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WTW vs SPY

Comparison between Willis Towers Watson Public Ltd Company (WTW, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed WTW, delivering a return of +13.3% compared to +0.3%

WTW vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
WTW
$24B
Winner
SPY
$652B
Expense Ratio
WTW
N/A
SPY
0.09%
Max Drawdown
Winner
WTW
32.95%
SPY
56.47%
Sharpe Ratio
WTW
-0.62
Winner
SPY
2.07
5Y Beta
Winner
WTW
0.26
SPY
1.00
Industry
WTW
Insurance Brokers
SPY
N/A
P/E Ratio
Winner
WTW
21.17
SPY
28.24
Forward P/E
Winner
WTW
13.07
SPY
21.85
PEG Ratio
WTW
1.08
SPY
N/A
Dividend Yield
WTW
1.11%
SPY
N/A
5Y Dividends CAGR
Winner
WTW
10.79%
SPY
5.43%
5Y EPS CAGR
WTW
24.14%
Winner
SPY
25.79%
Debt to Equity
WTW
79.03%
Winner
SPY
22.35%
Free Cash Flow Yield
WTW
7.51%
SPY
N/A
P/S Ratio
Winner
WTW
2.41
SPY
3.55
P/B Ratio
Winner
WTW
3.08
SPY
5.29

WTW vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
WTW
-11.85%
Winner
SPY
+9.11%
3M
WTW
-11.34%
Winner
SPY
+6.59%
6M
WTW
-20.89%
Winner
SPY
+10.56%
1Y
WTW
-16.10%
Winner
SPY
+32.04%
5Y(CAGR)
WTW
+0.28%
Winner
SPY
+13.35%
10Y(CAGR)
WTW
+9.10%
Winner
SPY
+15.49%
Max(CAGR)
Winner
WTW
+8.62%
SPY
+8.50%

WTW vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWTWSPY
2026-21.17%+8.27%
2025+7.44%+18.00%
2024+32.16%+25.59%
2023-0.16%+26.72%
2022+5.38%-18.64%
2021+18.07%+30.52%
2020+4.60%+17.28%
2019+36.78%+31.09%
2018+4.99%-5.24%
2017+24.06%+20.78%
2016-1.28%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

WTW vs SPY Drawdown Comparison

The maximum drawdown for WTW was -32.95%, occurring on Mar 23, 2020. Recovery took 253 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current WTW drawdown is -26.29%.

RankWTWSPY
#1-32.95%
Feb 5, 2020 - Feb 5, 2021
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-28.42%
May 7, 2021 - Feb 6, 2024
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.43%
Oct 7, 2025 - May 6, 2026
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.94%
Jul 25, 2018 - Jan 31, 2019
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.87%
Jan 5, 2016 - May 2, 2016
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.94%
Mar 27, 2025 - Aug 22, 2025
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.49%
Jun 9, 2016 - Sep 22, 2016
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.04%
Sep 30, 2016 - Apr 25, 2017
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.70%
Mar 9, 2018 - Jul 25, 2018
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.07%
Oct 23, 2017 - Jan 26, 2018
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.76%
Feb 23, 2024 - Jul 25, 2024
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.71%
Jul 29, 2019 - Dec 13, 2019
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.54%
Dec 4, 2024 - Feb 25, 2025
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.20%
Jan 26, 2018 - Mar 9, 2018
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.04%
Mar 5, 2019 - Apr 26, 2019
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WTW and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

WTW vs SPY dividend yield comparison.

YearWTWSPY
20260.37%0.24%
20251.12%1.07%
20241.12%1.21%
20231.39%1.40%
20221.34%1.65%
20211.27%1.20%
20201.31%1.52%
20191.29%1.75%
20181.58%2.04%
20171.41%1.80%
20161.57%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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