SPY vs SQBR

SPY vs SQBR

Which is better, SPY or SQBR?

SPY costs less.

SPY has a lower expense ratio.

Lower Fees: 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

MetricSPYSQBR
Expense Ratio0.09%Best0.85%
AUM$797.9B$2M
Dividend Yield1.00%0.00%
Holdings504-
YTD Return+11.28%Best-0.16%
1Y Return+13.46%-
3Y Return (annualized)+20.37%-
5Y Return (annualized)+11.54%-
Fund FamilyState Street Investment ManagementFirst Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap Blend-
InceptionJan 22, 1993Oct 16, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SPY vs SQBR 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SPY vs SQBR Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and FT Vest US Equity Quarterly 20 Barrier ETF (SQBR) is an ETF from First Trust Portfolios (US). Year to date, SPY is up 11.28% versus a loss of 0.16% for SQBR.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while SQBR charges 0.85%. On a $10,000 position that is $9 vs $85 annually, a gap of $76 per year that compounds over a long holding period. On income, SPY currently yields 1.00% against 0.00% for SQBR.

You are not choosing between two funds in isolation.

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

SPYSQBR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or SQBR?

SPY has an expense ratio of 0.09% while SQBR charges 0.85%. SPY is the cheaper option, by $76 a year on a $10,000 investment.

Which pays a higher dividend, SPY or SQBR?

SPY yields 1.00% while SQBR yields 0.00%, so SPY currently pays the higher dividend yield.

Is SQBR better than SPY?

SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.