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WLDR vs SPY

Comparison between AFFINITY WORLD LEADERS EQUITY ETF (WLDR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceWLDR has outperformed SPY, delivering a return of +18.3% compared to +12.4%

WLDR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WLDR
$86M
Winner
SPY
$781B
Expense Ratio
WLDR
0.67%
Winner
SPY
0.09%
Max Drawdown
Winner
WLDR
47.10%
SPY
56.47%
Sharpe Ratio
Winner
WLDR
2.13
SPY
1.12
5Y Beta
Winner
WLDR
0.88
SPY
1.00
P/E Ratio
Winner
WLDR
18.28
SPY
28.53
Forward P/E
Winner
WLDR
11.11
SPY
21.47
PEG Ratio
WLDR
0.16
SPY
N/A
5Y Dividends CAGR
Winner
WLDR
44.43%
SPY
6.00%
5Y EPS CAGR
WLDR
16.01%
Winner
SPY
25.58%
Debt to Equity
Winner
WLDR
-236.15%
SPY
32.09%
P/S Ratio
Winner
WLDR
1.41
SPY
3.75
P/B Ratio
Winner
WLDR
2.90
SPY
5.64

WLDR vs SPY - Holdings Comparison

WLDR and SPY have 54 common holdings. Overlap is 7.19%

WLDR's top 25 holdings weight is 56.62%. SPY's top 25 holdings weight is 51.74%.

RankWLDRSPY
#1
MICRON TECHNOLOGY INC (MU) - 8.58%
NVIDIA CORP (NVDA) - 7.89%
#2
n/a (DELL) - 6.76%
APPLE INC (AAPL) - 7.37%
#3
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 5.96%
MICROSOFT CORP (MSFT) - 4.50%
#4
JABIL INC (JBL) - 3.58%
AMAZON.COM INC (AMZN) - 3.82%
#5
HP INC (HPQ) - 3.55%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
VERIZON COMMUNICATIONS INC (VZ) - 2.28%
BROADCOM INC (AVGO) - 2.86%
#7
OMNICOM GROUP INC (OMC) - 2.18%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
AT&T INC (T) - 1.95%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.86%
TESLA INC (TSLA) - 1.70%
#10
EBAY INC (EBAY) - 1.62%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.60%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
JOHNSON & JOHNSON (JNJ) - 1.51%
ELI LILLY AND CO (LLY) - 1.40%
#13
TARGET CORP (TGT) - 1.44%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
DOLLAR GENERAL CORP (DG) - 1.34%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
CITIGROUP INC (C) - 1.33%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
MKS INC (MKSI) - 1.32%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
TAPESTRY INC (TPR) - 1.31%
VISA INC CLASS A (V) - 0.90%
#18
SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 1.28%
WALMART INC (WMT) - 0.76%
#19
STATE STREET CORP (STT) - 1.19%
INTEL CORP (INTC) - 0.75%
#20
NVENT ELECTRIC PLC (NVT) - 1.07%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
CITIZENS FINANCIAL GROUP INC (CFG) - 1.06%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
KEYCORP (KEY) - 1.03%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
CASH & CASH EQUIVALENTS (n/a) - 0.94%
ABBVIE INC (ABBV) - 0.66%
#24
FORD MOTOR CO (F) - 0.94%
CATERPILLAR INC (CAT) - 0.65%
#25
BRISTOL-MYERS SQUIBB CO (BMY) - 0.94%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings118505

WLDR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
WLDR
-0.83%
Winner
SPY
+0.78%
3M
Winner
WLDR
+13.72%
SPY
+3.76%
6M
Winner
WLDR
+23.51%
SPY
+7.78%
1Y
Winner
WLDR
+46.70%
SPY
+17.76%
5Y(CAGR)
Winner
WLDR
+18.27%
SPY
+12.44%
10Y(CAGR)
WLDR
+12.16%
Winner
SPY
+14.90%
Max(CAGR)
Winner
WLDR
+12.16%
SPY
+8.44%

WLDR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWLDRSPY
2026+26.90%+8.74%
2025+31.30%+18.00%
2024+23.05%+25.59%
2023+18.92%+26.72%
2022-10.58%-18.64%
2021+27.00%+30.52%
2020-2.46%+17.28%
2019+20.67%+31.09%
2018-20.27%-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%

WLDR vs SPY Drawdown Comparison

The maximum drawdown for WLDR was -44.70%, occurring on Mar 23, 2020. Recovery took 658 trading sessions.

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

The current WLDR drawdown is -3.34%. The current SPY drawdown is -2.47%.

RankWLDRSPY
#1-44.70%
Jul 27, 2018 - Mar 10, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.78%
Jan 12, 2022 - Jul 13, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.30%
Feb 19, 2025 - Jun 3, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-12.01%
Jan 26, 2018 - Jul 27, 2018		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.36%
Jul 18, 2023 - Dec 12, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.86%
Feb 25, 2026 - Apr 14, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.32%
Jul 16, 2024 - Aug 23, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.24%
Oct 1, 2025 - Dec 8, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.92%
Dec 6, 2024 - Feb 14, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.65%
Nov 12, 2021 - Dec 27, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.01%
Jun 15, 2026 - Jul 20, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.00%
Oct 16, 2024 - Nov 25, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.63%
Jun 1, 2026 - Jun 15, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.97%
Apr 5, 2024 - May 15, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.97%
Jun 8, 2021 - Jul 29, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WLDR and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

WLDR vs SPY dividend yield comparison.

YearWLDRSPY
20260.59%0.50%
20259.01%1.07%
202413.99%1.21%
20232.28%1.40%
20222.10%1.65%
20217.55%1.20%
20201.80%1.52%
20192.48%1.75%
20182.82%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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