SPY vs WIMA
State Street SPDR S&P 500 ETF Trust vs WisdomTree International Adaptive Moving Average Fund ETF
Which is better, SPY or WIMA?
SPY costs less.
SPY has a lower expense ratio. WIMA is less concentrated, with 16.1% of the fund in its ten largest positions against 37.8%.
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 | WIMA |
|---|---|---|
| Expense Ratio | 0.09%Best | 0.42% |
| AUM | $804.7B | $72M |
| Dividend Yield | 0.98% | 0.96% |
| Holdings | 505 | 500 |
| YTD Return | +12.09%Best | +10.74% |
| 1Y Return | +16.29% | - |
| 3Y Return (annualized) | +21.20% | - |
| 5Y Return (annualized) | +13.37% | - |
| Top 10 Weight | 37.8% | 16.1%Best |
| Fund Family | State Street Investment Management | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 22, 1993 | Mar 12, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
SPY vs WIMA 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 WIMA Performance
State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and WisdomTree International Adaptive Moving Average Fund ETF (WIMA) is an ETF from WisdomTree Investments. Year to date, SPY is up 12.09% versus a gain of 10.74% for WIMA.
Past performance does not guarantee future results.
Fees and Cost Over Time
SPY charges 0.09% per year while WIMA charges 0.42%. On a $10,000 position that is $9 vs $42 annually, a gap of $33 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.96% for WIMA.
Holdings Overlap
0.6% of SPY's money is in holdings WIMA also owns. 0.1% of WIMA's money is in holdings SPY also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 504 positions we hold weights for in SPY and 482 in WIMA, against full books of 505 and 500.
What only one of them owns
Our book lists 10 positions for WIMA that do not appear in our book for SPY (1.1% of the fund), and 496 for SPY that do not appear in WIMA (98.8%).
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 WIMA | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 0.56% | 0.10% | 0.46% |
You are not choosing between two funds in isolation.
Whichever of SPY and WIMA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SPY or WIMA?
SPY has an expense ratio of 0.09% while WIMA charges 0.42%. SPY is the cheaper option, by $33 a year on a $10,000 investment.
Which pays a higher dividend, SPY or WIMA?
SPY yields 0.98% while WIMA yields 0.96%, so SPY currently pays the higher dividend yield.
Is WIMA better than SPY?
SPY has a lower expense ratio. WIMA is less concentrated, with 16.1% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.