QUAL vs SPY

QUAL vs SPY

Which is better, QUAL or SPY?

Nearly the same fund. SPY costs less.

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 43.6%.

Lower Fees: SPYHigher Returns: SPYLess 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

MetricQUALSPY
Expense Ratio0.15%0.09%Best
AUM$47.3B$804.7B
Dividend Yield0.86%0.98%
Holdings130505
YTD Return+10.27%+12.09%Best
1Y Return+14.74%+16.29%Best
3Y Return (annualized)+18.35%+21.20%Best
5Y Return (annualized)+11.46%+13.37%Best
Volatility (annualized)14.6%14.5%Best
Max Drawdown-34.1%Tie-34.1%Tie
$10,000 over 5 years$17,203$18,728Best
Top 10 Weight43.6%37.8%Best
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 16, 2013Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Jul 18, 2013 to Sep 18, 2026 (13.2 years).

QUAL 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 13.2 years both funds cover.

QUAL vs SPY Performance

iShares MSCI USA Quality Factor ETF (QUAL) is an ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year QUAL returned +14.74% while SPY returned +16.29%. Year to date, QUAL is up 10.27% versus a gain of 12.09% for SPY.

Over three years, QUAL compounded at +18.35% per year against +21.20% for SPY; over five years the annualized figures are +11.46% and +13.37% respectively. Across the full 13-year window we track, SPY has the edge at +12.75% annualized vs +12.40%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QUAL has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 14.5% 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 -34.1% for QUAL and -34.1% 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QUAL charges 0.15% per year while SPY charges 0.09%. On a $10,000 position that is $15 vs $9 annually, a gap of $6 per year that compounds over a long holding period. On income, QUAL currently yields 0.86% against 0.98% for SPY.

Holdings Overlap

QUAL already in SPY98.8%
SPY already in QUAL48.6%

98.8% of QUAL's money is in holdings SPY also owns. 48.6% of SPY's money is in holdings QUAL also owns.

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

113 positions in common, counted across the 119 positions we hold weights for in QUAL and 504 in SPY, against full books of 130 and 505.

What only one of them owns

Our book lists 385 positions for SPY that do not appear in our book for QUAL (50.8% of the fund), and 6 for QUAL that do not appear in SPY (1.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in QUALWeight in SPYDifference
NVDANvidia Corp6.39%8.01%1.62%
AAPLApple, Inc6.76%7.26%0.50%
MSFTMicrosoft Corp7.75%5.66%2.09%
METAMeta Platforms Inc3.76%1.93%1.83%
LLYEli Lilly & Co.3.66%1.40%2.26%
GOOGLAlphabet Inc,class A1.94%2.99%1.05%
VVisa Inc Class A3.25%0.94%2.31%
LRCXLam Research Corp3.56%0.55%3.01%
GOOGAlphabet Inc1.52%2.39%0.87%
TJXTjx Cos Inc3.36%0.22%3.14%

98.8% of QUAL 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.

QUALSPY

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Frequently Asked Questions

Which is cheaper, QUAL or SPY?

QUAL has an expense ratio of 0.15% while SPY charges 0.09%. SPY is the cheaper option, by $6 a year on a $10,000 investment.

Which performed better, QUAL or SPY?

Over the past year QUAL returned +14.74% vs +16.29% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (13 years), QUAL annualized +12.40% vs +12.75% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QUAL or SPY?

QUAL has been the more volatile fund at 14.6% annualized versus 14.5% for SPY. Worst drawdown: QUAL -34.1% vs SPY -34.1%.

Should I hold both QUAL and SPY?

QUAL and SPY have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between QUAL and SPY?

98.8% of QUAL's money is in holdings SPY also owns. 48.6% of SPY's is in holdings QUAL also owns. They hold 113 positions in common, counted across the 119 positions we hold weights for in QUAL and 504 in SPY.

Which pays a higher dividend, QUAL or SPY?

QUAL yields 0.86% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than QUAL?

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 43.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.