QGRW vs SPY
Comparison between WISDOMTREE U.S. QUALITY GROWTH FUND (QGRW, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
QGRW vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QGRW
$2.80B
Winner
SPY
$795B
Expense Ratio
QGRW
0.28%
Winner
SPY
0.09%
Max Drawdown
Winner
QGRW
24.50%
SPY
56.47%
Sharpe Ratio
QGRW
0.94
Winner
SPY
1.19
5Y Beta
QGRW
1.30
Winner
SPY
1.00
P/E Ratio
QGRW
30.18
Winner
SPY
26.06
Forward P/E
QGRW
22.79
Winner
SPY
19.66
PEG Ratio
Winner
QGRW
0.26
SPY
0.37
5Y Dividends CAGR
QGRW
N/A
SPY
6.00%
5Y EPS CAGR
Winner
QGRW
40.23%
SPY
26.03%
Debt to Equity
Winner
QGRW
32.19%
SPY
45.99%
P/S Ratio
QGRW
7.98
Winner
SPY
3.71
P/B Ratio
QGRW
11.10
Winner
SPY
5.55
QGRW vs SPY - Holdings Comparison
QGRW and SPY have 82 common holdings. Overlap is 46.60%
QGRW's top 25 holdings weight is 74.38%. SPY's top 25 holdings weight is 50.77%.
| Rank | QGRW | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.35% | NVIDIA CORP (NVDA) - 7.68% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 7.89% | APPLE INC (AAPL) - 6.97% |
| #3 | MICROSOFT CORP (MSFT) - 7.64% | MICROSOFT CORP (MSFT) - 5.58% |
| #4 | AMAZON.COM INC (AMZN) - 7.10% | AMAZON.COM INC (AMZN) - 3.85% |
| #5 | META PLATFORMS INC CLASS A (META) - 6.30% | ALPHABET INC CLASS A (GOOGL) - 3.03% |
| #6 | BROADCOM INC (AVGO) - 3.42% | BROADCOM INC (AVGO) - 2.55% |
| #7 | ELI LILLY AND CO (LLY) - 3.30% | ALPHABET INC CLASS C (GOOG) - 2.42% |
| #8 | APPLE INC (AAPL) - 3.26% | META PLATFORMS INC CLASS A (META) - 1.91% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.67% | MICRON TECHNOLOGY INC (MU) - 1.60% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 2.53% | TESLA INC (TSLA) - 1.47% |
| #11 | VISA INC CLASS A (V) - 1.94% | JPMORGAN CHASE & CO (JPM) - 1.45% |
| #12 | MASTERCARD INC CLASS A (MA) - 1.62% | ELI LILLY AND CO (LLY) - 1.42% |
| #13 | MARVELL TECHNOLOGY INC (MRVL) - 1.43% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.33% | ADVANCED MICRO DEVICES INC (AMD) - 1.19% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.32% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.99% |
| #16 | CATERPILLAR INC (CAT) - 1.27% | JOHNSON & JOHNSON (JNJ) - 0.98% |
| #17 | GE AEROSPACE (GE) - 1.23% | VISA INC CLASS A (V) - 0.96% |
| #18 | LAM RESEARCH CORP (LRCX) - 1.19% | MASTERCARD INC CLASS A (MA) - 0.73% |
| #19 | GE VERNOVA INC (GEV) - 0.99% | ABBVIE INC (ABBV) - 0.70% |
| #20 | ORACLE CORP (ORCL) - 0.99% | WALMART INC (WMT) - 0.69% |
| #21 | NETFLIX INC (NFLX) - 0.98% | CISCO SYSTEMS INC (CSCO) - 0.67% |
| #22 | PALO ALTO NETWORKS INC (PANW) - 0.97% | INTEL CORP (INTC) - 0.66% |
| #23 | n/a (PLTR) - 0.95% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #24 | KLA CORP (KLAC) - 0.92% | n/a (PLTR) - 0.62% |
| #25 | QUALCOMM INC (QCOM) - 0.79% | BANK OF AMERICA CORP (BAC) - 0.61% |
| Total Holdings | 102 | 505 |
QGRW vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
QGRW
-0.79%
Winner
SPY
-0.15%
3M
QGRW
-0.13%
Winner
SPY
+1.99%
6M
Winner
QGRW
+18.65%
SPY
+13.01%
1Y
Winner
QGRW
+22.27%
SPY
+19.96%
5Y(CAGR)
QGRW
N/A
SPY
+12.71%
10Y(CAGR)
QGRW
N/A
SPY
+15.27%
Max(CAGR)
Winner
QGRW
+31.83%
SPY
+8.57%
QGRW vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | QGRW | SPY |
|---|---|---|
| 2026 | +15.13% | +13.34% |
| 2025 | +19.30% | +18.00% |
| 2024 | +37.48% | +25.59% |
| 2023 | +57.20% | +26.72% |
| 2022 | -3.30% | -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% |
QGRW vs SPY Drawdown Comparison
The maximum drawdown for QGRW was -24.40%, occurring on Apr 8, 2025. Recovery took 130 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current QGRW drawdown is -1.61%. The current SPY drawdown is -0.99%.
| Rank | QGRW | SPY |
|---|---|---|
| #1 | -24.40% Dec 16, 2024 - Jun 26, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -15.44% Oct 29, 2025 - Apr 17, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -14.54% Jul 10, 2024 - Oct 29, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -11.75% Jul 18, 2023 - Nov 16, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.75% Jun 1, 2026 - Aug 13, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.63% Apr 11, 2024 - May 15, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.28% Feb 2, 2023 - Mar 21, 2023 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.52% Dec 15, 2022 - Jan 11, 2023 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.97% Dec 28, 2023 - Jan 18, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.65% Oct 8, 2025 - Oct 24, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.57% Oct 29, 2024 - Nov 6, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.36% Aug 13, 2026 - Sep 1, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.27% May 14, 2026 - May 26, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.10% Feb 9, 2024 - Feb 22, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.06% Nov 11, 2024 - Dec 2, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between QGRW and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
QGRW vs SPY dividend yield comparison.
| Year | QGRW | SPY |
|---|---|---|
| 2026 | 0.00% | 0.48% |
| 2025 | 0.09% | 1.07% |
| 2024 | 0.14% | 1.21% |
| 2023 | 0.11% | 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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