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WDNA vs SPY

Comparison between WISDOMTREE BIOREVOLUTION FUND (WDNA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed WDNA, delivering a return of +13.3% compared to -5.4%

WDNA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WDNA
$2.30M
Winner
SPY
$735B
Expense Ratio
WDNA
0.45%
Winner
SPY
0.09%
Max Drawdown
WDNA
59.69%
Winner
SPY
56.47%
Sharpe Ratio
WDNA
1.44
Winner
SPY
1.62
5Y Beta
Winner
WDNA
0.98
SPY
1.00
P/E Ratio
Winner
WDNA
-19.77
SPY
28.99
Forward P/E
Winner
WDNA
15.28
SPY
22.37
5Y Dividends CAGR
WDNA
N/A
SPY
5.43%
5Y EPS CAGR
WDNA
12.68%
Winner
SPY
26.05%
Debt to Equity
WDNA
62.36%
Winner
SPY
32.40%
P/S Ratio
Winner
WDNA
3.73
SPY
3.74
P/B Ratio
Winner
WDNA
3.53
SPY
5.61

WDNA vs SPY - Holdings Comparison

WDNA and SPY have 18 common holdings. Overlap is 4.37%

WDNA's top 25 holdings weight is 57.02%. SPY's top 25 holdings weight is 52.37%.

RankWDNASPY
#1
ELI LILLY AND CO (LLY) - 4.22%
NVIDIA CORP (NVDA) - 8.10%
#2
TWIST BIOSCIENCE CORP (TWST) - 3.48%
APPLE INC (AAPL) - 7.02%
#3
MODERNA INC (MRNA) - 3.29%
MICROSOFT CORP (MSFT) - 4.79%
#4
JOHNSON & JOHNSON (JNJ) - 3.27%
AMAZON.COM INC (AMZN) - 4.02%
#5
UNITED THERAPEUTICS CORP (UTHR) - 3.12%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
DARLING INGREDIENTS INC (DAR) - 2.59%
BROADCOM INC (AVGO) - 3.10%
#7
IMMUNOME INC ORDINARY SHARES (IMNM) - 2.55%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
STOKE THERAPEUTICS INC (STOK) - 2.33%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
CORTEVA INC (CTVA) - 2.26%
TESLA INC (TSLA) - 1.89%
#10
TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 2.18%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ASTRAZENECA PLC (n/a) - 2.16%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
IONIS PHARMACEUTICALS INC (IONS) - 2.10%
ELI LILLY AND CO (LLY) - 1.31%
#13
BUNGE GLOBAL SA (BG) - 2.10%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
NATERA INC (NTRA) - 2.04%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
BEAM THERAPEUTICS INC (BEAM) - 1.95%
EXXON MOBIL CORP (XOM) - 0.97%
#16
GILEAD SCIENCES INC (GILD) - 1.90%
INTEL CORP (INTC) - 0.90%
#17
KRYSTAL BIOTECH INC (KRYS) - 1.88%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CRISPR THERAPEUTICS AG (CRSP) - 1.88%
VISA INC CLASS A (V) - 0.85%
#19
PFIZER INC (PFE) - 1.74%
WALMART INC (WMT) - 0.81%
#20
STRUCTURE THERAPEUTICS INC ADR (GPCR) - 1.72%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
AMGEN INC (AMGN) - 1.71%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.68%
CATERPILLAR INC (CAT) - 0.66%
#23
THERMO FISHER SCIENTIFIC INC (TMO) - 1.65%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.61%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
ARROWHEAD PHARMACEUTICALS INC (ARWR) - 1.61%
ABBVIE INC (ABBV) - 0.58%
Total Holdings80505

WDNA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
WDNA
-0.89%
Winner
SPY
+1.90%
3M
WDNA
+0.51%
Winner
SPY
+8.55%
6M
WDNA
+7.23%
Winner
SPY
+8.18%
1Y
Winner
WDNA
+45.39%
SPY
+25.79%
5Y(CAGR)
WDNA
-5.42%
Winner
SPY
+13.32%
10Y(CAGR)
WDNA
N/A
SPY
+15.19%
Max(CAGR)
WDNA
-5.38%
Winner
SPY
+8.47%

WDNA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWDNASPY
2026+5.02%+8.26%
2025+21.84%+18.00%
2024-14.44%+25.59%
2023-1.35%+26.72%
2022-26.69%-18.64%
2021-5.27%+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%

WDNA vs SPY Drawdown Comparison

The maximum drawdown for WDNA was -58.87%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

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

The current WDNA drawdown is -32.20%. The current SPY drawdown is -2.90%.

RankWDNASPY
#1-58.87%
Sep 2, 2021 - Apr 8, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-6.65%
Jul 1, 2021 - Aug 5, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.55%
Aug 5, 2021 - Aug 27, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.57%
Jun 14, 2021 - Jun 28, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-0.34%
Jun 28, 2021 - Jul 1, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.24%
Jun 10, 2021 - Jun 14, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WDNA and SPY is -0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.26
-101

Dividend Comparison (1999 - 2026)

WDNA vs SPY dividend yield comparison.

YearWDNASPY
20260.00%0.24%
20254.57%1.07%
20240.75%1.21%
20230.80%1.40%
20220.38%1.65%
20210.10%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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