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SPGM vs RQI

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF) and Cohen & Steers Quality Income Realty Fund Inc (RQI, ETF).

5-Year PerformanceSPGM has outperformed RQI, delivering a return of +11.5% compared to +3.8%

SPGM vs RQI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPGM
$1.70B
Winner
RQI
$1.80B
Expense Ratio
SPGM
0.09%
RQI
N/A
Max Drawdown
Winner
SPGM
33.97%
RQI
94.10%
Sharpe Ratio
Winner
SPGM
1.66
RQI
0.51
5Y Beta
SPGM
0.91
Winner
RQI
0.55
P/E Ratio
SPGM
27.05
RQI
N/A
Forward P/E
SPGM
20.29
RQI
N/A
5Y Dividends CAGR
Winner
SPGM
13.19%
RQI
5.08%
5Y EPS CAGR
SPGM
23.07%
RQI
N/A
P/S Ratio
SPGM
0.31
RQI
N/A
P/B Ratio
SPGM
4.78
RQI
N/A

SPGM vs RQI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPGM
+1.97%
RQI
-3.93%
3M
Winner
SPGM
+10.85%
RQI
+0.08%
6M
SPGM
+13.88%
Winner
RQI
+14.82%
1Y
Winner
SPGM
+30.22%
RQI
+11.10%
5Y(CAGR)
Winner
SPGM
+11.47%
RQI
+3.78%
10Y(CAGR)
Winner
SPGM
+13.06%
RQI
+7.85%
Max(CAGR)
Winner
SPGM
+11.34%
RQI
+9.20%

SPGM vs RQI - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearSPGMRQI
2026+11.01%+13.24%
2025+23.70%+2.35%
2024+17.65%+6.32%
2023+21.33%+12.47%
2022-17.95%-30.69%
2021+20.77%+60.01%
2020+14.24%-8.29%
2019+26.23%+56.16%
2018-10.47%-10.61%
2017+22.11%+9.34%
2016+10.39%+8.79%
2015-2.10%+7.86%
2014+11.58%+37.73%
2013+20.65%-2.82%
2012+1.33%+27.35%
2011N/A+5.15%
2010N/A+51.80%
2009N/A+67.79%
2008N/A-69.85%
2007N/A-31.77%
2006N/A+48.14%
2005N/A+7.49%
2004N/A+24.99%
2003N/A+46.65%
2002N/A-7.16%

SPGM vs RQI Drawdown Comparison

The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The maximum drawdown for RQI was -91.53%, occurring on Mar 9, 2009. Recovery took 1967 trading sessions.

The current SPGM drawdown is -1.74%. The current RQI drawdown is -7.41%.

RankSPGMRQI
#1-33.97%
Feb 12, 2020 - Aug 24, 2020
-91.53%
Feb 6, 2007 - Nov 26, 2014
#2-25.92%
Jan 4, 2022 - Jan 25, 2024
-59.09%
Oct 21, 2019 - Apr 7, 2021
#3-21.99%
Jun 18, 2015 - Jan 24, 2017
-41.03%
Dec 31, 2021 - Feb 10, 2026
#4-19.40%
Jan 26, 2018 - Oct 24, 2019
-24.76%
Apr 1, 2004 - Oct 28, 2004
#5-16.90%
Feb 18, 2025 - Jun 2, 2025
-21.79%
Jul 29, 2016 - Aug 17, 2018
#6-13.83%
Jul 10, 2014 - Dec 3, 2014
-19.00%
Aug 29, 2018 - Feb 1, 2019
#7-11.87%
Mar 19, 2012 - Sep 13, 2012
-16.57%
Jul 9, 2002 - Apr 2, 2003
#8-9.50%
Feb 25, 2026 - Apr 15, 2026
-16.04%
Dec 31, 2015 - Mar 29, 2016
#9-8.97%
Dec 16, 2013 - May 27, 2014
-15.86%
Jan 22, 2015 - Dec 28, 2015
#10-8.55%
Jul 16, 2024 - Aug 30, 2024
-13.93%
Jul 28, 2005 - Jan 6, 2006
#11-8.37%
May 21, 2013 - Aug 8, 2013
-11.96%
Dec 31, 2004 - May 11, 2005
#12-7.49%
Sep 2, 2020 - Nov 9, 2020
-11.74%
Mar 2, 2026 - Apr 17, 2026
#13-6.08%
Sep 17, 2012 - Dec 18, 2012
-10.28%
Sep 3, 2021 - Oct 26, 2021
#14-5.52%
Sep 3, 2021 - Oct 25, 2021
-9.59%
Oct 26, 2006 - Nov 21, 2006
#15-5.28%
Nov 8, 2021 - Jan 4, 2022
-9.36%
Mar 16, 2006 - Jul 11, 2006

Correlation

Correlation between SPGM and RQI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2002 - 2026)

SPGM vs RQI dividend yield comparison.

YearSPGMRQI
20260.78%4.34%
20251.89%9.54%
20241.98%7.84%
20232.09%7.84%
20222.37%10.41%
20211.94%5.27%
20201.45%7.74%
20192.46%6.79%
20181.89%9.27%
20172.29%7.59%
20161.87%7.86%
20153.70%7.86%
20142.18%6.23%
20131.75%7.59%
20122.26%7.09%
20110.00%8.50%
20100.00%6.30%
20090.00%6.75%
20080.00%48.16%
20070.00%21.94%
20060.00%15.38%
20050.00%14.46%
20040.00%7.40%
20030.00%8.49%
20020.00%7.24%

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