KQQQ vs SPY
Kurv Technology Titans Select ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | KQQQ | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.09% | |
| AUM | $128M | $821.1B | |
| Dividend Yield | 17.38% | 1.01% | |
| Holdings | 58 | 505 | |
| YTD Return | +14.99% | +14.24% | |
| 1Y Return | +19.78% | +21.71% | |
| 3Y Return (annualized) | - | +22.10% | |
| 5Y Return (annualized) | - | +13.21% | |
| Volatility (annualized) | 21.5% | 15.3% | |
| Max Drawdown | -26.1% | -56.5% | |
| Fund Family | Kurv | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Apr 22, 2024 | Jan 22, 1993 |
KQQQ vs SPY Performance
Kurv Technology Titans Select ETF (KQQQ) is a ETF from Kurv and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year KQQQ returned +19.78% while SPY returned +21.71%. Year to date, KQQQ is up 14.99% versus a gain of 14.24% for SPY.
Risk: Volatility and Drawdowns
KQQQ has been the more volatile fund, with annualized monthly volatility of 21.5% 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 -26.1% for KQQQ 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 0.88. 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 17.38% against 1.01% for SPY.
Holdings Overlap
KQQQ and SPY share 16 holdings out of 509 unique holdings combined, representing a 28.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $90 per year of difference.
Which performed better, KQQQ or SPY?
Over the past year KQQQ returned +19.78% vs +21.71% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), KQQQ annualized +21.63% vs +8.86% for SPY. Past performance does not guarantee future results.
Which is riskier, KQQQ or SPY?
KQQQ has been the more volatile fund at 21.5% annualized versus 15.3% for SPY. Worst drawdown: KQQQ -26.1% vs SPY -56.5%.
Should I hold both KQQQ and SPY?
KQQQ and SPY have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KQQQ and SPY?
KQQQ and SPY share 16 common holdings with a 28.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, KQQQ or SPY?
KQQQ yields 17.38% while SPY yields 1.01%, so KQQQ currently pays the higher dividend yield.
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