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HYIN vs SPY

Comparison between WISDOMTREE PRIVATE CREDIT AND ALTERNATIVE INCOME FUND (HYIN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HYIN, delivering a return of +14.0% compared to -0.6%

HYIN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HYIN
$52M
Winner
SPY
$784B
Expense Ratio
HYIN
4.34%
Winner
SPY
0.09%
Max Drawdown
Winner
HYIN
47.24%
SPY
56.47%
Sharpe Ratio
HYIN
-0.70
Winner
SPY
1.68
5Y Beta
Winner
HYIN
0.60
SPY
1.00
P/E Ratio
HYIN
N/A
SPY
28.06
Forward P/E
HYIN
N/A
SPY
21.47
PEG Ratio
HYIN
N/A
SPY
0.36
5Y Dividends CAGR
HYIN
N/A
SPY
6.00%
5Y EPS CAGR
HYIN
N/A
SPY
25.05%
Debt to Equity
HYIN
N/A
SPY
30.60%

HYIN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
HYIN
-1.03%
Winner
SPY
+1.35%
3M
HYIN
+0.59%
Winner
SPY
+13.50%
6M
HYIN
-6.26%
Winner
SPY
+11.30%
1Y
HYIN
-6.54%
Winner
SPY
+26.75%
5Y(CAGR)
HYIN
-0.64%
Winner
SPY
+14.01%
10Y(CAGR)
HYIN
N/A
SPY
+15.56%
Max(CAGR)
HYIN
-0.24%
Winner
SPY
+8.52%

HYIN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHYINSPY
2026-7.62%+9.89%
2025-1.22%+18.00%
2024+7.20%+25.59%
2023+19.60%+26.72%
2022-21.99%-18.64%
2021+3.08%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-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%

HYIN vs SPY Drawdown Comparison

The maximum drawdown for HYIN was -31.08%, occurring on Oct 10, 2022. Recovery took 671 trading sessions.

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

The current HYIN drawdown is -12.44%. The current SPY drawdown is -1.44%.

RankHYINSPY
#1-31.08%
Nov 5, 2021 - Jul 11, 2024
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-15.84%
Feb 28, 2025 - Sep 4, 2025
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-15.52%
Sep 8, 2025 - Mar 27, 2026
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.67%
Jul 23, 2024 - Sep 16, 2024
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.03%
Jun 9, 2021 - Oct 19, 2021
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.53%
Sep 19, 2024 - Feb 6, 2025
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.10%
May 7, 2021 - May 26, 2021
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.12%
Feb 20, 2025 - Feb 28, 2025
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.99%
Jul 17, 2024 - Jul 23, 2024
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.97%
Oct 25, 2021 - Nov 1, 2021
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.89%
Nov 1, 2021 - Nov 5, 2021
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.59%
Feb 11, 2025 - Feb 14, 2025
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.31%
Jul 11, 2024 - Jul 15, 2024
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.27%
Feb 6, 2025 - Feb 11, 2025
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HYIN and SPY is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

Dividend Comparison (1999 - 2026)

HYIN vs SPY dividend yield comparison.

YearHYINSPY
20265.39%0.50%
202512.58%1.07%
202412.59%1.21%
202311.71%1.40%
202211.34%1.65%
20214.13%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%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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