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DWMF vs SPY

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

5-Year PerformanceSPY has outperformed DWMF, delivering a return of +13.3% compared to +8.0%

DWMF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DWMF
$37M
Winner
SPY
$735B
Expense Ratio
DWMF
0.38%
Winner
SPY
0.09%
Max Drawdown
Winner
DWMF
29.72%
SPY
56.47%
Sharpe Ratio
DWMF
0.33
Winner
SPY
1.62
5Y Beta
Winner
DWMF
0.48
SPY
1.00
P/E Ratio
DWMF
N/A
SPY
28.99
Forward P/E
DWMF
N/A
SPY
22.37
5Y Dividends CAGR
Winner
DWMF
12.11%
SPY
5.43%
5Y EPS CAGR
DWMF
N/A
SPY
26.05%
Debt to Equity
DWMF
N/A
SPY
32.40%
P/S Ratio
DWMF
N/A
SPY
3.74
P/B Ratio
DWMF
N/A
SPY
5.61

DWMF vs SPY - Holdings Comparison

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

DWMF's top 25 holdings weight is 24.57%. SPY's top 25 holdings weight is 52.37%.

RankDWMFSPY
#1
ADMIRAL GROUP PLC (n/a) - 1.37%
NVIDIA CORP (NVDA) - 8.10%
#2
ZURICH INSURANCE GROUP AG (n/a) - 1.27%
APPLE INC (AAPL) - 7.02%
#3
LEG IMMOBILIEN SE (n/a) - 1.26%
MICROSOFT CORP (MSFT) - 4.79%
#4
SEA LTD ADR (SE) - 1.25%
AMAZON.COM INC (AMZN) - 4.02%
#5
SUNCORP GROUP LTD (n/a) - 1.22%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
EURONEXT NV (n/a) - 1.13%
BROADCOM INC (AVGO) - 3.10%
#7
CREDIT AGRICOLE SA (n/a) - 1.10%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ASX LTD (n/a) - 1.07%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
BOC HONG KONG HOLDINGS LTD (n/a) - 1.06%
TESLA INC (TSLA) - 1.89%
#10
MAPFRE SA (n/a) - 1.06%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
QBE INSURANCE GROUP LTD (n/a) - 1.01%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
BANK LEUMI LE-ISRAEL BM (n/a) - 1.00%
ELI LILLY AND CO (LLY) - 1.31%
#13
DNB BANK ASA (n/a) - 0.98%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
TALANX AG (n/a) - 0.98%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
MS&AD INSURANCE GROUP HOLDINGS INC (n/a) - 0.97%
EXXON MOBIL CORP (XOM) - 0.97%
#16
n/a (n/a) - 0.91%
INTEL CORP (INTC) - 0.90%
#17
AIB GROUP PLC (n/a) - 0.85%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
KONINKLIJKE KPN NV (n/a) - 0.84%
VISA INC CLASS A (V) - 0.85%
#19
BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.82%
WALMART INC (WMT) - 0.81%
#20
SBI HOLDINGS INC (n/a) - 0.81%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 0.77%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
WARTSILA CORP (n/a) - 0.73%
CATERPILLAR INC (CAT) - 0.66%
#23
TELIA COMPANY AB (n/a) - 0.72%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
INTERTEK GROUP PLC (n/a) - 0.70%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
KLEPIERRE (n/a) - 0.69%
ABBVIE INC (ABBV) - 0.58%
Total Holdings202505

DWMF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
DWMF
-2.54%
Winner
SPY
+1.90%
3M
DWMF
-3.37%
Winner
SPY
+8.55%
6M
DWMF
+2.75%
Winner
SPY
+8.18%
1Y
DWMF
+6.97%
Winner
SPY
+25.79%
5Y(CAGR)
DWMF
+7.98%
Winner
SPY
+13.32%
10Y(CAGR)
DWMF
N/A
SPY
+15.19%
Max(CAGR)
DWMF
+6.90%
Winner
SPY
+8.47%

DWMF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDWMFSPY
2026+0.28%+8.26%
2025+24.60%+18.00%
2024+10.72%+25.59%
2023+9.91%+26.72%
2022-7.71%-18.64%
2021+10.27%+30.52%
2020-1.96%+17.28%
2019+16.17%+31.09%
2018-7.30%-5.24%
2017N/A+20.78%
2016N/A+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%

DWMF vs SPY Drawdown Comparison

The maximum drawdown for DWMF was -29.72%, occurring on Mar 16, 2020. Recovery took 283 trading sessions.

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

The current DWMF drawdown is -7.74%. The current SPY drawdown is -2.90%.

RankDWMFSPY
#1-29.72%
Feb 19, 2020 - Apr 5, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-17.02%
Sep 7, 2021 - Apr 13, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-10.27%
Sep 28, 2018 - Mar 18, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.74%
Feb 27, 2026 - Mar 20, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.74%
Mar 27, 2025 - Apr 16, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.21%
Jul 3, 2019 - Oct 30, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.70%
Jul 28, 2023 - Dec 13, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.19%
Sep 26, 2024 - Feb 12, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.93%
Jul 31, 2024 - Aug 16, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.81%
Apr 29, 2019 - Jul 3, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.50%
Apr 28, 2023 - Jul 28, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.86%
Nov 12, 2025 - Dec 18, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.32%
Aug 22, 2025 - Nov 11, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.16%
Mar 27, 2024 - May 7, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.91%
May 7, 2021 - May 24, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DWMF and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

DWMF vs SPY dividend yield comparison.

YearDWMFSPY
20260.32%0.24%
20252.80%1.07%
20243.50%1.21%
20234.01%1.40%
20223.41%1.65%
20213.54%1.20%
20202.06%1.52%
20192.77%1.75%
20181.15%2.04%
20170.00%1.80%
20160.00%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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