SPY vs WCMG
State Street SPDR S&P 500 ETF Trust vs First Trust WCM Global Equity ETF
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SPY | WCMG | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.85% | |
| AUM | $821.1B | $3M | |
| Dividend Yield | 1.01% | 0.00% | |
| Holdings | 505 | 47 | |
| YTD Return | +14.24% | +12.18% | |
| 1Y Return | +21.71% | - | |
| 3Y Return (annualized) | +22.10% | - | |
| 5Y Return (annualized) | +13.21% | - | |
| Volatility (annualized) | 15.3% | - | |
| Max Drawdown | -56.5% | -5.0% | |
| Fund Family | State Street Investment Management | First Trust Portfolios (US) | |
| Category | Equity | Equity | |
| Inception | Jan 22, 1993 | Apr 21, 2026 |
SPY vs WCMG Performance
State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and First Trust WCM Global Equity ETF (WCMG) is a ETF from First Trust Portfolios (US). Year to date, SPY is up 14.24% versus a gain of 12.18% for WCMG.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for SPY and -5.0% for WCMG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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
SPY and WCMG share 13 holdings out of 536 unique holdings combined, representing a 5.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $76 per year of difference.
What is the holdings overlap between SPY and WCMG?
SPY and WCMG share 13 common holdings with a 5.2% weight overlap. Combined, they hold 536 unique securities.
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.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.