INQQ vs SPY

INQQ vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricINQQSPYWinner
Expense Ratio0.86%0.09%
AUM$45M$821.1B
Dividend Yield2.47%1.01%
Holdings28505
YTD Return-6.04%+12.22%
1Y Return-13.56%+20.83%
3Y Return (annualized)+5.02%+21.70%
5Y Return (annualized)-+12.98%
Volatility (annualized)19.0%15.3%
Max Drawdown-40.5%-56.5%
Fund FamilyExchange Traded Concepts TrustState Street Investment Management
CategoryEquityEquity
InceptionApr 5, 2022Jan 22, 1993

INQQ vs SPY Performance

The India Internet ETF (INQQ) is a ETF from Exchange Traded Concepts Trust and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year INQQ returned -13.56% while SPY returned +20.83%. Year to date, INQQ is down 6.04% versus a gain of 12.22% for SPY.

Over three years, INQQ compounded at +5.02% per year against +21.70% for SPY. Across the full 4-year window we track, SPY has the edge at +8.79% annualized vs -2.66%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

INQQ has been the more volatile fund, with annualized monthly volatility of 19.0% compared with 15.3% 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 -40.5% for INQQ and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

INQQ charges 0.86% per year while SPY charges 0.09%. On a $10,000 position that is $86 vs $9 annually, a gap of $77 per year that compounds over a long holding period. On income, INQQ currently yields 2.47% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

INQQ and SPY share 0 holdings out of 530 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, INQQ or SPY?

INQQ has an expense ratio of 0.86% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, INQQ or SPY?

Over the past year INQQ returned -13.56% vs +20.83% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), INQQ annualized -2.66% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, INQQ or SPY?

INQQ has been the more volatile fund at 19.0% annualized versus 15.3% for SPY. Worst drawdown: INQQ -40.5% vs SPY -56.5%.

Should I hold both INQQ and SPY?

INQQ and SPY have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between INQQ and SPY?

INQQ and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 530 unique securities.

Which pays a higher dividend, INQQ or SPY?

INQQ yields 2.47% while SPY yields 1.01%, so INQQ currently pays the higher dividend yield.

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