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WHG vs SPY

Comparison between Westwood Holdings Group Inc (WHG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed WHG, delivering a return of +13.4% compared to +3.5%

WHG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
WHG
$157M
Winner
SPY
$784B
Expense Ratio
WHG
N/A
SPY
0.09%
Max Drawdown
WHG
87.34%
Winner
SPY
56.47%
Sharpe Ratio
WHG
0.60
Winner
SPY
1.50
5Y Beta
Winner
WHG
0.53
SPY
1.00
Industry
WHG
Asset Management
SPY
N/A
P/E Ratio
Winner
WHG
21.22
SPY
28.29
Forward P/E
WHG
24.88
Winner
SPY
21.76
PEG Ratio
WHG
0.01
SPY
N/A
Dividend Yield
WHG
3.52%
SPY
N/A
5Y Dividends CAGR
Winner
WHG
49.63%
SPY
5.43%
5Y EPS CAGR
WHG
N/A
SPY
25.98%
Debt to Equity
Winner
WHG
0.00%
SPY
30.79%
Free Cash Flow Yield
WHG
13.36%
SPY
N/A
P/S Ratio
Winner
WHG
1.67
SPY
3.79
P/B Ratio
Winner
WHG
1.33
SPY
5.67

WHG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WHG
+8.60%
SPY
+0.48%
3M
Winner
WHG
+13.43%
SPY
+11.67%
6M
WHG
-0.06%
Winner
SPY
+9.42%
1Y
WHG
+17.08%
Winner
SPY
+24.27%
5Y(CAGR)
WHG
+3.46%
Winner
SPY
+13.36%
10Y(CAGR)
WHG
-6.02%
Winner
SPY
+15.42%
Max(CAGR)
WHG
+5.27%
Winner
SPY
+8.49%

WHG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWHGSPY
2026+0.68%+8.88%
2025+19.76%+18.00%
2024+19.47%+25.59%
2023+12.79%+26.72%
2022-31.63%-18.64%
2021+34.84%+30.52%
2020-49.02%+17.28%
2019-8.59%+31.09%
2018-45.28%-5.24%
2017+13.34%+20.78%
2016+24.04%+13.59%
2015-10.84%+1.31%
2014+4.90%+14.56%
2013+53.22%+29.00%
2012+14.35%+14.17%
2011-6.03%+0.85%
2010+11.29%+13.14%
2009+35.74%+22.67%
2008-18.47%-36.25%
2007+65.33%+5.32%
2006+35.10%+13.85%
2005-1.76%+5.32%
2004+16.61%+10.75%
2003+42.21%+24.18%
2002-17.19%-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

WHG vs SPY Drawdown Comparison

The maximum drawdown for WHG was -83.72%, occurring on Oct 30, 2020. 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 WHG drawdown is -59.44%. The current SPY drawdown is -2.35%.

RankWHGSPY
#1-83.72%
Oct 20, 2017 - Oct 30, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-53.21%
Sep 19, 2008 - Feb 12, 2013		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.86%
Nov 3, 2014 - Dec 7, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-30.12%
Jul 9, 2007 - Oct 2, 2007		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-28.57%
Jun 13, 2002 - Aug 12, 2002		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-25.00%
Aug 12, 2002 - Jun 16, 2003		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.60%
Oct 25, 2007 - May 20, 2008		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.58%
Dec 14, 2004 - Feb 2, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.11%
Jul 22, 2008 - Sep 19, 2008		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-17.94%
Dec 8, 2016 - Sep 18, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-17.79%
Apr 2, 2014 - Oct 28, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.72%
Jul 29, 2003 - Aug 25, 2004		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.39%
Dec 31, 2013 - Mar 21, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.99%
Dec 5, 2006 - May 31, 2007		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.06%
May 27, 2008 - Jun 16, 2008		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WHG and SPY is 0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

0.01
-101

Dividend Comparison (1999 - 2026)

WHG vs SPY dividend yield comparison.

YearWHGSPY
20261.72%0.24%
20253.49%1.07%
20244.14%1.21%
20234.77%1.40%
20225.39%1.65%
202117.41%1.20%
20202.97%1.52%
20199.72%1.75%
20188.12%2.04%
20173.84%1.80%
20163.88%2.03%
20153.97%2.06%
20142.94%1.87%
20132.65%1.81%
20123.69%2.18%
20113.89%2.05%
20104.13%1.80%
20093.38%1.95%
20084.22%3.02%
20073.06%1.85%
20065.78%1.73%
20055.98%1.73%
20045.03%1.82%
20037.08%1.47%
20020.30%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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