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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.

YearWSOSPY
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%.

RankWSOSPY
#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.

YearWSOSPY
20261.50%0.24%
20253.47%1.07%
20242.23%1.21%
20232.29%1.40%
20223.43%1.65%
20212.44%1.20%
20203.06%1.52%
20193.55%1.75%
20184.02%2.04%
20172.71%1.80%
20162.43%2.03%
20152.39%2.06%
20141.87%1.87%
20131.20%1.81%
20129.99%2.18%
20113.40%2.05%
20103.23%1.80%
20093.86%1.95%
20084.56%3.02%
20073.56%1.85%
20062.01%1.73%
20051.04%1.73%
20041.08%1.82%
20030.88%1.47%
20020.70%1.70%
20010.70%1.25%
20001.04%1.15%
19990.00%0.24%

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