Compare · 2 funds side by side · dividends reinvested

WDAF and SPY

WDAFWisdomTree×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

WDAF 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%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.0

WisdomTree Asia Defense FundThematic · Defense & space0.45%0.16%−16.0%−22.5%[…][…]−36.9%35.6%$9M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: WDAF 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Asia Defense Fund · $9M[…]

WDAF

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

WDAFMeasureSPY

−16.0%Year to dateJan 1 → Nov 5+8.3%

−22.5%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.45%Expense ratio$45 · $9 a year on $10k · lower is better0.09%

0.16%Trailing 12-mo yield$16 · $103 a year on $10k1.03%

−36.9%Worst dropSmaller is better−8.9%

35.6%VolatilityLower is calmer13.6%

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

0–6SPY wins

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

More Ways to See the Pairs

WDAF vs SPY: Top 5 Holdings

Today

WDAF

36.4%in top 5

SPY

in top 527.7%

WDAFStockSPY

9.2%HAL.BOnot top 5

8.6%BEL.BOnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

6.9%047810.Knot top 5

not top 5MSFT6.2%

6.1%012450.Knot top 5

5.8%064350.Knot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

WDAF vs SPY Returns, Every Period

WisdomTreeWDAF

−22.5%

past year

SPYSPDR

+9.7%

past year

WDAFSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Core: WDAF vs SPY

YTD

WisdomTreeWDAF

−16.0%

SPYSPDR

+8.3%

−16.0%Year to date+8.3%

−36.9%Worst drop · 1Y−8.9%

35.6%Volatility · 1Y13.6%

0.2%Yield1.0%

$8.8MAssets$805B

4–0SPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDAF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

WDAF0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WDAF, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

WDAF0.16%$16

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

WDAF$16 − $45 = −$29

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WDAF, SPY

Today

0.0%most shared, WDAF and SPY

WDAFSPY

WDAF—0.0%

SPY0.0%—

End-of-day Nov 5, 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

WDAFWorst drop−36.9%35.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYWDAF

+8.3%Year to date−16.0%

1.0%Yield0.2%

+9.7%Past year−22.5%

0.09%Fee0.45%

4–0SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026