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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 +12.4% compared to -3.8%

WDNA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WDNA
$2.70M
Winner
SPY
$781B
Expense Ratio
WDNA
0.45%
Winner
SPY
0.09%
Max Drawdown
WDNA
59.69%
Winner
SPY
56.47%
Sharpe Ratio
Winner
WDNA
1.37
SPY
1.12
5Y Beta
Winner
WDNA
0.96
SPY
1.00
P/E Ratio
Winner
WDNA
-18.14
SPY
28.53
Forward P/E
Winner
WDNA
16.14
SPY
21.47
5Y Dividends CAGR
WDNA
N/A
SPY
6.00%
5Y EPS CAGR
WDNA
10.43%
Winner
SPY
25.58%
Debt to Equity
WDNA
62.65%
Winner
SPY
32.09%
P/S Ratio
WDNA
4.71
Winner
SPY
3.75
P/B Ratio
Winner
WDNA
4.06
SPY
5.64

WDNA vs SPY - Holdings Comparison

WDNA and SPY have 18 common holdings. Overlap is 4.61%

WDNA's top 25 holdings weight is 57.31%. SPY's top 25 holdings weight is 51.74%.

RankWDNASPY
#1
TWIST BIOSCIENCE CORP (TWST) - 5.58%
NVIDIA CORP (NVDA) - 7.89%
#2
MODERNA INC (MRNA) - 4.59%
APPLE INC (AAPL) - 7.37%
#3
ELI LILLY AND CO (LLY) - 4.01%
MICROSOFT CORP (MSFT) - 4.50%
#4
JOHNSON & JOHNSON (JNJ) - 2.99%
AMAZON.COM INC (AMZN) - 3.82%
#5
IMMUNOME INC ORDINARY SHARES (IMNM) - 2.45%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
UNITED THERAPEUTICS CORP (UTHR) - 2.44%
BROADCOM INC (AVGO) - 2.86%
#7
NATERA INC (NTRA) - 2.32%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 2.31%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
BEAM THERAPEUTICS INC (BEAM) - 2.06%
TESLA INC (TSLA) - 1.70%
#10
STRUCTURE THERAPEUTICS INC ADR (GPCR) - 2.05%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
STOKE THERAPEUTICS INC (STOK) - 2.03%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
CORTEVA INC (CTVA) - 1.96%
ELI LILLY AND CO (LLY) - 1.40%
#13
DARLING INGREDIENTS INC (DAR) - 1.95%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
KRYSTAL BIOTECH INC (KRYS) - 1.92%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
CRISPR THERAPEUTICS AG (CRSP) - 1.90%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
IONIS PHARMACEUTICALS INC (IONS) - 1.86%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
ASTRAZENECA PLC (n/a) - 1.83%
VISA INC CLASS A (V) - 0.90%
#18
n/a (TXG) - 1.79%
WALMART INC (WMT) - 0.76%
#19
ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.67%
INTEL CORP (INTC) - 0.75%
#20
REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.66%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
ABSCI CORP (ABSI) - 1.66%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
BAYER AG (n/a) - 1.64%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
AGIOS PHARMACEUTICALS INC (AGIO) - 1.55%
ABBVIE INC (ABBV) - 0.66%
#24
AMGEN INC (AMGN) - 1.55%
CATERPILLAR INC (CAT) - 0.65%
#25
THERMO FISHER SCIENTIFIC INC (TMO) - 1.54%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings80505

WDNA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WDNA
+4.64%
SPY
+0.63%
3M
Winner
WDNA
+11.38%
SPY
+4.46%
6M
Winner
WDNA
+7.84%
SPY
+7.67%
1Y
Winner
WDNA
+38.59%
SPY
+17.68%
5Y(CAGR)
WDNA
-3.78%
Winner
SPY
+12.42%
10Y(CAGR)
WDNA
N/A
SPY
+14.84%
Max(CAGR)
WDNA
-3.03%
Winner
SPY
+8.44%

WDNA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWDNASPY
2026+18.26%+8.63%
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 -23.65%. The current SPY drawdown is -2.57%.

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 -0.19 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.19
-101

Dividend Comparison (1999 - 2026)

WDNA vs SPY dividend yield comparison.

YearWDNASPY
20260.00%0.50%
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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