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DWM vs SPY

Comparison between WISDOMTREE INTERNATIONAL EQUITY FUND (DWM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DWM, delivering a return of +13.3% compared to +9.3%

DWM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DWM
$663M
Winner
SPY
$735B
Expense Ratio
DWM
0.48%
Winner
SPY
0.09%
Max Drawdown
DWM
64.27%
Winner
SPY
56.47%
Sharpe Ratio
DWM
1.02
Winner
SPY
1.62
5Y Beta
Winner
DWM
0.64
SPY
1.00
P/E Ratio
DWM
N/A
SPY
28.99
Forward P/E
DWM
N/A
SPY
22.37
5Y Dividends CAGR
Winner
DWM
8.84%
SPY
5.43%
5Y EPS CAGR
DWM
N/A
SPY
26.05%
Debt to Equity
DWM
N/A
SPY
32.40%
P/S Ratio
DWM
N/A
SPY
3.74
P/B Ratio
DWM
N/A
SPY
5.61

DWM vs SPY - Holdings Comparison

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

DWM's top 25 holdings weight is 21.92%. SPY's top 25 holdings weight is 52.37%.

RankDWMSPY
#1
HSBC HOLDINGS PLC (n/a) - 1.65%
NVIDIA CORP (NVDA) - 8.10%
#2
NOVARTIS AG REGISTERED SHARES (n/a) - 1.17%
APPLE INC (AAPL) - 7.02%
#3
NESTLE SA (n/a) - 1.14%
MICROSOFT CORP (MSFT) - 4.79%
#4
TOYOTA MOTOR CORP (n/a) - 1.12%
AMAZON.COM INC (AMZN) - 4.02%
#5
INTESA SANPAOLO (n/a) - 1.09%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.07%
BROADCOM INC (AVGO) - 3.10%
#7
SHELL PLC (n/a) - 1.05%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
BRITISH AMERICAN TOBACCO PLC (n/a) - 0.97%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ASML HOLDING NV (n/a) - 0.93%
TESLA INC (TSLA) - 1.89%
#10
BHP GROUP LTD (n/a) - 0.90%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.86%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
EQUINOR ASA (n/a) - 0.79%
ELI LILLY AND CO (LLY) - 1.31%
#13
AXA SA (n/a) - 0.78%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
BNP PARIBAS ACT. CAT.A (n/a) - 0.76%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
n/a (n/a) - 0.76%
EXXON MOBIL CORP (XOM) - 0.97%
#16
LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.76%
INTEL CORP (INTC) - 0.90%
#17
ALLIANZ SE (n/a) - 0.72%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.71%
VISA INC CLASS A (V) - 0.85%
#19
UNICREDIT SPA (n/a) - 0.71%
WALMART INC (WMT) - 0.81%
#20
ENEL SPA (n/a) - 0.69%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
BP PLC (n/a) - 0.67%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
IBERDROLA SA (n/a) - 0.67%
CATERPILLAR INC (CAT) - 0.66%
#23
RIO TINTO PLC ORDINARY SHARES (n/a) - 0.67%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
CAIXABANK SA (n/a) - 0.64%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
ASTRAZENECA PLC (AZN) - 0.64%
ABBVIE INC (ABBV) - 0.58%
Total Holdings1290505

DWM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
DWM
-0.40%
Winner
SPY
+1.90%
3M
DWM
+2.05%
Winner
SPY
+8.55%
6M
Winner
DWM
+8.39%
SPY
+8.18%
1Y
DWM
+18.77%
Winner
SPY
+25.79%
5Y(CAGR)
DWM
+9.28%
Winner
SPY
+13.32%
10Y(CAGR)
DWM
+8.26%
Winner
SPY
+15.19%
Max(CAGR)
DWM
+5.56%
Winner
SPY
+8.47%

DWM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDWMSPY
2026+4.97%+8.26%
2025+35.07%+18.00%
2024+5.13%+25.59%
2023+15.88%+26.72%
2022-9.48%-18.64%
2021+10.16%+30.52%
2020-3.06%+17.28%
2019+18.95%+31.09%
2018-14.21%-5.24%
2017+23.46%+20.78%
2016+4.57%+13.59%
2015-2.76%+1.31%
2014-2.92%+14.56%
2013+19.68%+29.00%
2012+14.58%+14.17%
2011-10.59%+0.85%
2010+2.37%+13.14%
2009+24.72%+22.67%
2008-41.62%-36.25%
2007+13.30%+5.32%
2006+23.89%+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%

DWM vs SPY Drawdown Comparison

The maximum drawdown for DWM was -62.06%, occurring on Mar 9, 2009. Recovery took 1659 trading sessions.

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

The current DWM drawdown is -4.18%. The current SPY drawdown is -2.90%.

RankDWMSPY
#1-62.06%
Oct 31, 2007 - Jun 6, 2014		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-37.81%
Jan 26, 2018 - Apr 5, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.67%
Jan 12, 2022 - Jul 31, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.37%
Jul 3, 2014 - May 5, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.52%
Jul 12, 2007 - Oct 1, 2007		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.69%
Mar 19, 2025 - Apr 24, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.93%
Feb 25, 2026 - Mar 20, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.61%
Jul 31, 2023 - Dec 13, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.57%
Sep 26, 2024 - Mar 5, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.80%
Feb 26, 2007 - Apr 3, 2007		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.58%
Sep 3, 2021 - Jan 12, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.63%
Jul 12, 2024 - Aug 19, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.37%
Jul 3, 2006 - Jul 28, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.76%
Nov 12, 2025 - Dec 10, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.47%
Mar 27, 2024 - May 7, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DWM 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)

DWM vs SPY dividend yield comparison.

YearDWMSPY
20260.23%0.24%
20253.06%1.07%
20243.86%1.21%
20234.15%1.40%
20224.36%1.65%
20213.64%1.20%
20202.74%1.52%
20193.46%1.75%
20183.86%2.04%
20172.99%1.80%
20163.43%2.03%
20153.55%2.06%
20144.71%1.87%
20133.29%1.81%
20123.52%2.18%
20114.58%2.05%
20103.23%1.80%
20094.48%1.95%
20084.56%3.02%
20071.32%1.85%
20060.38%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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