE - Dividend Comparison

Neither WTEF.DE nor SPYL.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


WTEF.DE and SPYL.DE have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPYL.DE is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPYL.DE is cheaper with a 0.03% expense ratio, compared with 0.20% for WTEF.DE.

WTEF.DE is categorized as Large Cap Blend Equities, while SPYL.DE is S&P 500. WTEF.DE tracks WisdomTree US Efficient Core UCITS, while SPYL.DE tracks S&P 500 Index. They also come from different issuers: WisdomTree and State Street. Their fees differ too: 0.20% for WTEF.DE and 0.03% for SPYL.DE.

Portfolio Optimizer

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