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EQLT vs SPY

Comparison between ISHARES MSCI EMERGING MARKETS QUALITY FACTOR ETF (EQLT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

EQLT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EQLT
$12M
Winner
SPY
$781B
Expense Ratio
EQLT
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
EQLT
17.78%
SPY
56.47%
Sharpe Ratio
Winner
EQLT
1.48
SPY
1.12
5Y Beta
Winner
EQLT
0.85
SPY
1.00
P/E Ratio
EQLT
N/A
SPY
28.53
Forward P/E
EQLT
N/A
SPY
21.47
5Y Dividends CAGR
EQLT
N/A
SPY
6.00%
5Y EPS CAGR
EQLT
N/A
SPY
25.58%
Debt to Equity
EQLT
N/A
SPY
32.09%
P/S Ratio
EQLT
N/A
SPY
3.75
P/B Ratio
EQLT
N/A
SPY
5.64

EQLT vs SPY - Holdings Comparison

EQLT and SPY have 1 common holdings. Overlap is 0.00%

EQLT's top 25 holdings weight is 47.90%. SPY's top 25 holdings weight is 51.74%.

RankEQLTSPY
#1
SK HYNIX INC (n/a) - 5.50%
NVIDIA CORP (NVDA) - 7.89%
#2
ACCTON TECHNOLOGY CORP (n/a) - 4.18%
APPLE INC (AAPL) - 7.37%
#3
ASPEED TECHNOLOGY INC (n/a) - 3.74%
MICROSOFT CORP (MSFT) - 4.50%
#4
LENOVO GROUP LTD (n/a) - 3.73%
AMAZON.COM INC (AMZN) - 3.82%
#5
INFOSYS LTD (n/a) - 3.71%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
TENCENT HOLDINGS LTD (n/a) - 3.14%
BROADCOM INC (AVGO) - 2.86%
#7
n/a (n/a) - 2.64%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
n/a (n/a) - 2.47%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
TATA CONSULTANCY SERVICES LTD (n/a) - 2.36%
TESLA INC (TSLA) - 1.70%
#10
KING SLIDE WORKS CO LTD (n/a) - 2.09%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 2.06%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 1.57%
ELI LILLY AND CO (LLY) - 1.40%
#13
SAUDI ARABIAN OIL CO (n/a) - 1.24%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
EOPTOLINK TECHNOLOGY INC LTD CLASS A (n/a) - 1.19%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
AL RAJHI BANK (n/a) - 1.14%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
CAPITEC BANK HOLDINGS LTD (n/a) - 1.13%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
VALE SA (n/a) - 1.10%
VISA INC CLASS A (V) - 0.90%
#18
n/a (n/a) - 1.05%
WALMART INC (WMT) - 0.76%
#19
SAMSUNG BIOLOGICS CO LTD (n/a) - 1.05%
INTEL CORP (INTC) - 0.75%
#20
ANGLOGOLD ASHANTI PLC (AU) - 1.03%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
PUBLIC BANK BHD (n/a) - 0.37%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
SHENNAN CIRCUITS CO LTD CLASS A (n/a) - 0.36%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
DB INSURANCE CO LTD (n/a) - 0.36%
ABBVIE INC (ABBV) - 0.66%
#24
LIG DEFENSE&AEROSPACE CO LTD (n/a) - 0.35%
CATERPILLAR INC (CAT) - 0.65%
#25
WAL MART DE MEXICO SAB DE CV (n/a) - 0.34%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings278505

EQLT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EQLT
-2.74%
Winner
SPY
+0.63%
3M
Winner
EQLT
+5.44%
SPY
+4.46%
6M
Winner
EQLT
+16.13%
SPY
+7.67%
1Y
Winner
EQLT
+40.81%
SPY
+17.68%
5Y(CAGR)
EQLT
N/A
SPY
+12.42%
10Y(CAGR)
EQLT
N/A
SPY
+14.84%
Max(CAGR)
Winner
EQLT
+29.90%
SPY
+8.44%

EQLT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEQLTSPY
2026+20.76%+8.63%
2025+34.29%+18.00%
2024-1.29%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

EQLT vs SPY Drawdown Comparison

The maximum drawdown for EQLT was -17.38%, occurring on Apr 8, 2025. Recovery took 170 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EQLT drawdown is -7.84%. The current SPY drawdown is -2.57%.

RankEQLTSPY
#1-17.38%
Oct 2, 2024 - Jun 9, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-12.00%
Feb 25, 2026 - Apr 14, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.55%
Jun 18, 2026 - Jul 20, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.21%
Jun 2, 2026 - Jun 18, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.58%
May 11, 2026 - May 26, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.77%
Oct 29, 2025 - Dec 24, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.22%
Oct 6, 2025 - Oct 20, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.03%
Jul 23, 2025 - Aug 12, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.95%
Jan 28, 2026 - Feb 9, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.65%
Jun 11, 2025 - Jun 24, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.39%
Apr 22, 2026 - Apr 30, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.33%
Sep 26, 2024 - Oct 2, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.14%
Jan 15, 2026 - Jan 22, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.60%
Jul 3, 2025 - Jul 17, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.56%
Apr 17, 2026 - Apr 22, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EQLT and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

EQLT vs SPY dividend yield comparison.

YearEQLTSPY
20261.17%0.50%
20253.10%1.07%
20240.51%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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