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WLYB vs SPY

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

5-Year PerformanceSPY has outperformed WLYB, delivering a return of +13.4% compared to -4.5%

WLYB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
WLYB
$2.26B
Winner
SPY
$784B
Expense Ratio
WLYB
N/A
SPY
0.09%
Max Drawdown
WLYB
59.93%
Winner
SPY
56.47%
Sharpe Ratio
WLYB
0.45
Winner
SPY
1.50
5Y Beta
Winner
WLYB
0.08
SPY
1.00
Industry
WLYB
Publishing
SPY
N/A
P/E Ratio
WLYB
35.85
Winner
SPY
28.29
Forward P/E
Winner
WLYB
15.67
SPY
21.76
PEG Ratio
WLYB
13.40
SPY
N/A
Dividend Yield
WLYB
3.28%
SPY
N/A
5Y Dividends CAGR
WLYB
5.28%
Winner
SPY
5.43%
5Y EPS CAGR
WLYB
-8.63%
Winner
SPY
25.98%
Debt to Equity
WLYB
107.68%
Winner
SPY
30.79%
Free Cash Flow Yield
WLYB
8.69%
SPY
N/A
P/S Ratio
Winner
WLYB
1.33
SPY
3.79
P/B Ratio
Winner
WLYB
2.96
SPY
5.67

WLYB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WLYB
+4.13%
SPY
+0.48%
3M
Winner
WLYB
+19.08%
SPY
+11.67%
6M
Winner
WLYB
+43.89%
SPY
+9.42%
1Y
WLYB
+15.77%
Winner
SPY
+24.27%
5Y(CAGR)
WLYB
-4.46%
Winner
SPY
+13.36%
10Y(CAGR)
WLYB
+0.86%
Winner
SPY
+15.42%
Max(CAGR)
WLYB
+5.58%
Winner
SPY
+8.49%

WLYB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWLYBSPY
2026+39.70%+8.88%
2025-27.29%+18.00%
2024+45.52%+25.59%
2023-14.72%+26.72%
2022-29.02%-18.64%
2021+26.01%+30.52%
2020-3.40%+17.28%
2019+4.91%+31.09%
2018-28.30%-5.24%
2017+24.34%+20.78%
2016+26.47%+13.59%
2015-23.28%+1.31%
2014+12.23%+14.56%
2013+41.40%+29.00%
2012-12.83%+14.17%
2011-1.26%+0.85%
2010+10.65%+13.14%
2009+14.21%+22.67%
2008-11.88%-36.25%
2007+12.76%+5.32%
2006+2.98%+13.85%
2005+12.87%+5.32%
2004+33.01%+10.75%
2003+9.17%+24.18%
2002+6.13%-22.42%
2001+10.32%-10.13%
2000+25.28%-8.84%
1999-2.05%+8.61%

WLYB vs SPY Drawdown Comparison

The maximum drawdown for WLYB was -53.73%, occurring on Mar 18, 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 WLYB drawdown is -22.02%. The current SPY drawdown is -2.35%.

RankWLYBSPY
#1-53.73%
Jun 14, 2018 - Mar 18, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-47.07%
Jun 19, 2008 - Feb 9, 2011		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-36.69%
Feb 23, 2015 - Dec 7, 2017		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-30.70%
Jul 21, 2011 - Dec 2, 2013		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-28.72%
Aug 24, 2005 - May 21, 2007		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-28.59%
Apr 12, 2002 - Aug 14, 2003		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-27.92%
Jun 29, 2000 - Feb 26, 2002		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-26.17%
Jul 3, 2007 - Jun 5, 2008		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-25.05%
Dec 3, 1999 - May 15, 2000		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.36%
Jul 8, 2014 - Jan 26, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.41%
Aug 19, 2003 - Mar 9, 2004		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.47%
Nov 1, 1999 - Dec 2, 1999		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.04%
Jan 16, 2014 - Feb 20, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.98%
Apr 3, 2014 - Jun 17, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.61%
Jan 23, 2018 - Apr 18, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WLYB and SPY is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59
-101

Dividend Comparison (1999 - 2026)

WLYB vs SPY dividend yield comparison.

YearWLYBSPY
20260.82%0.24%
20254.59%1.07%
20243.19%1.21%
20234.35%1.40%
20223.54%1.65%
20212.47%1.20%
20203.01%1.52%
20192.79%1.75%
20181.39%2.04%
20171.92%1.80%
20162.25%2.03%
20152.62%2.06%
20141.85%1.87%
20131.80%1.81%
20122.37%2.18%
20111.71%2.05%
20101.36%1.80%
20091.30%1.95%
20081.40%3.02%
20071.00%1.85%
20061.01%1.73%
20050.89%1.73%
20040.84%1.82%
20030.94%1.47%
20020.82%1.70%
20010.75%1.25%
20000.68%1.15%
19990.19%0.24%

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