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LQPE vs SPY

Comparison between PEO AlphaQuest Thematic PE ETF (LQPE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

LQPE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LQPE
$13M
Winner
SPY
$735B
Expense Ratio
LQPE
1.25%
Winner
SPY
0.09%
Max Drawdown
Winner
LQPE
18.89%
SPY
56.47%
Sharpe Ratio
LQPE
-0.05
Winner
SPY
1.62
5Y Beta
Winner
LQPE
0.71
SPY
1.00
P/E Ratio
LQPE
34.88
Winner
SPY
28.99
Forward P/E
Winner
LQPE
14.47
SPY
22.37
5Y Dividends CAGR
LQPE
N/A
SPY
5.43%
5Y EPS CAGR
LQPE
23.47%
Winner
SPY
26.05%
Debt to Equity
LQPE
N/A
SPY
32.40%
P/S Ratio
Winner
LQPE
0.83
SPY
3.74
P/B Ratio
Winner
LQPE
3.04
SPY
5.61

LQPE vs SPY - Holdings Comparison

LQPE and SPY have 42 common holdings. Overlap is -96.67%

LQPE's top 25 holdings weight is 201.65%. SPY's top 25 holdings weight is 52.37%.

RankLQPESPY
#1
EURO FX FUTURE MAR 26 (n/a) - 58.80%
NVIDIA CORP (NVDA) - 8.10%
#2
E-MINI S&P 500 FUTURE MAR 26 (n/a) - 33.60%
APPLE INC (AAPL) - 7.02%
#3
OTHER ASSETS AND LIABILITIES (n/a) - 15.31%
MICROSOFT CORP (MSFT) - 4.79%
#4
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 11.59%
AMAZON.COM INC (AMZN) - 4.02%
#5
BRITISH POUND FUTURE MAR 26 (n/a) - 9.68%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
CRUDE OIL FUTURE MAR 26 (n/a) - 9.67%
BROADCOM INC (AVGO) - 3.10%
#7
CANADIAN DOLLAR FUTURE MAR 26 (n/a) - 9.46%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
BRENT CRUDE FUTURES FEB26 (n/a) - 8.04%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
GOLD FUTURE APR 26 (n/a) - 6.98%
TESLA INC (TSLA) - 1.89%
#10
SWISS FRANC FUTURE MAR 26 (n/a) - 4.96%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
BRENT CRUDE FUTURES MAR26 (n/a) - 3.54%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
NETFLIX INC (NFLX) - 2.79%
ELI LILLY AND CO (LLY) - 1.31%
#13
MCKESSON CORP (MCK) - 2.62%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
CVS HEALTH CORP (CVS) - 2.48%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
MASTERCARD INC CLASS A (MA) - 2.44%
EXXON MOBIL CORP (XOM) - 0.97%
#16
ZOOM COMMUNICATIONS INC (ZM) - 2.35%
INTEL CORP (INTC) - 0.90%
#17
SHERWIN-WILLIAMS CO (SHW) - 2.15%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
FAIR ISAAC CORP (FICO) - 2.13%
VISA INC CLASS A (V) - 0.85%
#19
MEXICAN PESO FUTURE MAR 26 (n/a) - 2.01%
WALMART INC (WMT) - 0.81%
#20
CRUDE OIL FUTURE APR 26 (n/a) - 1.94%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
n/a (ODFL) - 1.90%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
KORN FERRY (KFY) - 1.86%
CATERPILLAR INC (CAT) - 0.66%
#23
VERRA MOBILITY CORP CLASS A (VRRM) - 1.85%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
MAXIMUS INC (MMS) - 1.81%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
W.W. GRAINGER INC (GWW) - 1.69%
ABBVIE INC (ABBV) - 0.58%
Total Holdings250505

LQPE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
LQPE
+0.76%
Winner
SPY
+1.90%
3M
LQPE
-2.96%
Winner
SPY
+8.55%
6M
LQPE
-3.77%
Winner
SPY
+8.18%
1Y
LQPE
+0.33%
Winner
SPY
+25.79%
5Y(CAGR)
LQPE
N/A
SPY
+13.32%
10Y(CAGR)
LQPE
N/A
SPY
+15.19%
Max(CAGR)
LQPE
-7.06%
Winner
SPY
+8.47%

LQPE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLQPESPY
2026-2.63%+8.26%
2025-5.49%+18.00%
2024N/A+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%

LQPE vs SPY Drawdown Comparison

The maximum drawdown for LQPE was -18.89%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

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

The current LQPE drawdown is -8.06%. The current SPY drawdown is -2.90%.

RankLQPESPY
#1-18.89%
Jan 28, 2025 - Apr 8, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2N/A-47.50%
Mar 24, 2000 - Oct 26, 2006
#3N/A-33.70%
Feb 19, 2020 - Aug 10, 2020
#4N/A-24.50%
Jan 3, 2022 - Dec 13, 2023
#5N/A-19.34%
Sep 20, 2018 - Apr 12, 2019
#6N/A-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LQPE and SPY is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32
-101

Dividend Comparison (1999 - 2026)

LQPE vs SPY dividend yield comparison.

YearLQPESPY
20260.00%0.24%
20250.27%1.07%
20240.00%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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Popular: LQPE vs SPY