DDWM vs SPY
Comparison between WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND (DDWM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed DDWM, delivering a return of +13.3% compared to +12.5%
DDWM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DDWM
$1.30B
Winner
SPY
$652B
Expense Ratio
DDWM
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
DDWM
37.15%
SPY
56.47%
Sharpe Ratio
DDWM
1.47
Winner
SPY
2.07
5Y Beta
Winner
DDWM
0.62
SPY
1.00
P/E Ratio
DDWM
N/A
SPY
28.24
Forward P/E
DDWM
N/A
SPY
21.85
5Y Dividends CAGR
DDWM
3.98%
Winner
SPY
5.43%
5Y EPS CAGR
DDWM
N/A
SPY
25.79%
Debt to Equity
DDWM
N/A
SPY
22.35%
P/S Ratio
DDWM
N/A
SPY
3.55
P/B Ratio
DDWM
N/A
SPY
5.29
DDWM vs SPY - Holdings Comparison
DDWM and SPY have 1 common holdings. Overlap is 0.00%
DDWM's top 25 holdings weight is 21.97%. SPY's top 25 holdings weight is 51.32%.
| Rank | DDWM | SPY |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 1.63% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | TOYOTA MOTOR CORP (n/a) - 1.26% | APPLE INC (AAPL) - 6.48% |
| #3 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.19% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | NESTLE SA (n/a) - 1.14% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | INTESA SANPAOLO (n/a) - 1.12% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | SHELL PLC (n/a) - 1.08% | BROADCOM INC (AVGO) - 3.09% |
| #7 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.03% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.87% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.86% | TESLA INC (TSLA) - 1.73% |
| #10 | AXA SA (n/a) - 0.85% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | BHP GROUP LTD (n/a) - 0.84% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | ASML HOLDING NV (n/a) - 0.83% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | n/a (n/a) - 0.79% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.79% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | BNP PARIBAS ACT. CAT.A (n/a) - 0.78% | WALMART INC (WMT) - 0.91% |
| #16 | EQUINOR ASA (n/a) - 0.76% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | BP PLC (n/a) - 0.73% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | ALLIANZ SE (n/a) - 0.71% | VISA INC CLASS A (V) - 0.85% |
| #19 | ASTRAZENECA PLC (AZN) - 0.69% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | ENEL SPA (n/a) - 0.69% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | UNICREDIT SPA (n/a) - 0.69% | INTEL CORP (INTC) - 0.65% |
| #22 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.68% | NETFLIX INC (NFLX) - 0.64% |
| #23 | ENGIE SA (n/a) - 0.66% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | IBERDROLA SA (n/a) - 0.65% | CHEVRON CORP (CVX) - 0.58% |
| #25 | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.65% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 1391 | 505 |
DDWM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
DDWM
+0.39%
Winner
SPY
+9.11%
3M
DDWM
-0.77%
Winner
SPY
+6.59%
6M
Winner
DDWM
+10.70%
SPY
+10.56%
1Y
DDWM
+23.90%
Winner
SPY
+32.04%
5Y(CAGR)
DDWM
+12.53%
Winner
SPY
+13.35%
10Y(CAGR)
DDWM
+10.56%
Winner
SPY
+15.49%
Max(CAGR)
Winner
DDWM
+10.72%
SPY
+8.50%
DDWM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DDWM | SPY |
|---|---|---|
| 2026 | +5.36% | +8.27% |
| 2025 | +30.05% | +18.00% |
| 2024 | +11.42% | +25.59% |
| 2023 | +14.49% | +26.72% |
| 2022 | -1.80% | -18.64% |
| 2021 | +14.46% | +30.52% |
| 2020 | -5.50% | +17.28% |
| 2019 | +20.54% | +31.09% |
| 2018 | -12.07% | -5.24% |
| 2017 | +17.12% | +20.78% |
| 2016 | +16.30% | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
DDWM vs SPY Drawdown Comparison
The maximum drawdown for DDWM was -35.00%, occurring on Mar 16, 2020. Recovery took 292 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DDWM drawdown is -2.99%.
| Rank | DDWM | SPY |
|---|---|---|
| #1 | -35.00% Jan 17, 2020 - Mar 17, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -17.39% Jan 23, 2018 - Nov 4, 2019 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -14.82% Feb 9, 2022 - Jan 11, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -12.34% Mar 19, 2025 - Apr 24, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -10.56% Feb 25, 2026 - Mar 20, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.00% Apr 19, 2016 - Aug 8, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.55% Jul 12, 2024 - Aug 21, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.13% Jul 31, 2023 - Dec 13, 2023 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.46% Feb 1, 2023 - Apr 12, 2023 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.86% Feb 4, 2016 - Feb 17, 2016 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.81% Sep 26, 2024 - Jan 30, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.40% Sep 7, 2021 - Dec 27, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.68% May 8, 2023 - Jun 14, 2023 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.35% Oct 5, 2016 - Dec 6, 2016 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.13% Nov 12, 2025 - Dec 15, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DDWM and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
DDWM vs SPY dividend yield comparison.
| Year | DDWM | SPY |
|---|---|---|
| 2026 | 0.25% | 0.24% |
| 2025 | 2.47% | 1.07% |
| 2024 | 3.57% | 1.21% |
| 2023 | 4.46% | 1.40% |
| 2022 | 4.28% | 1.65% |
| 2021 | 3.73% | 1.20% |
| 2020 | 3.52% | 1.52% |
| 2019 | 3.63% | 1.75% |
| 2018 | 4.40% | 2.04% |
| 2017 | 2.65% | 1.80% |
| 2016 | 4.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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