Compare · 2 funds side by side · dividends reinvested

WTIP and SPY

WTIPWisdomTree×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

WTIP 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%$798B1.3

WisdomTree Inflation Plus FundUnsorted0.65%9.32%+9.6%+15.5%[…][…]−16.5%17.4%$28M1.7

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: WTIP 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Inflation Plus Fund · $28M[…]

WTIP

SPY

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

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

WTIPMeasureSPY

+9.6%Year to dateJan 1 → Nov 4+13.3%

+15.5%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%

0.65%Expense ratio$65 · $9 a year on $10k · lower is better0.09%

9.32%Trailing 12-mo yield$932 · $99 a year on $10k0.99%

−16.5%Worst dropSmaller is better−8.9%

17.4%VolatilityLower is calmer12.9%

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

2–4SPY wins

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

More Ways to See the Pairs

WTIP vs SPY: Top 5 Holdings

Today

WTIP

16.2%in top 5

SPY

in top 527.3%

WTIPStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.3%91282CPHnot top 5

3.3%91282CQPnot top 5

3.3%91282CNBnot top 5

3.2%91282CLVnot top 5

3.1%91282CKLnot top 5

not top 5GOOGL2.5%

Held in common0.0%

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

WTIP vs SPY Returns, Every Period

WisdomTreeWTIP

+15.5%

past year

SPYSPDR

+13.4%

past year

WTIPSPYFaded: behind in that period

1–1Level

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

Unsorted vs Core: WTIP vs SPY

YTD

WisdomTreeWTIP

+9.6%

SPYSPDR

+13.3%

+9.6%Year to date+13.3%

−16.5%Worst drop · 1Y−8.9%

17.4%Volatility · 1Y12.9%

9.3%Yield1.0%

$27.9MAssets$798B

3–1SPY wins

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

Cost, Income and Risk

Fees: WTIP, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

WTIP0.65%$65

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

Yields: WTIP, SPY

9.32%highest, WTIP

FundTrailing yieldYield$10k

WTIP9.32%$932

SPY0.99%$99

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

Income After Fees on $10,000

$867most kept, WTIP

WTIP$932 − $65 = $867

SPY$99 − $9 = $90

KeptFee

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

Overlap: WTIP, SPY

Today

0.0%most shared, WTIP and SPY

WTIPSPY

WTIP—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+15.5%WTIP, at 17.4% volatility

SPYWorst drop−8.9%12.9% vol

WTIPWorst drop−16.5%17.4% vol

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

Paid More vs Made More

YTD

WTIPSPY

+9.6%Year to date+13.3%

9.3%Yield1.0%

+15.5%Past year+13.4%

0.65%Fee0.09%

2–2level

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