FQAL vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricFQALSPGM
Fund FamilyFidelity Investments (US)SPDR State Street Global Advisors
Expense Ratio0.15%0.09%
AUM$1.2B$1.5B
Dividend Yield1.10%1.80%
Holdings Count1302,954
Inception Date2016-09-122012-02-27
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+1.52%+3.34%
YTD Return+1.40%+2.71%
1-Year Return+15.18%+23.81%
3-Year Return+19.11%+19.04%
5-Year Return+14.01%+12.35%
10-Year Return-+5.47%
Buy Score7476
Momentum Score4959
Value Score7471

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FQAL or SPGM?

FQAL has an expense ratio of 0.15% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do FQAL and SPGM hold the same stocks?

FQAL and SPGM share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FQAL or SPGM?

Over the past year, FQAL returned +15.18% while SPGM returned +23.81%. SPGM outperformed over this period. Past performance does not guarantee future results.