Compare · 2 funds side by side · dividends reinvested

XAR and WDGF

XARSPDR×WDGFWisdomTree×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,435XAR · best of the two

02 / 04

XAR and WDGF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−6.8%−7.8%[…][…]−21.1%23.2%$5M1.3

State Street SPDR S&P Aerospace & Defense ETFThematic · Defense & space0.35%0.20%−11.1%−11.3%+23.6%+13.0%−27.8%30.2%$5.3B1.5

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: XAR 2011 · WDGF 2025

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Aerospace & Defense ETF · $5.3B$18,435

XAR

WDGF

WisdomTree Global Defense Fund · $5M[…]

$10,000 five years ago, dividends reinvested · they hold 35.3% in common

XARMeasureWDGF

−11.1%Year to dateJan 1 → Nov 5−6.8%

−11.3%1 yearTotal return−7.8%

+23.6%3 years · per year$10,000 became $18,902 · […][…]

+13.0%5 years · per year$10,000 became $18,435 · […][…]

0.35%Expense ratio$35 · $45 a year on $10k · lower is better0.45%

0.20%Trailing 12-mo yield$20 · $5 a year on $10k0.05%

−27.8%Worst dropSmaller is better−21.1%

30.2%VolatilityLower is calmer23.2%

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

2–4WDGF wins

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

More Ways to See the Pairs

XAR vs WDGF: Top 5 Holdings

Today

XAR

16.9%in top 5

WDGF

in top 527.1%

XARStockWDGF

3.5%LMT5.9%

not top 5PLTR5.5%

not top 5NOC5.3%

not top 5BA.L5.2%

not top 5GD5.2%

3.4%TXTnot top 5

3.3%HIInot top 5

3.3%HEInot top 5

3.3%TDGnot top 5

Held in common35.3%

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

XAR vs WDGF Returns, Every Period

SPDRXAR

−11.3%

past year

WDGFWisdomTree

−7.8%

past year

XARWDGFFaded: behind in that period

0–2WDGF wins

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

XAR vs WDGF

YTD

SPDRXAR

−11.1%

WDGFWisdomTree

−6.8%

−11.1%Year to date−6.8%

−27.8%Worst drop · 1Y−21.1%

30.2%Volatility · 1Y23.2%

0.2%Yield0.1%

$5.3BAssets$5.4M

3–1WDGF wins

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

Cost, Income and Risk

Fees: XAR, WDGF

Today

0.35%lowest, XAR

FundExpense ratioFee$10k

XAR0.35%$35

WDGF0.45%$45

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

Yields: XAR, WDGF

0.20%highest, XAR

FundTrailing yieldYield$10k

XAR0.20%$20

WDGF0.05%$5

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

Income After Fees on $10,000

−$15most kept, XAR

XAR$20 − $35 = −$15

WDGF$5 − $45 = −$40

KeptFee

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

Overlap: XAR, WDGF

Today

35.3%most shared, XAR and WDGF

XARWDGF

XAR—35.3%

WDGF35.3%—

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

Return vs Bumpiness: 2 ETFs

−7.8%WDGF, at 23.2% volatility

WDGFWorst drop−21.1%23.2% vol

XARWorst drop−27.8%30.2% vol

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

Paid More vs Made More

YTD

XARWDGF

−11.1%Year to date−6.8%

0.2%Yield0.1%

−11.3%Past year−7.8%

0.35%Fee0.45%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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