RQI 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

MetricRQISPYWinner
Expense Ratio1.91%0.09%
AUM$1,620.47$789.1B
Dividend Yield8.59%1.01%
Holdings200505
YTD Return+15.25%+13.28%
1Y Return+11.79%+23.94%
3Y Return (annualized)+11.20%+21.07%
5Y Return (annualized)+3.43%+13.27%
Volatility (annualized)33.2%15.3%
Max Drawdown-94.1%-56.5%
Fund FamilyCohen & Steers FundsState Street Investment Management
CategoryEquityEquity
InceptionFeb 28, 2002Jan 22, 1993

RQI vs SPY Performance

Cohen & Steers Quality Income Realty Fund Inc (RQI) is a ETF from Cohen & Steers Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year RQI returned +11.79% while SPY returned +23.94%. Year to date, RQI is up 15.25% versus a gain of 13.28% for SPY.

Over three years, RQI compounded at +11.20% per year against +21.07% for SPY; over five years the annualized figures are +3.43% and +13.27% respectively. Across the full 24-year window we track, SPY has the edge at +8.84% annualized vs +1.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RQI has been the more volatile fund, with annualized monthly volatility of 33.2% 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 -94.1% for RQI 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

RQI charges 1.91% per year while SPY charges 0.09%. On a $10,000 position that is $191 vs $9 annually, a gap of $182 per year that compounds over a long holding period. On income, RQI currently yields 8.59% against 1.01% for SPY.

Holdings Overlap

1.9%overlap

RQI and SPY share 22 holdings out of 652 unique holdings combined, representing a 1.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RQIWeight in SPYDifference
WELL17.16%0.25%16.91%
DLR10.71%0.09%10.62%
AMT8.41%0.12%8.29%
CCIProProPro
PLDProProPro
EQIXProProPro
EXRProProPro
KIMProProPro
IRMProProPro
SPGProProPro
See all 10 holdings RQI shares with SPY
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, RQI or SPY?

RQI has an expense ratio of 1.91% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $182 per year of difference.

Which performed better, RQI or SPY?

Over the past year RQI returned +11.79% vs +23.94% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (24 years), RQI annualized +1.11% vs +8.84% for SPY. Past performance does not guarantee future results.

Which is riskier, RQI or SPY?

RQI has been the more volatile fund at 33.2% annualized versus 15.3% for SPY. Worst drawdown: RQI -94.1% vs SPY -56.5%.

Should I hold both RQI and SPY?

RQI and SPY have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RQI and SPY?

RQI and SPY share 22 common holdings with a 1.9% weight overlap. Combined, they hold 652 unique securities.

Which pays a higher dividend, RQI or SPY?

RQI yields 8.59% while SPY yields 1.01%, so RQI currently pays the higher dividend yield.

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