Compare · 2 funds side by side · dividends reinvested

WTPI and SPY

WTPIWisdomTree×SPYSPDR×
$7.5k$10k$12.5k$15k$17.5k$20kLow $8,051 · 2022SPY$18,060WTPI$15,420Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two
02 / 04

WTPI 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
WisdomTree Equity Premium Income FundIncome · Premium income0.44%12.23%+8.5%+10.2%+16.1%+9.0%−7.1%9.7%$559M1.6
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 4, 2026 · returns include dividends · since: WTPI 2016 · SPY 1993
@TheETFTracker·theetftracker.com

Head to Head

5Y
WisdomTree Equity Premium Income Fund · $559M$15,420
WTPI
SPY
State Street SPDR S&P 500 ETF · $798B$18,060

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

WTPIMeasureSPY
+8.5%Year to dateJan 1 → Nov 4+13.3%
+10.2%1 yearTotal return+13.4%
+16.1%3 years · per year$10,000 became $15,648 · $19,132+24.1%
+9.0%5 years · per year$10,000 became $15,420 · $18,060+12.6%
0.44%Expense ratio$44 · $9 a year on $10k · lower is better0.09%
12.23%Trailing 12-mo yield$1,223 · $99 a year on $10k0.99%
−7.1%Worst dropSmaller is better−8.9%
9.7%VolatilityLower is calmer12.9%
WTPISPY Winner of the row, in its colourEach row: the bigger of the two fills its side
3–5SPY wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

WTPI vs SPY: Top 5 Holdings

Today
99.6%in top 5
SPY
in top 527.3%
WTPIStockSPY
49.6%912797UMnot top 5
49.2%912797VTnot top 5
not top 5NVDA7.7%
not top 5AAPL7.4%
not top 5MSFT5.9%
4.6%USFRnot top 5
not top 5AMZN3.8%
not top 5GOOGL2.5%
-1.7%BYM7RBFDnot top 5
-2.1%BYM7TLLCnot top 5
Held in common0.0%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

WTPI vs SPY Returns, Every Period

5Y
WisdomTreeWTPI
+9.0%
5 years, per year
SPYSPDR
+12.6%
5 years, per year
0%+10%+20%+30%+8.5%+13.3%YTD+10.2%+13.4%1 year+16.1%+24.1%3 yrs · yr+9.0%+12.6%5 yrs · yr
WTPISPYFaded: behind in that period
0–4SPY wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Core: WTPI vs SPY

YTD
WisdomTreeWTPI
+8.5%
SPYSPDR
+13.3%
Jan 1Nov 4+8.5%+13.3%
+8.5%Year to date+13.3%
−7.1%Worst drop · 1Y−8.9%
9.7%Volatility · 1Y12.9%
12.2%Yield1.0%
$559MAssets$798B
3–1WTPI wins
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: WTPI, SPY

Today
0.09%lowest, SPY
FundExpense ratioFee$10k
SPY0.09%$9
WTPI0.44%$44
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: WTPI, SPY

1Y
12.23%highest, WTPI
FundTrailing yieldYield$10k
WTPI12.23%$1,223
SPY0.99%$99
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$1,179most kept, WTPI
WTPI$1,223 − $44 = $1,179
SPY$99 − $9 = $90
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: WTPI, SPY

Today
0.0%most shared, WTPI and SPY
WTPISPY
WTPI—0.0%
SPY0.0%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+13.4%SPY, at 12.9% volatility
0%+5%+10%+15%5%10%15%Volatility · 1 year → bumpierSPY +13.4%WTPI +10.2%
WTPIWorst drop−7.1%9.7% vol
SPYWorst drop−8.9%12.9% vol
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 4+8.5%+13.3%
+8.5%Year to date+13.3%
12.2%Yield1.0%
+10.2%Past year+13.4%
0.44%Fee0.09%
3–1SPY wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SPYM vs SPY

YTD
SPDRSPYM
+13.4%
SPYSPDR
+13.3%
Jan 1Nov 4+13.4%+13.3%
+13.4%Year to date+13.3%
1.0%Yield1.0%
$185BAssets$798B
1–0SPYM wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+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
@TheETFTracker·theetftracker.com