Compare · 2 funds side by side · dividends reinvested

NTSX and SPY

NTSXWisdomTree×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

NTSX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.1

WisdomTree U.S. Efficient Core FundUS Stock Styles · Large cap0.22%1.09%+5.9%+6.7%+20.3%+7.2%−9.2%13.9%$1.3B1.9

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: NTSX 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Efficient Core Fund · $1.3B$14,131

NTSX

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 84.7% in common

NTSXMeasureSPY

+5.9%Year to dateJan 1 → Nov 6+8.7%

+6.7%1 yearTotal return+9.7%

+20.3%3 years · per year$10,000 became $17,393 · $18,039+21.7%

+7.2%5 years · per year$10,000 became $14,131 · $17,118+11.3%

0.22%Expense ratio$22 · $9 a year on $10k · lower is better0.09%

1.09%Trailing 12-mo yield$109 · $103 a year on $10k1.03%

−9.2%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.6%

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

1–7SPY wins

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

More Ways to See the Pairs

NTSX vs SPY: Top 5 Holdings

Today

NTSX

27.2%in top 5

SPY

in top 527.8%

NTSXStockSPY

7.1%AAPL7.9%

6.9%NVDA6.9%

5.3%MSFT6.3%

4.6%GOOGL2.6%

3.4%AMZN4.0%

Held in common84.7%

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

NTSX vs SPY Returns, Every Period

WisdomTreeNTSX

+7.2%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

NTSXSPYFaded: behind in that period

0–4SPY wins

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

Stocks vs Core: NTSX vs SPY

YTD

WisdomTreeNTSX

+5.9%

SPYSPDR

+8.7%

+5.9%Year to date+8.7%

−9.2%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.6%

1.1%Yield1.0%

$1.3BAssets$778B

3–1SPY wins

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

Cost, Income and Risk

Fees: NTSX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

NTSX0.22%$22

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

Yields: NTSX, SPY

1.09%highest, NTSX

FundTrailing yieldYield$10k

NTSX1.09%$109

SPY1.03%$103

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

NTSX$109 − $22 = $87

KeptFee

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

Overlap: NTSX, SPY

Today

84.7%most shared, NTSX and SPY

NTSXSPY

NTSX—84.7%

SPY84.7%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

NTSXWorst drop−9.2%13.9% vol

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

Paid More vs Made More

YTD

NTSXSPY

+5.9%Year to date+8.7%

1.1%Yield1.0%

+6.7%Past year+9.7%

0.22%Fee0.09%

3–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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