Compare · 2 funds side by side · dividends reinvested

WDEF and SPY

WDEFWisdomTree×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

WDEF 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%$819B1.0

WisdomTree Europe Defense FundThematic · Defense & space0.45%0.08%−7.9%−11.2%[…][…]−23.9%30.7%$82M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: WDEF 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Europe Defense Fund · $82M[…]

WDEF

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

WDEFMeasureSPY

−7.9%Year to dateJan 1 → Nov 6+8.7%

−11.2%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

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

0.08%Trailing 12-mo yield$8 · $103 a year on $10k1.03%

−23.9%Worst dropSmaller is better−8.9%

30.7%VolatilityLower is calmer13.6%

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

0–6SPY wins

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

More Ways to See the Pairs

WDEF vs SPY: Top 5 Holdings

Today

WDEF

41.4%in top 5

SPY

in top 527.8%

WDEFStockSPY

10.4%BA.Lnot top 5

9.8%HO.PAnot top 5

9.6%RHM.DEnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

6.2%SAABB.STnot top 5

5.3%LDO.MInot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

WDEF vs SPY Returns, Every Period

WisdomTreeWDEF

−11.2%

past year

SPYSPDR

+9.7%

past year

WDEFSPYFaded: behind in that period

0–2SPY wins

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

Thematic vs Core: WDEF vs SPY

YTD

WisdomTreeWDEF

−7.9%

SPYSPDR

+8.7%

−7.9%Year to date+8.7%

−23.9%Worst drop · 1Y−8.9%

30.7%Volatility · 1Y13.6%

0.1%Yield1.0%

$82.2MAssets$819B

4–0SPY wins

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

Cost, Income and Risk

Fees: WDEF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

WDEF0.45%$45

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

Yields: WDEF, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

WDEF0.08%$8

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

WDEF$8 − $45 = −$37

KeptFee

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

Overlap: WDEF, SPY

Today

0.0%most shared, WDEF and SPY

WDEFSPY

WDEF—0.0%

SPY0.0%—

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

WDEFWorst drop−23.9%30.7% vol

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

Paid More vs Made More

YTD

SPYWDEF

+8.7%Year to date−7.9%

1.0%Yield0.1%

+9.7%Past year−11.2%

0.09%Fee0.45%

4–0SPY 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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026