Compare · 2 funds side by side · dividends reinvested

WTMF and SPYM

WTMFWisdomTree×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

WTMF and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Managed Futures Strategy FundUnsorted0.65%8.12%+9.0%+11.3%+10.0%+6.1%−5.8%10.6%$262M1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: WTMF 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Managed Futures Strategy Fund · $262M$13,439

WTMF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

WTMFMeasureSPYM

+9.0%Year to dateJan 1 → Nov 5+8.4%

+11.3%1 yearTotal return+9.8%

+10.0%3 years · per year$10,000 became $13,309 · $18,222+22.1%

+6.1%5 years · per year$10,000 became $13,439 · $17,164+11.4%

0.65%Expense ratio$65 · $2 a year on $10k · lower is better0.02%

8.12%Trailing 12-mo yield$812 · $106 a year on $10k1.06%

−5.8%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer13.6%

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

5–3WTMF wins

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

More Ways to See the Pairs

WTMF vs SPYM: Top 5 Holdings

Today

WTMF

85.9%in top 5

SPYM

in top 527.7%

WTMFStockSPYM

62.5%912797VTnot top 5

15.8%WTWTMFCAnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.1%26190810not top 5

not top 5AMZN3.9%

3.5%USFRnot top 5

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

WTMF vs SPYM Returns, Every Period

WisdomTreeWTMF

+6.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

WTMFSPYMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: WTMF vs SPYM

YTD

WisdomTreeWTMF

+9.0%

SPYMSPDR

+8.4%

+9.0%Year to date+8.4%

−5.8%Worst drop · 1Y−8.9%

10.6%Volatility · 1Y13.6%

8.1%Yield1.1%

$262MAssets$182B

4–0WTMF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WTMF, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

WTMF0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WTMF, SPYM

8.12%highest, WTMF

FundTrailing yieldYield$10k

WTMF8.12%$812

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$747most kept, WTMF

WTMF$812 − $65 = $747

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WTMF, SPYM

Today

0.0%most shared, WTMF and SPYM

WTMFSPYM

WTMF—0.0%

SPYM0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.3%WTMF, at 10.6% volatility

WTMFWorst drop−5.8%10.6% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

WTMFSPYM

+9.0%Year to date+8.4%

8.1%Yield1.1%

+11.3%Past year+9.8%

0.65%Fee0.02%

3–1WTMF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026