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QWLD vs SPY

Comparison between STATE STREET(R) SPDR(R) MSCI WORLD STRATEGICFACTORS(SM) ETF (QWLD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed QWLD, delivering a return of +12.4% compared to +9.5%

QWLD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
QWLD
$171M
Winner
SPY
$781B
Expense Ratio
QWLD
0.30%
Winner
SPY
0.09%
Max Drawdown
Winner
QWLD
31.89%
SPY
56.47%
Sharpe Ratio
QWLD
1.05
Winner
SPY
1.12
5Y Beta
Winner
QWLD
0.66
SPY
1.00
P/E Ratio
Winner
QWLD
24.22
SPY
28.53
Forward P/E
Winner
QWLD
18.94
SPY
21.47
5Y Dividends CAGR
Winner
QWLD
9.32%
SPY
6.00%
5Y EPS CAGR
QWLD
N/A
SPY
25.58%
Debt to Equity
QWLD
69.52%
Winner
SPY
32.09%
P/S Ratio
Winner
QWLD
2.65
SPY
3.75
P/B Ratio
Winner
QWLD
4.49
SPY
5.64

QWLD vs SPY - Holdings Comparison

QWLD and SPY have 411 common holdings. Overlap is 41.72%

QWLD's top 25 holdings weight is 27.05%. SPY's top 25 holdings weight is 51.74%.

RankQWLDSPY
#1
MICROSOFT CORP (MSFT) - 2.46%
NVIDIA CORP (NVDA) - 7.89%
#2
APPLE INC (AAPL) - 2.36%
APPLE INC (AAPL) - 7.37%
#3
NVIDIA CORP (NVDA) - 2.29%
MICROSOFT CORP (MSFT) - 4.50%
#4
META PLATFORMS INC CLASS A (META) - 1.90%
AMAZON.COM INC (AMZN) - 3.82%
#5
BROADCOM INC (AVGO) - 1.73%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ELI LILLY AND CO (LLY) - 1.36%
BROADCOM INC (AVGO) - 2.86%
#7
ASML HOLDING NV (n/a) - 1.30%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
JOHNSON & JOHNSON (JNJ) - 1.25%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
ALPHABET INC CLASS A (GOOGL) - 1.22%
TESLA INC (TSLA) - 1.70%
#10
VISA INC CLASS A (V) - 1.11%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ALPHABET INC CLASS C (GOOG) - 1.09%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
CISCO SYSTEMS INC (CSCO) - 1.07%
ELI LILLY AND CO (LLY) - 1.40%
#13
APPLIED MATERIALS INC (AMAT) - 0.85%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
PROCTER & GAMBLE CO (PG) - 0.83%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
NOVARTIS AG REGISTERED SHARES (n/a) - 0.82%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
WALMART INC (WMT) - 0.82%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.76%
VISA INC CLASS A (V) - 0.90%
#18
EXXON MOBIL CORP (XOM) - 0.75%
WALMART INC (WMT) - 0.76%
#19
LAM RESEARCH CORP (LRCX) - 0.74%
INTEL CORP (INTC) - 0.75%
#20
COCA-COLA CO (KO) - 0.71%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
UNITEDHEALTH GROUP INC (UNH) - 0.33%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
BHP GROUP LTD (n/a) - 0.33%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
SHELL PLC (n/a) - 0.33%
ABBVIE INC (ABBV) - 0.66%
#24
ZURICH INSURANCE GROUP AG (n/a) - 0.32%
CATERPILLAR INC (CAT) - 0.65%
#25
LINDE PLC (LIN) - 0.32%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings1234505

QWLD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
QWLD
+1.38%
SPY
+0.63%
3M
QWLD
+2.81%
Winner
SPY
+4.46%
6M
QWLD
+4.74%
Winner
SPY
+7.67%
1Y
QWLD
+13.27%
Winner
SPY
+17.68%
5Y(CAGR)
QWLD
+9.55%
Winner
SPY
+12.42%
10Y(CAGR)
QWLD
+11.41%
Winner
SPY
+14.84%
Max(CAGR)
Winner
QWLD
+10.30%
SPY
+8.44%

QWLD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearQWLDSPY
2026+6.66%+8.63%
2025+18.21%+18.00%
2024+14.75%+25.59%
2023+19.34%+26.72%
2022-13.37%-18.64%
2021+22.41%+30.52%
2020+9.47%+17.28%
2019+27.76%+31.09%
2018-7.26%-5.24%
2017+22.42%+20.78%
2016+11.30%+13.59%
2015+2.01%+1.31%
2014+2.62%+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%

QWLD vs SPY Drawdown Comparison

The maximum drawdown for QWLD was -31.89%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

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

The current QWLD drawdown is -1.27%. The current SPY drawdown is -2.57%.

RankQWLDSPY
#1-31.89%
Feb 12, 2020 - Nov 9, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-22.83%
Dec 29, 2021 - Dec 11, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.47%
Oct 3, 2018 - Apr 12, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.11%
May 22, 2015 - Apr 20, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.40%
Feb 20, 2025 - May 15, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.27%
Jun 13, 2014 - Feb 18, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.60%
Jan 23, 2018 - Sep 20, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.66%
Feb 27, 2026 - May 6, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.76%
Sep 3, 2021 - Nov 3, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.52%
Jul 16, 2024 - Aug 19, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.07%
Jul 29, 2019 - Sep 12, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.05%
Dec 5, 2024 - Jan 30, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.98%
Jun 23, 2016 - Jul 12, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.75%
Sep 6, 2016 - Jan 4, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.51%
Mar 28, 2024 - May 14, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between QWLD 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)

QWLD vs SPY dividend yield comparison.

YearQWLDSPY
20260.88%0.50%
20251.85%1.07%
20241.74%1.21%
20231.78%1.40%
20222.02%1.65%
20211.77%1.20%
20201.77%1.52%
20192.13%1.75%
20182.33%2.04%
20172.73%1.80%
20162.22%2.03%
20153.42%2.06%
20141.02%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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