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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 +13.0% compared to +12.6%

DDWM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DDWM
$1.40B
Winner
SPY
$781B
Expense Ratio
DDWM
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
DDWM
37.15%
SPY
56.47%
Sharpe Ratio
DDWM
1.15
Winner
SPY
1.34
5Y Beta
Winner
DDWM
0.63
SPY
1.00
P/E Ratio
DDWM
N/A
SPY
28.84
Forward P/E
DDWM
N/A
SPY
21.59
5Y Dividends CAGR
Winner
DDWM
10.06%
SPY
6.00%
5Y EPS CAGR
DDWM
N/A
SPY
25.26%
Debt to Equity
DDWM
N/A
SPY
31.47%
P/S Ratio
DDWM
N/A
SPY
3.85
P/B Ratio
DDWM
N/A
SPY
5.70

DDWM vs SPY - Holdings Comparison

DDWM and SPY have 1 common holdings. Overlap is 0.00%

DDWM's top 25 holdings weight is 22.24%. SPY's top 25 holdings weight is 51.08%.

RankDDWMSPY
#1
HSBC HOLDINGS PLC (n/a) - 1.70%
NVIDIA CORP (NVDA) - 7.50%
#2
INTESA SANPAOLO (n/a) - 1.18%
APPLE INC (AAPL) - 6.58%
#3
NOVARTIS AG REGISTERED SHARES (n/a) - 1.18%
MICROSOFT CORP (MSFT) - 4.29%
#4
NESTLE SA (n/a) - 1.16%
AMAZON.COM INC (AMZN) - 3.61%
#5
ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.04%
ALPHABET INC CLASS A (GOOGL) - 3.24%
#6
ASML HOLDING NV (n/a) - 1.02%
BROADCOM INC (AVGO) - 2.77%
#7
SHELL PLC (n/a) - 1.00%
ALPHABET INC CLASS C (GOOG) - 2.58%
#8
TOYOTA MOTOR CORP (n/a) - 0.98%
MICRON TECHNOLOGY INC (MU) - 2.01%
#9
BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.94%
META PLATFORMS INC CLASS A (META) - 1.91%
#10
BRITISH AMERICAN TOBACCO PLC (n/a) - 0.93%
TESLA INC (TSLA) - 1.83%
#11
BHP GROUP LTD (n/a) - 0.87%
ADVANCED MICRO DEVICES INC (AMD) - 1.47%
#12
BNP PARIBAS ACT. CAT.A (n/a) - 0.86%
ELI LILLY AND CO (LLY) - 1.47%
#13
AXA SA (n/a) - 0.85%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42%
#14
n/a (n/a) - 0.82%
JPMORGAN CHASE & CO (JPM) - 1.36%
#15
UNICREDIT SPA (n/a) - 0.78%
INTEL CORP (INTC) - 1.02%
#16
MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.76%
JOHNSON & JOHNSON (JNJ) - 0.95%
#17
LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.76%
APPLIED MATERIALS INC (AMAT) - 0.89%
#18
ALLIANZ SE (n/a) - 0.73%
VISA INC CLASS A (V) - 0.88%
#19
CAIXABANK SA (n/a) - 0.71%
EXXON MOBIL CORP (XOM) - 0.88%
#20
EQUINOR ASA (n/a) - 0.68%
LAM RESEARCH CORP (LRCX) - 0.84%
#21
BANCO SANTANDER SA (n/a) - 0.68%
WALMART INC (WMT) - 0.77%
#22
IBERDROLA SA (n/a) - 0.67%
CATERPILLAR INC (CAT) - 0.76%
#23
ENEL SPA (n/a) - 0.66%
CISCO SYSTEMS INC (CSCO) - 0.72%
#24
RIO TINTO PLC ORDINARY SHARES (n/a) - 0.64%
ABBVIE INC (ABBV) - 0.69%
#25
BP PLC (n/a) - 0.64%
COSTCO WHOLESALE CORP (COST) - 0.64%
Total Holdings1347502

DDWM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DDWM
+0.59%
SPY
-0.14%
3M
DDWM
+1.97%
Winner
SPY
+8.54%
6M
DDWM
+4.87%
Winner
SPY
+9.48%
1Y
DDWM
+19.65%
Winner
SPY
+21.66%
5Y(CAGR)
DDWM
+12.65%
Winner
SPY
+13.03%
10Y(CAGR)
DDWM
+10.40%
Winner
SPY
+15.12%
Max(CAGR)
Winner
DDWM
+10.73%
SPY
+8.52%

DDWM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDDWMSPY
2026+7.43%+10.64%
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%
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%

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 -1.08%. The current SPY drawdown is -0.77%.

RankDDWMSPY
#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.

YearDDWMSPY
20261.67%0.49%
20252.47%1.07%
20243.57%1.21%
20234.46%1.40%
20224.28%1.65%
20213.73%1.20%
20203.52%1.52%
20193.63%1.75%
20184.40%2.04%
20172.65%1.80%
20164.00%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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