WAMA ranks 1st and SPDF 10th of 20 funds in the Trend-Following / Tactical Index Category.
SPDF vs WAMA
WAMA −0.36pt a year
0.69%0.33%
Same figure. Both funds show the same value, so neither comes out ahead.
12.4K12.4K
SPDF vs WAMA Performance
+1.1%+1.3%
- SPDF 0.69%
- WAMA 0.33%, better
- SPDF $37M
- WAMA $199M
- SPDF 3
- WAMA 507
- SPDF 12.4K sh
- WAMA 12.4K sh
- SPDF $27.73
- WAMA $26.51
ETF.net Grade
| Pillar | SPDF | WAMA |
|---|---|---|
| Cost | C45 | A100Higher |
| Mission | ||
| Risk | A93Higher | A84 |
| Tradability | C41 | C54Higher |
| Holdings | D38 | B69Higher |
| Durability | F10 | B62Higher |
Rank among Trend-Following / Tactical Index funds
Same Category. SPDF and WAMA are both graded against the same 20 Trend-Following / Tactical Index funds, so their Grades compare head to head.
SPDF vs WAMA Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
SPDF vs WAMA Cost
Overpaying SPDF vs WAMA
$6,692
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
SPDF 0.69%
$13,429
WAMA 0.33%
$6,737
Cost over time
Year by year
| Year | SPDF | WAMA | Overpaying |
|---|---|---|---|
| 10 | $1,232 | $598 | $634 |
| 20 | $4,697 | $2,318 | $2,379 |
| 30 | $13,429 | $6,737 | $6,692 |
- 0.69%SPDF
- 0.33%WAMA, cheaper
- Middle half of Trend-Following / Tactical Index funds
- Median 0.67%
WAMA cheapest of 20 funds
SPDF 11th cheapest of 20 funds
SPDF vs WAMA Dividends
- SPDF None
- WAMA
- SPDF
- WAMA $0.05
- SPDF
- WAMA Sep 25, 2026
- SPDF
- WAMA Sep 29, 2026
- SPDF
- WAMA Quarterly
Distribution history
SPDF vs WAMA Risk
Fall from peak · 5 years
Risk facts
- Market sensitivity
- SPDF 0.99WAMA 0.59
SPDF and WAMA in the news
Popular comparisons
- 0.69% · 0.60%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.33% · 0.60%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.69% · 0.39%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.33% · 0.39%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.69% · 0.60%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.33% · 0.60%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.