WSO vs SPY
Comparison between Watsco Inc - Class A (WSO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed WSO, delivering a return of +13.3% compared to +10.0%
WSO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
WSO
$16B
Winner
SPY
$652B
Expense Ratio
WSO
N/A
SPY
0.09%
Max Drawdown
WSO
57.62%
Winner
SPY
56.47%
Sharpe Ratio
WSO
-0.22
Winner
SPY
2.07
5Y Beta
Winner
WSO
0.90
SPY
1.00
Industry
WSO
Industrial Distribution
SPY
N/A
P/E Ratio
WSO
29.18
Winner
SPY
28.24
Forward P/E
WSO
32.79
Winner
SPY
21.85
PEG Ratio
WSO
0.34
SPY
N/A
Dividend Yield
WSO
2.80%
SPY
N/A
5Y Dividends CAGR
Winner
WSO
11.07%
SPY
5.43%
5Y EPS CAGR
WSO
19.02%
Winner
SPY
25.79%
Debt to Equity
Winner
WSO
0.00%
SPY
22.35%
Free Cash Flow Yield
WSO
3.27%
SPY
N/A
P/S Ratio
Winner
WSO
2.43
SPY
3.55
P/B Ratio
WSO
6.11
Winner
SPY
5.29
WSO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
WSO
+8.44%
Winner
SPY
+9.11%
3M
WSO
+2.21%
Winner
SPY
+6.59%
6M
Winner
WSO
+21.49%
SPY
+10.56%
1Y
WSO
-7.67%
Winner
SPY
+32.04%
5Y(CAGR)
WSO
+9.98%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
WSO
+15.69%
SPY
+15.49%
Max(CAGR)
Winner
WSO
+18.37%
SPY
+8.50%
WSO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WSO | SPY |
|---|---|---|
| 2026 | +23.00% | +8.27% |
| 2025 | -26.25% | +18.00% |
| 2024 | +15.59% | +25.59% |
| 2023 | +72.85% | +26.72% |
| 2022 | -15.46% | -18.64% |
| 2021 | +42.70% | +30.52% |
| 2020 | +31.13% | +17.28% |
| 2019 | +34.90% | +31.09% |
| 2018 | -15.44% | -5.24% |
| 2017 | +17.80% | +20.78% |
| 2016 | +31.98% | +13.59% |
| 2015 | +12.90% | +1.31% |
| 2014 | +15.03% | +14.56% |
| 2013 | +26.23% | +29.00% |
| 2012 | +25.50% | +14.17% |
| 2011 | +5.92% | +0.85% |
| 2010 | +31.75% | +13.14% |
| 2009 | +27.70% | +22.67% |
| 2008 | +12.47% | -36.25% |
| 2007 | -20.57% | +5.32% |
| 2006 | -24.16% | +13.85% |
| 2005 | +75.41% | +5.32% |
| 2004 | +55.09% | +10.75% |
| 2003 | +39.42% | +24.18% |
| 2002 | +16.77% | -22.42% |
| 2001 | +24.98% | -10.13% |
| 2000 | +2.27% | -8.84% |
| 1999 | +13.44% | +8.61% |
WSO vs SPY Drawdown Comparison
The maximum drawdown for WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 1046 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current WSO drawdown is -22.93%.
| Rank | WSO | SPY |
|---|---|---|
| #1 | -54.14% Feb 24, 2006 - Apr 22, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -43.26% May 23, 2000 - Mar 7, 2002 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.64% Nov 25, 2024 - Nov 20, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -35.08% Nov 15, 1999 - Apr 20, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -33.03% May 3, 2002 - Sep 2, 2003 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -29.53% Jun 12, 2018 - Dec 6, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -28.58% Apr 6, 2011 - Feb 1, 2012 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -27.17% Dec 15, 2021 - Feb 2, 2023 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -24.30% Mar 9, 2020 - Jun 9, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.92% Apr 22, 2014 - Dec 3, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -17.41% Oct 23, 2015 - Mar 18, 2016 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -17.17% Apr 22, 2010 - Dec 2, 2010 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -17.14% Apr 25, 2000 - May 22, 2000 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -16.18% Jul 19, 2012 - Oct 4, 2012 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -15.96% Apr 22, 2004 - Sep 21, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between WSO 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 vs SPY dividend yield comparison.
| Year | WSO | SPY |
|---|---|---|
| 2026 | 1.50% | 0.24% |
| 2025 | 3.47% | 1.07% |
| 2024 | 2.23% | 1.21% |
| 2023 | 2.29% | 1.40% |
| 2022 | 3.43% | 1.65% |
| 2021 | 2.44% | 1.20% |
| 2020 | 3.06% | 1.52% |
| 2019 | 3.55% | 1.75% |
| 2018 | 4.02% | 2.04% |
| 2017 | 2.71% | 1.80% |
| 2016 | 2.43% | 2.03% |
| 2015 | 2.39% | 2.06% |
| 2014 | 1.87% | 1.87% |
| 2013 | 1.20% | 1.81% |
| 2012 | 9.99% | 2.18% |
| 2011 | 3.40% | 2.05% |
| 2010 | 3.23% | 1.80% |
| 2009 | 3.86% | 1.95% |
| 2008 | 4.56% | 3.02% |
| 2007 | 3.56% | 1.85% |
| 2006 | 2.01% | 1.73% |
| 2005 | 1.04% | 1.73% |
| 2004 | 1.08% | 1.82% |
| 2003 | 0.88% | 1.47% |
| 2002 | 0.70% | 1.70% |
| 2001 | 0.70% | 1.25% |
| 2000 | 1.04% | 1.15% |
| 1999 | 0.00% | 0.24% |
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