SPYT vs SXQG

SPYT vs SXQG

Which is better, SPYT or SXQG?

SPYT has been ahead.

SXQG has a lower expense ratio. SPYT led over 1Y and the full window.

Lower Fees: SXQGHigher Returns: SPYT

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

MetricSPYTSXQG
Expense Ratio0.92%0.70%Best
AUM$170M$63M
Dividend Yield20.83%0.00%
Holdings10235
YTD Return+12.99%Best+3.37%
1Y Return+15.90%Best+2.54%
3Y Return (annualized)-+11.82%
5Y Return (annualized)-+5.68%
Volatility (annualized)10.7%Best12.6%
Max Drawdown-18.3%Best-19.5%
$10,000 over 2.6 years$14,369Best$11,863
Fund FamilyDefiance ETFs, LLC6 Meridian ETF
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMar 7, 2024May 10, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Mar 7, 2024 to Oct 14, 2026 (2.6 years).

SPYT vs SXQG 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 2.6 years both funds cover.

Compare SPYT against instead:SPYT vs SPYSPYT vs QQQSPYT vs VOOSPYT vs VTISXQG against:SXQG vs VXUS

SPYT vs SXQG Performance

Defiance S&P 500 Income Target ETF (SPYT) is an ETF from Defiance ETFs, LLC and ETC 6 Meridian Quality Growth ETF (SXQG) is an ETF from 6 Meridian ETF. Over the past year SPYT returned +15.90% while SXQG returned +2.54%. Year to date, SPYT is up 12.99% versus a gain of 3.37% for SXQG.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SXQG has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 10.7% for SPYT. 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 -18.3% for SPYT and -19.5% for SXQG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPYT charges 0.92% per year while SXQG charges 0.70%. On a $10,000 position that is $92 vs $70 annually, a gap of $22 per year that compounds over a long holding period. On income, SPYT currently yields 20.83% against 0.00% for SXQG.

Holdings Overlap

We hold position weights for 1 holding in SPYT and 84 in SXQG, totalling 99.7% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in SPYT and 84 in SXQG, against full books of 10 and 235.

You are not choosing between two funds in isolation.

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

SPYTSXQG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPYT or SXQG?

SPYT has an expense ratio of 0.92% while SXQG charges 0.70%. SXQG is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, SPYT or SXQG?

Over the past year SPYT returned +15.90% vs +2.54% for SXQG, so SPYT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPYT or SXQG?

SXQG has been the more volatile fund at 12.6% annualized versus 10.7% for SPYT. Worst drawdown: SPYT -18.3% vs SXQG -19.5%.

Should I hold both SPYT and SXQG?

SPYT and SXQG have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SPYT or SXQG?

SPYT yields 20.83% while SXQG yields 0.00%, so SPYT currently pays the higher dividend yield.

Is SXQG better than SPYT?

SXQG has a lower expense ratio. SPYT led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.