SPY vs WSDB

SPY vs WSDB

Which is better, SPY or WSDB?

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

MetricSPYWSDB
Expense Ratio0.09%Best0.45%
AUM$814.4B$7M
Dividend Yield1.01%1.29%
Holdings50570
YTD Return+13.34%Best+0.74%
1Y Return+19.97%-
3Y Return (annualized)+21.20%-
5Y Return (annualized)+12.81%-
Fund FamilyState Street Investment ManagementWeitz Investment Management, Inc
CategoryEquityFixed Income
StyleLarge Cap BlendShort Term Bond
InceptionJan 22, 1993Mar 31, 2026

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

SPY vs WSDB 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 WSDB Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Weitz Short Duration Bond ETF (WSDB) is an ETF from Weitz Investment Management, Inc. Year to date, SPY is up 13.34% versus a gain of 0.74% for WSDB.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while WSDB charges 0.45%. On a $10,000 position that is $9 vs $45 annually, a gap of $36 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 1.29% for WSDB.

You are not choosing between two funds in isolation.

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

SPYWSDB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or WSDB?

SPY has an expense ratio of 0.09% while WSDB charges 0.45%. SPY is the cheaper option, by $36 a year on a $10,000 investment.

Which pays a higher dividend, SPY or WSDB?

SPY yields 1.01% while WSDB yields 1.29%, so WSDB currently pays the higher dividend yield.

Is WSDB 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.