QIDX vs SPYM
Indexperts Quality Earnings Focused ETF vs State Street SPDR Portfolio S&P 500 ETF
Which is better, QIDX or SPYM?
SPYM has been ahead.
SPYM has a lower expense ratio. SPYM led over 1Y and the full window. QIDX is less concentrated, with 26.2% of the fund in its ten largest positions against 39.0%.
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
| Metric | QIDX | SPYM |
|---|---|---|
| Expense Ratio | 0.50% | 0.02%Best |
| AUM | $39M | $185.2B |
| Dividend Yield | 0.93% | 1.01% |
| Holdings | 264 | 509 |
| YTD Return | +7.85% | +13.57%Best |
| 1Y Return | +7.18% | +17.53%Best |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.29% |
| Volatility (annualized) | 9.9%Best | 12.6% |
| Max Drawdown | -15.0%Best | -18.7% |
| $10,000 over 1.8 years | $11,722 | $13,485Best |
| Top 10 Weight | 26.2%Best | 39.0% |
| Fund Family | Indexperts | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 31, 2024 | Nov 8, 2005 |
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Jan 2, 2025 to Oct 14, 2026 (1.8 years).
QIDX vs SPYM 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 1.8 years both funds cover.
QIDX vs SPYM Performance
Indexperts Quality Earnings Focused ETF (QIDX) is an ETF from Indexperts and State Street SPDR Portfolio S&P 500 ETF (SPYM) is an ETF from State Street Investment Management. Over the past year QIDX returned +7.18% while SPYM returned +17.53%. Year to date, QIDX is up 7.85% versus a gain of 13.57% for SPYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPYM has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 9.9% for QIDX. 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 -15.0% for QIDX and -18.7% for SPYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QIDX charges 0.50% per year while SPYM charges 0.02%. On a $10,000 position that is $50 vs $2 annually, a gap of $48 per year that compounds over a long holding period. On income, QIDX currently yields 0.93% against 1.01% for SPYM.
Holdings Overlap
67.4% of QIDX's money is in holdings SPYM also owns. 31.7% of SPYM's money is in holdings QIDX also owns.
The two portfolios partly overlap.
60 positions in common, counted across the 131 positions we hold weights for in QIDX and 505 in SPYM, against full books of 264 and 509.
What only one of them owns
Our book lists 438 positions for SPYM that do not appear in our book for QIDX (67.6% of the fund), and 70 for QIDX that do not appear in SPYM (31.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in QIDX | Weight in SPYM | Difference |
|---|---|---|---|
| AAPLApple, Inc | 2.42% | 7.30% | 4.88% |
| MSFTMicrosoft Corp | 0.69% | 5.76% | 5.07% |
| GOOGLAlphabet Inc | 3.22% | 3.02% | 0.20% |
| ANETArista Networks Inc Common Stock | 4.54% | 0.33% | 4.21% |
| TMOThermo Fisherscientific Inc. | 3.25% | 0.36% | 2.89% |
| XOMExxonmobil Corp. | 2.21% | 1.01% | 1.20% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.47% | 1.40% | 0.07% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.94% | 0.66% | 1.28% |
| FFIVF5 Networks Inc. | 2.43% | 0.04% | 2.39% |
| LLYEli Lilly & Co. | 1.01% | 1.37% | 0.36% |
67.4% of QIDX is already inside SPYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QIDX or SPYM?
QIDX has an expense ratio of 0.50% while SPYM charges 0.02%. SPYM is the cheaper option, by $48 a year on a $10,000 investment.
Which performed better, QIDX or SPYM?
Over the past year QIDX returned +7.18% vs +17.53% for SPYM, so SPYM leads on 1-year performance. Over the longest common window we track (2 years), QIDX annualized +9.23% vs +18.07% for SPYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QIDX or SPYM?
SPYM has been the more volatile fund at 12.6% annualized versus 9.9% for QIDX. Worst drawdown: QIDX -15.0% vs SPYM -18.7%.
Should I hold both QIDX and SPYM?
QIDX and SPYM have a monthly-return correlation of 0.71, 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 QIDX and SPYM?
67.4% of QIDX's money is in holdings SPYM also owns. 31.7% of SPYM's is in holdings QIDX also owns. They hold 60 positions in common, counted across the 131 positions we hold weights for in QIDX and 505 in SPYM.
Which pays a higher dividend, QIDX or SPYM?
QIDX yields 0.93% while SPYM yields 1.01%, so SPYM currently pays the higher dividend yield.
Is SPYM better than QIDX?
SPYM has a lower expense ratio. SPYM led over 1Y and the full window. QIDX is less concentrated, with 26.2% of the fund in its ten largest positions against 39.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.