QRFT vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricQRFTSPYWinner
Expense Ratio0.75%0.09%
AUM$9M$789.1B
Dividend Yield0.25%1.01%
Holdings301505
YTD Return+11.77%+13.79%
1Y Return+21.39%+23.66%
3Y Return (annualized)+19.32%+21.40%
5Y Return (annualized)+10.94%+13.37%
Volatility (annualized)17.6%15.3%
Max Drawdown-30.2%-56.5%
Fund FamilyQRAFT AI ETFsState Street Investment Management
CategoryEquityEquity
InceptionMay 20, 2019Jan 22, 1993

QRFT vs SPY Performance

Qraft AI-Enhanced US Large Cap ETF (QRFT) is a ETF from QRAFT AI ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year QRFT returned +21.39% while SPY returned +23.66%. Year to date, QRFT is up 11.77% versus a gain of 13.79% for SPY.

Over three years, QRFT compounded at +19.32% per year against +21.40% for SPY; over five years the annualized figures are +10.94% and +13.37% respectively. Across the full 7-year window we track, QRFT has the edge at +15.76% annualized vs +8.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QRFT has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 15.3% for SPY. 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 -30.2% for QRFT and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QRFT charges 0.75% per year while SPY charges 0.09%. On a $10,000 position that is $75 vs $9 annually, a gap of $66 per year that compounds over a long holding period. On income, QRFT currently yields 0.25% against 1.01% for SPY.

Holdings Overlap

68.5%overlap

QRFT and SPY share 237 holdings out of 560 unique holdings combined, representing a 68.5% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in QRFTWeight in SPYDifference
NVDA9.65%7.31%2.34%
AAPL9.21%7.09%2.12%
AMZN5.92%3.69%2.23%
GOOGLProProPro
AVGOProProPro
TSLAProProPro
METAProProPro
LLYProProPro
MUProProPro
JPM:USProProPro
See all 10 holdings QRFT shares with SPY
Exact weights in each fund and the difference, for every overlapping position.
Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime.

Frequently Asked Questions

Which is cheaper, QRFT or SPY?

QRFT has an expense ratio of 0.75% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, QRFT or SPY?

Over the past year QRFT returned +21.39% vs +23.66% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (7 years), QRFT annualized +15.76% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, QRFT or SPY?

QRFT has been the more volatile fund at 17.6% annualized versus 15.3% for SPY. Worst drawdown: QRFT -30.2% vs SPY -56.5%.

Should I hold both QRFT and SPY?

QRFT and SPY have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between QRFT and SPY?

QRFT and SPY share 237 common holdings with a 68.5% weight overlap. Combined, they hold 560 unique securities.

Which pays a higher dividend, QRFT or SPY?

QRFT yields 0.25% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →