GQQQ vs SPY

GQQQ vs SPY

Which is better, GQQQ or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. GQQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 43.5%.

Lower Fees: SPYHigher Returns: GQQQLess Concentrated: SPY

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

MetricGQQQSPY
Expense Ratio0.35%0.09%Best
AUM$164M$804.7B
Dividend Yield0.46%0.98%
Holdings104505
YTD Return+18.48%Best+12.47%
1Y Return+24.01%Best+17.51%
3Y Return (annualized)-+21.18%
5Y Return (annualized)-+12.88%
Volatility (annualized)17.4%12.8%Best
Max Drawdown-22.2%-18.8%Best
$10,000 over 1.9 years$14,252Best$13,621
Top 10 Weight43.5%38.0%Best
Fund FamilyAstoria Portfolio AdvisorsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionOct 1, 2024Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 1, 2024 to Sep 11, 2026 (1.9 years).

GQQQ vs SPY 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 covers the 1.9 years both funds cover.

GQQQ vs SPY Performance

Astoria US Quality Growth Kings ETF (GQQQ) is an ETF from Astoria Portfolio Advisors and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year GQQQ returned +24.01% while SPY returned +17.51%. Year to date, GQQQ is up 18.48% versus a gain of 12.47% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GQQQ has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 12.8% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -22.2% for GQQQ and -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GQQQ charges 0.35% per year while SPY charges 0.09%. On a $10,000 position that is $35 vs $9 annually, a gap of $26 per year that compounds over a long holding period. On income, GQQQ currently yields 0.46% against 0.98% for SPY.

Holdings Overlap

GQQQ already in SPY90.6%
SPY already in GQQQ60.7%

90.6% of GQQQ's money is in holdings SPY also owns. 60.7% of SPY's money is in holdings GQQQ also owns.

Most of GQQQ is already inside SPY. Owning both mostly buys the same companies twice.

80 positions in common, counted across the 103 positions we hold weights for in GQQQ and 504 in SPY, against full books of 104 and 505.

What only one of them owns

Our book lists 414 positions for SPY that do not appear in our book for GQQQ (38.8% of the fund), and 20 for GQQQ that do not appear in SPY (8.2%).

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

StockWeight in GQQQWeight in SPYDifference
NVDANvidia Corp.8.38%7.71%0.67%
AAPLApple, Inc7.66%6.83%0.83%
MSFTMicrosoft Corp 4.100 Feb 06 375.69%5.50%0.19%
AMZNAmazon.Com Inc4.19%4.08%0.11%
GOOGLAlphabet A Usd 0.0013.47%3.33%0.14%
AVGOBroadcom Inc3.28%2.97%0.31%
MUMicron Technology, Inc.3.70%1.51%2.19%
GOOGAlphabet Inc2.53%2.67%0.14%
METAMeta Platforms, Inc.2.22%1.94%0.28%
AMDAdvanced Micro Devices Inc.2.41%1.27%1.14%

90.6% of GQQQ is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

GQQQSPY

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Frequently Asked Questions

Which is cheaper, GQQQ or SPY?

GQQQ has an expense ratio of 0.35% while SPY charges 0.09%. SPY is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, GQQQ or SPY?

Over the past year GQQQ returned +24.01% vs +17.51% for SPY, so GQQQ leads on 1-year performance. Over the longest common window we track (2 years), GQQQ annualized +20.50% vs +17.66% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GQQQ or SPY?

GQQQ has been the more volatile fund at 17.4% annualized versus 12.8% for SPY. Worst drawdown: GQQQ -22.2% vs SPY -18.8%.

Should I hold both GQQQ and SPY?

GQQQ and SPY have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between GQQQ and SPY?

90.6% of GQQQ's money is in holdings SPY also owns. 60.7% of SPY's is in holdings GQQQ also owns. They hold 80 positions in common, counted across the 103 positions we hold weights for in GQQQ and 504 in SPY.

Which pays a higher dividend, GQQQ or SPY?

GQQQ yields 0.46% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than GQQQ?

SPY has a lower expense ratio. GQQQ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 43.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.