EUDG vs SPY
WisdomTree Europe Quality Dividend Growth Fund vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EUDG | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.09% | |
| AUM | $70M | $821.1B | |
| Dividend Yield | 2.33% | 1.01% | |
| Holdings | 228 | 505 | |
| YTD Return | +7.84% | +12.22% | |
| 1Y Return | +17.27% | +20.83% | |
| 3Y Return (annualized) | +12.86% | +21.70% | |
| 5Y Return (annualized) | +5.49% | +12.98% | |
| Volatility (annualized) | 15.5% | 15.3% | |
| Max Drawdown | -33.8% | -56.5% | |
| Fund Family | WisdomTree Investments | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | May 7, 2014 | Jan 22, 1993 |
EUDG vs SPY Performance
WisdomTree Europe Quality Dividend Growth Fund (EUDG) is a ETF from WisdomTree Investments and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year EUDG returned +17.27% while SPY returned +20.83%. Year to date, EUDG is up 7.84% versus a gain of 12.22% for SPY.
Over three years, EUDG compounded at +12.86% per year against +21.70% for SPY; over five years the annualized figures are +5.49% and +12.98% respectively. Across the full 12-year window we track, SPY has the edge at +8.79% annualized vs +5.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EUDG has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -33.8% for EUDG and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EUDG charges 0.58% per year while SPY charges 0.09%. On a $10,000 position that is $58 vs $9 annually, a gap of $49 per year that compounds over a long holding period. On income, EUDG currently yields 2.33% against 1.01% for SPY.
Holdings Overlap
EUDG and SPY share 1 holdings out of 731 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EUDG | Weight in SPY | Difference |
|---|---|---|---|
| KR | 0.00% | 0.05% | 0.05% |
Frequently Asked Questions
Which is cheaper, EUDG or SPY?
EUDG has an expense ratio of 0.58% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
Which performed better, EUDG or SPY?
Over the past year EUDG returned +17.27% vs +20.83% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (12 years), EUDG annualized +5.06% vs +8.79% for SPY. Past performance does not guarantee future results.
Which is riskier, EUDG or SPY?
EUDG has been the more volatile fund at 15.5% annualized versus 15.3% for SPY. Worst drawdown: EUDG -33.8% vs SPY -56.5%.
Should I hold both EUDG and SPY?
EUDG and SPY have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EUDG and SPY?
EUDG and SPY share 1 common holdings with a 0.0% weight overlap. Combined, they hold 731 unique securities.
Which pays a higher dividend, EUDG or SPY?
EUDG yields 2.33% while SPY yields 1.01%, so EUDG currently pays the higher dividend yield.
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