QYLG vs SPY

QYLG vs SPY
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Quick Verdict

SPY has a lower expense ratio. QYLG delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: QYLGMore Diversified: SPY

Side-by-Side Comparison

MetricQYLGSPYWinner
Expense Ratio0.35%0.09%
AUM$169M$821.1B
Dividend Yield17.67%1.01%
Holdings106505
YTD Return+14.26%+12.68%
1Y Return+25.95%+21.82%
3Y Return (annualized)+20.53%+21.98%
5Y Return (annualized)+11.29%+12.89%
Volatility (annualized)15.3%15.3%
Max Drawdown-30.0%-56.5%
Fund FamilyGLOBALXETFSState Street Investment Management
CategoryEquityEquity
InceptionSep 18, 2020Jan 22, 1993

QYLG vs SPY Performance

Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) is a ETF from GLOBALXETFS and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year QYLG returned +25.95% while SPY returned +21.82%. Year to date, QYLG is up 14.26% versus a gain of 12.68% for SPY.

Over three years, QYLG compounded at +20.53% per year against +21.98% for SPY; over five years the annualized figures are +11.29% and +12.89% respectively. Across the full 6-year window we track, QYLG has the edge at +13.82% annualized vs +8.81%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QYLG has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 15.3% 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 -30.0% for QYLG and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QYLG charges 0.35% per year while SPY charges 0.09%. On a $10,000 position that is $35 vs $9 annually, a gap of $26 per year that compounds over a long holding period. On income, QYLG currently yields 17.67% against 1.01% for SPY.

Holdings Overlap

53.8%overlap

QYLG and SPY share 87 holdings out of 520 unique holdings combined, representing a 53.8% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in QYLGWeight in SPYDifference
NVDA8.11%7.71%0.40%
AAPL8.50%6.83%1.67%
MSFT4.97%5.50%0.53%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
MUProProPro
GOOGProProPro
METAProProPro
AMDProProPro
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Frequently Asked Questions

Which is cheaper, QYLG or SPY?

QYLG has an expense ratio of 0.35% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, QYLG or SPY?

Over the past year QYLG returned +25.95% vs +21.82% for SPY, so QYLG leads on 1-year performance. Over the longest common window we track (6 years), QYLG annualized +13.82% vs +8.81% for SPY. Past performance does not guarantee future results.

Which is riskier, QYLG or SPY?

QYLG has been the more volatile fund at 15.3% annualized versus 15.3% for SPY. Worst drawdown: QYLG -30.0% vs SPY -56.5%.

Should I hold both QYLG and SPY?

QYLG and SPY have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between QYLG and SPY?

QYLG and SPY share 87 common holdings with a 53.8% weight overlap. Combined, they hold 520 unique securities.

Which pays a higher dividend, QYLG or SPY?

QYLG yields 17.67% while SPY yields 1.01%, so QYLG currently pays the higher dividend yield.

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