QUP vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricQUPSPYWinner
Expense Ratio1.35%0.09%
AUM$392,458.08$789.1B
Dividend Yield0.65%1.01%
Holdings4505
YTD Return+56.98%+14.47%
1Y Return-+21.96%
3Y Return (annualized)-+21.70%
5Y Return (annualized)-+13.30%
Volatility (annualized)-15.3%
Max Drawdown-31.6%-56.5%
Fund FamilyDaily DeltaState Street Investment Management
CategoryAlternativeEquity
InceptionMar 10, 2025Jan 22, 1993

QUP vs SPY Performance

DailyDelta Q100 Upside Option Strategy ETF (QUP) is a ETF from Daily Delta and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, QUP is up 56.98% versus a gain of 14.47% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -31.6% for QUP and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

QUP charges 1.35% per year while SPY charges 0.09%. On a $10,000 position that is $135 vs $9 annually, a gap of $126 per year that compounds over a long holding period. On income, QUP currently yields 0.65% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

QUP and SPY share 0 holdings out of 504 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QUP or SPY?

QUP has an expense ratio of 1.35% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $126 per year of difference.

What is the holdings overlap between QUP and SPY?

QUP and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 504 unique securities.

Which pays a higher dividend, QUP or SPY?

QUP yields 0.65% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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