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 +13.3% compared to +11.8%
WSO-B vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
WSO-B
$17B
Winner
SPY
$652B
Expense Ratio
WSO-B
N/A
SPY
0.09%
Max Drawdown
WSO-B
57.77%
Winner
SPY
56.47%
Sharpe Ratio
WSO-B
-0.01
Winner
SPY
2.07
5Y Beta
Winner
WSO-B
0.05
SPY
1.00
Industry
WSO-B
Industrial Distribution
SPY
N/A
P/E Ratio
WSO-B
30.61
Winner
SPY
28.24
Forward P/E
WSO-B
34.36
Winner
SPY
21.85
PEG Ratio
WSO-B
0.35
SPY
N/A
Dividend Yield
WSO-B
2.65%
SPY
N/A
5Y Dividends CAGR
Winner
WSO-B
11.07%
SPY
5.43%
5Y EPS CAGR
WSO-B
19.02%
Winner
SPY
25.79%
Debt to Equity
Winner
WSO-B
0.00%
SPY
22.35%
Free Cash Flow Yield
WSO-B
3.12%
SPY
N/A
P/S Ratio
Winner
WSO-B
2.54
SPY
3.55
P/B Ratio
WSO-B
6.62
Winner
SPY
5.29
WSO-B vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WSO-B
+24.19%
SPY
+9.11%
3M
Winner
WSO-B
+17.61%
SPY
+6.59%
6M
Winner
WSO-B
+25.93%
SPY
+10.56%
1Y
WSO-B
-0.80%
Winner
SPY
+32.04%
5Y(CAGR)
WSO-B
+11.80%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
WSO-B
+16.48%
SPY
+15.49%
Max(CAGR)
Winner
WSO-B
+18.68%
SPY
+8.50%
WSO-B vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WSO-B | SPY |
|---|---|---|
| 2026 | +36.07% | +8.27% |
| 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 -11.56%.
| Rank | WSO-B | SPY |
|---|---|---|
| #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.
| Year | WSO-B | SPY |
|---|---|---|
| 2026 | 1.39% | 0.24% |
| 2025 | 3.45% | 1.07% |
| 2024 | 1.97% | 1.21% |
| 2023 | 2.32% | 1.40% |
| 2022 | 3.39% | 1.65% |
| 2021 | 2.49% | 1.20% |
| 2020 | 2.97% | 1.52% |
| 2019 | 3.53% | 1.75% |
| 2018 | 4.14% | 2.04% |
| 2017 | 2.73% | 1.80% |
| 2016 | 2.42% | 2.03% |
| 2015 | 2.36% | 2.06% |
| 2014 | 1.87% | 1.87% |
| 2013 | 1.19% | 1.81% |
| 2012 | 10.04% | 2.18% |
| 2011 | 3.35% | 2.05% |
| 2010 | 3.18% | 1.80% |
| 2009 | 3.80% | 1.95% |
| 2008 | 4.56% | 3.02% |
| 2007 | 3.60% | 1.85% |
| 2006 | 2.00% | 1.73% |
| 2005 | 1.03% | 1.73% |
| 2004 | 1.10% | 1.82% |
| 2003 | 0.87% | 1.47% |
| 2002 | 0.69% | 1.70% |
| 2001 | 0.74% | 1.25% |
| 2000 | 0.89% | 1.15% |
| 1999 | 0.00% | 0.24% |
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