QDWN vs SPY

QDWN vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricQDWNSPYWinner
Expense Ratio1.35%0.09%
AUM$85,797.07$821.1B
Dividend Yield2.72%1.01%
Holdings4505
YTD Return-65.85%+12.68%
1Y Return-+21.82%
3Y Return (annualized)-+21.98%
5Y Return (annualized)-+12.89%
Volatility (annualized)-15.3%
Max Drawdown-78.2%-56.5%
Fund FamilyDaily DeltaState Street Investment Management
CategoryAlternativeEquity
InceptionMar 10, 2025Jan 22, 1993

QDWN vs SPY Performance

DailyDelta Q100 Downside Option Strategy ETF (QDWN) is a ETF from Daily Delta and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, QDWN is down 65.85% versus a gain of 12.68% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -78.2% for QDWN and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

QDWN charges 1.35% per year while SPY charges 0.09%. On a $10,000 position that is $135 vs $9 annually, a gap of $126 per year that compounds over a long holding period. On income, QDWN currently yields 2.72% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

QDWN and SPY share 0 holdings out of 505 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, QDWN or SPY?

QDWN has an expense ratio of 1.35% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $126 per year of difference.

What is the holdings overlap between QDWN and SPY?

QDWN and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, QDWN or SPY?

QDWN yields 2.72% while SPY yields 1.01%, so QDWN currently pays the higher dividend yield.

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