QVMT vs SPY

QVMT vs SPY

Which is better, QVMT or SPY?

Large Cap Value against Large Cap Blend.

SPY has a lower expense ratio. QVMT led over 1Y, SPY over 3Y, 5Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 42.6%.

Lower Fees: SPYHigher Returns: splitLess 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

MetricQVMTSPY
Expense Ratio0.13%0.09%Best
AUM$132M$804.7B
Dividend Yield1.89%0.98%
Holdings103505
YTD Return+14.38%Best+11.45%
1Y Return+21.96%Best+15.87%
3Y Return (annualized)+18.82%+20.93%Best
5Y Return (annualized)+12.01%+12.59%Best
Volatility (annualized)20.1%15.0%Best
Max Drawdown-48.7%-34.1%Best
$10,000 over 5 years$17,631$18,093Best
Top 10 Weight42.6%37.8%Best
Fund FamilyInvesco (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 9, 2015Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Oct 9, 2015 to Sep 15, 2026 (10.9 years).

QVMT 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 10.9 years both funds cover.

QVMT vs SPY Performance

Invesco S&P 500 Concentrated QVM ETF (QVMT) is an ETF from Invesco (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year QVMT returned +21.96% while SPY returned +15.87%. Year to date, QVMT is up 14.38% versus a gain of 11.45% for SPY.

Over three years, QVMT compounded at +18.82% per year against +20.93% for SPY; over five years the annualized figures are +12.01% and +12.59% respectively. Across the full 11-year window we track, SPY has the edge at +13.65% annualized vs +10.38%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QVMT has been the more volatile fund, with annualized monthly volatility of 20.1% compared with 15.0% 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 -48.7% for QVMT 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QVMT charges 0.13% per year while SPY charges 0.09%. On a $10,000 position that is $13 vs $9 annually, a gap of $4 per year that compounds over a long holding period. On income, QVMT currently yields 1.89% against 0.98% for SPY.

Holdings Overlap

QVMT already in SPY100.0%
SPY already in QVMT17.7%

100.0% of QVMT's money is in holdings SPY also owns. 17.7% of SPY's money is in holdings QVMT also owns.

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

100 positions in common, counted across the 101 positions we hold weights for in QVMT and 504 in SPY, against full books of 103 and 505.

What only one of them owns

Measured across the 101 and 504 positions we hold weights for.

SPY holds 397 positions QVMT does not, 81.6% of the fund.

Largest: NVDA 8.01%, MSFT 5.66%, AMZN 3.79%, GOOGL 2.99%, AVGO 2.66%

Top Shared Holdings

StockWeight in QVMTWeight in SPYDifference
AAPLApple, Inc5.32%7.26%1.94%
XOMExxon Mobil Corp.5.27%1.04%4.23%
CSCOCisco Systems Inc. - Ordinary Shares4.56%0.66%3.90%
LRCXLrcx Uw Equity4.59%0.55%4.04%
CATCaterpillar, Inc.4.56%0.55%4.01%
SNDKSandisk Corp/De4.59%0.35%4.24%
GEVGE Vernova Inc. CDR (CAD Hedged)4.54%0.37%4.17%
WDCWestern Digital Corp Company Guar 11/28 33.37%0.24%3.13%
KLACKla Corp2.90%0.34%2.56%
NEMNewmont Corp Common2.90%0.20%2.70%

100.0% of QVMT 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.

QVMTSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QVMT or SPY?

QVMT has an expense ratio of 0.13% while SPY charges 0.09%. SPY is the cheaper option, by $4 a year on a $10,000 investment.

Which performed better, QVMT or SPY?

Over the past year QVMT returned +21.96% vs +15.87% for SPY, so QVMT leads on 1-year performance. Over the longest common window we track (11 years), QVMT annualized +10.38% vs +13.65% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QVMT or SPY?

QVMT has been the more volatile fund at 20.1% annualized versus 15.0% for SPY. Worst drawdown: QVMT -48.7% vs SPY -34.1%.

Should I hold both QVMT and SPY?

QVMT 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 QVMT and SPY?

100.0% of QVMT's money is in holdings SPY also owns. 17.7% of SPY's is in holdings QVMT also owns. They hold 100 positions in common, counted across the 101 positions we hold weights for in QVMT and 504 in SPY.

Which pays a higher dividend, QVMT or SPY?

QVMT yields 1.89% while SPY yields 0.98%, so QVMT currently pays the higher dividend yield.

Is SPY better than QVMT?

SPY has a lower expense ratio. QVMT led over 1Y, SPY over 3Y, 5Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 42.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.