Compare · 3 funds side by side · dividends reinvested

QARP, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,592QARP · best of the three

02 / 04

QARP, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers Russell 1000 US Quality at a Reasonable Price ETFUS Stock Styles · Factor0.19%1.00%+17.3%+21.1%+21.1%+12.0%−7.3%10.8%$79M1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: QARP 2018 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · $79M$17,592

QARP

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 52.4% in common

QARPMeasureSPYM

+17.3%Year to dateJan 1 → Nov 5+8.4%

+21.1%1 yearTotal return+9.8%

+21.1%3 years · per year$10,000 became $17,764 · $18,222+22.1%

+12.0%5 years · per year$10,000 became $17,591 · $17,164+11.4%

0.19%Expense ratio$19 · $2 a year on $10k · lower is better0.02%

1.00%Trailing 12-mo yield$100 · $106 a year on $10k1.06%

−7.3%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer13.6%

QARPSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3QARP wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QARP vs SPYM: Top 5 Holdings

Today

QARP

20.4%in top 5

SPYM

in top 527.7%

QARPStockSPYM

5.4%AAPL7.7%

not top 5NVDA7.3%

5.2%MSFT6.2%

4.0%METAnot top 5

not top 5AMZN3.9%

3.3%BRK-Bnot top 5

not top 5GOOGL2.6%

2.5%XOMnot top 5

Held in common52.4%

End-of-day Nov 5, 2026 · share of each fund

QARP vs SPYM Returns, Every Period

XtrackersQARP

+12.0%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

QARPSPYMFaded: behind in that period

3–1QARP wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: QARP vs SPYM

YTD

XtrackersQARP

+17.3%

SPYMSPDR

+8.4%

+17.3%Year to date+8.4%

−7.3%Worst drop · 1Y−8.9%

10.8%Volatility · 1Y13.6%

1.0%Yield1.1%

$79.3MAssets$182B

3–1QARP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QARP, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

QARP0.19%$19

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: QARP, SPYM, SPY

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

SPY1.03%$103

QARP1.00%$100

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

QARP$100 − $19 = $81

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: QARP, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

QARPSPYMSPY

QARP—52.4%52.4%

SPYM52.4%—99.9%

SPY52.4%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.1%QARP, at 10.8% volatility

QARPWorst drop−7.3%10.8% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMQARP

+8.4%Year to date+17.3%

1.1%Yield1.0%

+9.8%Past year+21.1%

0.02%Fee0.19%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026