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ALLW vs SPY

Comparison between SPDR BRIDGEWATER ALL WEATHER ETF (ALLW, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

ALLW vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ALLW
$1.60B
Winner
SPY
$781B
Expense Ratio
ALLW
0.85%
Winner
SPY
0.09%
Max Drawdown
Winner
ALLW
8.78%
SPY
56.47%
Sharpe Ratio
ALLW
1.23
Winner
SPY
1.35
5Y Beta
Winner
ALLW
0.48
SPY
1.00
P/E Ratio
ALLW
N/A
SPY
29.13
Forward P/E
ALLW
N/A
SPY
21.48
5Y Dividends CAGR
ALLW
N/A
SPY
6.00%
5Y EPS CAGR
ALLW
N/A
SPY
25.27%
Debt to Equity
ALLW
N/A
SPY
31.47%
P/S Ratio
ALLW
N/A
SPY
3.87
P/B Ratio
ALLW
N/A
SPY
5.70

ALLW vs SPY - Holdings Comparison

ALLW and SPY have 1 common holdings. Overlap is -0.10%

ALLW's top 25 holdings weight is 63.71%. SPY's top 25 holdings weight is 51.08%.

RankALLWSPY
#1
STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 18.91%
NVIDIA CORP (NVDA) - 7.50%
#2
STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 7.07%
APPLE INC (AAPL) - 6.58%
#3
UNITED STATES TREASURY NOTES 1.875% (n/a) - 6.09%
MICROSOFT CORP (MSFT) - 4.29%
#4
EURO STOXX 50 SEP26 XEUR 20260918 (n/a) - 4.99%
AMAZON.COM INC (AMZN) - 3.61%
#5
FUTURE ON TOPIX (n/a) - 2.50%
ALPHABET INC CLASS A (GOOGL) - 3.24%
#6
STATE STREET® SPDR® PORTFOLIO EM ETF (SPEM) - 2.26%
BROADCOM INC (AVGO) - 2.77%
#7
UNITED STATES TREASURY NOTES 2.125% (n/a) - 2.10%
ALPHABET INC CLASS C (GOOG) - 2.58%
#8
FTSE 100 INDEX FUTURE SEPT 26 (n/a) - 2.03%
MICRON TECHNOLOGY INC (MU) - 2.01%
#9
SS ALL WEATHERSTRGY CAYMAN LTD (n/a) - 1.99%
META PLATFORMS INC CLASS A (META) - 1.91%
#10
SPI 200 FUTURES SEP26 XSFE 20260917 (n/a) - 1.91%
TESLA INC (TSLA) - 1.83%
#11
UNITED STATES TREASURY NOTES 1.75% (n/a) - 1.86%
ADVANCED MICRO DEVICES INC (AMD) - 1.47%
#12
UNITED STATES TREASURY NOTES 1.375% (n/a) - 1.69%
ELI LILLY AND CO (LLY) - 1.47%
#13
STATE STREET® SPDR® S&P® CHINA ETF (GXC) - 1.66%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42%
#14
UNITED STATES TREASURY BONDS 0.75% (n/a) - 1.32%
JPMORGAN CHASE & CO (JPM) - 1.36%
#15
US DOLLAR (n/a) - 1.29%
INTEL CORP (INTC) - 1.02%
#16
UNITED STATES TREASURY BONDS 2.375% (n/a) - 1.07%
JOHNSON & JOHNSON (JNJ) - 0.95%
#17
UNITED STATES TREASURY BONDS 1% (n/a) - 1.03%
APPLIED MATERIALS INC (AMAT) - 0.89%
#18
UNITED STATES TREASURY BONDS 1.375% (n/a) - 0.76%
VISA INC CLASS A (V) - 0.88%
#19
UNITED STATES TREASURY BONDS 0.125% (n/a) - 0.72%
EXXON MOBIL CORP (XOM) - 0.88%
#20
UNITED STATES TREASURY BONDS 2.125% (n/a) - 0.63%
LAM RESEARCH CORP (LRCX) - 0.84%
#21
UNITED STATES TREASURY BONDS 1.5% (n/a) - 0.53%
WALMART INC (WMT) - 0.77%
#22
UNITED STATES TREASURY BONDS 0.625% (n/a) - 0.48%
CATERPILLAR INC (CAT) - 0.76%
#23
UNITED STATES TREASURY BONDS 0.875% (n/a) - 0.46%
CISCO SYSTEMS INC (CSCO) - 0.72%
#24
UNITED STATES TREASURY BONDS 0.25% (n/a) - 0.36%
ABBVIE INC (ABBV) - 0.69%
#25
CANADIAN DOLLAR (n/a) - 0.00%
COSTCO WHOLESALE CORP (COST) - 0.64%
Total Holdings29502

ALLW vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ALLW
-1.90%
Winner
SPY
+0.31%
3M
ALLW
-1.99%
Winner
SPY
+7.26%
6M
ALLW
+2.61%
Winner
SPY
+9.12%
1Y
ALLW
+17.73%
Winner
SPY
+21.59%
5Y(CAGR)
ALLW
N/A
SPY
+13.25%
10Y(CAGR)
ALLW
N/A
SPY
+15.11%
Max(CAGR)
Winner
ALLW
+15.81%
SPY
+8.51%

ALLW vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearALLWSPY
2026+5.56%+10.47%
2025+15.08%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

ALLW vs SPY Drawdown Comparison

The maximum drawdown for ALLW was -8.78%, occurring on Apr 8, 2025. Recovery took 41 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ALLW drawdown is -3.61%. The current SPY drawdown is -0.91%.

RankALLWSPY
#1-8.78%
Apr 2, 2025 - Jun 2, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-7.23%
Feb 27, 2026 - May 6, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.33%
May 6, 2026 - Jun 10, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-3.66%
Jan 29, 2026 - Feb 20, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.40%
Oct 20, 2025 - Dec 24, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.48%
Dec 26, 2025 - Jan 5, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.46%
Jul 22, 2025 - Aug 7, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.41%
Oct 8, 2025 - Oct 14, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.29%
Mar 6, 2025 - Mar 17, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.23%
Mar 19, 2025 - Apr 1, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.06%
Aug 13, 2025 - Aug 22, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.05%
Jul 3, 2025 - Jul 21, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.95%
Jan 14, 2026 - Jan 21, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.90%
Sep 16, 2025 - Sep 29, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.88%
Jun 4, 2025 - Jun 11, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ALLW and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

ALLW vs SPY dividend yield comparison.

YearALLWSPY
20260.00%0.49%
20254.67%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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