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DTD vs SPY

Comparison between WISDOMTREE U.S. TOTAL DIVIDEND FUND (DTD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DTD, delivering a return of +13.0% compared to +12.1%

DTD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DTD
$1.60B
Winner
SPY
$781B
Expense Ratio
DTD
0.28%
Winner
SPY
0.09%
Max Drawdown
DTD
60.19%
Winner
SPY
56.47%
Sharpe Ratio
Winner
DTD
1.58
SPY
1.34
5Y Beta
Winner
DTD
0.66
SPY
1.00
P/E Ratio
Winner
DTD
23.85
SPY
28.84
Forward P/E
Winner
DTD
18.46
SPY
21.59
5Y Dividends CAGR
Winner
DTD
8.10%
SPY
6.00%
5Y EPS CAGR
DTD
18.24%
Winner
SPY
25.26%
Debt to Equity
DTD
N/A
SPY
31.47%
P/S Ratio
Winner
DTD
2.56
SPY
3.85
P/B Ratio
Winner
DTD
3.76
SPY
5.70

DTD vs SPY - Holdings Comparison

DTD and SPY have 301 common holdings. Overlap is 42.37%

DTD's top 25 holdings weight is 35.45%. SPY's top 25 holdings weight is 51.08%.

RankDTDSPY
#1
NVIDIA CORP (NVDA) - 3.34%
NVIDIA CORP (NVDA) - 7.50%
#2
MICROSOFT CORP (MSFT) - 3.17%
APPLE INC (AAPL) - 6.58%
#3
JPMORGAN CHASE & CO (JPM) - 2.73%
MICROSOFT CORP (MSFT) - 4.29%
#4
APPLE INC (AAPL) - 2.14%
AMAZON.COM INC (AMZN) - 3.61%
#5
BROADCOM INC (AVGO) - 1.88%
ALPHABET INC CLASS A (GOOGL) - 3.24%
#6
JOHNSON & JOHNSON (JNJ) - 1.81%
BROADCOM INC (AVGO) - 2.77%
#7
EXXON MOBIL CORP (n/a) - 1.71%
ALPHABET INC CLASS C (GOOG) - 2.58%
#8
META PLATFORMS INC CLASS A (META) - 1.60%
MICRON TECHNOLOGY INC (MU) - 2.01%
#9
ABBVIE INC (ABBV) - 1.55%
META PLATFORMS INC CLASS A (META) - 1.91%
#10
CHEVRON CORP (CVX) - 1.38%
TESLA INC (TSLA) - 1.83%
#11
ALPHABET INC CLASS A (GOOGL) - 1.35%
ADVANCED MICRO DEVICES INC (AMD) - 1.47%
#12
MORGAN STANLEY (MS) - 1.35%
ELI LILLY AND CO (LLY) - 1.47%
#13
ALPHABET INC CLASS C (GOOG) - 1.25%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42%
#14
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.25%
JPMORGAN CHASE & CO (JPM) - 1.36%
#15
MERCK & CO INC (MRK) - 1.21%
INTEL CORP (INTC) - 1.02%
#16
COCA-COLA CO (KO) - 1.18%
JOHNSON & JOHNSON (JNJ) - 0.95%
#17
UNITEDHEALTH GROUP INC (UNH) - 1.17%
APPLIED MATERIALS INC (AMAT) - 0.89%
#18
PROCTER & GAMBLE CO (PG) - 1.16%
VISA INC CLASS A (V) - 0.88%
#19
ELI LILLY AND CO (LLY) - 1.14%
EXXON MOBIL CORP (XOM) - 0.88%
#20
CISCO SYSTEMS INC (CSCO) - 1.14%
LAM RESEARCH CORP (LRCX) - 0.84%
#21
KLA CORP (KLAC) - 0.40%
WALMART INC (WMT) - 0.77%
#22
PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.40%
CATERPILLAR INC (CAT) - 0.76%
#23
STARBUCKS CORP (SBUX) - 0.39%
CISCO SYSTEMS INC (CSCO) - 0.72%
#24
WELLTOWER INC (WELL) - 0.38%
ABBVIE INC (ABBV) - 0.69%
#25
AMERICAN EXPRESS CO (AXP) - 0.37%
COSTCO WHOLESALE CORP (COST) - 0.64%
Total Holdings780502

DTD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DTD
+0.84%
SPY
-0.14%
3M
DTD
+6.20%
Winner
SPY
+8.54%
6M
Winner
DTD
+9.65%
SPY
+9.48%
1Y
DTD
+19.31%
Winner
SPY
+21.66%
5Y(CAGR)
DTD
+12.06%
Winner
SPY
+13.03%
10Y(CAGR)
DTD
+11.89%
Winner
SPY
+15.12%
Max(CAGR)
Winner
DTD
+9.72%
SPY
+8.52%

DTD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDTDSPY
2026+11.56%+10.64%
2025+14.42%+18.00%
2024+18.30%+25.59%
2023+11.07%+26.72%
2022-4.21%-18.64%
2021+27.75%+30.52%
2020+2.16%+17.28%
2019+28.19%+31.09%
2018-6.73%-5.24%
2017+16.55%+20.78%
2016+18.19%+13.59%
2015-1.38%+1.31%
2014+15.16%+14.56%
2013+24.96%+29.00%
2012+11.95%+14.17%
2011+7.63%+0.85%
2010+14.84%+13.14%
2009+16.64%+22.67%
2008-33.95%-36.25%
2007+1.13%+5.32%
2006+15.50%+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%

DTD vs SPY Drawdown Comparison

The maximum drawdown for DTD was -58.17%, occurring on Mar 9, 2009. Recovery took 1210 trading sessions.

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

The current DTD drawdown is -0.24%. The current SPY drawdown is -0.77%.

RankDTDSPY
#1-58.17%
Oct 9, 2007 - Jul 27, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-37.28%
Feb 12, 2020 - Dec 17, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.57%
Sep 21, 2018 - Apr 4, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.15%
Apr 20, 2022 - Jul 19, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.41%
Nov 29, 2024 - Jun 30, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.64%
May 18, 2015 - Mar 29, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.39%
Jan 26, 2018 - Aug 27, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.84%
Jul 26, 2023 - Dec 13, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.31%
Jul 13, 2007 - Oct 5, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.09%
Oct 18, 2012 - Jan 2, 2013		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.35%
May 3, 2019 - Jun 20, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.31%
Jan 4, 2022 - Mar 29, 2022		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.30%
Sep 19, 2014 - Oct 31, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.30%
Feb 11, 2026 - Apr 17, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.97%
May 21, 2013 - Jul 11, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DTD and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

DTD vs SPY dividend yield comparison.

YearDTDSPY
20260.88%0.49%
20251.99%1.07%
20242.07%1.21%
20232.43%1.40%
20222.62%1.65%
20212.04%1.20%
20202.73%1.52%
20192.50%1.75%
20182.93%2.04%
20172.36%1.80%
20162.66%2.03%
20152.81%2.06%
20142.42%1.87%
20132.38%1.81%
20123.07%2.18%
20112.81%2.05%
20102.87%1.80%
20092.76%1.95%
20084.60%3.02%
20072.77%1.85%
20061.04%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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