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$17,493SPY · 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%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.3

WisdomTree Inflation Plus FundUnsorted0.65%9.48%+7.8%+13.8%[…][…]−16.5%17.4%$27M1.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: WTIP 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Inflation Plus Fund · $27M[…]

WTIP

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

WTIPMeasureSPY

+7.8%Year to dateJan 1 → Nov 9+11.2%

+13.8%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

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

9.48%Trailing 12-mo yield$948 · $101 a year on $10k1.01%

−16.5%Worst dropSmaller is better−8.9%

17.4%VolatilityLower is calmer13.7%

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

2–4SPY wins

End-of-day Nov 9, 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

18.2%in top 5

SPY

in top 527.8%

WTIPStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.7%CLF7not top 5

3.6%91282CPHnot top 5

3.6%LXZ6not top 5

3.6%91282CQPnot top 5

3.6%LPZ26not top 5

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

WTIP vs SPY Returns, Every Period

WisdomTreeWTIP

+13.8%

past year

SPYSPDR

+13.5%

past year

WTIPSPYFaded: behind in that period

1–1Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: WTIP vs SPY

YTD

WisdomTreeWTIP

+7.8%

SPYSPDR

+11.2%

+7.8%Year to date+11.2%

−16.5%Worst drop · 1Y−8.9%

17.4%Volatility · 1Y13.7%

9.5%Yield1.0%

$26.9MAssets$778B

3–1SPY wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: WTIP, SPY

9.48%highest, WTIP

FundTrailing yieldYield$10k

WTIP9.48%$948

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$883most kept, WTIP

WTIP$948 − $65 = $883

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 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 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.8%WTIP, at 17.4% volatility

SPYWorst drop−8.9%13.7% vol

WTIPWorst drop−16.5%17.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

WTIPSPY

+7.8%Year to date+11.2%

9.5%Yield1.0%

+13.8%Past year+13.5%

0.65%Fee0.09%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026