QGRW vs SPY
WisdomTree US Quality Growth Fund vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. QGRW delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | QGRW | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.28% | 0.09% | |
| AUM | $3.0B | $821.1B | |
| Dividend Yield | 0.08% | 1.01% | |
| Holdings | 100 | 505 | |
| YTD Return | +13.45% | +12.22% | |
| 1Y Return | +23.79% | +20.83% | |
| 3Y Return (annualized) | +27.45% | +21.70% | |
| 5Y Return (annualized) | - | +12.98% | |
| Volatility (annualized) | 18.1% | 15.3% | |
| Max Drawdown | -24.4% | -56.5% | |
| Fund Family | WisdomTree Investments | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Dec 15, 2022 | Jan 22, 1993 |
QGRW vs SPY Performance
WisdomTree US Quality Growth Fund (QGRW) is a ETF from WisdomTree Investments and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year QGRW returned +23.79% while SPY returned +20.83%. Year to date, QGRW is up 13.45% versus a gain of 12.22% for SPY.
Over three years, QGRW compounded at +27.45% per year against +21.70% for SPY. Across the full 4-year window we track, QGRW has the edge at +31.71% annualized vs +8.79%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QGRW has been the more volatile fund, with annualized monthly volatility of 18.1% 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 -24.4% for QGRW 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
QGRW charges 0.28% per year while SPY charges 0.09%. On a $10,000 position that is $28 vs $9 annually, a gap of $19 per year that compounds over a long holding period. On income, QGRW currently yields 0.08% against 1.01% for SPY.
Holdings Overlap
QGRW and SPY share 76 holdings out of 526 unique holdings combined, representing a 49.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QGRW or SPY?
QGRW has an expense ratio of 0.28% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
Which performed better, QGRW or SPY?
Over the past year QGRW returned +23.79% vs +20.83% for SPY, so QGRW leads on 1-year performance. Over the longest common window we track (4 years), QGRW annualized +31.71% vs +8.79% for SPY. Past performance does not guarantee future results.
Which is riskier, QGRW or SPY?
QGRW has been the more volatile fund at 18.1% annualized versus 15.3% for SPY. Worst drawdown: QGRW -24.4% vs SPY -56.5%.
Should I hold both QGRW and SPY?
QGRW and SPY have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between QGRW and SPY?
QGRW and SPY share 76 common holdings with a 49.2% weight overlap. Combined, they hold 526 unique securities.
Which pays a higher dividend, QGRW or SPY?
QGRW yields 0.08% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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