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 +13.0% compared to -20.8%

WTID vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTID(ETF)	SPY(ETF)
Net Assets	$18M	$781B
Expense Ratio	N/A	0.09%
Max Drawdown	92.83%	56.47%
Sharpe Ratio	-1.57	1.25
5Y Beta	-1.55	1.00
P/E Ratio	19.99	28.78
Forward P/E	10.66	21.23
PEG Ratio	0.98	N/A
5Y Dividends CAGR	N/A	6.00%
5Y EPS CAGR	14.64%	25.62%
Debt to Equity	19.98%	31.92%
P/S Ratio	1.51	3.76
P/B Ratio	2.16	5.64

Net Assets

WTID

$18M

Winner

SPY

$781B

Expense Ratio

WTID

N/A

SPY

0.09%

Max Drawdown

WTID

92.83%

Winner

SPY

56.47%

Sharpe Ratio

WTID

-1.57

Winner

SPY

1.25

5Y Beta

Winner

WTID

-1.55

SPY

1.00

P/E Ratio

Winner

WTID

19.99

SPY

28.78

Forward P/E

Winner

WTID

10.66

SPY

21.23

PEG Ratio

WTID

0.98

SPY

N/A

5Y Dividends CAGR

WTID

N/A

SPY

6.00%

5Y EPS CAGR

WTID

14.64%

Winner

SPY

25.62%

Debt to Equity

Winner

WTID

19.98%

SPY

31.92%

P/S Ratio

Winner

WTID

1.51

SPY

3.76

P/B Ratio

Winner

WTID

2.16

SPY

5.64

WTID vs SPY - Holdings Comparison

WTID and SPY have 12 common holdings. Overlap is 2.42%

WTID's top 25 holdings weight is 99.99%. SPY's top 25 holdings weight is 51.74%.

Rank	WTID	SPY
#1	EXXON MOBIL CORP (XOM) - 14.91%	NVIDIA CORP (NVDA) - 7.89%
#2	CHEVRON CORP (CVX) - 14.60%	APPLE INC (AAPL) - 7.37%
#3	CONOCOPHILLIPS (COP) - 11.06%	MICROSOFT CORP (MSFT) - 4.50%
#4	VALERO ENERGY CORP (VLO) - 9.79%	AMAZON.COM INC (AMZN) - 3.82%
#5	OCCIDENTAL PETROLEUM CORP (OXY) - 9.19%	ALPHABET INC CLASS A (GOOGL) - 3.33%
#6	DEVON ENERGY CORP (DVN) - 7.44%	BROADCOM INC (AVGO) - 2.86%
#7	MARATHON PETROLEUM CORP (MPC) - 6.58%	ALPHABET INC CLASS C (GOOG) - 2.68%
#8	EOG RESOURCES INC (EOG) - 6.32%	META PLATFORMS INC CLASS A (META) - 2.29%
#9	DIAMONDBACK ENERGY INC (FANG) - 5.90%	TESLA INC (TSLA) - 1.70%
#10	PHILLIPS 66 (PSX) - 5.63%	MICRON TECHNOLOGY INC (MU) - 1.56%
#11	EQT CORP (EQT) - 4.93%	JPMORGAN CHASE & CO (JPM) - 1.42%
#12	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 3.64%	ELI LILLY AND CO (LLY) - 1.40%
#13	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14	N/A	ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15	N/A	EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16	N/A	JOHNSON & JOHNSON (JNJ) - 0.91%
#17	N/A	VISA INC CLASS A (V) - 0.90%
#18	N/A	WALMART INC (WMT) - 0.76%
#19	N/A	INTEL CORP (INTC) - 0.75%
#20	N/A	APPLIED MATERIALS INC (AMAT) - 0.70%
#21	N/A	CISCO SYSTEMS INC (CSCO) - 0.68%
#22	N/A	MASTERCARD INC CLASS A (MA) - 0.66%
#23	N/A	ABBVIE INC (ABBV) - 0.66%
#24	N/A	CATERPILLAR INC (CAT) - 0.65%
#25	N/A	LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings	12	505

WTID vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	WTID	SPY
1 month	-28.78%	+0.52%
3 months	-27.19%	+6.55%
6 months	-57.91%	+9.76%
1 year	-73.18%	+20.32%
5 years(CAGR)	-20.78%	+13.01%
10 years(CAGR)	-17.46%	+15.06%
Max(CAGR)	-17.46%	+8.50%

WTID

-28.78%

Winner

SPY

+0.52%

WTID

-27.19%

Winner

SPY

+6.55%

WTID

-57.91%

Winner

SPY

+9.76%

WTID

-73.18%

Winner

SPY

+20.32%

5Y(CAGR)

WTID

-20.78%

Winner

SPY

+13.01%

10Y(CAGR)

WTID

-17.46%

Winner

SPY

+15.06%

Max(CAGR)

WTID

-17.46%

Winner

SPY

+8.50%

WTID vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WTID	SPY
2026	-64.49%	+10.11%
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 -91.90%. The current SPY drawdown is -1.24%.

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 -0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.18

-101

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WTID vs SPY

WTID vs SPY - Performance Comparison

Key Characteristics

WTID vs SPY - Holdings Comparison

WTID vs SPY - Historical Returns

WTID vs SPY - Annual Returns (1999 - 2026)

WTID vs SPY Drawdown Comparison

Correlation

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