Compare · 2 funds side by side · dividends reinvested

WTV and SPY

WTVWisdomTree×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,559WTV · best of the two

02 / 04

WTV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. Value FundUS Stock Styles · Value0.12%1.95%+19.4%+24.2%+25.4%+14.4%−7.1%11.4%$3.3B1.1

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%$798B1.9

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: WTV 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Value Fund · $3.3B$19,559

WTV

SPY

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

$10,000 five years ago, dividends reinvested · they hold 18.4% in common

WTVMeasureSPY

+19.4%Year to dateJan 1 → Nov 4+13.3%

+24.2%1 yearTotal return+13.4%

+25.4%3 years · per year$10,000 became $19,742 · $19,132+24.1%

+14.4%5 years · per year$10,000 became $19,559 · $18,060+12.6%

0.12%Expense ratio$12 · $9 a year on $10k · lower is better0.09%

1.95%Trailing 12-mo yield$195 · $99 a year on $10k0.99%

−7.1%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer12.9%

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

7–1WTV wins

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

More Ways to See the Pairs

WTV vs SPY: Top 5 Holdings

Today

WTV

11.6%in top 5

SPY

in top 527.3%

WTVStockSPY

3.2%NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

2.5%CVXnot top 5

2.2%CRMnot top 5

1.9%TGTnot top 5

1.8%MRKnot top 5

Held in common18.4%

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

WTV vs SPY Returns, Every Period

WisdomTreeWTV

+14.4%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

WTVSPYFaded: behind in that period

4–0WTV wins

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

Stocks vs Core: WTV vs SPY

YTD

WisdomTreeWTV

+19.4%

SPYSPDR

+13.3%

+19.4%Year to date+13.3%

−7.1%Worst drop · 1Y−8.9%

11.4%Volatility · 1Y12.9%

1.9%Yield1.0%

$3.3BAssets$798B

4–0WTV wins

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

Cost, Income and Risk

Fees: WTV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

WTV0.12%$12

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

Yields: WTV, SPY

1.95%highest, WTV

FundTrailing yieldYield$10k

WTV1.95%$195

SPY0.99%$99

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

Income After Fees on $10,000

$183most kept, WTV

WTV$195 − $12 = $183

SPY$99 − $9 = $90

KeptFee

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

Overlap: WTV, SPY

Today

18.4%most shared, WTV and SPY

WTVSPY

WTV—18.4%

SPY18.4%—

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

Return vs Bumpiness: 2 ETFs

+24.2%WTV, at 11.4% volatility

WTVWorst drop−7.1%11.4% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

WTVSPY

+19.4%Year to date+13.3%

1.9%Yield1.0%

+24.2%Past year+13.4%

0.12%Fee0.09%

3–1WTV 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