QUIZ vs SPY

QUIZ vs SPY

Which is better, QUIZ or SPY?

SPY has been ahead.

SPY has a lower expense ratio. SPY led over 1Y and the full window. QUIZ is less concentrated, with 17.7% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: QUIZ

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

MetricQUIZSPY
Expense Ratio0.55%0.09%Best
AUM$92M$804.7B
Dividend Yield0.16%0.98%
Holdings180505
YTD Return+8.50%+11.52%Best
1Y Return+16.67%+17.48%Best
3Y Return (annualized)-+20.62%
5Y Return (annualized)-+12.73%
Volatility (annualized)13.4%13.0%Best
Max Drawdown-11.8%-8.9%Best
$10,000 over 1.1 years$11,753$12,058Best
Top 10 Weight17.7%Best38.0%
Fund FamilyZacksState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 15, 2025Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 19, 2025 to Sep 10, 2026 (1.1 years).

QUIZ 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 1.1 years both funds cover.

QUIZ vs SPY Performance

Zacks Quality International ETF (QUIZ) is an ETF from Zacks and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year QUIZ returned +16.67% while SPY returned +17.48%. Year to date, QUIZ is up 8.50% versus a gain of 11.52% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QUIZ has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 13.0% 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 -11.8% for QUIZ and -8.9% 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QUIZ charges 0.55% per year while SPY charges 0.09%. On a $10,000 position that is $55 vs $9 annually, a gap of $46 per year that compounds over a long holding period. On income, QUIZ currently yields 0.16% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 176 holdings in QUIZ and 504 in SPY, totalling 96.8% and 100.0% 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 176 positions we hold weights for in QUIZ and 504 in SPY, against full books of 180 and 505.

What only one of them owns

Our book lists 494 positions for SPY that do not appear in our book for QUIZ (99.5% of the fund), and 3 for QUIZ that do not appear in SPY (2.3%).

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.

You are not choosing between two funds in isolation.

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

QUIZSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QUIZ or SPY?

QUIZ has an expense ratio of 0.55% while SPY charges 0.09%. SPY is the cheaper option, by $46 a year on a $10,000 investment.

Which performed better, QUIZ or SPY?

Over the past year QUIZ returned +16.67% vs +17.48% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), QUIZ annualized +15.82% vs +18.55% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QUIZ or SPY?

QUIZ has been the more volatile fund at 13.4% annualized versus 13.0% for SPY. Worst drawdown: QUIZ -11.8% vs SPY -8.9%.

Should I hold both QUIZ and SPY?

QUIZ and SPY have a monthly-return correlation of 0.70, 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, QUIZ or SPY?

QUIZ yields 0.16% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than QUIZ?

SPY has a lower expense ratio. SPY led over 1Y and the full window. QUIZ is less concentrated, with 17.7% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.