Compare · 2 funds side by side · dividends reinvested

WDTE and SPY

WDTEDefiance×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

WDTE 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

S&P 500 Weekly Distribution ETFUS Stock Styles · Large cap1.03%33.15%+12.8%+13.0%+15.2%[…]−7.6%11.7%$69M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: WDTE 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

S&P 500 Weekly Distribution ETF · $69M[…]

WDTE

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested

WDTEMeasureSPY

+12.8%Year to dateJan 1 → Nov 4+13.3%

+13.0%1 yearTotal return+13.4%

+15.2%3 years · per year$10,000 became $15,297 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

1.03%Expense ratio$103 · $9 a year on $10k · lower is better0.09%

33.15%Trailing 12-mo yield$3,315 · $99 a year on $10k0.99%

−7.6%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer12.9%

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

3–4SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WDTE vs SPY: Top 5 Holdings

Today

WDTE

[…]in top 5

SPY

in top 527.3%

WDTEStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

WDTE vs SPY Returns, Every Period

DefianceWDTE

+13.0%

past year

SPYSPDR

+13.4%

past year

WDTESPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: WDTE vs SPY

YTD

DefianceWDTE

+12.8%

SPYSPDR

+13.3%

+12.8%Year to date+13.3%

−7.6%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y12.9%

33.1%Yield1.0%

$69.3MAssets$798B

3–1WDTE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDTE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

WDTE1.03%$103

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: WDTE, SPY

33.15%highest, WDTE

FundTrailing yieldYield$10k

WDTE33.15%$3,315

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$3,212most kept, WDTE

WDTE$3,315 − $103 = $3,212

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: WDTE, SPY

Today

[…]holdings […]

WDTESPY

WDTE—[…]

SPY[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

WDTEWorst drop−7.6%11.7% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

WDTESPY

+12.8%Year to date+13.3%

33.1%Yield1.0%

+13.0%Past year+13.4%

1.03%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026