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WSO-B vs SPY

Comparison between Watsco Inc - Class B (WSO-B, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed WSO-B, delivering a return of +13.2% compared to +6.6%

WSO-B vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
WSO-B
$13B
Winner
SPY
$784B
Expense Ratio
WSO-B
N/A
SPY
0.09%
Max Drawdown
WSO-B
57.77%
Winner
SPY
56.47%
Sharpe Ratio
WSO-B
-0.55
Winner
SPY
1.54
5Y Beta
Winner
WSO-B
0.07
SPY
1.00
Industry
WSO-B
Industrial Distribution
SPY
N/A
P/E Ratio
Winner
WSO-B
26.87
SPY
27.62
Forward P/E
WSO-B
26.53
Winner
SPY
21.11
PEG Ratio
WSO-B
1.61
SPY
N/A
Dividend Yield
WSO-B
3.43%
SPY
N/A
5Y Dividends CAGR
Winner
WSO-B
11.07%
SPY
6.00%
5Y EPS CAGR
WSO-B
19.70%
Winner
SPY
25.30%
Debt to Equity
Winner
WSO-B
0.00%
SPY
31.11%
Free Cash Flow Yield
WSO-B
5.23%
SPY
N/A
P/S Ratio
Winner
WSO-B
1.97
SPY
3.49
P/B Ratio
Winner
WSO-B
5.22
SPY
5.30

WSO-B vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
WSO-B
-13.33%
Winner
SPY
-1.37%
3M
WSO-B
-4.13%
Winner
SPY
+12.22%
6M
WSO-B
+1.05%
Winner
SPY
+7.20%
1Y
WSO-B
-19.76%
Winner
SPY
+23.58%
5Y(CAGR)
WSO-B
+6.65%
Winner
SPY
+13.19%
10Y(CAGR)
WSO-B
+13.41%
Winner
SPY
+15.12%
Max(CAGR)
Winner
WSO-B
+17.43%
SPY
+8.44%

WSO-B vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWSO-BSPY
2026+5.05%+7.95%
2025-35.00%+18.00%
2024+29.76%+25.59%
2023+72.26%+26.72%
2022-15.13%-18.64%
2021+35.54%+30.52%
2020+33.33%+17.28%
2019+39.93%+31.09%
2018-17.47%-5.24%
2017+17.13%+20.78%
2016+28.64%+13.59%
2015+13.57%+1.31%
2014+15.01%+14.56%
2013+27.46%+29.00%
2012+23.08%+14.17%
2011+7.48%+0.85%
2010+33.77%+13.14%
2009+30.70%+22.67%
2008+10.80%-36.25%
2007-21.24%+5.32%
2006-24.11%+13.85%
2005+76.20%+5.32%
2004+50.20%+10.75%
2003+40.14%+24.18%
2002+18.56%-22.42%
2001+26.36%-10.13%
2000+0.88%-8.84%
1999+9.76%+8.61%

WSO-B vs SPY Drawdown Comparison

The maximum drawdown for WSO-B was -55.07%, occurring on Jan 18, 2008. Recovery took 1210 trading sessions.

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

The current WSO-B drawdown is -31.72%. The current SPY drawdown is -3.18%.

RankWSO-BSPY
#1-55.07%
Feb 27, 2006 - Dec 15, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-43.29%
May 23, 2000 - Mar 8, 2002		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-35.00%
Nov 21, 2024 - Dec 31, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-32.93%
May 3, 2002 - Sep 5, 2003		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-30.91%
Nov 15, 1999 - Apr 24, 2000		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-30.00%
Jun 12, 2018 - Jan 15, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-28.84%
Apr 6, 2011 - Feb 3, 2012		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-24.48%
Jan 5, 2022 - Feb 2, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-21.28%
Jan 15, 2020 - Jun 3, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.87%
Oct 26, 2015 - Mar 18, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-16.42%
Apr 22, 2014 - Dec 12, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-16.17%
Jul 18, 2012 - Sep 13, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-15.33%
Apr 22, 2004 - Sep 2, 2004		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.74%
Dec 8, 2016 - Jun 23, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.75%
Apr 18, 2018 - Jun 12, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WSO-B and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

WSO-B vs SPY dividend yield comparison.

YearWSO-BSPY
20261.80%0.50%
20253.45%1.07%
20241.97%1.21%
20232.32%1.40%
20223.39%1.65%
20212.49%1.20%
20202.97%1.52%
20193.53%1.75%
20184.14%2.04%
20172.73%1.80%
20162.42%2.03%
20152.36%2.06%
20141.87%1.87%
20131.19%1.81%
201210.04%2.18%
20113.35%2.05%
20103.18%1.80%
20093.80%1.95%
20084.56%3.02%
20073.60%1.85%
20062.00%1.73%
20051.03%1.73%
20041.10%1.82%
20030.87%1.47%
20020.69%1.70%
20010.74%1.25%
20000.89%1.15%
19990.00%0.24%

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