SPY vs WSDB

SPY vs WSDB
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricSPYWSDBWinner
Expense Ratio0.09%0.45%
AUM$821.1B$7M
Dividend Yield1.01%1.29%
Holdings5050
YTD Return+14.24%+0.78%
1Y Return+21.71%-
3Y Return (annualized)+22.10%-
5Y Return (annualized)+13.21%-
Volatility (annualized)15.3%-
Max Drawdown-56.5%-0.6%
Fund FamilyState Street Investment ManagementWeitz Investment Management, Inc
CategoryEquityFixed Income
InceptionJan 22, 1993Mar 31, 2026

SPY vs WSDB Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Weitz Short Duration Bond ETF (WSDB) is a ETF from Weitz Investment Management, Inc. Year to date, SPY is up 14.24% versus a gain of 0.78% for WSDB.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for SPY and -0.6% for WSDB. 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 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.

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. On a $10,000 investment, that is $36 per year of difference.

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.

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