Compare · 2 funds side by side · dividends reinvested

WSML and SPY

WSMLiShares×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

WSML 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

iShares MSCI World Small-Cap ETFInternational · Global0.30%2.81%+15.0%+18.1%[…][…]−10.7%15.9%$669M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: WSML 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI World Small-Cap ETF · $669M[…]

WSML

SPY

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

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

WSMLMeasureSPY

+15.0%Year to dateJan 1 → Nov 4+13.3%

+18.1%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

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

0.30%Expense ratio$30 · $9 a year on $10k · lower is better0.09%

2.81%Trailing 12-mo yield$281 · $99 a year on $10k0.99%

−10.7%Worst dropSmaller is better−8.9%

15.9%VolatilityLower is calmer12.9%

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

3–3Level

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

More Ways to See the Pairs

WSML vs SPY: Top 5 Holdings

Today

WSML

1.6%in top 5

SPY

in top 527.3%

WSMLStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.7%MRNAnot top 5

0.2%THCnot top 5

0.2%USFDnot top 5

0.2%VTRSnot top 5

0.2%GHnot top 5

Held in common1.2%

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

WSML vs SPY Returns, Every Period

iSharesWSML

+18.1%

past year

SPYSPDR

+13.4%

past year

WSMLSPYFaded: behind in that period

2–0WSML wins

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

International vs Core: WSML vs SPY

YTD

iSharesWSML

+15.0%

SPYSPDR

+13.3%

+15.0%Year to date+13.3%

−10.7%Worst drop · 1Y−8.9%

15.9%Volatility · 1Y12.9%

2.8%Yield1.0%

$669MAssets$798B

2–2level

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

Cost, Income and Risk

Fees: WSML, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

WSML0.30%$30

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

Yields: WSML, SPY

2.81%highest, WSML

FundTrailing yieldYield$10k

WSML2.81%$281

SPY0.99%$99

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

Income After Fees on $10,000

$251most kept, WSML

WSML$281 − $30 = $251

SPY$99 − $9 = $90

KeptFee

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

Overlap: WSML, SPY

Today

1.2%most shared, WSML and SPY

WSMLSPY

WSML—1.2%

SPY1.2%—

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

Return vs Bumpiness: 2 ETFs

+18.1%WSML, at 15.9% volatility

SPYWorst drop−8.9%12.9% vol

WSMLWorst drop−10.7%15.9% vol

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

Paid More vs Made More

YTD

WSMLSPY

+15.0%Year to date+13.3%

2.8%Yield1.0%

+18.1%Past year+13.4%

0.30%Fee0.09%

3–1WSML 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