SPY vs WISD

SPY vs WISD

Which is better, SPY or WISD?

Large Cap Blend against Short Term Bond.

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

MetricSPYWISD
Expense Ratio0.09%Best0.42%
AUM$804.7B$382M
Dividend Yield0.98%2.92%
Holdings505194
Fund FamilyState Street Investment ManagementWisdomTree Investments
CategoryEquityFixed Income
StyleLarge Cap BlendShort Term Bond
InceptionJan 22, 1993Dec 19, 2024

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 97 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SPY has data through Sep 10, 2026 and WISD through Jun 5, 2026.

Fees and Cost Over Time

SPY charges 0.09% per year while WISD 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 2.92% for WISD.

Holdings Overlap

We hold position weights for 504 holdings in SPY and 120 in WISD, totalling 100.0% and 68.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 216 days apart, SPY as of Aug 4, 2026 and WISD as of Dec 31, 2025, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 504 positions we hold weights for in SPY and 120 in WISD, against full books of 505 and 194.

You are not choosing between two funds in isolation.

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

SPYWISD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or WISD?

SPY has an expense ratio of 0.09% while WISD charges 0.42%. SPY is the cheaper option, by $33 a year on a $10,000 investment.

Which pays a higher dividend, SPY or WISD?

SPY yields 0.98% while WISD yields 2.92%, so WISD currently pays the higher dividend yield.

Is WISD 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.