Compare · 2 funds side by side · dividends reinvested

WEEI and SPY

WEEIWestwood×SPYSPDR×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,358SPY · best of the two

Story of the two · IncomeMost incomeWEEI · 11.11% · $1,111 a year on $10k

Story of the two · RiskSmallest drop

WEEI 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%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B1.4

Westwood Salient Enhanced Energy Income ETFIncome · Covered calls0.85%11.11%+25.8%+28.9%[…][…]−10.3%16.0%$109M1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: WEEI 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Westwood Salient Enhanced Energy Income ETF · $109M[…]

WEEI

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

WEEIMeasureSPY

+25.8%

More Ways to See the Pairs

WEEI vs SPY: Top 5 Holdings

Today

WEEI

56.7%in top 5

SPY

in top 527.3%

WEEIStockSPY

24.0%XOMnot top 5

15.8%CVXnot top 5

not top 5AAPL7.9%

not top 5NVDA6.6%

6.6%COPnot top 5

Cost, Income and Risk

Fees: WEEI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

WEEI0.85%$85

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

Yields: WEEI, SPY

1Y

11.11%highest, WEEI

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+10.8%

+28.9%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,888+21.4%

[…]5 years · per year$10,000 became […] · $17,358+11.7%

0.85%Expense ratio$85 · $9 a year on $10k · lower is better0.09%

11.11%Trailing 12-mo yield$1,111 · $101 a year on $10k1.01%

−10.3%Worst dropSmaller is better−8.9%

16.0%VolatilityLower is calmer13.8%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT6.2%

5.4%VLOnot top 5

4.8%PSXnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common3.5%

End-of-day Nov 10, 2026 · share of each fund

WEEI vs SPY Returns, Every Period

1Y

WestwoodWEEI

+28.9%

past year

SPYSPDR

+13.0%

past year

WEEISPYFaded: behind in that period

2–0WEEI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Core: WEEI vs SPY

YTD

WestwoodWEEI

+25.8%

SPYSPDR

+10.8%

+25.8%Year to date+10.8%

−10.3%Worst drop · 1Y−8.9%

16.0%Volatility · 1Y13.8%

11.1%Yield1.0%

$109MAssets$778B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

WEEI11.11%$1,111

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,026most kept, WEEI

WEEI$1,111 − $85 = $1,026

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: WEEI, SPY

Today

3.5%most shared, WEEI and SPY

WEEISPY

WEEI—3.5%

SPY3.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+28.9%WEEI, at 16.0% volatility

SPYWorst drop−8.9%13.8% vol

WEEIWorst drop−10.3%16.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

WEEISPY

+25.8%Year to date+10.8%

11.1%Yield1.0%

+28.9%Past year+13.0%

0.85%Fee0.09%

3–1WEEI wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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WEEI and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two