Compare · 2 funds side by side · dividends reinvested

QUAL and SPY

QUALiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

QUAL and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.83%+15.0%+16.9%+21.9%+11.5%−9.0%12.1%$48.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: QUAL 2013 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Quality Factor ETF · $48.0B$17,248

QUAL

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 45.4% in common

QUALMeasureSPY

+15.0%Year to dateJan 1 → Nov 4+13.3%

+16.9%1 yearTotal return+13.4%

+21.9%3 years · per year$10,000 became $18,098 · $19,132+24.1%

+11.5%5 years · per year$10,000 became $17,248 · $18,060+12.6%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

0.83%Trailing 12-mo yield$83 · $99 a year on $10k0.99%

−9.0%Worst dropSmaller is better−8.9%

12.1%VolatilityLower is calmer12.9%

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

3–5SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QUAL vs SPY: Top 5 Holdings

Today

QUAL

29.6%in top 5

SPY

in top 527.3%

QUALStockSPY

8.0%MSFT5.9%

6.0%NVDA7.7%

7.1%AAPL7.4%

4.5%LLYnot top 5

4.1%METAnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common45.4%

End-of-day Nov 4, 2026 · share of each fund

QUAL vs SPY Returns, Every Period

iSharesQUAL

+11.5%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

QUALSPYFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: QUAL vs SPY

YTD

iSharesQUAL

+15.0%

SPYSPDR

+13.3%

+15.0%Year to date+13.3%

−9.0%Worst drop · 1Y−8.9%

12.1%Volatility · 1Y12.9%

0.8%Yield1.0%

$48.0BAssets$798B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QUAL, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

QUAL0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: QUAL, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

QUAL0.83%$83

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

QUAL$83 − $15 = $68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: QUAL, SPY

Today

45.4%most shared, QUAL and SPY

QUALSPY

QUAL—45.4%

SPY45.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.9%QUAL, at 12.1% volatility

QUALWorst drop−9.0%12.1% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYQUAL

+13.3%Year to date+15.0%

1.0%Yield0.8%

+13.4%Past year+16.9%

0.09%Fee0.15%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026