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WSR vs SPY

Comparison between Whitestone REIT (WSR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceWSR has outperformed SPY, delivering a return of +22.0% compared to +13.4%

WSR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
WSR
$979M
Winner
SPY
$784B
Expense Ratio
WSR
N/A
SPY
0.09%
Max Drawdown
WSR
71.61%
Winner
SPY
56.47%
Sharpe Ratio
Winner
WSR
1.89
SPY
1.50
5Y Beta
Winner
WSR
0.38
SPY
1.00
Industry
WSR
Reit - Retail
SPY
N/A
P/E Ratio
Winner
WSR
19.32
SPY
28.29
Forward P/E
WSR
46.30
Winner
SPY
21.76
PEG Ratio
WSR
0.32
SPY
N/A
Dividend Yield
WSR
2.88%
SPY
N/A
5Y Dividends CAGR
Winner
WSR
5.45%
SPY
5.43%
5Y EPS CAGR
Winner
WSR
48.28%
SPY
25.98%
Debt to Equity
Winner
WSR
0.00%
SPY
30.79%
Free Cash Flow Yield
WSR
5.24%
SPY
N/A
P/S Ratio
WSR
6.04
Winner
SPY
3.79
P/B Ratio
Winner
WSR
2.11
SPY
5.67

WSR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
WSR
+0.42%
Winner
SPY
+0.48%
3M
Winner
WSR
+18.31%
SPY
+11.67%
6M
Winner
WSR
+42.20%
SPY
+9.42%
1Y
Winner
WSR
+58.16%
SPY
+24.27%
5Y(CAGR)
Winner
WSR
+21.96%
SPY
+13.36%
10Y(CAGR)
WSR
+9.11%
Winner
SPY
+15.42%
Max(CAGR)
Winner
WSR
+10.61%
SPY
+8.49%

WSR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWSRSPY
2026+39.21%+8.88%
2025+2.89%+18.00%
2024+20.84%+25.59%
2023+33.15%+26.72%
2022-1.11%-18.64%
2021+39.15%+30.52%
2020-35.78%+17.28%
2019+22.53%+31.09%
2018-6.58%-5.24%
2017+9.55%+20.78%
2016+33.37%+13.59%
2015-14.66%+1.31%
2014+21.45%+14.56%
2013+0.11%+29.00%
2012+23.40%+14.17%
2011-11.44%+0.85%
2010+33.47%+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

WSR vs SPY Drawdown Comparison

The maximum drawdown for WSR was -63.61%, occurring on Apr 6, 2020. Recovery took 589 trading sessions.

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

The current WSR drawdown is -0.10%. The current SPY drawdown is -2.35%.

RankWSRSPY
#1-63.61%
Oct 30, 2019 - Mar 3, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-37.73%
Apr 20, 2022 - Dec 28, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.70%
Mar 20, 2015 - Jun 10, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-30.40%
Dec 18, 2017 - Sep 28, 2018		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-26.55%
Jul 29, 2016 - Nov 14, 2017		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-24.86%
Mar 3, 2011 - Mar 28, 2012		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-24.22%
May 20, 2013 - Jan 16, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-22.04%
Dec 17, 2024 - Feb 4, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.60%
Feb 19, 2019 - Sep 12, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-17.18%
Dec 6, 2018 - Feb 11, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-16.80%
Feb 1, 2024 - May 28, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.63%
Jul 27, 2012 - Nov 23, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.00%
Jul 23, 2024 - Oct 9, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.17%
Apr 27, 2012 - Jun 29, 2012		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.43%
Sep 28, 2018 - Oct 30, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WSR and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

WSR vs SPY dividend yield comparison.

YearWSRSPY
20260.75%0.24%
20253.89%1.07%
20243.47%1.21%
20233.91%1.40%
20224.85%1.65%
20214.22%1.20%
20207.53%1.52%
20197.67%1.75%
20189.30%2.04%
20177.91%1.80%
20168.59%2.03%
20159.49%2.06%
20147.54%1.87%
20137.82%1.81%
20127.44%2.18%
20119.58%2.05%
20103.22%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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