QDISX vs. SPY
Compare and contrast key facts about Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) and SPDR S&P 500 ETF (SPY).
QDISX is managed by T. Rowe Price. It was launched on Dec 12, 2019. 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: QDISX or SPY.
Correlation
The correlation between QDISX and SPY is 0.93, 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
QDISX vs. SPY - Performance Comparison
Key characteristics
QDISX:
1.38
SPY:
1.88
QDISX:
1.93
SPY:
2.53
QDISX:
1.25
SPY:
1.35
QDISX:
1.92
SPY:
2.83
QDISX:
6.73
SPY:
11.74
QDISX:
2.76%
SPY:
2.02%
QDISX:
13.48%
SPY:
12.64%
QDISX:
-33.98%
SPY:
-55.19%
QDISX:
-1.05%
SPY:
-0.42%
Returns By Period
In the year-to-date period, QDISX achieves a 5.87% return, which is significantly higher than SPY's 4.15% return.
QDISX
5.87%
1.98%
5.51%
19.33%
13.47%
N/A
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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QDISX vs. SPY - Expense Ratio Comparison
QDISX has a 0.00% expense ratio, which is lower than SPY's 0.09% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
QDISX vs. SPY — Risk-Adjusted Performance Rank
QDISX
SPY
QDISX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) 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
QDISX vs. SPY - Dividend Comparison
QDISX's dividend yield for the trailing twelve months is around 1.42%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDISX Fisher Investments Institutional Group Stock Fund for Retirement Plans | 1.42% | 1.51% | 1.53% | 1.61% | 1.13% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
QDISX vs. SPY - Drawdown Comparison
The maximum QDISX drawdown since its inception was -33.98%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for QDISX and SPY. For additional features, visit the drawdowns tool.
Volatility
QDISX vs. SPY - Volatility Comparison
Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) has a higher volatility of 3.42% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that QDISX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.