QQQG vs SPY

QQQG vs SPY

Which is better, QQQG or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. QQQG led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 39.7%.

Lower Fees: SPYHigher Returns: QQQGLess Concentrated: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricQQQGSPY
Expense Ratio0.49%0.09%Best
AUM$43M$804.7B
Dividend Yield0.05%0.98%
Holdings51505
YTD Return+25.41%Best+12.47%
1Y Return+30.40%Best+17.51%
3Y Return (annualized)-+21.18%
5Y Return (annualized)-+12.88%
Volatility (annualized)22.1%12.4%Best
Max Drawdown-23.6%-18.8%Best
$10,000 over 2.1 years$14,850Best$14,098
Top 10 Weight39.7%38.0%Best
Fund FamilyPacer ETFsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionAug 19, 2024Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 20, 2024 to Sep 11, 2026 (2.1 years).

QQQG vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.1 years both funds cover.

QQQG vs SPY Performance

Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF (QQQG) is an ETF from Pacer ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year QQQG returned +30.40% while SPY returned +17.51%. Year to date, QQQG is up 25.41% versus a gain of 12.47% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQG has been the more volatile fund, with annualized monthly volatility of 22.1% compared with 12.4% 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 -23.6% for QQQG and -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQG charges 0.49% per year while SPY charges 0.09%. On a $10,000 position that is $49 vs $9 annually, a gap of $40 per year that compounds over a long holding period. On income, QQQG currently yields 0.05% against 0.98% for SPY.

Holdings Overlap

QQQG already in SPY96.5%
SPY already in QQQG35.5%

96.5% of QQQG's money is in holdings SPY also owns. 35.5% of SPY's money is in holdings QQQG also owns.

Most of QQQG is already inside SPY. Owning both mostly buys the same companies twice.

47 positions in common, counted across the 50 positions we hold weights for in QQQG and 504 in SPY, against full books of 51 and 505.

What only one of them owns

Measured across the 50 and 504 positions we hold weights for.

SPY holds 447 positions QQQG does not, 64.0% of the fund.

Largest: AMZN 4.08%, GOOGL 3.33%, GOOG 2.67%, MU 1.51%, JPM 1.44%

Top Shared Holdings

StockWeight in QQQGWeight in SPYDifference
NVDANvidia Corp.1.46%7.71%6.25%
AAPLApple, Inc1.55%6.83%5.28%
MSFTMicrosoft Corp 4.100 Feb 06 371.30%5.50%4.20%
WDCWestern Digital Corp.5.55%0.28%5.27%
SNDKSandisk Corp/De5.25%0.32%4.93%
STXSeagate Technology Plc5.07%0.28%4.79%
AMATApplied Materials, Inc.4.52%0.65%3.87%
AMDAdvanced Micro Devices Inc.3.42%1.27%2.15%
AVGOBroadcom Inc1.67%2.97%1.30%
LRCXLam Research Corp3.80%0.60%3.20%

96.5% of QQQG is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QQQGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQG or SPY?

QQQG has an expense ratio of 0.49% while SPY charges 0.09%. SPY is the cheaper option, by $40 a year on a $10,000 investment.

Which performed better, QQQG or SPY?

Over the past year QQQG returned +30.40% vs +17.51% for SPY, so QQQG leads on 1-year performance. Over the longest common window we track (2 years), QQQG annualized +20.72% vs +17.77% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQG or SPY?

QQQG has been the more volatile fund at 22.1% annualized versus 12.4% for SPY. Worst drawdown: QQQG -23.6% vs SPY -18.8%.

Should I hold both QQQG and SPY?

QQQG and SPY have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between QQQG and SPY?

96.5% of QQQG's money is in holdings SPY also owns. 35.5% of SPY's is in holdings QQQG also owns. They hold 47 positions in common, counted across the 50 positions we hold weights for in QQQG and 504 in SPY.

Which pays a higher dividend, QQQG or SPY?

QQQG yields 0.05% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than QQQG?

SPY has a lower expense ratio. QQQG led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 39.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.