MMTM vs DIM

Comparison between STATE STREET(R) SPDR(R) S&P(R) 1500 MOMENTUM TILT ETF (MMTM, ETF) and WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF).

5-Year PerformanceMMTM has outperformed DIM, delivering a return of +13.4% compared to +7.8%

MMTM vs DIM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MMTM(ETF)	DIM(ETF)
Net Assets	$165M	$165M
Expense Ratio	0.12%	0.58%
Max Drawdown	34.21%	64.74%
Sharpe Ratio	1.33	1.08
5Y Beta	1.12	0.62
P/E Ratio	28.19	N/A
Forward P/E	22.31	N/A
5Y Dividends CAGR	7.14%	11.55%
5Y EPS CAGR	31.27%	N/A
Debt to Equity	30.71%	N/A
P/S Ratio	3.81	N/A
P/B Ratio	5.72	N/A

Net Assets

MMTM

$165M

Winner

DIM

$165M

Expense Ratio

Winner

MMTM

0.12%

DIM

0.58%

Max Drawdown

Winner

MMTM

34.21%

DIM

64.74%

Sharpe Ratio

Winner

MMTM

1.33

DIM

1.08

5Y Beta

MMTM

1.12

Winner

DIM

0.62

P/E Ratio

MMTM

28.19

DIM

N/A

Forward P/E

MMTM

22.31

DIM

N/A

5Y Dividends CAGR

MMTM

7.14%

Winner

DIM

11.55%

5Y EPS CAGR

MMTM

31.27%

DIM

N/A

Debt to Equity

MMTM

30.71%

DIM

N/A

P/S Ratio

MMTM

3.81

DIM

N/A

P/B Ratio

MMTM

5.72

DIM

N/A

MMTM vs DIM - Holdings Comparison

MMTM and DIM have 1 common holdings. Overlap is 0.00%

MMTM's top 25 holdings weight is 61.09%. DIM's top 25 holdings weight is 17.26%.

Rank	MMTM	DIM
#1	NVIDIA CORP (NVDA) - 11.01%	AIB GROUP PLC (n/a) - 1.34%
#2	MICROSOFT CORP (MSFT) - 7.06%	WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 0.94%
#3	BROADCOM INC (AVGO) - 5.02%	TENARIS SA (n/a) - 0.90%
#4	APPLE INC (AAPL) - 4.72%	BANCA MEDIOLANUM (n/a) - 0.85%
#5	ALPHABET INC CLASS A (GOOGL) - 4.69%	ADMIRAL GROUP PLC (n/a) - 0.78%
#6	ALPHABET INC CLASS C (GOOG) - 3.76%	NN GROUP NV (n/a) - 0.76%
#7	TESLA INC (TSLA) - 3.68%	KONINKLIJKE KPN NV (n/a) - 0.74%
#8	AMAZON.COM INC (AMZN) - 3.35%	FORTUM OYJ (n/a) - 0.71%
#9	META PLATFORMS INC CLASS A (META) - 3.05%	BANK OF IRELAND GROUP PLC (n/a) - 0.71%
#10	JPMORGAN CHASE & CO (JPM) - 2.26%	TRATON SE (n/a) - 0.70%
#11	n/a (PLTR) - 1.26%	ASTELLAS PHARMA INC (n/a) - 0.70%
#12	NETFLIX INC (NFLX) - 1.09%	AMUNDI SA (n/a) - 0.70%
#13	ORACLE CORP (ORCL) - 0.96%	BOUYGUES (n/a) - 0.66%
#14	GE AEROSPACE (GE) - 0.95%	TELIA COMPANY AB (n/a) - 0.65%
#15	MICRON TECHNOLOGY INC (MU) - 0.94%	CK ASSET HOLDINGS LTD (n/a) - 0.60%
#16	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.94%	HELVETIA BALOISE HOLDING AG (n/a) - 0.60%
#17	WALMART INC (WMT) - 0.88%	n/a (n/a) - 0.59%
#18	VISA INC CLASS A (V) - 0.88%	MAPFRE SA (n/a) - 0.56%
#19	JOHNSON & JOHNSON (JNJ) - 0.74%	CK INFRASTRUCTURE HOLDINGS LTD (n/a) - 0.55%
#20	THE GOLDMAN SACHS GROUP INC (GS) - 0.72%	CATHAY PACIFIC AIRWAYS LTD (n/a) - 0.55%
#21	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.64%	KLEPIERRE (n/a) - 0.55%
#22	LAM RESEARCH CORP (LRCX) - 0.63%	AGEAS SA/ NV (n/a) - 0.54%
#23	MASTERCARD INC CLASS A (MA) - 0.63%	n/a (n/a) - 0.53%
#24	WELLS FARGO & CO (WFC) - 0.62%	POWER ASSETS HOLDINGS LTD (n/a) - 0.53%
#25	BANK OF AMERICA CORP (BAC) - 0.61%	SINGAPORE AIRLINES LTD (n/a) - 0.52%
Total Holdings	1435	596

MMTM vs DIM - Historical Returns

Returns include dividend reinvestment.

