SPY vs WSGE
State Street SPDR S&P 500 ETF Trust vs Warren Street Global Equity ETF
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SPY | WSGE | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.80% | |
| AUM | $821.1B | $63M | |
| Dividend Yield | 1.01% | 0.24% | |
| Holdings | 505 | 137 | |
| YTD Return | +13.17% | +14.34% | |
| 1Y Return | +21.53% | - | |
| 3Y Return (annualized) | +22.06% | - | |
| 5Y Return (annualized) | +13.35% | - | |
| Volatility (annualized) | 15.3% | - | |
| Max Drawdown | -56.5% | -9.3% | |
| Fund Family | State Street Investment Management | Warren Street Wealth Advisors, LLC | |
| Category | Equity | Equity | |
| Inception | Jan 22, 1993 | Dec 10, 2025 |
SPY vs WSGE Performance
State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Warren Street Global Equity ETF (WSGE) is a ETF from Warren Street Wealth Advisors, LLC. Year to date, SPY is up 13.17% versus a gain of 14.34% for WSGE.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for SPY and -9.3% for WSGE. 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 WSGE charges 0.80%. On a $10,000 position that is $9 vs $80 annually, a gap of $71 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.24% for WSGE.
Holdings Overlap
SPY and WSGE share 34 holdings out of 605 unique holdings combined, representing a 4.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SPY or WSGE?
SPY has an expense ratio of 0.09% while WSGE charges 0.80%. SPY is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
What is the holdings overlap between SPY and WSGE?
SPY and WSGE share 34 common holdings with a 4.3% weight overlap. Combined, they hold 605 unique securities.
Which pays a higher dividend, SPY or WSGE?
SPY yields 1.01% while WSGE yields 0.24%, so SPY currently pays the higher dividend yield.
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