GTR vs SPY
Comparison between WISDOMTREE TARGET RANGE FUND (GTR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed GTR, delivering a return of +13.3% compared to +4.6%
GTR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
GTR vs SPY - Historical Returns
Returns include dividend reinvestment.
GTR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | GTR | SPY |
|---|---|---|
| 2026 | +5.91% | +8.26% |
| 2025 | +13.28% | +18.00% |
| 2024 | +8.92% | +25.59% |
| 2023 | +12.31% | +26.72% |
| 2022 | -19.56% | -18.64% |
| 2021 | +3.77% | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
GTR vs SPY Drawdown Comparison
The maximum drawdown for GTR was -21.44%, occurring on Mar 15, 2023. Recovery took 753 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current GTR drawdown is -1.76%. The current SPY drawdown is -2.90%.
| Rank | GTR | SPY |
|---|---|---|
| #1 | -21.44% Nov 8, 2021 - Nov 6, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -12.88% Dec 6, 2024 - Jul 3, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -5.97% Feb 25, 2026 - Apr 14, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -5.12% Oct 27, 2025 - Dec 10, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -2.91% Nov 11, 2024 - Nov 29, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -2.60% Dec 11, 2025 - Dec 24, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.48% Jul 23, 2025 - Aug 12, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.44% Oct 6, 2025 - Oct 20, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.76% Jun 2, 2026 - Jun 5, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.67% Jan 12, 2026 - Jan 27, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.65% Jan 27, 2026 - Feb 9, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.48% May 14, 2026 - May 26, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.05% Dec 24, 2025 - Jan 5, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.02% Aug 22, 2025 - Sep 5, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.94% Sep 22, 2025 - Oct 1, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between GTR and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
GTR vs SPY dividend yield comparison.
| Year | GTR | SPY |
|---|---|---|
| 2026 | 0.47% | 0.24% |
| 2025 | 5.74% | 1.07% |
| 2024 | 5.30% | 1.21% |
| 2023 | 2.85% | 1.40% |
| 2022 | 0.46% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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