SPY vs WCMG
State Street SPDR S&P 500 ETF Trust vs First Trust WCM Global Equity ETF
Which is better, SPY or WCMG?
SPY costs less.
SPY has a lower expense ratio. WCMG is less concentrated, with 37.5% of the fund in its ten largest positions against 38.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SPY | WCMG |
|---|---|---|
| Expense Ratio | 0.09%Best | 0.85% |
| AUM | $814.4B | $3M |
| Dividend Yield | 1.01% | 0.00% |
| Holdings | 505 | 96 |
| YTD Return | +13.34%Best | +9.92% |
| 1Y Return | +19.97% | - |
| 3Y Return (annualized) | +21.20% | - |
| 5Y Return (annualized) | +12.81% | - |
| Top 10 Weight | 38.0% | 37.5%Best |
| Fund Family | State Street Investment Management | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 22, 1993 | Apr 21, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
SPY vs WCMG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
SPY vs WCMG Performance
State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and First Trust WCM Global Equity ETF (WCMG) is an ETF from First Trust Portfolios (US). Year to date, SPY is up 13.34% versus a gain of 9.92% for WCMG.
Past performance does not guarantee future results.
Fees and Cost Over Time
SPY charges 0.09% per year while WCMG charges 0.85%. On a $10,000 position that is $9 vs $85 annually, a gap of $76 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.00% for WCMG.
Holdings Overlap
5.2% of SPY's money is in holdings WCMG also owns. 29.9% of WCMG's money is in holdings SPY also owns.
WCMG and SPY share little of their money.
13 positions in common, counted across the 504 positions we hold weights for in SPY and 45 in WCMG, against full books of 505 and 96.
What only one of them owns
Our book lists 8 positions for WCMG that do not appear in our book for SPY (18.9% of the fund), and 483 for SPY that do not appear in WCMG (94.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SPY | Weight in WCMG | Difference |
|---|---|---|---|
| GOOGLAlphabet Inc.Class A | 3.33% | 5.20% | 1.87% |
| TPRTapestry Inc. | 0.05% | 3.40% | 3.35% |
| IBKRInteractive Brokers Group Inc | 0.06% | 3.10% | 3.04% |
| GEGeneral Electric Co. | 0.59% | 2.19% | 1.60% |
| WDCWestern Digital Corp Company Guar 11/28 3 | 0.28% | 2.37% | 2.09% |
| EBAYEbay Inc. | 0.07% | 2.57% | 2.50% |
| VLOValero Energy | 0.14% | 2.35% | 2.21% |
| SLBSchlumberger Nv. | 0.11% | 1.76% | 1.65% |
| MCKMckesson Corp. | 0.15% | 1.60% | 1.45% |
| APPAppLovin Corp. Com Cl A | 0.17% | 1.49% | 1.32% |
29.9% of WCMG is already inside SPY.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SPY or WCMG?
SPY has an expense ratio of 0.09% while WCMG charges 0.85%. SPY is the cheaper option, by $76 a year on a $10,000 investment.
What is the holdings overlap between SPY and WCMG?
29.9% of WCMG's money is in holdings SPY also owns. 29.9% of WCMG's is in holdings SPY also owns. They hold 13 positions in common, counted across the 504 positions we hold weights for in SPY and 45 in WCMG.
Which pays a higher dividend, SPY or WCMG?
SPY yields 1.01% while WCMG yields 0.00%, so SPY currently pays the higher dividend yield.
Is WCMG better than SPY?
SPY has a lower expense ratio. WCMG is less concentrated, with 37.5% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.