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Data as of .

SETM vs WDIG: which is really different?

SETM and WDIG hold 35% of their weight in the same names.

Sprott Critical Materials ETF and WisdomTree Efficient Rare Earth Plus Strategic Metals Fund.

8.4%SETM in the S&P 500
3.8%WDIG in the S&P 500
+37.9%SETM total return, 1 year
−17.2%WDIG total return, 1 year

ETFIQ Off-Index Score: SETM scores higher

How much of it is not the index it is sold as an alternative to?

SETM 77.7WDIG 77.70.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

SETM92% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
8%92%inof its weight outside the S&P 500active share 100% · top ten 39% of the fund · 156 holdings filed Sep 18, 2026 · Nasdaq-100: 0% in8%92%8% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · top ten 39% of the fund
WDIG96% of its weight is outside the S&P 500 · 3 months to Sep 18, 2026
4%96%inof its weight outside the S&P 500active share 100% · top ten 29% of the fund · 101 holdings filed May 31, 2026 · Nasdaq-100: 0% in4%96%4% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · top ten 29% of the fund

35% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, SETM and WDIG hold 35% of their money in the same securities at the same weight.

Positions SETM and WDIG both hold, largest shared weight first
HoldingSETMWDIG
Lynas Rare Earths Ltd.4.73%3.77%
MP Materials Corp.3.01%2.92%
Southern Copper Corp.2.17%2.67%
Freeport-McMoRan Inc.5.00%2.14%
Albemarle Corp.3.37%1.64%
Antofagasta PLC2.39%1.55%
PLS Group Ltd.4.05%1.51%
Sociedad Quimica y Minera de Chile SA3.19%1.23%
First Quantum Minerals Ltd.2.45%1.22%
Teck Resources Ltd.3.20%1.15%
Lundin Mining Corp.1.98%1.13%
Energy Fuels Inc.1.12%2.87%
Only in each
Only in SETMOnly in WDIG
Cameco Corp. 4.91%ATI INC 3.98%
NAC Kazatomprom JSC 3.57%MATERION CORP 3.29%
Uranium Energy Corp. 3.27%5N PLUS INC 2.65%
Paladin Energy Ltd. 2.80%USA RARE EARTH INC 2.17%
NexGen Energy Ltd. 2.58%GRUPO MEXICO SAB DE CV 2.06%
Denison Mines Corp. 2.26%ALMONTY INDUSTRIES INC 1.88%
CGN Mining Co. Ltd. 0.90%GLENCORE PLC 1.75%
Ganfeng Lithium Group Co. Ltd. 0.77%WHEATON PRECIOUS METALS CORP 1.65%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Sep 18, 2026.

Performance, window by window

SETM and WDIG over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
SETMWDIGSETMWDIGSETMWDIG
3 months−9.0%−9.8%−11.3 pts−12.0 pts−6.5 pts−7.3 pts
6 months+5.4%not published−12.6 ptsnot published−18.8 ptsnot published
1 year+37.9%not published+21.4 ptsnot published+16.2 ptsnot published
3 years+82.1%not published+3.7 ptsnot published−16.1 ptsnot published
Since launch+61.6%−17.2%−30.1 pts−21.8 pts−74.6 pts−21.1 pts
Open the live comparison on ETFIQ
SETM and WDIG on the same fields, as of Sep 18, 2026. Source: ETFIQ.
SETM
Sprott Critical Materials ETF
Holds 156 stocks in rare earth and critical materials, 8% of its weight in S&P 500 companies
WDIG
WisdomTree Efficient Rare Earth Plus Strategic Metals Fund
Holds 101 stocks in rare earth and critical materials, 4% of its weight in S&P 500 companies
IssuerSprottWisdomTree
ThemeRare earth and critical materialsRare earth and critical materials
In the S&P 5008.4%3.8%
Active share vs the S&P 50099.8%99.8%
In the Nasdaq-1000.0%0.0%
Holdings156101
Top ten, share of the fund39.0%29.4%
Expense ratio0.65%0.55%
Fee for the differing part0.65%0.55%
Total return, 1 year+37.9%−17.2% (since launch on May 7, 2026)
vs the S&P 500+21.4 pts−21.8 pts
vs the Nasdaq-100+16.2 pts−21.1 pts
Below its high−21.8%−22.6%
Net assets$568m$5m

SETM in plain words

By weight, 8% of SETM's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 39% of the fund across 156 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +37.9% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 21.4 pts. It sits 21.8% below its all-time high of Jan 28, 2026.

WDIG in plain words

By weight, 4% of WDIG's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 29% of the fund across 101 positions, as filed for May 31, 2026. Since it launched on May 7, 2026 the fund returned −17.2% with distributions reinvested against +4.6% for the S&P 500, so a holder was behind by 21.8 pts. It sits 22.6% below its all-time high of May 13, 2026.

Questions people ask

Do SETM and WDIG hold the same stocks?
By their latest filings, 35% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, SETM or WDIG?
SETM has 8% of its weight in S&P 500 names and WDIG has 4%, so SETM differs more from the index.
Which is cheaper, SETM or WDIG?
SETM charges 0.65% a year and WDIG charges 0.55%, so WDIG is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

SETM against WDIG, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, SETM against WDIG, data as of Sep 18, 2026. https://etfiq.com/compare/themes/setm-vs-wdig Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources