SLWS vs SPY
SLW Short Duration Income ETF 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 | SLWS | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.42% | 0.09% | |
| AUM | $390M | $821.1B | |
| Dividend Yield | 4.08% | 1.01% | |
| Holdings | 198 | 505 | |
| YTD Return | +2.60% | +12.35% | |
| 1Y Return | - | +20.15% | |
| 3Y Return (annualized) | - | +21.69% | |
| 5Y Return (annualized) | - | +12.77% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -0.7% | -56.5% | |
| Fund Family | WisdomTree Investments | State Street Investment Management | |
| Category | Fixed Income | Equity | |
| Inception | Dec 19, 2024 | Jan 22, 1993 |
SLWS vs SPY Performance
SLW Short Duration Income ETF (SLWS) is a ETF from WisdomTree Investments and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, SLWS is up 2.60% versus a gain of 12.35% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -0.7% for SLWS and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SLWS charges 0.42% per year while SPY charges 0.09%. On a $10,000 position that is $42 vs $9 annually, a gap of $33 per year that compounds over a long holding period. On income, SLWS currently yields 4.08% against 1.01% for SPY.
Holdings Overlap
SLWS and SPY share 0 holdings out of 604 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SLWS or SPY?
SLWS has an expense ratio of 0.42% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
What is the holdings overlap between SLWS and SPY?
SLWS and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.
Which pays a higher dividend, SLWS or SPY?
SLWS yields 4.08% while SPY yields 1.01%, so SLWS currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.