AQLG vs SPY
HCM Large Cap Growth ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AQLG | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.09% | |
| AUM | $79M | $821.1B | |
| Dividend Yield | 0.00% | 1.01% | |
| Holdings | 129 | 505 | |
| YTD Return | +5.08% | +12.22% | |
| 1Y Return | - | +20.83% | |
| 3Y Return (annualized) | - | +21.70% | |
| 5Y Return (annualized) | - | +12.98% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -2.6% | -56.5% | |
| Fund Family | Highland Capital Management | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jun 8, 2026 | Jan 22, 1993 |
AQLG vs SPY Performance
HCM Large Cap Growth ETF (AQLG) is a ETF from Highland Capital Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, AQLG is up 5.08% versus a gain of 12.22% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.6% for AQLG and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
AQLG charges 0.65% per year while SPY charges 0.09%. On a $10,000 position that is $65 vs $9 annually, a gap of $56 per year that compounds over a long holding period. On income, AQLG currently yields 0.00% against 1.01% for SPY.
Holdings Overlap
AQLG and SPY share 84 holdings out of 549 unique holdings combined, representing a 39.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AQLG or SPY?
AQLG has an expense ratio of 0.65% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
What is the holdings overlap between AQLG and SPY?
AQLG and SPY share 84 common holdings with a 39.6% weight overlap. Combined, they hold 549 unique securities.
Which pays a higher dividend, AQLG or SPY?
AQLG yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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