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DEW vs SPY

Comparison between WISDOMTREE GLOBAL HIGH DIVIDEND FUND (DEW, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DEW, delivering a return of +13.3% compared to +10.7%

DEW vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DEW
$141M
Winner
SPY
$735B
Expense Ratio
DEW
0.58%
Winner
SPY
0.09%
Max Drawdown
DEW
69.18%
Winner
SPY
56.47%
Sharpe Ratio
Winner
DEW
2.08
SPY
1.62
5Y Beta
Winner
DEW
0.50
SPY
1.00
P/E Ratio
Winner
DEW
21.63
SPY
28.99
Forward P/E
Winner
DEW
14.42
SPY
22.37
5Y Dividends CAGR
Winner
DEW
8.69%
SPY
5.43%
5Y EPS CAGR
DEW
N/A
SPY
26.05%
Debt to Equity
Winner
DEW
5.22%
SPY
32.40%
P/S Ratio
Winner
DEW
2.03
SPY
3.74
P/B Ratio
Winner
DEW
2.24
SPY
5.61

DEW vs SPY - Holdings Comparison

DEW and SPY have 70 common holdings. Overlap is 7.98%

DEW's top 25 holdings weight is 26.60%. SPY's top 25 holdings weight is 52.37%.

RankDEWSPY
#1
EXXON MOBIL CORP (XOM) - 2.60%
NVIDIA CORP (NVDA) - 8.10%
#2
CHEVRON CORP (CVX) - 1.96%
APPLE INC (AAPL) - 7.02%
#3
JOHNSON & JOHNSON (JNJ) - 1.80%
MICROSOFT CORP (MSFT) - 4.79%
#4
HSBC HOLDINGS PLC (n/a) - 1.42%
AMAZON.COM INC (AMZN) - 4.02%
#5
ALTRIA GROUP INC (MO) - 1.42%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.33%
BROADCOM INC (AVGO) - 3.10%
#7
MERCK & CO INC (MRK) - 1.29%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
TEXAS INSTRUMENTS INC (TXN) - 1.25%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ABBVIE INC (ABBV) - 1.24%
TESLA INC (TSLA) - 1.89%
#10
NESTLE SA (n/a) - 1.07%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
INTESA SANPAOLO (n/a) - 1.03%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
PEPSICO INC (PEP) - 1.01%
ELI LILLY AND CO (LLY) - 1.31%
#13
SHELL PLC (n/a) - 1.00%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
THE TORONTO-DOMINION BANK (TD) - 0.96%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
AT&T INC (T) - 0.94%
EXXON MOBIL CORP (XOM) - 0.97%
#16
GILEAD SCIENCES INC (GILD) - 0.92%
INTEL CORP (INTC) - 0.90%
#17
BRITISH AMERICAN TOBACCO PLC (n/a) - 0.90%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
BRISTOL-MYERS SQUIBB CO (BMY) - 0.86%
VISA INC CLASS A (V) - 0.85%
#19
BHP GROUP LTD (n/a) - 0.84%
WALMART INC (WMT) - 0.81%
#20
BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.77%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
MEDTRONIC PLC (MDT) - 0.41%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.41%
CATERPILLAR INC (CAT) - 0.66%
#23
BOC HONG KONG HOLDINGS LTD (n/a) - 0.40%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
GSK PLC (n/a) - 0.39%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
ING GROEP NV (n/a) - 0.38%
ABBVIE INC (ABBV) - 0.58%
Total Holdings660505

DEW vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
DEW
+0.42%
Winner
SPY
+1.90%
3M
DEW
+2.80%
Winner
SPY
+8.55%
6M
Winner
DEW
+13.51%
SPY
+8.18%
1Y
Winner
DEW
+26.30%
SPY
+25.79%
5Y(CAGR)
DEW
+10.74%
Winner
SPY
+13.32%
10Y(CAGR)
DEW
+9.24%
Winner
SPY
+15.19%
Max(CAGR)
DEW
+5.85%
Winner
SPY
+8.47%

DEW vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDEWSPY
2026+11.22%+8.26%
2025+22.72%+18.00%
2024+11.03%+25.59%
2023+9.44%+26.72%
2022-2.88%-18.64%
2021+21.76%+30.52%
2020-8.08%+17.28%
2019+20.29%+31.09%
2018-10.86%-5.24%
2017+14.93%+20.78%
2016+16.26%+13.59%
2015-6.31%+1.31%
2014-1.31%+14.56%
2013+13.04%+29.00%
2012+12.42%+14.17%
2011-3.29%+0.85%
2010+4.00%+13.14%
2009+30.14%+22.67%
2008-43.28%-36.25%
2007+7.57%+5.32%
2006+23.20%+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%

DEW vs SPY Drawdown Comparison

The maximum drawdown for DEW was -65.49%, occurring on Mar 9, 2009. Recovery took 1679 trading sessions.

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

The current DEW drawdown is -0.97%. The current SPY drawdown is -2.90%.

RankDEWSPY
#1-65.49%
Oct 31, 2007 - Jul 3, 2014		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-38.77%
Jan 17, 2020 - Mar 12, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.49%
Jul 3, 2014 - Apr 25, 2017		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.86%
Apr 20, 2022 - Dec 14, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.09%
Jan 26, 2018 - Nov 4, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.86%
Jul 13, 2007 - Oct 29, 2007		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.80%
Apr 2, 2025 - May 15, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.18%
Feb 26, 2007 - Apr 2, 2007		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.47%
Nov 29, 2024 - Feb 13, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.34%
Feb 27, 2026 - May 20, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.14%
Jan 14, 2022 - Mar 29, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.98%
Jul 7, 2006 - Jul 27, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.61%
Jun 4, 2021 - Dec 15, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.21%
Mar 28, 2024 - May 9, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.19%
Jul 30, 2024 - Aug 16, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DEW 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)

DEW vs SPY dividend yield comparison.

YearDEWSPY
20260.39%0.24%
20253.71%1.07%
20244.02%1.21%
20234.55%1.40%
20223.82%1.65%
20213.54%1.20%
20204.10%1.52%
20193.74%1.75%
20184.17%2.04%
20173.18%1.80%
20163.42%2.03%
20154.32%2.06%
20145.00%1.87%
20133.65%1.81%
20123.82%2.18%
20114.73%2.05%
20103.45%1.80%
20094.89%1.95%
20087.97%3.02%
20073.14%1.85%
20060.52%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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