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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 +17.3% compared to +13.3%

WLDR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WLDR
$71M
Winner
SPY
$735B
Expense Ratio
WLDR
0.67%
Winner
SPY
0.09%
Max Drawdown
Winner
WLDR
47.10%
SPY
56.47%
Sharpe Ratio
Winner
WLDR
2.51
SPY
1.62
5Y Beta
Winner
WLDR
0.86
SPY
1.00
P/E Ratio
Winner
WLDR
18.96
SPY
28.99
Forward P/E
Winner
WLDR
12.50
SPY
22.37
PEG Ratio
WLDR
0.28
SPY
N/A
5Y Dividends CAGR
Winner
WLDR
50.00%
SPY
5.43%
5Y EPS CAGR
WLDR
13.28%
Winner
SPY
26.05%
Debt to Equity
Winner
WLDR
-0.16%
SPY
32.40%
P/S Ratio
Winner
WLDR
1.20
SPY
3.74
P/B Ratio
Winner
WLDR
2.37
SPY
5.61

WLDR vs SPY - Holdings Comparison

WLDR and SPY have 53 common holdings. Overlap is 7.16%

WLDR's top 25 holdings weight is 55.02%. SPY's top 25 holdings weight is 52.37%.

RankWLDRSPY
#1
MICRON TECHNOLOGY INC (MU) - 6.30%
NVIDIA CORP (NVDA) - 8.10%
#2
n/a (DELL) - 5.15%
APPLE INC (AAPL) - 7.02%
#3
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 5.10%
MICROSOFT CORP (MSFT) - 4.79%
#4
HP INC (HPQ) - 4.22%
AMAZON.COM INC (AMZN) - 4.02%
#5
JABIL INC (JBL) - 3.73%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
VERIZON COMMUNICATIONS INC (VZ) - 2.67%
BROADCOM INC (AVGO) - 3.10%
#7
AT&T INC (T) - 2.42%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
OMNICOM GROUP INC (OMC) - 2.36%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
TARGET CORP (TGT) - 2.28%
TESLA INC (TSLA) - 1.89%
#10
DOLLAR GENERAL CORP (DG) - 1.99%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.92%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
EBAY INC (EBAY) - 1.81%
ELI LILLY AND CO (LLY) - 1.31%
#13
JOHNSON & JOHNSON (JNJ) - 1.46%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 1.46%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
n/a (CTSH) - 1.34%
EXXON MOBIL CORP (XOM) - 0.97%
#16
CITIGROUP INC (C) - 1.25%
INTEL CORP (INTC) - 0.90%
#17
STATE STREET CORP (STT) - 1.15%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
NVENT ELECTRIC PLC (NVT) - 1.15%
VISA INC CLASS A (V) - 0.85%
#19
KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.11%
WALMART INC (WMT) - 0.81%
#20
MKS INC (MKSI) - 1.09%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
KEYCORP (KEY) - 1.03%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
BRISTOL-MYERS SQUIBB CO (BMY) - 1.02%
CATERPILLAR INC (CAT) - 0.66%
#23
CITIZENS FINANCIAL GROUP INC (CFG) - 1.01%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.00%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
PFIZER INC (PFE) - 1.00%
ABBVIE INC (ABBV) - 0.58%
Total Holdings116505

WLDR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WLDR
+6.12%
SPY
+1.90%
3M
Winner
WLDR
+16.38%
SPY
+8.55%
6M
Winner
WLDR
+28.23%
SPY
+8.18%
1Y
Winner
WLDR
+50.58%
SPY
+25.79%
5Y(CAGR)
Winner
WLDR
+17.26%
SPY
+13.32%
10Y(CAGR)
WLDR
+12.00%
Winner
SPY
+15.19%
Max(CAGR)
Winner
WLDR
+12.00%
SPY
+8.47%

WLDR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWLDRSPY
2026+23.45%+8.26%
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 -4.93%. The current SPY drawdown is -2.90%.

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
#11-6.00%
Oct 16, 2024 - Nov 25, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.97%
Apr 5, 2024 - May 15, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.97%
Jun 8, 2021 - Jul 29, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.93%
Jun 1, 2026 - Jun 5, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.76%
Aug 16, 2021 - Nov 8, 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
20260.17%0.24%
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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