QQQY vs SPY

QQQY vs SPY

Which is better, QQQY or SPY?

Multi Alternative against Large Cap Blend.

SPY has a lower expense ratio. QQQY led over 1Y, 3Y and the full window.

Lower Fees: SPYHigher Returns: QQQY

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

MetricQQQYSPY
Expense Ratio1.01%0.09%Best
AUM$187M$804.7B
Dividend Yield34.73%0.98%
Holdings10505
YTD Return+13.69%Best+11.97%
1Y Return+17.45%Best+16.40%
3Y Return (annualized)+27.59%Best+21.10%
5Y Return (annualized)-+12.88%
Volatility (annualized)15.6%12.5%Best
Max Drawdown-12.6%Best-18.8%
$10,000 over 3 years$20,460Best$17,536
Fund FamilyDefiance ETFs, LLCState Street Investment Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionSep 13, 2023Jan 22, 1993

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 14, 2023 to Sep 14, 2026 (3 years).

QQQY 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 3 years both funds cover.

QQQY vs SPY Performance

Defiance Nasdaq 100 Weekly Distribution ETF (QQQY) is an ETF from Defiance ETFs, LLC and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year QQQY returned +17.45% while SPY returned +16.40%. Year to date, QQQY is up 13.69% versus a gain of 11.97% for SPY.

Over three years, QQQY compounded at +27.59% per year against +21.10% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQY has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 12.5% 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 -12.6% for QQQY 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQY charges 1.01% per year while SPY charges 0.09%. On a $10,000 position that is $101 vs $9 annually, a gap of $92 per year that compounds over a long holding period. On income, QQQY currently yields 34.73% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 1 holding in QQQY and 504 in SPY, totalling 1.7% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in QQQY and 504 in SPY, against full books of 10 and 505.

You are not choosing between two funds in isolation.

Whichever of QQQY and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQYSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQY or SPY?

QQQY has an expense ratio of 1.01% while SPY charges 0.09%. SPY is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, QQQY or SPY?

Over the past year QQQY returned +17.45% vs +16.40% for SPY, so QQQY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQY or SPY?

QQQY has been the more volatile fund at 15.6% annualized versus 12.5% for SPY. Worst drawdown: QQQY -12.6% vs SPY -18.8%.

Should I hold both QQQY and SPY?

QQQY and SPY have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, QQQY or SPY?

QQQY yields 34.73% while SPY yields 0.98%, so QQQY currently pays the higher dividend yield.

Is SPY better than QQQY?

SPY has a lower expense ratio. QQQY led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.