QIDX vs SPY
Indexperts Quality Earnings Focused 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 | QIDX | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.09% | |
| AUM | $40M | $821.1B | |
| Dividend Yield | 0.86% | 1.01% | |
| Holdings | 134 | 505 | |
| YTD Return | +12.29% | +14.24% | |
| 1Y Return | +12.84% | +21.71% | |
| 3Y Return (annualized) | - | +22.10% | |
| 5Y Return (annualized) | - | +13.21% | |
| Volatility (annualized) | 10.0% | 15.3% | |
| Max Drawdown | -15.0% | -56.5% | |
| Fund Family | Indexperts | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Dec 31, 2024 | Jan 22, 1993 |
QIDX vs SPY Performance
Indexperts Quality Earnings Focused ETF (QIDX) is a ETF from Indexperts and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year QIDX returned +12.84% while SPY returned +21.71%. Year to date, QIDX is up 12.29% versus a gain of 14.24% for SPY.
Risk: Volatility and Drawdowns
SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 10.0% for QIDX. 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 -15.0% for QIDX 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
QIDX charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, QIDX currently yields 0.86% against 1.01% for SPY.
Holdings Overlap
QIDX and SPY share 60 holdings out of 576 unique holdings combined, representing a 18.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QIDX or SPY?
QIDX has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, QIDX or SPY?
Over the past year QIDX returned +12.84% vs +21.71% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), QIDX annualized +13.04% vs +8.86% for SPY. Past performance does not guarantee future results.
Which is riskier, QIDX or SPY?
SPY has been the more volatile fund at 15.3% annualized versus 10.0% for QIDX. Worst drawdown: QIDX -15.0% vs SPY -56.5%.
Should I hold both QIDX and SPY?
QIDX 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 QIDX and SPY?
QIDX and SPY share 60 common holdings with a 18.1% weight overlap. Combined, they hold 576 unique securities.
Which pays a higher dividend, QIDX or SPY?
QIDX yields 0.86% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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