MQIFX vs. SPY
Compare and contrast key facts about Franklin Mutual Quest Fund (MQIFX) and SPDR S&P 500 ETF (SPY).
MQIFX is managed by Franklin Templeton. It was launched on Sep 25, 1980. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MQIFX or SPY.
Correlation
The correlation between MQIFX and SPY is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MQIFX vs. SPY - Performance Comparison
Key characteristics
MQIFX:
1.69
SPY:
1.88
MQIFX:
2.38
SPY:
2.53
MQIFX:
1.30
SPY:
1.35
MQIFX:
2.84
SPY:
2.83
MQIFX:
8.20
SPY:
11.74
MQIFX:
1.83%
SPY:
2.02%
MQIFX:
8.87%
SPY:
12.64%
MQIFX:
-50.40%
SPY:
-55.19%
MQIFX:
0.00%
SPY:
-0.42%
Returns By Period
In the year-to-date period, MQIFX achieves a 6.70% return, which is significantly higher than SPY's 4.15% return. Over the past 10 years, MQIFX has underperformed SPY with an annualized return of 3.32%, while SPY has yielded a comparatively higher 13.18% annualized return.
MQIFX
6.70%
2.93%
6.42%
14.96%
5.11%
3.32%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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MQIFX vs. SPY - Expense Ratio Comparison
MQIFX has a 0.78% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
MQIFX vs. SPY — Risk-Adjusted Performance Rank
MQIFX
SPY
MQIFX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual Quest Fund (MQIFX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MQIFX vs. SPY - Dividend Comparison
MQIFX's dividend yield for the trailing twelve months is around 4.78%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MQIFX Franklin Mutual Quest Fund | 4.78% | 5.10% | 4.60% | 3.80% | 2.59% | 3.66% | 3.52% | 4.49% | 3.94% | 6.50% | 4.72% | 20.99% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
MQIFX vs. SPY - Drawdown Comparison
The maximum MQIFX drawdown since its inception was -50.40%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MQIFX and SPY. For additional features, visit the drawdowns tool.
Volatility
MQIFX vs. SPY - Volatility Comparison
The current volatility for Franklin Mutual Quest Fund (MQIFX) is 1.74%, while SPDR S&P 500 ETF (SPY) has a volatility of 2.93%. This indicates that MQIFX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.