SPY vs SXQG
SPY vs SXQG
State Street SPDR S&P 500 ETF Trust vs ETC 6 Meridian Quality Growth ETF
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | SPY | SXQG | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.55% | |
| AUM | $789.1B | $61M | |
| Dividend Yield | 1.01% | 0.03% | |
| Holdings | 505 | 94 | |
| YTD Return | +13.79% | +2.29% | |
| 1Y Return | +23.66% | +2.79% | |
| 3Y Return (annualized) | +21.40% | +11.74% | |
| 5Y Return (annualized) | +13.37% | +4.91% | |
| Volatility (annualized) | 15.3% | 16.6% | |
| Max Drawdown | -56.5% | -34.0% | |
| Fund Family | State Street Investment Management | 6 Meridian ETF | |
| Category | Equity | Equity | |
| Inception | Jan 22, 1993 | May 10, 2021 |
SPY vs SXQG Performance
State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and ETC 6 Meridian Quality Growth ETF (SXQG) is a ETF from 6 Meridian ETF. Over the past year SPY returned +23.66% while SXQG returned +2.79%. Year to date, SPY is up 13.79% versus a gain of 2.29% for SXQG.
Over three years, SPY compounded at +21.40% per year against +11.74% for SXQG; over five years the annualized figures are +13.37% and +4.91% respectively. Across the full 5-year window we track, SPY has the edge at +8.85% annualized vs +6.41%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SXQG has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -56.5% for SPY and -34.0% for SXQG. 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SPY charges 0.09% per year while SXQG charges 0.55%. On a $10,000 position that is $9 vs $55 annually, a gap of $46 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.03% for SXQG.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, SPY or SXQG?
SPY has an expense ratio of 0.09% while SXQG charges 0.55%. SPY is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, SPY or SXQG?
Over the past year SPY returned +23.66% vs +2.79% for SXQG, so SPY leads on 1-year performance. Over the longest common window we track (5 years), SPY annualized +8.85% vs +6.41% for SXQG. Past performance does not guarantee future results.
Which is riskier, SPY or SXQG?
SXQG has been the more volatile fund at 16.6% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs SXQG -34.0%.
Should I hold both SPY and SXQG?
SPY and SXQG have a monthly-return correlation of 0.93, 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 SPY and SXQG?
SPY and SXQG share 2 common holdings with a 9.8% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, SPY or SXQG?
SPY yields 1.01% while SXQG yields 0.03%, so SPY currently pays the higher dividend yield.
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