QUS vs SPY
Comparison between STATE STREET(R) SPDR(R) MSCI USA STRATEGICFACTORS(SM) ETF (QUS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed QUS, delivering a return of +13.2% compared to +10.9%
QUS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QUS
$1.60B
Winner
SPY
$784B
Expense Ratio
QUS
0.15%
Winner
SPY
0.09%
Max Drawdown
Winner
QUS
33.78%
SPY
56.47%
Sharpe Ratio
QUS
1.40
Winner
SPY
1.54
5Y Beta
Winner
QUS
0.71
SPY
1.00
P/E Ratio
Winner
QUS
23.36
SPY
27.62
Forward P/E
Winner
QUS
18.82
SPY
21.11
5Y Dividends CAGR
Winner
QUS
6.05%
SPY
6.00%
5Y EPS CAGR
QUS
19.68%
Winner
SPY
25.30%
Debt to Equity
QUS
43.44%
Winner
SPY
31.11%
P/S Ratio
Winner
QUS
2.34
SPY
3.49
P/B Ratio
Winner
QUS
4.34
SPY
5.30
QUS vs SPY - Holdings Comparison
QUS and SPY have 447 common holdings. Overlap is 61.89%
QUS's top 25 holdings weight is 37.82%. SPY's top 25 holdings weight is 51.24%.
| Rank | QUS | SPY |
|---|---|---|
| #1 | APPLE INC (AAPL) - 2.97% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | MICROSOFT CORP (MSFT) - 2.90% | APPLE INC (AAPL) - 6.81% |
| #3 | NVIDIA CORP (NVDA) - 2.64% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | ELI LILLY AND CO (LLY) - 2.20% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.17% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | VISA INC CLASS A (V) - 1.83% | BROADCOM INC (AVGO) - 2.77% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.81% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | CISCO SYSTEMS INC (CSCO) - 1.48% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.45% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | WALMART INC (WMT) - 1.42% | TESLA INC (TSLA) - 1.76% |
| #11 | MASTERCARD INC CLASS A (MA) - 1.42% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.40% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | ALPHABET INC CLASS C (GOOG) - 1.30% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.26% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | PROCTER & GAMBLE CO (PG) - 1.23% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | MERCK & CO INC (MRK) - 1.21% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.14% | VISA INC CLASS A (V) - 0.87% |
| #18 | COSTCO WHOLESALE CORP (COST) - 1.11% | INTEL CORP (INTC) - 0.85% |
| #19 | COCA-COLA CO (KO) - 1.09% | WALMART INC (WMT) - 0.82% |
| #20 | JPMORGAN CHASE & CO (JPM) - 1.08% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | EXXON MOBIL CORP (XOM) - 0.99% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | AMAZON.COM INC (AMZN) - 0.97% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | AMPHENOL CORP CLASS A (APH) - 0.93% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | NETFLIX INC (NFLX) - 0.92% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | KLA CORP (KLAC) - 0.90% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 528 | 505 |
QUS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QUS
-1.12%
SPY
-1.37%
3M
QUS
+7.10%
Winner
SPY
+12.22%
6M
QUS
+5.18%
Winner
SPY
+7.20%
1Y
QUS
+16.59%
Winner
SPY
+23.58%
5Y(CAGR)
QUS
+10.92%
Winner
SPY
+13.19%
10Y(CAGR)
QUS
+13.49%
Winner
SPY
+15.12%
Max(CAGR)
Winner
QUS
+12.47%
SPY
+8.44%
QUS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | QUS | SPY |
|---|---|---|
| 2026 | +5.80% | +7.95% |
| 2025 | +14.24% | +18.00% |
| 2024 | +19.03% | +25.59% |
| 2023 | +21.84% | +26.72% |
| 2022 | -14.14% | -18.64% |
| 2021 | +28.52% | +30.52% |
| 2020 | +11.87% | +17.28% |
| 2019 | +32.57% | +31.09% |
| 2018 | -3.80% | -5.24% |
| 2017 | +21.10% | +20.78% |
| 2016 | +13.94% | +13.59% |
| 2015 | +2.14% | +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% |
QUS vs SPY Drawdown Comparison
The maximum drawdown for QUS was -33.78%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current QUS drawdown is -1.84%. The current SPY drawdown is -3.18%.
| Rank | QUS | SPY |
|---|---|---|
| #1 | -33.78% Feb 19, 2020 - Sep 2, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -22.29% Dec 29, 2021 - Dec 1, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -17.41% Sep 21, 2018 - Apr 1, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.94% Feb 19, 2025 - Jun 30, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -11.49% Nov 2, 2015 - Mar 30, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.90% Jun 19, 2015 - Oct 29, 2015 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.61% Jan 26, 2018 - Aug 6, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.82% Sep 2, 2020 - Nov 9, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.85% Feb 27, 2026 - Apr 30, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.75% Sep 3, 2021 - Oct 26, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.59% Jul 16, 2024 - Aug 19, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.58% Apr 30, 2019 - Jun 19, 2019 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.52% Jul 29, 2019 - Sep 12, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.44% Dec 4, 2024 - Feb 13, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.85% Mar 28, 2024 - May 15, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between QUS 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)
QUS vs SPY dividend yield comparison.
| Year | QUS | SPY |
|---|---|---|
| 2026 | 0.55% | 0.50% |
| 2025 | 1.38% | 1.07% |
| 2024 | 1.49% | 1.21% |
| 2023 | 1.57% | 1.40% |
| 2022 | 1.68% | 1.65% |
| 2021 | 1.27% | 1.20% |
| 2020 | 1.73% | 1.52% |
| 2019 | 1.81% | 1.75% |
| 2018 | 2.12% | 2.04% |
| 2017 | 1.86% | 1.80% |
| 2016 | 2.07% | 2.03% |
| 2015 | 1.48% | 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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