RQI vs SPY
Comparison between Cohen & Steers Quality Income Realty Fund Inc (RQI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed RQI, delivering a return of +13.3% compared to +6.2%
RQI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RQI
$1.60B
Winner
SPY
$652B
Expense Ratio
RQI
N/A
SPY
0.09%
Max Drawdown
RQI
94.10%
Winner
SPY
56.47%
Sharpe Ratio
RQI
0.98
Winner
SPY
2.07
5Y Beta
Winner
RQI
0.57
SPY
1.00
P/E Ratio
RQI
N/A
SPY
28.24
Forward P/E
RQI
N/A
SPY
21.85
5Y Dividends CAGR
RQI
1.67%
Winner
SPY
5.43%
5Y EPS CAGR
RQI
N/A
SPY
25.79%
Debt to Equity
RQI
N/A
SPY
22.35%
P/S Ratio
RQI
N/A
SPY
3.55
P/B Ratio
RQI
N/A
SPY
5.29
RQI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
RQI
+6.99%
Winner
SPY
+9.11%
3M
Winner
RQI
+7.32%
SPY
+6.59%
6M
Winner
RQI
+18.15%
SPY
+10.56%
1Y
RQI
+19.84%
Winner
SPY
+32.04%
5Y(CAGR)
RQI
+6.19%
Winner
SPY
+13.35%
10Y(CAGR)
RQI
+8.92%
Winner
SPY
+15.49%
Max(CAGR)
Winner
RQI
+9.52%
SPY
+8.50%
RQI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RQI | SPY |
|---|---|---|
| 2026 | +20.58% | +8.27% |
| 2025 | +2.35% | +18.00% |
| 2024 | +6.32% | +25.59% |
| 2023 | +12.47% | +26.72% |
| 2022 | -30.69% | -18.64% |
| 2021 | +60.01% | +30.52% |
| 2020 | -8.29% | +17.28% |
| 2019 | +56.16% | +31.09% |
| 2018 | -10.61% | -5.24% |
| 2017 | +9.34% | +20.78% |
| 2016 | +8.79% | +13.59% |
| 2015 | +7.86% | +1.31% |
| 2014 | +37.73% | +14.56% |
| 2013 | -2.82% | +29.00% |
| 2012 | +27.35% | +14.17% |
| 2011 | +5.15% | +0.85% |
| 2010 | +51.80% | +13.14% |
| 2009 | +67.79% | +22.67% |
| 2008 | -69.85% | -36.25% |
| 2007 | -31.77% | +5.32% |
| 2006 | +48.14% | +13.85% |
| 2005 | +7.49% | +5.32% |
| 2004 | +24.99% | +10.75% |
| 2003 | +46.65% | +24.18% |
| 2002 | -7.16% | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
RQI vs SPY Drawdown Comparison
The maximum drawdown for RQI was -91.53%, occurring on Mar 9, 2009. Recovery took 1967 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | RQI | SPY |
|---|---|---|
| #1 | -91.53% Feb 6, 2007 - Nov 26, 2014 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -59.09% Oct 21, 2019 - Apr 7, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.03% Dec 31, 2021 - Feb 10, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.76% Apr 1, 2004 - Oct 28, 2004 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.79% Jul 29, 2016 - Aug 17, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -19.00% Aug 29, 2018 - Feb 1, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.57% Jul 9, 2002 - Apr 2, 2003 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.04% Dec 31, 2015 - Mar 29, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.86% Jan 22, 2015 - Dec 28, 2015 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.93% Jul 28, 2005 - Jan 6, 2006 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.96% Dec 31, 2004 - May 11, 2005 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.74% Mar 2, 2026 - Apr 17, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.28% Sep 3, 2021 - Oct 26, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.59% Oct 26, 2006 - Nov 21, 2006 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.36% Mar 16, 2006 - Jul 11, 2006 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between RQI and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
RQI vs SPY dividend yield comparison.
| Year | RQI | SPY |
|---|---|---|
| 2026 | 2.68% | 0.24% |
| 2025 | 9.54% | 1.07% |
| 2024 | 7.84% | 1.21% |
| 2023 | 7.84% | 1.40% |
| 2022 | 10.41% | 1.65% |
| 2021 | 5.27% | 1.20% |
| 2020 | 7.74% | 1.52% |
| 2019 | 6.79% | 1.75% |
| 2018 | 9.27% | 2.04% |
| 2017 | 7.59% | 1.80% |
| 2016 | 7.86% | 2.03% |
| 2015 | 7.86% | 2.06% |
| 2014 | 6.23% | 1.87% |
| 2013 | 7.59% | 1.81% |
| 2012 | 7.09% | 2.18% |
| 2011 | 8.50% | 2.05% |
| 2010 | 6.30% | 1.80% |
| 2009 | 6.75% | 1.95% |
| 2008 | 48.16% | 3.02% |
| 2007 | 21.94% | 1.85% |
| 2006 | 15.38% | 1.73% |
| 2005 | 14.46% | 1.73% |
| 2004 | 7.40% | 1.82% |
| 2003 | 8.49% | 1.47% |
| 2002 | 7.24% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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