Period	MMTM	DIM
1 month	+1.81%	-1.65%
3 months	+8.63%	+0.95%
6 months	+8.25%	+8.33%
1 year	+25.07%	+18.48%
5 years(CAGR)	+13.42%	+7.75%
10 years(CAGR)	+15.00%	+7.69%
Max(CAGR)	+14.70%	+6.14%

Winner

MMTM

+1.81%

DIM

-1.65%

Winner

MMTM

+8.63%

DIM

+0.95%

MMTM

+8.25%

Winner

DIM

+8.33%

Winner

MMTM

+25.07%

DIM

+18.48%

5Y(CAGR)

Winner

MMTM

+13.42%

DIM

+7.75%

10Y(CAGR)

Winner

MMTM

+15.00%

DIM

+7.69%

Max(CAGR)

Winner

MMTM

+14.70%

DIM

+6.14%

MMTM vs DIM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	MMTM	DIM
2026	+8.55%	+4.90%
2025	+13.57%	+37.95%
2024	+31.51%	+4.74%
2023	+23.41%	+14.80%
2022	-16.80%	-14.45%
2021	+28.24%	+9.38%
2020	+18.52%	-1.25%
2019	+29.95%	+20.25%
2018	-4.81%	-15.85%
2017	+23.42%	+27.34%
2016	+11.02%	+4.88%
2015	+5.47%	+2.70%
2014	+14.69%	-0.75%
2013	+32.28%	+19.61%
2012	+1.62%	+17.68%
2011	N/A	-14.32%
2010	N/A	+8.60%
2009	N/A	+32.54%
2008	N/A	-41.12%
2007	N/A	+7.23%
2006	N/A	+27.13%

MMTM vs DIM Drawdown Comparison

The maximum drawdown for MMTM was -33.84%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for DIM was -61.43%, occurring on Mar 9, 2009. Recovery took 1502 trading sessions.

The current MMTM drawdown is -1.79%. The current DIM drawdown is -4.82%.

Rank	MMTM	DIM
#1	-33.84% Feb 19, 2020 - Aug 3, 2020	-61.43% Oct 31, 2007 - Oct 18, 2013
#2	-23.73% Jan 4, 2022 - Dec 14, 2023	-40.87% Jan 26, 2018 - Mar 12, 2021
#3	-22.08% Feb 19, 2025 - Jul 25, 2025	-30.73% Sep 3, 2021 - May 15, 2024
#4	-21.38% Oct 1, 2018 - Jun 18, 2019	-20.59% May 15, 2015 - Mar 16, 2017
#5	-15.75% Dec 29, 2015 - Jul 12, 2016	-14.20% Jul 12, 2007 - Oct 29, 2007
#6	-11.43% Jul 20, 2015 - Dec 29, 2015	-13.93% Jul 3, 2014 - Apr 23, 2015
#7	-10.95% Jul 10, 2024 - Sep 24, 2024	-12.13% Mar 19, 2025 - Apr 24, 2025
#8	-10.89% Sep 2, 2020 - Dec 8, 2020	-10.56% Feb 25, 2026 - Mar 20, 2026
#9	-9.90% Feb 25, 2026 - Apr 13, 2026	-9.98% Sep 26, 2024 - Mar 5, 2025
#10	-9.63% Jan 23, 2018 - Jun 13, 2018	-8.46% Feb 26, 2007 - Mar 21, 2007
#11	-8.26% Sep 18, 2014 - Nov 5, 2014	-6.28% Jul 16, 2024 - Aug 19, 2024
#12	-7.31% Feb 12, 2021 - Apr 5, 2021	-6.21% Jan 16, 2014 - Feb 18, 2014
#13	-6.71% Mar 22, 2024 - May 15, 2024	-5.35% Jul 3, 2006 - Jul 28, 2006
#14	-6.69% Oct 29, 2025 - Jan 9, 2026	-5.23% Jun 14, 2021 - Aug 13, 2021
#15	-5.41% Jul 26, 2019 - Oct 28, 2019	-4.94% Oct 22, 2013 - Dec 31, 2013

Correlation

Correlation between MMTM and DIM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2006 - 2026)

MMTM vs DIM dividend yield comparison.

Year	MMTM	DIM
2026	0.19%	0.07%
2025	0.86%	3.21%
2024	0.83%	3.58%
2023	1.16%	4.62%
2022	1.67%	3.96%
2021	0.95%	3.65%
2020	1.14%	2.53%
2019	1.55%	3.26%
2018	1.64%	3.28%
2017	1.52%	2.57%
2016	1.98%	2.94%
2015	1.68%	2.81%
2014	1.54%	3.46%
2013	1.74%	3.10%
2012	0.51%	2.95%
2011	0.00%	4.49%
2010	0.00%	2.82%
2009	0.00%	2.60%
2008	0.00%	5.92%
2007	0.00%	2.90%
2006	0.00%	0.59%