WRND vs SPY
Comparison between NYLI GLOBAL EQUITY R&D LEADERS ETF (WRND, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
WRND vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WRND
$11M
Winner
SPY
$781B
Expense Ratio
WRND
0.18%
Winner
SPY
0.09%
Max Drawdown
Winner
WRND
28.20%
SPY
56.47%
Sharpe Ratio
WRND
1.02
Winner
SPY
1.12
5Y Beta
WRND
1.02
Winner
SPY
1.00
P/E Ratio
Winner
WRND
25.82
SPY
28.53
Forward P/E
WRND
23.64
Winner
SPY
21.47
PEG Ratio
WRND
0.37
SPY
N/A
5Y Dividends CAGR
WRND
N/A
SPY
6.00%
5Y EPS CAGR
Winner
WRND
31.50%
SPY
25.58%
Debt to Equity
WRND
59.78%
Winner
SPY
32.09%
P/S Ratio
WRND
5.87
Winner
SPY
3.75
P/B Ratio
WRND
7.51
Winner
SPY
5.64
WRND vs SPY - Holdings Comparison
WRND and SPY have 66 common holdings. Overlap is 41.11%
WRND's top 25 holdings weight is 68.25%. SPY's top 25 holdings weight is 51.74%.
| Rank | WRND | SPY |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 7.22% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | NVIDIA CORP (NVDA) - 7.10% | APPLE INC (AAPL) - 7.37% |
| #3 | APPLE INC (AAPL) - 6.80% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | ASML HOLDING NV (n/a) - 5.20% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | n/a (n/a) - 4.97% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | AMAZON.COM INC (AMZN) - 4.10% | BROADCOM INC (AVGO) - 2.86% |
| #7 | MICROSOFT CORP (MSFT) - 4.10% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | BROADCOM INC (AVGO) - 3.24% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.08% | TESLA INC (TSLA) - 1.70% |
| #10 | ELI LILLY AND CO (LLY) - 2.77% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | ASTRAZENECA PLC (AZN) - 2.58% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | SIEMENS AG (n/a) - 2.13% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | TOKYO ELECTRON LTD (n/a) - 1.58% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | NOVO NORDISK AS CLASS B (n/a) - 1.48% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | SAP SE (n/a) - 1.48% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.40% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | EATON CORP PLC (ETN) - 1.33% | VISA INC CLASS A (V) - 0.90% |
| #18 | DELTA ELECTRONICS INC (n/a) - 1.19% | WALMART INC (WMT) - 0.76% |
| #19 | APPLIED MATERIALS INC (AMAT) - 1.00% | INTEL CORP (INTC) - 0.75% |
| #20 | ADVANTEST CORP (n/a) - 0.97% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.93% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | GSK PLC (n/a) - 0.93% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.92% | ABBVIE INC (ABBV) - 0.66% |
| #24 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.91% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | ORACLE CORP (ORCL) - 0.84% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 209 | 505 |
WRND vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
WRND
-0.77%
Winner
SPY
+0.78%
3M
WRND
-0.64%
Winner
SPY
+3.76%
6M
WRND
+5.42%
Winner
SPY
+7.78%
1Y
Winner
WRND
+20.89%
SPY
+17.76%
5Y(CAGR)
Winner
WRND
+13.12%
SPY
+12.44%
10Y(CAGR)
WRND
N/A
SPY
+14.90%
Max(CAGR)
Winner
WRND
+13.12%
SPY
+8.44%
WRND vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WRND | SPY |
|---|---|---|
| 2026 | +8.96% | +8.74% |
| 2025 | +28.17% | +18.00% |
| 2024 | +14.76% | +25.59% |
| 2023 | +33.92% | +26.72% |
| 2022 | -19.17% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
WRND vs SPY Drawdown Comparison
The maximum drawdown for WRND was -27.16%, occurring on Oct 14, 2022. Recovery took 336 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current WRND drawdown is -6.32%. The current SPY drawdown is -2.47%.
| Rank | WRND | SPY |
|---|---|---|
| #1 | -27.16% Feb 9, 2022 - Jun 13, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -18.41% Feb 20, 2025 - Jun 6, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -12.43% Jan 28, 2026 - Apr 14, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -11.71% Jul 28, 2023 - Dec 14, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -10.34% Jul 12, 2024 - Sep 26, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -6.80% Oct 29, 2025 - Jan 6, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -6.38% Jun 2, 2026 - Jun 10, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.42% Apr 1, 2024 - May 13, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.83% Sep 27, 2024 - Jan 22, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.95% Oct 6, 2025 - Oct 27, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.90% Jul 23, 2025 - Aug 13, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.62% May 14, 2026 - May 26, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.52% Jun 15, 2023 - Jul 13, 2023 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.57% Jun 12, 2025 - Jun 26, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.34% Aug 28, 2025 - Sep 8, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between WRND 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)
WRND vs SPY dividend yield comparison.
| Year | WRND | SPY |
|---|---|---|
| 2026 | 0.47% | 0.50% |
| 2025 | 1.29% | 1.07% |
| 2024 | 1.15% | 1.21% |
| 2023 | 2.06% | 1.40% |
| 2022 | 2.06% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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