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SPXD vs WTID

Comparison between XTRACKERS S&P 500 DIVERSIFIED SECTOR WEIGHT ETF (SPXD, ETF) and Bank of Montreal (WTID, ETF).

SPXD vs WTID - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPXD
$6.60M
WTID
$6.60M
Expense Ratio
SPXD
0.09%
WTID
N/A
Max Drawdown
Winner
SPXD
7.85%
WTID
92.83%
Sharpe Ratio
Winner
SPXD
1.16
WTID
-1.68
5Y Beta
SPXD
0.68
Winner
WTID
-1.68
P/E Ratio
SPXD
22.84
Winner
WTID
20.21
Forward P/E
SPXD
17.54
Winner
WTID
10.87
PEG Ratio
Winner
SPXD
0.62
WTID
0.99
5Y EPS CAGR
SPXD
11.07%
Winner
WTID
16.35%
Debt to Equity
SPXD
27.94%
Winner
WTID
16.70%
P/S Ratio
SPXD
1.51
Winner
WTID
1.40
P/B Ratio
SPXD
3.01
Winner
WTID
2.18

SPXD vs WTID - Holdings Comparison

SPXD and WTID have 10 common holdings. Overlap is 2.49%

SPXD's top 25 holdings weight is 25.24%. WTID's top 25 holdings weight is 106.70%.

RankSPXDWTID
#1
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.60%
EXXON MOBIL CORP (XOM) - 17.70%
#2
JABIL INC (JBL) - 2.04%
CHEVRON CORP (CVX) - 16.71%
#3
ABBOTT LABORATORIES (ABT) - 1.38%
CONOCOPHILLIPS (COP) - 12.47%
#4
PROCTER & GAMBLE CO (PG) - 1.30%
EQT CORP (EQT) - 8.83%
#5
COSTCO WHOLESALE CORP (COST) - 1.26%
VALERO ENERGY CORP (VLO) - 8.71%
#6
THE WALT DISNEY CO (DIS) - 1.15%
EOG RESOURCES INC (EOG) - 8.68%
#7
CVS HEALTH CORP (CVS) - 1.11%
OCCIDENTAL PETROLEUM CORP (OXY) - 8.33%
#8
WALMART INC (WMT) - 1.10%
MARATHON PETROLEUM CORP (MPC) - 7.78%
#9
APPLE INC (AAPL) - 1.10%
PHILLIPS 66 (PSX) - 6.27%
#10
SYSCO CORP (SYY) - 0.93%
DEVON ENERGY CORP (DVN) - 6.06%
#11
PHILLIPS 66 (PSX) - 0.92%
DIAMONDBACK ENERGY INC (FANG) - 5.16%
#12
INTEL CORP (INTC) - 0.87%
N/A
#13
MICROSOFT CORP (MSFT) - 0.86%
N/A
#14
CIENA CORP (CIEN) - 0.85%
N/A
#15
AMERICAN WATER WORKS CO INC (AWK) - 0.84%
N/A
#16
UNITEDHEALTH GROUP INC (UNH) - 0.83%
N/A
#17
REGENERON PHARMACEUTICALS INC (REGN) - 0.81%
N/A
#18
PHILIP MORRIS INTERNATIONAL INC (PM) - 0.79%
N/A
#19
QUALCOMM INC (QCOM) - 0.74%
N/A
#20
AMAZON.COM INC (AMZN) - 0.72%
N/A
#21
n/a (n/a) - 0.41%
N/A
#22
LENNAR CORP CLASS A (LEN) - 0.41%
N/A
#23
ARCHER-DANIELS-MIDLAND CO (ADM) - 0.41%
N/A
#24
KIMBERLY-CLARK CORP (KMB) - 0.41%
N/A
#25
METLIFE INC (MET) - 0.40%
N/A
Total Holdings46511

SPXD vs WTID - Historical Returns

Returns include dividend reinvestment.

1M
SPXD
+2.07%
Winner
WTID
+5.41%
3M
Winner
SPXD
+3.66%
WTID
-16.90%
6M
Winner
SPXD
+9.18%
WTID
-55.40%
1Y
Winner
SPXD
+14.39%
WTID
-73.06%
5Y(CAGR)
SPXD
N/A
WTID
-18.83%
10Y(CAGR)
SPXD
N/A
WTID
-16.09%
Max(CAGR)
Winner
SPXD
+16.81%
WTID
-16.09%

SPXD vs WTID - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearSPXDWTID
2026+8.37%-57.50%
2025+5.02%-42.74%
2024N/A-4.89%
2023N/A-17.12%
2020N/A+348.70%
2019N/A-76.86%
2018N/A+14.74%
2017N/A-37.31%

SPXD vs WTID Drawdown Comparison

The maximum drawdown for SPXD was -7.52%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.

The maximum drawdown for WTID was -92.83%, occurring on Jan 3, 2020. This drawdown has not yet recovered.

The current SPXD drawdown is -1.05%. The current WTID drawdown is -90.30%.

RankSPXDWTID
#1-7.52%
Feb 27, 2026 - May 6, 2026
-92.83%
Jun 21, 2017 - Jan 3, 2020
#2-4.35%
Oct 27, 2025 - Nov 28, 2025
-30.58%
May 4, 2017 - Jun 14, 2017
#3-3.09%
Oct 3, 2025 - Oct 24, 2025
-28.91%
Mar 23, 2017 - May 4, 2017
#4-2.69%
Jul 25, 2025 - Aug 13, 2025
-13.29%
Jan 10, 2017 - Mar 8, 2017
#5-1.66%
Jan 15, 2026 - Feb 3, 2026
-5.34%
Mar 14, 2017 - Mar 21, 2017
#6-1.35%
Dec 11, 2025 - Dec 24, 2025
-2.13%
Jun 15, 2017 - Jun 19, 2017
#7-1.26%
May 6, 2026 - May 22, 2026
-0.78%
Jan 5, 2017 - Jan 9, 2017
#8-1.23%
Aug 28, 2025 - Sep 11, 2025
N/A
#9-1.13%
Feb 11, 2026 - Feb 18, 2026
N/A
#10-1.06%
Jan 6, 2026 - Jan 9, 2026
N/A
#11-1.05%
Jun 4, 2026 - Jun 5, 2026
N/A
#12-0.99%
Dec 24, 2025 - Jan 5, 2026
N/A
#13-0.91%
Sep 23, 2025 - Sep 29, 2025
N/A
#14-0.83%
Nov 28, 2025 - Dec 10, 2025
N/A
#15-0.79%
Feb 20, 2026 - Feb 26, 2026
N/A

Correlation

Correlation between SPXD and WTID is -0.88 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.88
-101

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