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WIMA vs SPY

Comparison between WISDOMTREE INTERNATIONAL ADAPTIVE MOVING AVERAGE FUND (WIMA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

WIMA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WIMA
$68M
Winner
SPY
$781B
Expense Ratio
WIMA
0.42%
Winner
SPY
0.09%
Max Drawdown
Winner
WIMA
4.81%
SPY
56.47%
Sharpe Ratio
WIMA
1.22
Winner
SPY
1.25
5Y Beta
WIMA
1.11
Winner
SPY
1.00
P/E Ratio
WIMA
N/A
SPY
28.78
Forward P/E
WIMA
N/A
SPY
21.23
5Y Dividends CAGR
WIMA
N/A
SPY
6.00%
5Y EPS CAGR
WIMA
N/A
SPY
25.62%
Debt to Equity
WIMA
N/A
SPY
31.92%
P/S Ratio
WIMA
N/A
SPY
3.76
P/B Ratio
WIMA
N/A
SPY
5.64

WIMA vs SPY - Holdings Comparison

WIMA and SPY have 1 common holdings. Overlap is 0.00%

WIMA's top 25 holdings weight is 28.26%. SPY's top 25 holdings weight is 51.74%.

RankWIMASPY
#1
ASML HOLDING NV (n/a) - 3.52%
NVIDIA CORP (NVDA) - 7.89%
#2
HSBC HOLDINGS PLC (n/a) - 1.94%
APPLE INC (AAPL) - 7.37%
#3
NOVARTIS AG REGISTERED SHARES (n/a) - 1.55%
MICROSOFT CORP (MSFT) - 4.50%
#4
SHELL PLC (n/a) - 1.53%
AMAZON.COM INC (AMZN) - 3.82%
#5
MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.46%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
NESTLE SA (n/a) - 1.37%
BROADCOM INC (AVGO) - 2.86%
#7
ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.37%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
SOFTBANK GROUP CORP (n/a) - 1.37%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
SIEMENS AG (n/a) - 1.14%
TESLA INC (TSLA) - 1.70%
#10
BANCO SANTANDER SA (n/a) - 1.10%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
TOKYO ELECTRON LTD (n/a) - 1.05%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
ASTRAZENECA PLC (AZN:XLON) - 1.04%
ELI LILLY AND CO (LLY) - 1.40%
#13
TOYOTA MOTOR CORP (n/a) - 1.00%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
TOTALENERGIES SE (TTE) - 0.98%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.98%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
BHP GROUP LTD (n/a) - 0.97%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
ALLIANZ SE (n/a) - 0.95%
VISA INC CLASS A (V) - 0.90%
#18
UBS GROUP AG REGISTERED SHARES (n/a) - 0.94%
WALMART INC (WMT) - 0.76%
#19
UNICREDIT SPA (n/a) - 0.93%
INTEL CORP (INTC) - 0.75%
#20
SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.90%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
ENEL SPA (n/a) - 0.44%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
SHIN-ETSU CHEMICAL CO LTD (n/a) - 0.44%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
ITOCHU CORP (n/a) - 0.43%
ABBVIE INC (ABBV) - 0.66%
#24
WESTPAC BANKING CORP (n/a) - 0.43%
CATERPILLAR INC (CAT) - 0.65%
#25
NATIONAL AUSTRALIA BANK LTD (n/a) - 0.43%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings464505

WIMA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
WIMA
+0.25%
Winner
SPY
+0.52%
3M
WIMA
+4.70%
Winner
SPY
+6.55%
6M
WIMA
N/A
SPY
+9.76%
1Y
WIMA
N/A
SPY
+20.32%
5Y(CAGR)
WIMA
N/A
SPY
+13.01%
10Y(CAGR)
WIMA
N/A
SPY
+15.06%
Max(CAGR)
Winner
WIMA
+28.45%
SPY
+8.50%

WIMA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWIMASPY
2026+9.39%+10.11%
2025N/A+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+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%

WIMA vs SPY Drawdown Comparison

The maximum drawdown for WIMA was -4.81%, occurring on Mar 20, 2026. Recovery took 11 trading sessions.

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

The current WIMA drawdown is -0.95%. The current SPY drawdown is -1.24%.

RankWIMASPY
#1-4.81%
Mar 17, 2026 - Apr 1, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-4.11%
Apr 17, 2026 - May 6, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-3.33%
Jun 2, 2026 - Jun 15, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.75%
May 6, 2026 - May 26, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.26%
Jul 6, 2026 - Jul 20, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.11%
Jun 16, 2026 - Jul 2, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.60%
Apr 1, 2026 - Apr 8, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.56%
Apr 14, 2026 - Apr 17, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.47%
May 26, 2026 - Jun 2, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.33%
Apr 8, 2026 - Apr 13, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.30%
Mar 12, 2026 - Mar 16, 2026		-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 WIMA and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

WIMA vs SPY dividend yield comparison.

YearWIMASPY
20260.99%0.49%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%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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