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WLY vs SPY

Comparison between John Wiley & Sons Inc - Class A (WLY, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed WLY, delivering a return of +12.6% compared to +1.2%

WLY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
WLY
$2.92B
Winner
SPY
$781B
Expense Ratio
WLY
N/A
SPY
0.09%
Max Drawdown
WLY
59.34%
Winner
SPY
56.47%
Sharpe Ratio
WLY
0.96
Winner
SPY
1.06
5Y Beta
Winner
WLY
0.49
SPY
1.00
Industry
WLY
Publishing
SPY
N/A
P/E Ratio
Winner
WLY
13.23
SPY
27.10
Forward P/E
Winner
WLY
15.27
SPY
20.61
PEG Ratio
WLY
13.05
SPY
N/A
Dividend Yield
WLY
2.62%
SPY
N/A
5Y Dividends CAGR
WLY
5.31%
Winner
SPY
6.00%
5Y EPS CAGR
WLY
13.55%
Winner
SPY
25.29%
Debt to Equity
WLY
80.57%
Winner
SPY
31.61%
Free Cash Flow Yield
WLY
7.16%
SPY
N/A
P/S Ratio
Winner
WLY
1.64
SPY
3.72
P/B Ratio
Winner
WLY
3.25
SPY
5.54

WLY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WLY
+8.94%
SPY
-0.68%
3M
Winner
WLY
+29.12%
SPY
+3.47%
6M
Winner
WLY
+70.79%
SPY
+7.76%
1Y
Winner
WLY
+38.23%
SPY
+18.19%
5Y(CAGR)
WLY
+1.17%
Winner
SPY
+12.60%
10Y(CAGR)
WLY
+2.01%
Winner
SPY
+14.91%
Max(CAGR)
WLY
+6.45%
Winner
SPY
+8.45%

WLY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWLYSPY
2026+80.81%+9.14%
2025-26.27%+18.00%
2024+44.41%+25.59%
2023-19.48%+26.72%
2022-27.88%-18.64%
2021+28.49%+30.52%
2020-2.40%+17.28%
2019+4.97%+31.09%
2018-28.72%-5.24%
2017+23.41%+20.78%
2016+26.72%+13.59%
2015-21.80%+1.31%
2014+12.33%+14.56%
2013+41.70%+29.00%
2012-12.00%+14.17%
2011-1.43%+0.85%
2010+9.79%+13.14%
2009+13.29%+22.67%
2008-12.25%-36.25%
2007+12.66%+5.32%
2006+1.72%+13.85%
2005+14.36%+5.32%
2004+33.54%+10.75%
2003+8.70%+24.18%
2002+7.62%-22.42%
2001+11.29%-10.13%
2000+28.38%-8.84%
1999+0.23%+8.61%

WLY vs SPY Drawdown Comparison

The maximum drawdown for WLY was -53.94%, occurring on Oct 29, 2020. Recovery took 751 trading sessions.

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

The current WLY drawdown is -5.80%. The current SPY drawdown is -2.11%.

RankWLYSPY
#1-53.94%
Jun 12, 2018 - Jun 7, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-51.88%
Jun 8, 2021 - Jul 29, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-47.00%
Jun 19, 2008 - Feb 11, 2011		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-36.92%
Feb 26, 2015 - Dec 7, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-29.78%
Jul 21, 2011 - Oct 29, 2013		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-28.81%
Jun 29, 2000 - Feb 26, 2002		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-28.44%
Apr 12, 2002 - Jul 8, 2003		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-28.34%
Aug 25, 2005 - May 18, 2007		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-26.73%
Jul 3, 2007 - Jun 5, 2008		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-24.80%
Dec 3, 1999 - May 15, 2000		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-16.66%
Jul 3, 2014 - Jan 26, 2015		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.99%
Aug 19, 2003 - Mar 9, 2004		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.41%
Nov 10, 1999 - Dec 2, 1999		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.73%
Jan 24, 2018 - May 21, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.02%
Jan 16, 2014 - Feb 24, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WLY and SPY is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60
-101

Dividend Comparison (1999 - 2026)

WLY vs SPY dividend yield comparison.

YearWLYSPY
20261.36%0.50%
20254.63%1.07%
20243.22%1.21%
20234.40%1.40%
20223.46%1.65%
20212.41%1.20%
20203.00%1.52%
20192.78%1.75%
20181.38%2.04%
20171.93%1.80%
20162.26%2.03%
20152.64%2.06%
20141.89%1.87%
20131.79%1.81%
20122.36%2.18%
20111.71%2.05%
20101.37%1.80%
20091.31%1.95%
20081.41%3.02%
20071.00%1.85%
20061.01%1.73%
20051.09%1.73%
20040.88%1.82%
20030.98%1.47%
20020.83%1.70%
20010.83%1.25%
20000.74%1.15%
19990.24%0.24%

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