QCLR vs SPY
Global X NASDAQ 100 Collar 95-110 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 | QCLR | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.09% | |
| AUM | $3M | $821.1B | |
| Dividend Yield | 15.35% | 1.01% | |
| Holdings | 108 | 505 | |
| YTD Return | -1.57% | +12.68% | |
| 1Y Return | +2.74% | +21.82% | |
| 3Y Return (annualized) | +16.53% | +21.98% | |
| 5Y Return (annualized) | +9.03% | +12.89% | |
| Volatility (annualized) | 13.1% | 15.3% | |
| Max Drawdown | -21.8% | -56.5% | |
| Fund Family | Global X by mirae Asset | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Aug 25, 2021 | Jan 22, 1993 |
QCLR vs SPY Performance
Global X NASDAQ 100 Collar 95-110 ETF (QCLR) is a ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year QCLR returned +2.74% while SPY returned +21.82%. Year to date, QCLR is down 1.57% versus a gain of 12.68% for SPY.
Over three years, QCLR compounded at +16.53% per year against +21.98% for SPY; over five years the annualized figures are +9.03% and +12.89% respectively. Across the full 5-year window we track, QCLR has the edge at +9.03% annualized vs +8.81%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.1% for QCLR. 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 -21.8% for QCLR 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QCLR charges 0.25% per year while SPY charges 0.09%. On a $10,000 position that is $25 vs $9 annually, a gap of $16 per year that compounds over a long holding period. On income, QCLR currently yields 15.35% against 1.01% for SPY.
Holdings Overlap
QCLR and SPY share 74 holdings out of 517 unique holdings combined, representing a 18.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QCLR or SPY?
QCLR has an expense ratio of 0.25% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, QCLR or SPY?
Over the past year QCLR returned +2.74% vs +21.82% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (5 years), QCLR annualized +9.03% vs +8.81% for SPY. Past performance does not guarantee future results.
Which is riskier, QCLR or SPY?
SPY has been the more volatile fund at 15.3% annualized versus 13.1% for QCLR. Worst drawdown: QCLR -21.8% vs SPY -56.5%.
Should I hold both QCLR and SPY?
QCLR and SPY have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QCLR and SPY?
QCLR and SPY share 74 common holdings with a 18.0% weight overlap. Combined, they hold 517 unique securities.
Which pays a higher dividend, QCLR or SPY?
QCLR yields 15.35% while SPY yields 1.01%, so QCLR currently pays the higher dividend yield.
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