WTID vs SPY
Comparison between Bank of Montreal (WTID, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed WTID, delivering a return of +13.3% compared to -18.8%
WTID vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTID
$6.60M
Winner
SPY
$735B
Expense Ratio
WTID
N/A
SPY
0.09%
Max Drawdown
WTID
92.83%
Winner
SPY
56.47%
Sharpe Ratio
WTID
-1.68
Winner
SPY
1.62
5Y Beta
Winner
WTID
-1.68
SPY
1.00
P/E Ratio
Winner
WTID
20.21
SPY
28.99
Forward P/E
Winner
WTID
10.87
SPY
22.37
PEG Ratio
WTID
0.99
SPY
N/A
5Y Dividends CAGR
WTID
N/A
SPY
5.43%
5Y EPS CAGR
WTID
16.35%
Winner
SPY
26.05%
Debt to Equity
Winner
WTID
16.70%
SPY
32.40%
P/S Ratio
Winner
WTID
1.40
SPY
3.74
P/B Ratio
Winner
WTID
2.18
SPY
5.61
WTID vs SPY - Holdings Comparison
WTID and SPY have 11 common holdings. Overlap is 2.42%
WTID's top 25 holdings weight is 106.70%. SPY's top 25 holdings weight is 52.37%.
| Rank | WTID | SPY |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 17.70% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | CHEVRON CORP (CVX) - 16.71% | APPLE INC (AAPL) - 7.02% |
| #3 | CONOCOPHILLIPS (COP) - 12.47% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | EQT CORP (EQT) - 8.83% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | VALERO ENERGY CORP (VLO) - 8.71% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | EOG RESOURCES INC (EOG) - 8.68% | BROADCOM INC (AVGO) - 3.10% |
| #7 | OCCIDENTAL PETROLEUM CORP (OXY) - 8.33% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | MARATHON PETROLEUM CORP (MPC) - 7.78% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | PHILLIPS 66 (PSX) - 6.27% | TESLA INC (TSLA) - 1.89% |
| #10 | DEVON ENERGY CORP (DVN) - 6.06% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | DIAMONDBACK ENERGY INC (FANG) - 5.16% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | N/A | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | N/A | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | N/A | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | N/A | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | N/A | INTEL CORP (INTC) - 0.90% |
| #17 | N/A | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | N/A | VISA INC CLASS A (V) - 0.85% |
| #19 | N/A | WALMART INC (WMT) - 0.81% |
| #20 | N/A | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | N/A | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | N/A | CATERPILLAR INC (CAT) - 0.66% |
| #23 | N/A | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | N/A | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | N/A | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 11 | 505 |
WTID vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WTID
+5.41%
SPY
+1.90%
3M
WTID
-16.90%
Winner
SPY
+8.55%
6M
WTID
-55.40%
Winner
SPY
+8.18%
1Y
WTID
-73.06%
Winner
SPY
+25.79%
5Y(CAGR)
WTID
-18.83%
Winner
SPY
+13.32%
10Y(CAGR)
WTID
-16.09%
Winner
SPY
+15.19%
Max(CAGR)
WTID
-16.09%
Winner
SPY
+8.47%
WTID vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WTID | SPY |
|---|---|---|
| 2026 | -57.50% | +8.26% |
| 2025 | -42.74% | +18.00% |
| 2024 | -4.89% | +25.59% |
| 2023 | -17.12% | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | +348.70% | +17.28% |
| 2019 | -76.86% | +31.09% |
| 2018 | +14.74% | -5.24% |
| 2017 | -37.31% | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
WTID vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current WTID drawdown is -90.30%. The current SPY drawdown is -2.90%.
| Rank | WTID | SPY |
|---|---|---|
| #1 | -92.83% Jun 21, 2017 - Jan 3, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -30.58% May 4, 2017 - Jun 14, 2017 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -28.91% Mar 23, 2017 - May 4, 2017 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.29% Jan 10, 2017 - Mar 8, 2017 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.34% Mar 14, 2017 - Mar 21, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -2.13% Jun 15, 2017 - Jun 19, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -0.78% Jan 5, 2017 - Jan 9, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | N/A | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | N/A | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | N/A | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | N/A | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | N/A | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between WTID and SPY is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.16
-101
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