QUS vs SPGM
Comparison between STATE STREET(R) SPDR(R) MSCI USA STRATEGICFACTORS(SM) ETF (QUS, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceSPGM has outperformed QUS, delivering a return of +11.3% compared to +10.9%
QUS vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QUS
$1.60B
Winner
SPGM
$1.70B
Expense Ratio
QUS
0.15%
Winner
SPGM
0.09%
Max Drawdown
Winner
QUS
33.78%
SPGM
33.97%
Sharpe Ratio
QUS
1.40
Winner
SPGM
1.68
5Y Beta
Winner
QUS
0.71
SPGM
0.91
P/E Ratio
Winner
QUS
23.36
SPGM
27.34
Forward P/E
Winner
QUS
18.82
SPGM
20.03
5Y Dividends CAGR
QUS
6.05%
Winner
SPGM
13.19%
5Y EPS CAGR
QUS
19.68%
Winner
SPGM
23.07%
Debt to Equity
QUS
43.44%
SPGM
N/A
P/S Ratio
QUS
2.34
Winner
SPGM
0.31
P/B Ratio
Winner
QUS
4.34
SPGM
4.77
QUS vs SPGM - Holdings Comparison
QUS and SPGM have 318 common holdings. Overlap is 45.62%
QUS's top 25 holdings weight is 37.82%. SPGM's top 25 holdings weight is 29.28%.
| Rank | QUS | SPGM |
|---|---|---|
| #1 | APPLE INC (AAPL) - 2.97% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | MICROSOFT CORP (MSFT) - 2.90% | APPLE INC (AAPL) - 3.64% |
| #3 | NVIDIA CORP (NVDA) - 2.64% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | ELI LILLY AND CO (LLY) - 2.20% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.17% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | VISA INC CLASS A (V) - 1.83% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.81% | BROADCOM INC (AVGO) - 1.40% |
| #8 | CISCO SYSTEMS INC (CSCO) - 1.48% | n/a (TSM) - 1.38% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.45% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | WALMART INC (WMT) - 1.42% | TESLA INC (TSLA) - 1.06% |
| #11 | MASTERCARD INC CLASS A (MA) - 1.42% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.40% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | ALPHABET INC CLASS C (GOOG) - 1.30% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.26% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | PROCTER & GAMBLE CO (PG) - 1.23% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | MERCK & CO INC (MRK) - 1.21% | VISA INC CLASS A (V) - 0.58% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.14% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | COSTCO WHOLESALE CORP (COST) - 1.11% | CHEVRON CORP (CVX) - 0.53% |
| #19 | COCA-COLA CO (KO) - 1.09% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | JPMORGAN CHASE & CO (JPM) - 1.08% | WALMART INC (WMT) - 0.51% |
| #21 | EXXON MOBIL CORP (XOM) - 0.99% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | AMAZON.COM INC (AMZN) - 0.97% | CHUBB LTD (CB) - 0.50% |
| #23 | AMPHENOL CORP CLASS A (APH) - 0.93% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | NETFLIX INC (NFLX) - 0.92% | NESTLE SA (n/a) - 0.50% |
| #25 | KLA CORP (KLAC) - 0.90% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 528 | 2333 |
QUS vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
QUS
-1.12%
Winner
SPGM
-0.09%
3M
QUS
+7.10%
Winner
SPGM
+12.19%
6M
QUS
+5.18%
Winner
SPGM
+9.88%
1Y
QUS
+16.59%
Winner
SPGM
+28.35%
5Y(CAGR)
QUS
+10.92%
Winner
SPGM
+11.26%
10Y(CAGR)
Winner
QUS
+13.49%
SPGM
+13.27%
Max(CAGR)
QUS
+12.47%
Winner
SPGM
+12.56%
QUS vs SPGM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | QUS | SPGM |
|---|---|---|
| 2026 | +5.80% | +9.92% |
| 2025 | +14.24% | +23.70% |
| 2024 | +19.03% | +17.65% |
| 2023 | +21.84% | +21.33% |
| 2022 | -14.14% | -17.95% |
| 2021 | +28.52% | +20.77% |
| 2020 | +11.87% | +14.24% |
| 2019 | +32.57% | +27.70% |
| 2018 | -3.80% | -8.85% |
| 2017 | +21.10% | +25.00% |
| 2016 | +13.94% | +12.47% |
| 2015 | +2.14% | +1.18% |
| 2014 | N/A | +13.98% |
| 2013 | N/A | +22.99% |
| 2012 | N/A | +3.69% |
QUS vs SPGM Drawdown Comparison
The maximum drawdown for QUS was -33.78%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current QUS drawdown is -1.84%. The current SPGM drawdown is -2.70%.
| Rank | QUS | SPGM |
|---|---|---|
| #1 | -33.78% Feb 19, 2020 - Sep 2, 2020 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -22.29% Dec 29, 2021 - Dec 1, 2023 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -17.41% Sep 21, 2018 - Apr 1, 2019 | -20.73% Jun 19, 2015 - Jul 26, 2016 |
| #4 | -13.94% Feb 19, 2025 - Jun 30, 2025 | -17.94% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -11.49% Nov 2, 2015 - Mar 30, 2016 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -10.90% Jun 19, 2015 - Oct 29, 2015 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -9.61% Jan 26, 2018 - Aug 6, 2018 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -7.82% Sep 2, 2020 - Nov 9, 2020 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -6.85% Feb 27, 2026 - Apr 30, 2026 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -5.75% Sep 3, 2021 - Oct 26, 2021 | -8.44% Dec 16, 2013 - May 13, 2014 |
| #11 | -5.59% Jul 16, 2024 - Aug 19, 2024 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -5.58% Apr 30, 2019 - Jun 19, 2019 | -7.13% May 21, 2013 - Jul 17, 2013 |
| #13 | -5.52% Jul 29, 2019 - Sep 12, 2019 | -6.95% Jul 24, 2019 - Oct 24, 2019 |
| #14 | -5.44% Dec 4, 2024 - Feb 13, 2025 | -6.72% Jul 26, 2016 - Dec 8, 2016 |
| #15 | -4.85% Mar 28, 2024 - May 15, 2024 | -6.25% Apr 29, 2019 - Jun 19, 2019 |
Correlation
Correlation between QUS and SPGM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2012 - 2026)
QUS vs SPGM dividend yield comparison.
| Year | QUS | SPGM |
|---|---|---|
| 2026 | 0.55% | 0.79% |
| 2025 | 1.38% | 1.89% |
| 2024 | 1.49% | 1.98% |
| 2023 | 1.57% | 2.09% |
| 2022 | 1.68% | 2.37% |
| 2021 | 1.27% | 1.94% |
| 2020 | 1.73% | 1.45% |
| 2019 | 1.81% | 3.49% |
| 2018 | 2.12% | 3.77% |
| 2017 | 1.86% | 4.57% |
| 2016 | 2.07% | 3.74% |
| 2015 | 1.48% | 7.40% |
| 2014 | 0.00% | 4.37% |
| 2013 | 0.00% | 3.49% |
| 2012 | 0.00% | 4.52% |
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