KQQQ vs SPY
Kurv Technology Titans Select ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, KQQQ or SPY?
KQQQ has been ahead.
SPY has a lower expense ratio. KQQQ led over the full window.
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
| Metric | KQQQ | SPY |
|---|---|---|
| Expense Ratio | 0.99% | 0.09%Best |
| AUM | $125M | $804.7B |
| Dividend Yield | 17.55% | 0.98% |
| Holdings | 58 | 505 |
| YTD Return | +14.76%Best | +12.47% |
| 1Y Return | +17.51%Tie | +17.51%Tie |
| 3Y Return (annualized) | - | +21.18% |
| 5Y Return (annualized) | - | +12.88% |
| Volatility (annualized) | 21.0% | 12.2%Best |
| Max Drawdown | -26.1% | -18.8%Best |
| $10,000 over 2.1 years | $14,837Best | $14,048 |
| Fund Family | Kurv | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 22, 2024 | Jan 22, 1993 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Jul 23, 2024 to Sep 11, 2026 (2.1 years).
KQQQ 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 2.1 years both funds cover.
KQQQ vs SPY Performance
Kurv Technology Titans Select ETF (KQQQ) is an ETF from Kurv and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year KQQQ returned +17.51% while SPY returned +17.51%. Year to date, KQQQ is up 14.76% versus a gain of 12.47% for SPY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KQQQ has been the more volatile fund, with annualized monthly volatility of 21.0% compared with 12.2% 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 -26.1% for KQQQ 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 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
KQQQ charges 0.99% per year while SPY charges 0.09%. On a $10,000 position that is $99 vs $9 annually, a gap of $90 per year that compounds over a long holding period. On income, KQQQ currently yields 17.55% against 0.98% for SPY.
Holdings Overlap
At least 38.6% of SPY's money is in holdings KQQQ also owns.
Stated as a floor: for KQQQ, our book for it covers 75.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
16 positions in common, counted across the 21 positions we hold weights for in KQQQ and 504 in SPY, against full books of 58 and 505.
Top Shared Holdings
| Stock | Weight in KQQQ | Weight in SPY | Difference |
|---|---|---|---|
| GOOGLAlphabet A Usd 0.001 | 11.58% | 3.33% | 8.25% |
| AMZNAmazon.Com Inc | 10.59% | 4.08% | 6.51% |
| AAPLApple, Inc | 4.43% | 6.83% | 2.40% |
| NVDANvidia Corp. | 3.23% | 7.71% | 4.48% |
| AVGOBroadcom Inc | 6.63% | 2.97% | 3.66% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 1.86% | 5.50% | 3.64% |
| INTCIntel Corp. | 6.13% | 0.72% | 5.41% |
| METAMeta Platforms, Inc. | 4.49% | 1.94% | 2.55% |
| AMDAdvanced Micro Devices Inc. | 5.10% | 1.27% | 3.83% |
| TSLATesla Inc | 2.60% | 1.38% | 1.22% |
38.6% of SPY is already inside KQQQ.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, KQQQ or SPY?
KQQQ has an expense ratio of 0.99% while SPY charges 0.09%. SPY is the cheaper option, by $90 a year on a $10,000 investment.
Which performed better, KQQQ or SPY?
Over the past year KQQQ returned +17.51% vs +17.51% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), KQQQ annualized +20.67% vs +17.57% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, KQQQ or SPY?
KQQQ has been the more volatile fund at 21.0% annualized versus 12.2% for SPY. Worst drawdown: KQQQ -26.1% vs SPY -18.8%.
Should I hold both KQQQ and SPY?
KQQQ and SPY have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between KQQQ and SPY?
At least 38.6% of SPY's money is in holdings KQQQ also owns. Our book for KQQQ is partial, so the real figure is this or higher. They hold 16 positions in common, counted across the 21 positions we hold weights for in KQQQ and 504 in SPY.
Which pays a higher dividend, KQQQ or SPY?
KQQQ yields 17.55% while SPY yields 0.98%, so KQQQ currently pays the higher dividend yield.
Is SPY better than KQQQ?
SPY has a lower expense ratio. KQQQ led over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.