WSM vs SPY
Comparison between Williams-Sonoma Inc (WSM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceWSM has outperformed SPY, delivering a return of +16.5% compared to +13.3%
WSM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
WSM
$22B
Winner
SPY
$652B
Expense Ratio
WSM
N/A
SPY
0.09%
Max Drawdown
WSM
89.53%
Winner
SPY
56.47%
Sharpe Ratio
WSM
0.53
Winner
SPY
2.07
5Y Beta
WSM
1.40
Winner
SPY
1.00
Industry
WSM
Specialty Retail
SPY
N/A
P/E Ratio
Winner
WSM
20.68
SPY
28.24
Forward P/E
Winner
WSM
19.80
SPY
21.85
PEG Ratio
WSM
40.11
SPY
N/A
Dividend Yield
WSM
1.44%
SPY
N/A
5Y Dividends CAGR
Winner
WSM
27.48%
SPY
5.43%
5Y EPS CAGR
WSM
15.27%
Winner
SPY
25.79%
Debt to Equity
Winner
WSM
0.00%
SPY
22.35%
Free Cash Flow Yield
WSM
4.77%
SPY
N/A
P/S Ratio
Winner
WSM
2.84
SPY
3.55
P/B Ratio
WSM
10.30
Winner
SPY
5.29
WSM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
WSM
-2.52%
Winner
SPY
+9.11%
3M
WSM
-15.98%
Winner
SPY
+6.59%
6M
WSM
-6.90%
Winner
SPY
+10.56%
1Y
WSM
+14.82%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
WSM
+16.48%
SPY
+13.35%
10Y(CAGR)
Winner
WSM
+23.13%
SPY
+15.49%
Max(CAGR)
Winner
WSM
+12.27%
SPY
+8.50%
WSM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WSM | SPY |
|---|---|---|
| 2026 | -2.39% | +8.27% |
| 2025 | -3.34% | +18.00% |
| 2024 | +85.14% | +25.59% |
| 2023 | +81.63% | +26.72% |
| 2022 | -30.37% | -18.64% |
| 2021 | +66.81% | +30.52% |
| 2020 | +43.90% | +17.28% |
| 2019 | +50.97% | +31.09% |
| 2018 | -1.32% | -5.24% |
| 2017 | +7.75% | +20.78% |
| 2016 | -13.46% | +13.59% |
| 2015 | -20.56% | +1.31% |
| 2014 | +31.26% | +14.56% |
| 2013 | +31.09% | +29.00% |
| 2012 | +21.28% | +14.17% |
| 2011 | +8.57% | +0.85% |
| 2010 | +74.88% | +13.14% |
| 2009 | +160.07% | +22.67% |
| 2008 | -67.59% | -36.25% |
| 2007 | -16.38% | +5.32% |
| 2006 | -27.32% | +13.85% |
| 2005 | +19.86% | +5.32% |
| 2004 | +2.67% | +10.75% |
| 2003 | +23.04% | +24.18% |
| 2002 | +32.28% | -22.42% |
| 2001 | +98.43% | -10.13% |
| 2000 | -54.15% | -8.84% |
| 1999 | -14.12% | +8.61% |
WSM vs SPY Drawdown Comparison
The maximum drawdown for WSM was -89.01%, occurring on Nov 20, 2008. Recovery took 1314 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current WSM drawdown is -17.16%.
| Rank | WSM | SPY |
|---|---|---|
| #1 | -89.01% Jan 11, 2006 - Mar 31, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -72.65% Dec 7, 1999 - May 17, 2002 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -60.60% Aug 18, 2015 - May 29, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -51.91% Nov 16, 2021 - Jan 23, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -39.15% May 28, 2002 - Oct 27, 2003 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -36.79% Feb 18, 2025 - Jan 21, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -36.04% May 10, 2011 - Sep 13, 2012 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -22.50% Nov 12, 2003 - Sep 29, 2004 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -20.87% Jul 16, 2024 - Nov 20, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -20.56% Feb 6, 2026 - Mar 27, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -19.31% May 10, 2021 - Aug 26, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -18.73% Nov 15, 2004 - Jun 16, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -18.65% Jul 28, 2005 - Jan 11, 2006 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -15.85% Aug 27, 2014 - Nov 20, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -15.76% Jan 27, 2021 - Mar 18, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between WSM and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
WSM vs SPY dividend yield comparison.
| Year | WSM | SPY |
|---|---|---|
| 2026 | 0.78% | 0.24% |
| 2025 | 1.43% | 1.07% |
| 2024 | 1.16% | 1.21% |
| 2023 | 1.72% | 1.40% |
| 2022 | 2.65% | 1.65% |
| 2021 | 1.43% | 1.20% |
| 2020 | 1.93% | 1.52% |
| 2019 | 2.55% | 1.75% |
| 2018 | 3.33% | 2.04% |
| 2017 | 2.98% | 1.80% |
| 2016 | 3.02% | 2.03% |
| 2015 | 2.36% | 2.06% |
| 2014 | 1.72% | 1.87% |
| 2013 | 1.97% | 1.81% |
| 2012 | 2.01% | 2.18% |
| 2011 | 1.71% | 2.05% |
| 2010 | 1.54% | 1.80% |
| 2009 | 2.31% | 1.95% |
| 2008 | 6.04% | 3.02% |
| 2007 | 1.72% | 1.85% |
| 2006 | 0.95% | 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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