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DIM vs SPY

Comparison between WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DIM, delivering a return of +13.3% compared to +7.8%

DIM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DIM
$165M
Winner
SPY
$735B
Expense Ratio
DIM
0.58%
Winner
SPY
0.09%
Max Drawdown
DIM
64.74%
Winner
SPY
56.47%
Sharpe Ratio
DIM
1.08
Winner
SPY
1.62
5Y Beta
Winner
DIM
0.62
SPY
1.00
P/E Ratio
DIM
N/A
SPY
28.99
Forward P/E
DIM
N/A
SPY
22.37
5Y Dividends CAGR
Winner
DIM
11.55%
SPY
5.43%
5Y EPS CAGR
DIM
N/A
SPY
26.05%
Debt to Equity
DIM
N/A
SPY
32.40%
P/S Ratio
DIM
N/A
SPY
3.74
P/B Ratio
DIM
N/A
SPY
5.61

DIM vs SPY - Holdings Comparison

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

DIM's top 25 holdings weight is 17.26%. SPY's top 25 holdings weight is 52.37%.

RankDIMSPY
#1
AIB GROUP PLC (n/a) - 1.34%
NVIDIA CORP (NVDA) - 8.10%
#2
WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 0.94%
APPLE INC (AAPL) - 7.02%
#3
TENARIS SA (n/a) - 0.90%
MICROSOFT CORP (MSFT) - 4.79%
#4
BANCA MEDIOLANUM (n/a) - 0.85%
AMAZON.COM INC (AMZN) - 4.02%
#5
ADMIRAL GROUP PLC (n/a) - 0.78%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
NN GROUP NV (n/a) - 0.76%
BROADCOM INC (AVGO) - 3.10%
#7
KONINKLIJKE KPN NV (n/a) - 0.74%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
FORTUM OYJ (n/a) - 0.71%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
BANK OF IRELAND GROUP PLC (n/a) - 0.71%
TESLA INC (TSLA) - 1.89%
#10
TRATON SE (n/a) - 0.70%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ASTELLAS PHARMA INC (n/a) - 0.70%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
AMUNDI SA (n/a) - 0.70%
ELI LILLY AND CO (LLY) - 1.31%
#13
BOUYGUES (n/a) - 0.66%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
TELIA COMPANY AB (n/a) - 0.65%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
CK ASSET HOLDINGS LTD (n/a) - 0.60%
EXXON MOBIL CORP (XOM) - 0.97%
#16
HELVETIA BALOISE HOLDING AG (n/a) - 0.60%
INTEL CORP (INTC) - 0.90%
#17
n/a (n/a) - 0.59%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
MAPFRE SA (n/a) - 0.56%
VISA INC CLASS A (V) - 0.85%
#19
CK INFRASTRUCTURE HOLDINGS LTD (n/a) - 0.55%
WALMART INC (WMT) - 0.81%
#20
CATHAY PACIFIC AIRWAYS LTD (n/a) - 0.55%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
KLEPIERRE (n/a) - 0.55%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
AGEAS SA/ NV (n/a) - 0.54%
CATERPILLAR INC (CAT) - 0.66%
#23
n/a (n/a) - 0.53%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
POWER ASSETS HOLDINGS LTD (n/a) - 0.53%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
SINGAPORE AIRLINES LTD (n/a) - 0.52%
ABBVIE INC (ABBV) - 0.58%
Total Holdings596505

DIM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
DIM
-1.65%
Winner
SPY
+1.90%
3M
DIM
+0.95%
Winner
SPY
+8.55%
6M
Winner
DIM
+8.33%
SPY
+8.18%
1Y
DIM
+18.48%
Winner
SPY
+25.79%
5Y(CAGR)
DIM
+7.75%
Winner
SPY
+13.32%
10Y(CAGR)
DIM
+7.69%
Winner
SPY
+15.19%
Max(CAGR)
DIM
+6.14%
Winner
SPY
+8.47%

DIM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDIMSPY
2026+4.90%+8.26%
2025+37.95%+18.00%
2024+4.74%+25.59%
2023+14.80%+26.72%
2022-14.45%-18.64%
2021+9.38%+30.52%
2020-1.25%+17.28%
2019+20.25%+31.09%
2018-15.85%-5.24%
2017+27.34%+20.78%
2016+4.88%+13.59%
2015+2.70%+1.31%
2014-0.75%+14.56%
2013+19.61%+29.00%
2012+17.68%+14.17%
2011-14.32%+0.85%
2010+8.60%+13.14%
2009+32.54%+22.67%
2008-41.12%-36.25%
2007+7.23%+5.32%
2006+27.13%+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%

DIM vs SPY Drawdown Comparison

The maximum drawdown for DIM was -61.43%, occurring on Mar 9, 2009. Recovery took 1502 trading sessions.

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

The current DIM drawdown is -4.82%. The current SPY drawdown is -2.90%.

RankDIMSPY
#1-61.43%
Oct 31, 2007 - Oct 18, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.87%
Jan 26, 2018 - Mar 12, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-30.73%
Sep 3, 2021 - May 15, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.59%
May 15, 2015 - Mar 16, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.20%
Jul 12, 2007 - Oct 29, 2007		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.93%
Jul 3, 2014 - Apr 23, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.13%
Mar 19, 2025 - Apr 24, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.56%
Feb 25, 2026 - Mar 20, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.98%
Sep 26, 2024 - Mar 5, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.46%
Feb 26, 2007 - Mar 21, 2007		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.28%
Jul 16, 2024 - Aug 19, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.21%
Jan 16, 2014 - Feb 18, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.35%
Jul 3, 2006 - Jul 28, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.23%
Jun 14, 2021 - Aug 13, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.94%
Oct 22, 2013 - Dec 31, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DIM and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

DIM vs SPY dividend yield comparison.

YearDIMSPY
20260.07%0.24%
20253.21%1.07%
20243.58%1.21%
20234.62%1.40%
20223.96%1.65%
20213.65%1.20%
20202.53%1.52%
20193.26%1.75%
20183.28%2.04%
20172.57%1.80%
20162.94%2.03%
20152.81%2.06%
20143.46%1.87%
20133.10%1.81%
20122.95%2.18%
20114.49%2.05%
20102.82%1.80%
20092.60%1.95%
20085.92%3.02%
20072.90%1.85%
20060.59%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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