WT vs SPY
Comparison between WisdomTree Inc (WT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceWT has outperformed SPY, delivering a return of +25.0% compared to +13.9%
WT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WT vs SPY - Historical Returns
Returns include dividend reinvestment.
WT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WT | SPY |
|---|---|---|
| 2026 | +51.35% | +10.15% |
| 2025 | +21.91% | +18.00% |
| 2024 | +57.18% | +25.59% |
| 2023 | +28.15% | +26.72% |
| 2022 | -11.12% | -18.64% |
| 2021 | +15.49% | +30.52% |
| 2020 | +17.51% | +17.28% |
| 2019 | -26.74% | +31.09% |
| 2018 | -44.86% | -5.24% |
| 2017 | +9.09% | +20.78% |
| 2016 | -24.85% | +13.59% |
| 2015 | +4.48% | +1.31% |
| 2014 | -7.32% | +14.56% |
| 2013 | +173.72% | +29.00% |
| 2012 | +1.66% | +14.17% |
| 2011 | +36.57% | +0.85% |
| 2010 | +107.50% | +13.14% |
| 2009 | +117.65% | +22.67% |
| 2008 | -75.09% | -36.25% |
| 2007 | -63.79% | +5.32% |
| 2006 | +229.79% | +13.85% |
| 2005 | +32.95% | +5.32% |
| 2004 | +4225.00% | +10.75% |
| 2003 | -69.23% | +24.18% |
| 2002 | +85.71% | -22.42% |
| 2001 | -84.09% | -10.13% |
| 2000 | -89.24% | -8.84% |
| 1999 | +19.01% | +8.61% |
WT vs SPY Drawdown Comparison
The maximum drawdown for WT was -99.82%, occurring on Oct 25, 2004. Recovery took 1677 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current WT drawdown is -8.28%. The current SPY drawdown is -0.02%.
| Rank | WT | SPY |
|---|---|---|
| #1 | -99.82% Mar 22, 2000 - Nov 21, 2006 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -94.18% Dec 6, 2006 - Mar 7, 2013 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -91.14% Aug 3, 2015 - Mar 18, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -48.33% Jan 22, 2014 - Jan 26, 2015 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -33.40% Dec 10, 1999 - Mar 22, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -26.52% Nov 5, 1999 - Dec 6, 1999 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -23.70% May 21, 2013 - Oct 25, 2013 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.92% Apr 10, 2015 - Jun 10, 2015 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.58% Jun 26, 2015 - Jul 31, 2015 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.24% Oct 29, 2013 - Nov 26, 2013 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.00% Apr 10, 2013 - Apr 29, 2013 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.56% Jan 7, 2014 - Jan 22, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.39% Mar 20, 2013 - Apr 10, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.38% Mar 20, 2015 - Apr 10, 2015 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.37% May 7, 2013 - May 14, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between WT and SPY is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
WT vs SPY dividend yield comparison.
| Year | WT | SPY |
|---|---|---|
| 2026 | 0.32% | 0.24% |
| 2025 | 0.98% | 1.07% |
| 2024 | 1.14% | 1.21% |
| 2023 | 1.73% | 1.40% |
| 2022 | 2.20% | 1.65% |
| 2021 | 1.96% | 1.20% |
| 2020 | 2.24% | 1.52% |
| 2019 | 2.48% | 1.75% |
| 2018 | 1.80% | 2.04% |
| 2017 | 2.55% | 1.80% |
| 2016 | 2.87% | 2.03% |
| 2015 | 3.64% | 2.06% |
| 2014 | 0.51% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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