WTIU vs SPY

Comparison between Bank of Montreal (WTIU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceWTIU has outperformed SPY, delivering a return of +103.4% compared to +13.3%

WTIU vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTIU(ETF)	SPY(ETF)
Net Assets	$30M	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	99.57%	56.47%
Sharpe Ratio	1.32	1.62
5Y Beta	1.65	1.00
P/E Ratio	19.12	28.99
Forward P/E	10.88	22.37
PEG Ratio	0.98	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	16.40%	26.05%
Debt to Equity	17.36%	32.40%
P/S Ratio	1.46	3.74
P/B Ratio	2.07	5.61

Net Assets

WTIU

$30M

Winner

SPY

$735B

Expense Ratio

WTIU

N/A

SPY

0.09%

Max Drawdown

WTIU

99.57%

Winner

SPY

56.47%

Sharpe Ratio

WTIU

1.32

Winner

SPY

1.62

5Y Beta

WTIU

1.65

Winner

SPY

1.00

P/E Ratio

Winner

WTIU

19.12

SPY

28.99

Forward P/E

Winner

WTIU

10.88

SPY

22.37

PEG Ratio

WTIU

0.98

SPY

N/A

5Y Dividends CAGR

WTIU

N/A

SPY

5.43%

5Y EPS CAGR

WTIU

16.40%

Winner

SPY

26.05%

Debt to Equity

Winner

WTIU

17.36%

SPY

32.40%

P/S Ratio

Winner

WTIU

1.46

SPY

3.74

P/B Ratio

Winner

WTIU

2.07

SPY

5.61

WTIU vs SPY - Holdings Comparison

WTIU and SPY have 12 common holdings. Overlap is 2.45%

WTIU's top 25 holdings weight is 100.01%. SPY's top 25 holdings weight is 52.37%.

Rank	WTIU	SPY
#1	CHEVRON CORP (CVX) - 15.66%	NVIDIA CORP (NVDA) - 8.10%
#2	EXXON MOBIL CORP (XOM) - 15.09%	APPLE INC (AAPL) - 7.02%
#3	CONOCOPHILLIPS (COP) - 12.74%	MICROSOFT CORP (MSFT) - 4.79%
#4	OCCIDENTAL PETROLEUM CORP (OXY) - 8.88%	AMAZON.COM INC (AMZN) - 4.02%
#5	EOG RESOURCES INC (EOG) - 7.64%	ALPHABET INC CLASS A (GOOGL) - 3.51%
#6	PHILLIPS 66 (PSX) - 6.24%	BROADCOM INC (AVGO) - 3.10%
#7	VALERO ENERGY CORP (VLO) - 6.19%	ALPHABET INC CLASS C (GOOG) - 2.79%
#8	EQT CORP (EQT) - 6.03%	META PLATFORMS INC CLASS A (META) - 2.08%
#9	MARATHON PETROLEUM CORP (MPC) - 6.03%	TESLA INC (TSLA) - 1.89%
#10	DIAMONDBACK ENERGY INC (FANG) - 5.66%	MICRON TECHNOLOGY INC (MU) - 1.56%
#11	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 5.13%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12	DEVON ENERGY CORP (DVN) - 4.72%	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	12	505

WTIU vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	WTIU	SPY
1 month	-13.76%	+1.90%
3 months	-3.17%	+8.55%
6 months	+54.36%	+8.18%
1 year	+102.77%	+25.79%
5 years(CAGR)	+103.43%	+13.32%
10 years(CAGR)	-4.37%	+15.19%
Max(CAGR)	-4.37%	+8.47%

WTIU

-13.76%

Winner

SPY

+1.90%

WTIU

-3.17%

Winner

SPY

+8.55%

Winner

WTIU

+54.36%

SPY

+8.18%

Winner

WTIU

+102.77%

SPY

+25.79%

5Y(CAGR)

Winner

WTIU

+103.43%

SPY

+13.32%

10Y(CAGR)

WTIU

-4.37%

Winner

SPY

+15.19%

Max(CAGR)

WTIU

-4.37%

Winner

SPY

+8.47%

WTIU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WTIU	SPY
2026	+68.10%	+8.26%
2025	-19.59%	+18.00%
2024	-31.88%	+25.59%
2023	-28.42%	+26.72%
2022	N/A	-18.64%
2021	N/A	+30.52%
2020	-98.47%	+17.28%
2019	+53.08%	+31.09%
2018	-63.86%	-5.24%
2017	-8.08%	+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%

WTIU vs SPY Drawdown Comparison

The maximum drawdown for WTIU was -99.57%, occurring on Apr 2, 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 WTIU drawdown is -64.19%. The current SPY drawdown is -2.90%.

Rank	WTIU	SPY
#1	-99.57% Oct 3, 2018 - Apr 2, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-62.28% Jan 5, 2017 - Jan 8, 2018	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-31.05% May 21, 2018 - Sep 28, 2018	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-29.70% Jan 26, 2018 - Apr 11, 2018	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-6.61% Apr 23, 2018 - May 4, 2018	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-3.72% Jan 24, 2018 - Jan 26, 2018	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-3.69% May 10, 2018 - May 16, 2018	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-3.17% Jan 12, 2018 - Jan 23, 2018	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-3.09% Apr 13, 2018 - Apr 18, 2018	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-2.19% Apr 18, 2018 - Apr 23, 2018	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-1.82% Oct 1, 2018 - Oct 3, 2018	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-1.10% May 17, 2018 - May 21, 2018	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-0.47% May 7, 2018 - May 9, 2018	-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 WTIU and SPY is -0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.26

-101

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WTIU vs SPY

WTIU vs SPY - Performance Comparison

Key Characteristics

WTIU vs SPY - Holdings Comparison

WTIU vs SPY - Historical Returns

WTIU vs SPY - Annual Returns (1999 - 2026)

WTIU vs SPY Drawdown Comparison

Correlation

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