SPY vs WIMA
State Street SPDR S&P 500 ETF Trust vs WisdomTree International Adaptive Moving Average Fund ETF
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | SPY | WIMA | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.42% | |
| AUM | $789.1B | $69M | |
| Dividend Yield | 1.01% | 1.00% | |
| Holdings | 505 | 490 | |
| YTD Return | +13.39% | +13.71% | |
| 1Y Return | +22.52% | - | |
| 3Y Return (annualized) | +21.36% | - | |
| 5Y Return (annualized) | +13.19% | - | |
| Volatility (annualized) | 15.3% | - | |
| Max Drawdown | -56.5% | -4.8% | |
| Fund Family | State Street Investment Management | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | Jan 22, 1993 | Mar 12, 2026 |
SPY vs WIMA Performance
State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and WisdomTree International Adaptive Moving Average Fund ETF (WIMA) is a ETF from WisdomTree Investments. Year to date, SPY is up 13.39% versus a gain of 13.71% for WIMA.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for SPY and -4.8% for WIMA. 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 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 1.01% against 1.00% for WIMA.
Holdings Overlap
SPY and WIMA share 1 holdings out of 988 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SPY | Weight in WIMA | Difference |
|---|---|---|---|
| ICE | 0.12% | 0.11% | 0.01% |
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. On a $10,000 investment, that is $33 per year of difference.
What is the holdings overlap between SPY and WIMA?
SPY and WIMA share 1 common holdings with a 0.1% weight overlap. Combined, they hold 988 unique securities.
Which pays a higher dividend, SPY or WIMA?
SPY yields 1.01% while WIMA yields 1.00%, so SPY currently pays the higher dividend yield.
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