SPY vs WDE

SPY vs WDE

Which is better, SPY or WDE?

SPY costs less.

SPY has a lower expense ratio.

Lower Fees: SPY

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

MetricSPYWDE
Expense Ratio0.09%Best0.19%
AUM$804.7B$20M
Dividend Yield0.98%0.84%
Holdings50546
YTD Return+13.51%Best-2.94%
1Y Return+18.19%-
3Y Return (annualized)+23.29%-
5Y Return (annualized)+13.21%-
Fund FamilyState Street Investment ManagementPrincipal Funds
CategoryEquityFixed Income
StyleLarge Cap Blend-
InceptionJan 22, 1993May 21, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SPY vs WDE 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 WDE Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Principal Securitized Debt ETF (WDE) is an ETF from Principal Funds. Year to date, SPY is up 13.51% versus a loss of 2.94% for WDE.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while WDE charges 0.19%. On a $10,000 position that is $9 vs $19 annually, a gap of $10 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.84% for WDE.

Holdings Overlap

We hold position weights for 504 holdings in SPY and 17 in WDE, totalling 99.9% and 37.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 504 positions we hold weights for in SPY and 17 in WDE, against full books of 505 and 46.

You are not choosing between two funds in isolation.

Whichever of SPY and WDE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SPYWDE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or WDE?

SPY has an expense ratio of 0.09% while WDE charges 0.19%. SPY is the cheaper option, by $10 a year on a $10,000 investment.

Which pays a higher dividend, SPY or WDE?

SPY yields 0.98% while WDE yields 0.84%, so SPY currently pays the higher dividend yield.

Is WDE better than SPY?

SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.