SPY vs WXET

SPY vs WXET
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Quick Verdict

SPY has a lower expense ratio. WXET delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: WXETMore Diversified: SPY

Side-by-Side Comparison

MetricSPYWXETWinner
Expense Ratio0.09%0.95%
AUM$821.1B$7M
Dividend Yield1.01%1.73%
Holdings5053
YTD Return+14.24%+50.36%
1Y Return+21.71%+31.90%
3Y Return (annualized)+22.10%-
5Y Return (annualized)+13.21%-
Volatility (annualized)15.3%32.4%
Max Drawdown-56.5%-48.3%
Fund FamilyState Street Investment ManagementTeucrium
CategoryEquityCommodity
InceptionJan 22, 1993Dec 12, 2024

SPY vs WXET Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Teucrium 2x Daily Wheat ETF (WXET) is a ETF from Teucrium. Over the past year SPY returned +21.71% while WXET returned +31.90%. Year to date, SPY is up 14.24% versus a gain of 50.36% for WXET.

Risk: Volatility and Drawdowns

WXET has been the more volatile fund, with annualized monthly volatility of 32.4% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -56.5% for SPY and -48.3% for WXET. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.01. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPY charges 0.09% per year while WXET charges 0.95%. On a $10,000 position that is $9 vs $95 annually, a gap of $86 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 1.73% for WXET.

Frequently Asked Questions

Which is cheaper, SPY or WXET?

SPY has an expense ratio of 0.09% while WXET charges 0.95%. SPY is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, SPY or WXET?

Over the past year SPY returned +21.71% vs +31.90% for WXET, so WXET leads on 1-year performance. Over the longest common window we track (2 years), SPY annualized +8.86% vs -4.37% for WXET. Past performance does not guarantee future results.

Which is riskier, SPY or WXET?

WXET has been the more volatile fund at 32.4% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs WXET -48.3%.

Should I hold both SPY and WXET?

SPY and WXET have a monthly-return correlation of -0.01, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SPY or WXET?

SPY yields 1.01% while WXET yields 1.73%, so WXET currently pays the higher dividend yield.

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