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QQQH vs SPY

Comparison between NEOS NASDAQ-100(R) HEDGED EQUITY INCOME ETF (QQQH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed QQQH, delivering a return of +13.3% compared to +8.8%

QQQH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
QQQH
$363M
Winner
SPY
$735B
Expense Ratio
QQQH
0.68%
Winner
SPY
0.09%
Max Drawdown
Winner
QQQH
37.23%
SPY
56.47%
Sharpe Ratio
QQQH
1.21
Winner
SPY
1.62
5Y Beta
Winner
QQQH
0.76
SPY
1.00
P/E Ratio
QQQH
37.18
Winner
SPY
28.99
Forward P/E
QQQH
25.35
Winner
SPY
22.37
PEG Ratio
QQQH
0.32
SPY
N/A
5Y Dividends CAGR
QQQH
3.04%
Winner
SPY
5.43%
5Y EPS CAGR
Winner
QQQH
30.62%
SPY
26.05%
Debt to Equity
QQQH
36.19%
Winner
SPY
32.40%
P/S Ratio
QQQH
5.64
Winner
SPY
3.74
P/B Ratio
QQQH
8.96
Winner
SPY
5.61

QQQH vs SPY - Holdings Comparison

QQQH and SPY have 89 common holdings. Overlap is 53.26%

QQQH's top 25 holdings weight is 72.92%. SPY's top 25 holdings weight is 52.37%.

RankQQQHSPY
#1
NVIDIA CORP (NVDA) - 8.40%
NVIDIA CORP (NVDA) - 8.10%
#2
APPLE INC (AAPL) - 7.31%
APPLE INC (AAPL) - 7.02%
#3
MICROSOFT CORP (MSFT) - 5.37%
MICROSOFT CORP (MSFT) - 4.79%
#4
AMAZON.COM INC (AMZN) - 5.13%
AMAZON.COM INC (AMZN) - 4.02%
#5
ALPHABET INC CLASS A (GOOGL) - 3.96%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
ALPHABET INC CLASS C (GOOG) - 3.66%
BROADCOM INC (AVGO) - 3.10%
#7
BROADCOM INC (AVGO) - 3.55%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
MICRON TECHNOLOGY INC (MU) - 3.49%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
TESLA INC (TSLA) - 3.35%
TESLA INC (TSLA) - 1.89%
#10
META PLATFORMS INC CLASS A (META) - 3.13%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
WALMART INC (WMT) - 3.10%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
ADVANCED MICRO DEVICES INC (AMD) - 2.80%
ELI LILLY AND CO (LLY) - 1.31%
#13
INTEL CORP (INTC) - 2.61%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
COSTCO WHOLESALE CORP (COST) - 2.19%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
NETFLIX INC (NFLX) - 1.80%
EXXON MOBIL CORP (XOM) - 0.97%
#16
CISCO SYSTEMS INC (CSCO) - 1.80%
INTEL CORP (INTC) - 0.90%
#17
LAM RESEARCH CORP (LRCX) - 1.67%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
APPLIED MATERIALS INC (AMAT) - 1.58%
VISA INC CLASS A (V) - 0.85%
#19
n/a (PLTR) - 1.51%
WALMART INC (WMT) - 0.81%
#20
TEXAS INSTRUMENTS INC (TXN) - 1.23%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
LINDE PLC (LIN) - 1.13%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
KLA CORP (KLAC) - 1.10%
CATERPILLAR INC (CAT) - 0.66%
#23
T-MOBILE US INC (TMUS) - 1.03%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
PEPSICO INC (PEP) - 1.03%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.99%
ABBVIE INC (ABBV) - 0.58%
Total Holdings107505

QQQH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
QQQH
+1.37%
Winner
SPY
+1.90%
3M
QQQH
+4.89%
Winner
SPY
+8.55%
6M
QQQH
+4.33%
Winner
SPY
+8.18%
1Y
QQQH
+16.83%
Winner
SPY
+25.79%
5Y(CAGR)
QQQH
+8.76%
Winner
SPY
+13.32%
10Y(CAGR)
QQQH
N/A
SPY
+15.19%
Max(CAGR)
Winner
QQQH
+9.95%
SPY
+8.47%

QQQH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearQQQHSPY
2026+4.97%+8.26%
2025+14.04%+18.00%
2024+27.40%+25.59%
2023+31.61%+26.72%
2022-28.45%-18.64%
2021+10.07%+30.52%
2020+17.89%+17.28%
2019+0.30%+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%

QQQH vs SPY Drawdown Comparison

The maximum drawdown for QQQH was -31.24%, occurring on Jan 5, 2023. Recovery took 626 trading sessions.

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

The current QQQH drawdown is -2.95%. The current SPY drawdown is -2.90%.

RankQQQHSPY
#1-31.24%
Nov 19, 2021 - May 20, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-15.18%
Feb 19, 2025 - Jun 24, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-11.18%
Sep 2, 2020 - Feb 5, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-10.52%
Feb 19, 2020 - Apr 29, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.27%
Jul 16, 2024 - Sep 19, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.96%
Jan 27, 2026 - Apr 17, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.14%
Feb 16, 2021 - Jun 17, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.29%
Sep 7, 2021 - Nov 3, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.84%
Oct 29, 2025 - Dec 23, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.75%
Jun 10, 2020 - Jul 2, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.94%
May 11, 2020 - Jun 3, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.48%
Jul 10, 2020 - Aug 18, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.95%
Jun 2, 2026 - Jun 5, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.59%
Dec 16, 2024 - Jan 22, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.48%
Oct 14, 2024 - Nov 6, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between QQQH and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

QQQH vs SPY dividend yield comparison.

YearQQQHSPY
20263.71%0.24%
20258.86%1.07%
20247.53%1.21%
20237.18%1.40%
20229.05%1.65%
20217.77%1.20%
20207.48%1.52%
20190.65%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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