SPY vs WSGE
State Street SPDR S&P 500 ETF Trust vs Warren Street Global Equity ETF
Which is better, SPY or WSGE?
SPY costs less.
SPY has a lower expense ratio. SPY is less concentrated, with 38.2% of the fund in its ten largest positions against 74.2%.
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
| Metric | SPY | WSGE |
|---|---|---|
| Expense Ratio | 0.09%Best | 0.80% |
| AUM | $823.2B | $62M |
| Dividend Yield | 0.99% | 0.24% |
| Holdings | 1,515 | 137 |
| YTD Return | +13.53%Best | +11.95% |
| 1Y Return | +17.47% | - |
| 3Y Return (annualized) | +22.36% | - |
| 5Y Return (annualized) | +13.21% | - |
| Top 10 Weight | 38.2%Best | 74.2% |
| Fund Family | State Street Investment Management | Warren Street Wealth Advisors, LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 22, 1993 | Dec 10, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
SPY vs WSGE 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 WSGE Performance
State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Warren Street Global Equity ETF (WSGE) is an ETF from Warren Street Wealth Advisors, LLC. Year to date, SPY is up 13.53% versus a gain of 11.95% for WSGE.
Past performance does not guarantee future results.
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 0.99% against 0.24% for WSGE.
Holdings Overlap
7.0% of SPY's money is in holdings WSGE also owns. 3.0% of WSGE's money is in holdings SPY also owns.
SPY and WSGE share little of their money.
18 positions in common, counted across the 504 positions we hold weights for in SPY and 105 in WSGE, against full books of 1,515 and 137.
What only one of them owns
Our book lists 83 positions for WSGE that do not appear in our book for SPY (96.6% of the fund), and 478 for SPY that do not appear in WSGE (92.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SPY | Weight in WSGE | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 1.43% | 0.56% | 0.87% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.44% | 0.26% | 1.18% |
| JNJJohnson & Johnson - Common | 0.98% | 0.42% | 0.56% |
| ABBVAbbvie Inc. | 0.70% | 0.56% | 0.14% |
| HDHome Depot Inc/The | 0.47% | 0.11% | 0.36% |
| RTXRaytheon Co. | 0.40% | 0.16% | 0.24% |
| MSMorgan Stanley | 0.38% | 0.10% | 0.28% |
| ABTAbbot Laboratories | 0.27% | 0.19% | 0.08% |
| TRVThe Travelers Cos, Inc. | 0.12% | 0.29% | 0.17% |
| MCKMckesson Corp. | 0.17% | 0.09% | 0.08% |
You are not choosing between two funds in isolation.
Whichever of SPY and WSGE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $71 a year on a $10,000 investment.
What is the holdings overlap between SPY and WSGE?
7.0% of SPY's money is in holdings WSGE also owns. 3.0% of WSGE's is in holdings SPY also owns. They hold 18 positions in common, counted across the 504 positions we hold weights for in SPY and 105 in WSGE.
Which pays a higher dividend, SPY or WSGE?
SPY yields 0.99% while WSGE yields 0.24%, so SPY currently pays the higher dividend yield.
Is WSGE better than SPY?
SPY has a lower expense ratio. SPY is less concentrated, with 38.2% of the fund in its ten largest positions against 74.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.