WTID vs SPXD
Comparison between Bank of Montreal (WTID, ETF) and XTRACKERS S&P 500 DIVERSIFIED SECTOR WEIGHT ETF (SPXD, ETF).
WTID vs SPXD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WTID vs SPXD - Holdings Comparison
WTID and SPXD have 10 common holdings. Overlap is 2.49%
WTID's top 25 holdings weight is 106.70%. SPXD's top 25 holdings weight is 25.24%.
| Rank | WTID | SPXD |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 17.70% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.60% |
| #2 | CHEVRON CORP (CVX) - 16.71% | JABIL INC (JBL) - 2.04% |
| #3 | CONOCOPHILLIPS (COP) - 12.47% | ABBOTT LABORATORIES (ABT) - 1.38% |
| #4 | EQT CORP (EQT) - 8.83% | PROCTER & GAMBLE CO (PG) - 1.30% |
| #5 | VALERO ENERGY CORP (VLO) - 8.71% | COSTCO WHOLESALE CORP (COST) - 1.26% |
| #6 | EOG RESOURCES INC (EOG) - 8.68% | THE WALT DISNEY CO (DIS) - 1.15% |
| #7 | OCCIDENTAL PETROLEUM CORP (OXY) - 8.33% | CVS HEALTH CORP (CVS) - 1.11% |
| #8 | MARATHON PETROLEUM CORP (MPC) - 7.78% | WALMART INC (WMT) - 1.10% |
| #9 | PHILLIPS 66 (PSX) - 6.27% | APPLE INC (AAPL) - 1.10% |
| #10 | DEVON ENERGY CORP (DVN) - 6.06% | SYSCO CORP (SYY) - 0.93% |
| #11 | DIAMONDBACK ENERGY INC (FANG) - 5.16% | PHILLIPS 66 (PSX) - 0.92% |
| #12 | N/A | INTEL CORP (INTC) - 0.87% |
| #13 | N/A | MICROSOFT CORP (MSFT) - 0.86% |
| #14 | N/A | CIENA CORP (CIEN) - 0.85% |
| #15 | N/A | AMERICAN WATER WORKS CO INC (AWK) - 0.84% |
| #16 | N/A | UNITEDHEALTH GROUP INC (UNH) - 0.83% |
| #17 | N/A | REGENERON PHARMACEUTICALS INC (REGN) - 0.81% |
| #18 | N/A | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.79% |
| #19 | N/A | QUALCOMM INC (QCOM) - 0.74% |
| #20 | N/A | AMAZON.COM INC (AMZN) - 0.72% |
| #21 | N/A | n/a (n/a) - 0.41% |
| #22 | N/A | LENNAR CORP CLASS A (LEN) - 0.41% |
| #23 | N/A | ARCHER-DANIELS-MIDLAND CO (ADM) - 0.41% |
| #24 | N/A | KIMBERLY-CLARK CORP (KMB) - 0.41% |
| #25 | N/A | METLIFE INC (MET) - 0.40% |
| Total Holdings | 11 | 465 |
WTID vs SPXD - Historical Returns
Returns include dividend reinvestment.
WTID vs SPXD - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | WTID | SPXD |
|---|---|---|
| 2026 | -57.50% | +8.37% |
| 2025 | -42.74% | +5.02% |
| 2024 | -4.89% | N/A |
| 2023 | -17.12% | N/A |
| 2020 | +348.70% | N/A |
| 2019 | -76.86% | N/A |
| 2018 | +14.74% | N/A |
| 2017 | -37.31% | N/A |
WTID vs SPXD Drawdown Comparison
The maximum drawdown for WTID was -92.83%, occurring on Jan 3, 2020. This drawdown has not yet recovered.
The maximum drawdown for SPXD was -7.52%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.
The current WTID drawdown is -90.30%. The current SPXD drawdown is -1.05%.
| Rank | WTID | SPXD |
|---|---|---|
| #1 | -92.83% Jun 21, 2017 - Jan 3, 2020 | -7.52% Feb 27, 2026 - May 6, 2026 |
| #2 | -30.58% May 4, 2017 - Jun 14, 2017 | -4.35% Oct 27, 2025 - Nov 28, 2025 |
| #3 | -28.91% Mar 23, 2017 - May 4, 2017 | -3.09% Oct 3, 2025 - Oct 24, 2025 |
| #4 | -13.29% Jan 10, 2017 - Mar 8, 2017 | -2.69% Jul 25, 2025 - Aug 13, 2025 |
| #5 | -5.34% Mar 14, 2017 - Mar 21, 2017 | -1.66% Jan 15, 2026 - Feb 3, 2026 |
| #6 | -2.13% Jun 15, 2017 - Jun 19, 2017 | -1.35% Dec 11, 2025 - Dec 24, 2025 |
| #7 | -0.78% Jan 5, 2017 - Jan 9, 2017 | -1.26% May 6, 2026 - May 22, 2026 |
| #8 | N/A | -1.23% Aug 28, 2025 - Sep 11, 2025 |
| #9 | N/A | -1.13% Feb 11, 2026 - Feb 18, 2026 |
| #10 | N/A | -1.06% Jan 6, 2026 - Jan 9, 2026 |
| #11 | N/A | -1.05% Jun 4, 2026 - Jun 5, 2026 |
| #12 | N/A | -0.99% Dec 24, 2025 - Jan 5, 2026 |
| #13 | N/A | -0.91% Sep 23, 2025 - Sep 29, 2025 |
| #14 | N/A | -0.83% Nov 28, 2025 - Dec 10, 2025 |
| #15 | N/A | -0.79% Feb 20, 2026 - Feb 26, 2026 |
Correlation
Correlation between WTID and SPXD is -0.88 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
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