WCMI vs SPY
Comparison between FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
WCMI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WCMI
$1.10B
Winner
SPY
$652B
Expense Ratio
WCMI
0.85%
Winner
SPY
0.09%
Max Drawdown
Winner
WCMI
20.16%
SPY
56.47%
Sharpe Ratio
WCMI
1.31
Winner
SPY
2.07
5Y Beta
Winner
WCMI
0.77
SPY
1.00
P/E Ratio
WCMI
N/A
SPY
28.24
Forward P/E
WCMI
N/A
SPY
21.85
5Y Dividends CAGR
WCMI
N/A
SPY
5.43%
5Y EPS CAGR
WCMI
N/A
SPY
25.79%
Debt to Equity
WCMI
N/A
SPY
22.35%
P/S Ratio
WCMI
N/A
SPY
3.55
P/B Ratio
WCMI
N/A
SPY
5.29
WCMI vs SPY - Holdings Comparison
WCMI and SPY have 4 common holdings. Overlap is 0.37%
WCMI's top 25 holdings weight is 72.91%. SPY's top 25 holdings weight is 51.32%.
| Rank | WCMI | SPY |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 8.20% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 5.59% | APPLE INC (AAPL) - 6.48% |
| #3 | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 4.24% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.78% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 3.50% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | LOTTOMATICA GROUP SPA (n/a) - 3.42% | BROADCOM INC (AVGO) - 3.09% |
| #7 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 3.38% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 3.27% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 3.11% | TESLA INC (TSLA) - 1.73% |
| #10 | CONSTELLATION SOFTWARE INC (CNSWF) - 2.72% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | SOCIETE GENERALE SA (n/a) - 2.70% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.55% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | SLB LTD (SLB) - 2.36% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.35% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | KB FINANCIAL GROUP INC (n/a) - 2.26% | WALMART INC (WMT) - 0.91% |
| #16 | JAPAN EXCHANGE GROUP INC (n/a) - 2.26% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | RENTOKIL INITIAL PLC (n/a) - 2.20% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | TESCO PLC (n/a) - 1.99% | VISA INC CLASS A (V) - 0.85% |
| #19 | MIZUHO FINANCIAL GROUP INC (n/a) - 1.98% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | CAMECO CORP (n/a) - 1.92% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 1.86% | INTEL CORP (INTC) - 0.65% |
| #22 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.83% | NETFLIX INC (NFLX) - 0.64% |
| #23 | BUNGE GLOBAL SA (BG) - 1.82% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | HALEON PLC (n/a) - 1.81% | CHEVRON CORP (CVX) - 0.58% |
| #25 | BAIDU INC ADR (BIDU) - 1.81% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 51 | 505 |
WCMI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
WCMI
+5.88%
Winner
SPY
+9.11%
3M
WCMI
+3.90%
Winner
SPY
+6.59%
6M
Winner
WCMI
+15.01%
SPY
+10.56%
1Y
WCMI
+27.42%
Winner
SPY
+32.04%
5Y(CAGR)
WCMI
N/A
SPY
+13.35%
10Y(CAGR)
WCMI
N/A
SPY
+15.49%
Max(CAGR)
Winner
WCMI
+22.29%
SPY
+8.50%
WCMI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WCMI | SPY |
|---|---|---|
| 2026 | +9.06% | +8.27% |
| 2025 | +30.97% | +18.00% |
| 2024 | -5.05% | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +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% |
WCMI vs SPY Drawdown Comparison
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current WCMI drawdown is -1.97%.
| Rank | WCMI | SPY |
|---|---|---|
| #1 | -12.79% Mar 17, 2025 - Apr 29, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -12.49% Jan 27, 2026 - Apr 14, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -8.03% Oct 6, 2025 - Dec 26, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -7.18% Oct 18, 2024 - Jan 28, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -3.85% Apr 17, 2026 - May 5, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.29% Jun 12, 2025 - Jun 26, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -3.22% Mar 5, 2025 - Mar 17, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -3.08% Jun 30, 2025 - Sep 8, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.49% Feb 18, 2025 - Mar 5, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.23% May 6, 2026 - May 7, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.99% Jan 12, 2026 - Jan 23, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.83% Jan 30, 2025 - Feb 12, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.33% May 2, 2025 - May 12, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.26% Oct 7, 2024 - Oct 11, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.20% Sep 22, 2025 - Sep 30, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between WCMI and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (1999 - 2026)
WCMI vs SPY dividend yield comparison.
| Year | WCMI | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.78% | 1.07% |
| 2024 | 15.26% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 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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