WHD vs SPY

Comparison between Cactus Inc - Class A (WHD, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceWHD has outperformed SPY, delivering a return of +13.9% compared to +13.8%

WHD vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WHD(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$4.71B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	79.23%	56.47%
Sharpe Ratio	1.06	1.67
5Y Beta	1.26	1.00
Industry	Oil & Gas Equipment & Services	N/A
P/E Ratio	109.68	28.81
Forward P/E	27.17	22.07
Dividend Yield	0.91%	N/A
5Y Dividends CAGR	13.56%	5.43%
5Y EPS CAGR	N/A	25.84%
Debt to Equity	0.00%	34.16%
Free Cash Flow Yield	7.33%	N/A
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.54

Market Cap / Net Assets

WHD

$4.71B

Winner

SPY

$735B

Expense Ratio

WHD

N/A

SPY

0.09%

Max Drawdown

WHD

79.23%

Winner

SPY

56.47%

Sharpe Ratio

WHD

1.06

Winner

SPY

1.67

5Y Beta

WHD

1.26

Winner

SPY

1.00

Industry

WHD

Oil & Gas Equipment & Services

SPY

N/A

P/E Ratio

WHD

109.68

Winner

SPY

28.81

Forward P/E

WHD

27.17

Winner

SPY

22.07

Dividend Yield

WHD

0.91%

SPY

N/A

5Y Dividends CAGR

Winner

WHD

13.56%

SPY

5.43%

5Y EPS CAGR

WHD

N/A

SPY

25.84%

Debt to Equity

Winner

WHD

0.00%

SPY

34.16%

Free Cash Flow Yield

WHD

7.33%

SPY

N/A

P/S Ratio

WHD

N/A

SPY

3.69

P/B Ratio

WHD

N/A

SPY

5.54

WHD vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	WHD	SPY
1 month	+18.35%	+4.59%
3 months	+6.65%	+7.81%
6 months	+57.18%	+14.24%
1 year	+48.14%	+26.47%
5 years(CAGR)	+13.86%	+13.84%
10 years(CAGR)	+15.52%	+15.57%
Max(CAGR)	+15.52%	+8.50%

Winner

WHD

+18.35%

SPY

+4.59%

WHD

+6.65%

Winner

SPY

+7.81%

Winner

WHD

+57.18%

SPY

+14.24%

Winner

WHD

+48.14%

SPY

+26.47%

5Y(CAGR)

Winner

WHD

+13.86%

SPY

+13.84%

10Y(CAGR)

WHD

+15.52%

Winner

SPY

+15.57%

Max(CAGR)

Winner

WHD

+15.52%

SPY

+8.50%

WHD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WHD	SPY
2026	+32.52%	+8.80%
2025	-22.28%	+18.00%
2024	+33.24%	+25.59%
2023	-7.55%	+26.72%
2022	+24.08%	-18.64%
2021	+44.51%	+30.52%
2020	-22.63%	+17.28%
2019	+20.65%	+31.09%
2018	+35.36%	-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%

WHD vs SPY Drawdown Comparison

The maximum drawdown for WHD was -79.10%, occurring on Mar 18, 2020. Recovery took 666 trading sessions.

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

The current WHD drawdown is -9.03%. The current SPY drawdown is -0.92%.

Rank	WHD	SPY
#1	-79.10% Oct 9, 2018 - Jun 3, 2021	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-51.40% Nov 25, 2024 - Oct 10, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-48.35% Apr 20, 2022 - Jul 16, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-26.11% Jun 16, 2021 - Oct 18, 2021	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-22.87% Oct 25, 2021 - Jan 14, 2022	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-21.32% Mar 8, 2022 - Apr 18, 2022	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-15.87% May 22, 2018 - Sep 19, 2018	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-13.55% Jul 31, 2024 - Sep 20, 2024	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-11.21% Oct 4, 2024 - Nov 6, 2024	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-10.67% Sep 20, 2024 - Oct 4, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-7.22% Nov 6, 2024 - Nov 25, 2024	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-6.54% Apr 23, 2018 - May 10, 2018	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-5.67% Jul 16, 2024 - Jul 26, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-5.33% Feb 1, 2022 - Feb 15, 2022	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-5.18% Feb 15, 2022 - Feb 28, 2022	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WHD and SPY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (1999 - 2026)

WHD vs SPY dividend yield comparison.

Year	WHD	SPY
2026	0.23%	0.24%
2025	1.18%	1.07%
2024	0.86%	1.21%
2023	1.01%	1.40%
2022	0.88%	1.65%
2021	1.00%	1.20%
2020	1.38%	1.52%
2019	0.26%	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%