QDVO vs SPY
Comparison between CWP Growth & Income ETF (QDVO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
QDVO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QDVO
$664M
Winner
SPY
$735B
Expense Ratio
QDVO
0.56%
Winner
SPY
0.09%
Max Drawdown
Winner
QDVO
20.40%
SPY
56.47%
Sharpe Ratio
QDVO
1.46
Winner
SPY
1.62
5Y Beta
Winner
QDVO
0.97
SPY
1.00
P/E Ratio
QDVO
33.77
Winner
SPY
28.99
Forward P/E
QDVO
25.53
Winner
SPY
22.37
PEG Ratio
QDVO
0.40
SPY
N/A
5Y Dividends CAGR
QDVO
N/A
SPY
5.43%
5Y EPS CAGR
Winner
QDVO
32.62%
SPY
26.05%
Debt to Equity
QDVO
37.76%
Winner
SPY
32.40%
P/S Ratio
QDVO
3.87
Winner
SPY
3.74
P/B Ratio
QDVO
10.32
Winner
SPY
5.61
QDVO vs SPY - Holdings Comparison
QDVO and SPY have 39 common holdings. Overlap is 45.82%
QDVO's top 25 holdings weight is 89.33%. SPY's top 25 holdings weight is 52.37%.
| Rank | QDVO | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 10.41% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | APPLE INC (AAPL) - 10.18% | APPLE INC (AAPL) - 7.02% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 9.44% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | MICROSOFT CORP (MSFT) - 7.90% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | AMAZON.COM INC (AMZN) - 6.89% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | BROADCOM INC (AVGO) - 4.77% | BROADCOM INC (AVGO) - 3.10% |
| #7 | TESLA INC (TSLA) - 3.64% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.33% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 3.24% | TESLA INC (TSLA) - 1.89% |
| #10 | MICRON TECHNOLOGY INC (MU) - 3.10% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | AMPLIFY SAMSUNG SOFR ETF (SOFR) - 2.53% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | NETFLIX INC (NFLX) - 2.21% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | ELI LILLY AND CO (LLY) - 2.19% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | WALMART INC (WMT) - 1.93% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | INTEL CORP (INTC) - 1.82% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.77% | INTEL CORP (INTC) - 0.90% |
| #17 | VISA INC CLASS A (V) - 1.76% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | COSTCO WHOLESALE CORP (COST) - 1.72% | VISA INC CLASS A (V) - 0.85% |
| #19 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 1.66% | WALMART INC (WMT) - 0.81% |
| #20 | CENCORA INC (COR) - 1.54% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | CASH OFFSET (n/a) - 1.52% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | ALTRIA GROUP INC (MO) - 1.49% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | ALLSTATE CORP (ALL) - 1.47% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | COCA-COLA CO (KO) - 1.47% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | LAM RESEARCH CORP (LRCX) - 1.35% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 57 | 505 |
QDVO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
QDVO
+1.29%
Winner
SPY
+1.90%
3M
Winner
QDVO
+9.44%
SPY
+8.55%
6M
QDVO
+6.71%
Winner
SPY
+8.18%
1Y
QDVO
+24.34%
Winner
SPY
+25.79%
5Y(CAGR)
QDVO
N/A
SPY
+13.32%
10Y(CAGR)
QDVO
N/A
SPY
+15.19%
Max(CAGR)
Winner
QDVO
+22.63%
SPY
+8.47%
QDVO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | QDVO | SPY |
|---|---|---|
| 2026 | +6.97% | +8.26% |
| 2025 | +20.16% | +18.00% |
| 2024 | +11.81% | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
QDVO vs SPY Drawdown Comparison
The maximum drawdown for QDVO was -17.72%, occurring on Apr 8, 2025. Recovery took 91 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current QDVO drawdown is -3.38%. The current SPY drawdown is -2.90%.
| Rank | QDVO | SPY |
|---|---|---|
| #1 | -17.72% Jan 23, 2025 - Jun 4, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -10.18% Oct 29, 2025 - Apr 15, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -4.96% Aug 23, 2024 - Sep 19, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -4.38% Dec 16, 2024 - Jan 23, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -3.38% May 28, 2026 - Jun 5, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -2.46% Oct 29, 2024 - Nov 6, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.44% Oct 9, 2025 - Oct 24, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.18% Aug 14, 2025 - Sep 4, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.93% Nov 13, 2024 - Nov 20, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.58% May 14, 2026 - May 28, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.44% Jul 28, 2025 - Aug 4, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.42% Oct 22, 2024 - Oct 29, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.36% Sep 22, 2025 - Oct 8, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.27% Jun 30, 2025 - Jul 9, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.22% Jun 16, 2025 - Jun 24, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between QDVO and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
QDVO vs SPY dividend yield comparison.
| Year | QDVO | SPY |
|---|---|---|
| 2026 | 4.30% | 0.24% |
| 2025 | 9.92% | 1.07% |
| 2024 | 2.79% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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