Compare · 2 funds side by side · dividends reinvested

HYZD and SPHY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,373HYZD · best of the two

02 / 04

HYZD and SPHY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Interest Rate Hedged High Yield Bond FundBonds & Cash · High yield0.43%5.90%+3.6%+5.3%+8.5%+6.0%−1.9%3.2%$307M1.3

State Street SPDR Portfolio High Yield Bond ETFBonds & Cash · High yield0.05%7.39%+1.0%+2.5%+8.5%+3.9%−2.8%3.8%$11.9B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: HYZD 2013 · SPHY 2012

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Interest Rate Hedged High Yield Bond Fund · $307M$13,373

HYZD

SPHY

State Street SPDR Portfolio High Yield Bond ETF · $11.9B$12,126

$10,000 five years ago, dividends reinvested

HYZDMeasureSPHY

+3.6%Year to dateJan 1 → Nov 6+1.0%

+5.3%1 yearTotal return+2.5%

+8.5%3 years · per year$10,000 became $12,774 · $12,765+8.5%

+6.0%5 years · per year$10,000 became $13,373 · $12,126+3.9%

0.43%Expense ratio$43 · $5 a year on $10k · lower is better0.05%

5.90%Trailing 12-mo yield$590 · $739 a year on $10k7.39%

−1.9%Worst dropSmaller is better−2.8%

3.2%VolatilityLower is calmer3.8%

HYZDSPHY Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2HYZD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HYZD vs SPHY: Top 5 Holdings

Today

HYZD

[…]in top 5

SPHY

in top 50.0%

HYZDStockSPHY

not top 5BTE0.0%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

HYZD vs SPHY Returns, Every Period

WisdomTreeHYZD

+6.0%

5 years, per year

SPHYSPDR

+3.9%

5 years, per year

HYZDSPHYFaded: behind in that period

3–0HYZD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

HYZD vs SPHY

YTD

WisdomTreeHYZD

+3.6%

SPHYSPDR

+1.0%

+3.6%Year to date+1.0%

−1.9%Worst drop · 1Y−2.8%

3.2%Volatility · 1Y3.8%

5.9%Yield7.4%

$307MAssets$11.9B

3–1HYZD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HYZD, SPHY

Today

0.05%lowest, SPHY

FundExpense ratioFee$10k

SPHY0.05%$5

HYZD0.43%$43

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HYZD, SPHY

7.39%highest, SPHY

FundTrailing yieldYield$10k

SPHY7.39%$739

HYZD5.90%$590

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$734most kept, SPHY

SPHY$739 − $5 = $734

HYZD$590 − $43 = $547

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HYZD, SPHY

Today

[…]holdings […]

HYZDSPHY

HYZD—[…]

SPHY[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.3%HYZD, at 3.2% volatility

HYZDWorst drop−1.9%3.2% vol

SPHYWorst drop−2.8%3.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPHYHYZD

+1.0%Year to date+3.6%

7.4%Yield5.9%

+2.5%Past year+5.3%

0.05%Fee0.43%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026